How to Use Prospecting Agent to Automate and Scale Sales Outreach | Strategic HubSpot Tutorial

In this tutorial, CJ walks through HubSpot’s Prospecting Agent—one of the most transformational AI-powered tools introduced in HubSpot’s new era of customer and sales agents. You’ll see how prospecting profiles work, how AI learns from your website and brand kit, how to control outreach settings, and how the agent drafts personalized outreach at scale. Why This Matters Sales reps can’t control results, only activity. Prospecting Agent ensures outreach happens consistently, at scale, with targeted messaging that reflects your ICP, brand voice, and services. It solves the classic problem of inconsistent follow-up and gives sales leaders a repeatable, measurable system for outbound activity. Who This Is For Sales leaders and revenue operators HubSpot admins improving sales efficiency B2B organizations (especially payroll, HR, accounting, finance, staffing, and recruiting) Anyone looking to transform manual outreach into an automated, AI-enhanced process 00:00 - Why outreach matters more than results 00:14 - The traditional HubSpot outreach setup 00:32 - HubSpot Prospecting Agent overview 00:50 - Intro and positioning 01:05 - What Prospecting Agent actually does 01:18 - Reviewing HubSpot’s knowledge base 01:44 - What the agent is designed to handle 02:03 - Creating a prospecting agent 02:36 - Selling profiles, exclusions, enrollments 03:04 - Automating enrollment from forms 03:36 - Creating a new selling profile 04:01 - Why your website content matters 04:15 - Value props, pain points, and ICP 04:30 - How AI pulls from data sources 04:52 - Reviewing AI settings in HubSpot 05:28 - Overriding default AI inputs 06:42 - Selecting industries and personas 07:25 - Configuring email senders 07:52 - Adding meeting links and CTAs 08:13 - Adding documents and reference URLs 08:53 - Automation mode and tone settings 09:10 - Outreach frequency and windows 09:35 - Why review-before-send is important 10:22 - When to confidently automate 11:00 - Final review of selling profile 11:40 - Real example: outreach to Rachel 12:25 - Reviewing and editing drafted outreach 12:57 - Training the agent through iterations 13:20 - Why this is transformative for sales teams 13:45 - Final thoughts and how to get help 🚀 Helpful Links HubSpot Strategy Session: https://www.thegistinbound.com/schedu... HubSpot Audit Information: https://www.thegistinbound.com/conten... Explore HubSpot Solutions: https://www.thegistinbound.com/solutions 🧠 More From The Gist Weekly Spotlight Newsletter: https://www.thegistinbound.com/resour... Full HubSpot Tutorial Library:    • Strategic HubSpot   About The Gist: https://www.thegistinbound.com/about The Gist is a HubSpot-certified solutions partner specializing in CRM strategy, implementation, and optimization for B2B companies in payroll, HR, workforce management, and other professional services sectors.