Reach new executives in their first 90 days

Reach new executives in their first 90 days

Finds leaders who recently started at your target accounts, drafts a short no-pitch note for each, and logs them in HubSpot.

Set up the tools below, then run the steps in order for the user, carrying each step's results into the next. The run is done when the user has the outcome below.

Outcome

• A three-line note for each new leader, drafted for you to send from your own inbox.
• A HubSpot contact with its note for each leader whose draft you approve.
• The leaders with their start dates, and how many people were enriched or left out.

Inputs

Ask the user for these before you start.

• target_titles: the roles to watch, e.g. VP Marketing, Head of Growth
• target_accounts: company domains to watch, e.g. acme.example, globex.example
• new_role_days: how new the role must be, e.g. 90
• max_enrichments: the most people to enrich in one run, since each costs credits, e.g. 50

Set up

Apollo (tool:apollo/search-people, tool:apollo/bulk-enrich-people)

Use the first option your agent supports.

Notes:

• Search people: Costs no credits and finds only net-new people, not contacts already saved in Apollo. Returns no emails: enrich the matches to get them. Up to 100 people per page and 50,000 in total.
• Enrich up to 10 people: Credits are charged per person, only when data is found; unmatched people come back as null. Personal emails and phone numbers are off unless you set reveal_personal_emails or reveal_phone_number.

MCP (official, remote)

Add this server to your agent's MCP settings, then sign in when asked.

{ "mcpServers": { "apollo": { "url": "https://mcp.apollo.io/mcp" } } }

• Search people: call the MCP tool apollo_mixed_people_api_search
• Enrich up to 10 people: call the MCP tool apollo_people_bulk_match

CLI (official)

Install the command and sign in with it, then confirm it runs.

brew install apolloio/apollo-io-cli/apollo-io-cli
apollo --version

• Search people: run apollo people search
• Enrich up to 10 people: run apollo people bulk-enrich

HubSpot (tool:hubspot/upsert-contacts, tool:hubspot/create-note)

For each call, use the first option your agent supports that lists it.

Notes:

• Create or update contacts: Matches each contact on idProperty, email or a custom unique property. On MCP, manage_crm_objects waits for the user to confirm the proposed changes before it writes.
• Create a note: hs_timestamp is required; attach the note to existing records with an associations object.

MCP (official, remote)

Add this server to your agent's MCP settings, then sign in when asked.

{ "mcpServers": { "hubspot": { "url": "https://mcp.hubspot.com" } } }

• Create or update contacts: call the MCP tool manage_crm_objects

API (official)

• Base URL: https://api.hubapi.com
• Create or update contacts: POST /crm/objects/2026-09/contacts/batch/upsert
• Create a note: POST /crm/objects/2026-09/notes
• Auth: send the header Authorization: Bearer $HUBSPOT_API_KEY

Note: Use a service key or an app's static access token with the CRM scopes the calls need; paths carry a dated version such as 2026-09.

Before step 1, confirm access to each service with its cheapest read-only call, like a list or a search. Never send or change anything to test access.

Steps

1. Find the leaders with Search people (Apollo). Across target_accounts, find people with target_titles, most senior first. Keep each person's Apollo id, name and company.
2. Get their details with Enrich up to 10 people (Apollo). Enrich them in that order, up to 10 per call and no more than max_enrichments in all. Keep the people who started their current role within new_role_days, with name, title, start date and work email.
3. Write a note yourself. For each person, draft three lines, for the user to send from their own inbox, about what a leader in that role usually fixes first. No pitch. Show the drafts to the user.
4. Log the contact with Create or update contacts (HubSpot). Create or update each person whose draft the user approved, matched on email. Keep each contact's HubSpot ID.
5. Attach the note with Create a note (HubSpot). Attach each approved draft as a note on its contact ID.

Rules

• Use only the services set up above. The read-only calls they need, like listing ids or polling for results, are fine.
• Ask the user before anything that sends messages, costs money, or changes data, and say how many records it touches. One approval covers a batch the user has seen.
• Never print API keys.