The loop
- Read intentAddress checks, abandoned carts and last week's orders in Looker Studio
- Target & enrichClaude and HubSpot build clean, deduplicated, opted-in lists
- Knock the warm doorsHot leads pinned in Spotio for the door-to-door team
- Follow up fastSMS, email and calls in sequence, then a rest period
- Report automaticallyVisit results back in HubSpot, with results artifacts for leadership
Field marketing with a digital backbone
Field marketing usually lives on clipboards and spreadsheets. I connect it to HubSpot, Spotio and Claude so online intent decides where reps knock, every missed door gets a fast follow-up, and every visit lands on the same customer record. Four daily and weekly plays run it.
Guardrails built into every play
- Field-sales leads and existing customers are never pulled into prospect journeys, and nobody is double-worked.
- Opt-ins are set before any text, and each contact gets one sequence, then a cooldown of up to 60 days.
- Channels take turns: text, email and a call each do one job, in order, never all at once.
- Agent-run plays send me a run report to review, so the automation does the work and the judgment stays human.
The plays
Hot leads, on the map
Yesterday's online shoppers, address checks and abandoned carts, become today's doors, dropped into Spotio as color-coded Hot Leads so reps knock the warmest homes first.
Nobody home? We'll text.
A Spotio-to-HubSpot integration turns every not-home, revisit and "give me a week" into a text and email within minutes, then two more touches and a rest.
Last week's lurkers
Serviceable neighbors who re-checked an address and left get a text at 8:45 AM, an email that morning, a second text two days later, and a hand-off to the call team.
Your street is switching
Claude finds the streets and apartment communities where orders clustered last week and enrolls the opted-in neighbors in a timely "your neighbors just switched" journey.












