The problem this solves
A target account list is a promise: these are the companies we will work. Coverage is whether the promise is kept - whether each account has someone reachable, enough people to avoid single-threading, a reason to reach out this quarter and a rep who owns it. Most teams cannot answer those four questions for their list without a week of spreadsheet work, so the list is reviewed by feel and the gaps are found at the pipeline review.
The Company Intelligence Agent answers them from the list and the CRM in one pass: verified contacts from the list's verification status, committee depth from the contacts per account, live signals from the quarter's signal history, ownership from HubSpot. Charted by territory, the gaps become a picture; posted to #sales-leadership, the picture becomes a conversation; and an Asana task per territory gap turns the conversation into work with a name on it.
How the mission runs
- Read the accounts and their contacts. The agent loads list <name> with every contact, their verification status and their role, and counts per account how many verified contacts exist and whether the buying committee reaches three or more people.
- Check for a live signal this quarter. The quarter's signal history - hiring, funding, technology change, intent - is read for each account, and accounts with at least one signal are marked live, with the most recent signal noted so the gap report can say why an account is quiet.
- Read ownership from HubSpot. Each account is matched to its HubSpot company and its owner; accounts missing from HubSpot or without an owner are counted as ownership gaps, and territory is read from the owner or from firmographic region.
- Chart the gaps by territory. The chart capability renders coverage per territory on the four measures - verified contact, committee depth, live signal, owner - as grouped bars, so the territory with the deepest gap on each measure is visible at a glance.
- Deliver the sheet, the post and the tasks. Google Sheets receives the account-level table with the four measures and the territory; the chart and a summary are posted to #sales-leadership; and an Asana task is created per territory gap - for example 'twelve accounts in West have no verified contact' - assigned to the territory lead with the accounts listed.
The prompt
This is the exact objective the agent receives. Swap the obvious placeholders for your own domain, segment or channel and run it as-is from the console, Slack, or the API.
What comes back
A Google Sheet with every account on list <name> and its coverage on four measures - verified contact, buying committee of three or more, a live signal this quarter, an owner in HubSpot - with territory, a chart of the gaps by territory posted to #sales-leadership with a summary, and an Asana task per territory gap assigned to the territory lead with the affected accounts listed.
Make it yours
- Add a fifth measure - a touch in the last 30 days - from CRM activity.
- Run it monthly and add a trend chart showing coverage closing or opening per territory.
- Create the gap tasks in HubSpot for the account owners instead of in Asana.
- Trigger the enrichment and verification playbooks on the gap accounts directly from the report.
Frequently asked questions
What counts as a live signal?
Any event from the signal capabilities in the current quarter - a relevant posting, a round, a technology change, an intent surge - and the definition is stated in the report so it can be tightened.
How are territories determined?
From the HubSpot owner's territory where one is set, otherwise from the account's region in firmographic data; the method is shown per account.
Can the tasks be assigned to specific people?
Yes. Provide the territory-to-lead mapping or let the agent read it from HubSpot teams, and each task is assigned accordingly.