Use cases · Reporting · On every new signup

New signups arrive pre-researched, where your team looks

A signup email address is a clue, not a lead. Someone has to find the company, the role, the size, and whether they match your best customers. Usually nobody does, and sales calls in blind.

Your Squad teammate researches every signup the moment it lands. It reads the company site in its own browser, runs AI Search for size and funding signals, and checks your own history with the domain in memory. The enriched record files itself in HubSpot with a fit score and the reasoning behind it.

Hot fits do not wait for a report. They ping your Slack channel the minute the research finishes, with the profile attached.

How it runs
01
It triggers on signup

A new signup starts the research run automatically. No list to maintain, no batch to remember.

02
Research runs three ways

The company site in the teammate's own browser, public signals through AI Search, and your own past touches from memory. Sourced, not guessed.

03
Fit gets scored with reasons

The profile is compared against your best customers. The score says why: size band, industry, the tech they show, the plan they picked.

04
The CRM fills itself

The enriched record lands in HubSpot: company, role, score, sources. Your team opens every call with context.

05
Hot fits ping immediately

Above your threshold, the teammate posts to your channel with the profile. Sales moves while the signup is still exploring.

What lands on your desk
The Slack ping, minutes after signup
🔥 Hot signup — fit 87

lena@driftworks.io · Head of Ops · Driftworks (logistics
software, ~45 people, Series A in March)

Why 87: your top-5 customers are ops leads at 30-80 person
logistics companies. Their site lists the exact integrations
you support. She picked the Team plan tier on signup.

Full profile in HubSpot. Past touch: her CTO downloaded the
benchmark report in June.
What you get
  • Every signup enriched within minutes, automatically.
  • Fit scores with visible reasoning and sources.
  • Hot fits pinged to your channel in real time.
  • The CRM fills itself, correctly.
Works with
HubSpotAirtableSlack

Your teammate connects through the integrations you approve, works on its own computer with its own browser, and asks you before anything irreversible.

Your first month
Day 0

You connect HubSpot and describe your best customers once.

Day 1

Every new signup arrives enriched. The first hot-fit ping lands mid-afternoon; sales calls while the trial is minutes old.

Week 1

The team stops opening calls blind. The fit reasoning teaches you something: a segment you undervalued keeps scoring high.

Month 1

The CRM fills itself, correctly. You adjust the ideal-customer description once; every future score reflects it.

Squads also run