Advisor & Firm Prospect Hunter
A finance and legal prospect sourcing agent that builds hyper-targeted firm lists no paid database sells. It runs ICP-aware searches across LinkedIn, the open web, niche directories (state licensing portals, regulator lookups, advisor networks), and Reddit on a recurring cadence, scores each candidate against your qualification criteria, and deduplicates against everything it has already surfaced. Verified matches are enriched with role, location, and best-available contact info, written to a Google Sheet with a clean schema, and summarized in a ranked email digest. The agent tracks its own search state in an embedded database so failed searches retry on the next run and previously seen firms never appear twice.
Agent snapshot
Built for finance legal work, not a generic template.
8
template uses
66
catalog views
4
integrations used
2
labels matched
Sample input
Build an agent to advisor & Firm Prospect Hunter. Use HubSpot, Google Workspace, Slack, and FullEnrich. Focus on find things. Return a ready-to-review result after each run.
Sample output
Every weekday morning, scans LinkedIn, the open web, and niche finance/legal directories for RIAs and advisory firms matching your ICP, dedupes against prior runs, enriches contact details, and writes a ranked list to Google Sheets with an email digest.
Workflow brief
Where Advisor & Firm Prospect Hunter fits in a finance legal automation system
Advisor & Firm Prospect Hunter is designed for a specific recurring job: a finance and legal prospect sourcing agent that builds hyper-targeted firm lists no paid database sells. It runs ICP-aware searches across LinkedIn, the open web, niche directories (state licensing portals, regulator lookups, advisor networks), and Reddit on a recurring cadence, scores each candidate against your qualification criteria, and deduplicates against everything it has already surfaced. Verified matches are enriched with role, location, and best-available contact info, written to a Google Sheet with a clean schema, and summarized in a ranked email digest. The agent tracks its own search state in an embedded database so failed searches retry on the next run and previously seen firms never appear twice. The agent page keeps the workflow concrete by showing the connected apps, the input a team can give Twin, and the output the run is expected to produce.
A team can start from this public template, adjust the instructions, connect the relevant accounts, and schedule the agent once the review path is clear. That makes it useful for repeatable work where the same research, update, summary, or follow-up needs to happen again.
In this setup Twin uses HubSpot, Google Workspace, Slack, and FullEnrich as source systems, action targets, or reporting destinations. The agent can combine those tools with browser automation and API calls when the workflow crosses systems.
What this agent automates
This run includes 7 concrete steps from the published agent data.
Load previously discovered firms from the agent database into a deduplication set
Run parallel searches across selected source platforms using ICP-derived keywords and filters
Score each candidate against vertical-focus criteria and drop near-duplicates
Enrich qualified firms with role, location, and contact details
Append new firms to the Google Sheet and update enrichment status
Send a ranked email digest summarizing the top finds and any retry queue state
Integrations used
Advisor & Firm Prospect Hunter connects HubSpot, Google Workspace, Slack, and FullEnrich.
HubSpot
Connected in this agent
Google Workspace
Connected in this agent
Slack
Connected in this agent
FullEnrich
Connected in this agent
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Plans start at €20/mo