We focus on:
- Turning a small number of real processes into AI-assisted workflows
- Using tools you already have access to: Breeze, Buyer Intent, Customer Agent, Breeze Assistants, smart properties and agents
- Keeping humans in charge, with clear rules on where AI fits and where it does not
What to expect
You work with a HubSpot team that will:- Show you what AI is currently doing in your portal (and where it is in the way)
- Pick a handful of processes where AI can safely take the busywork
- Configure those features in your portal
- Train your teams to use them properly
- Come back after three months to review impact and new releases
The outcome is not “AI everywhere”.
It is a few well-chosen places where AI makes the day easier for your team.
Step 1
Audit
What AI is actually doing today
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Inventory of AI features enabled: Breeze, Buyer Intent, Customer Agent, other Breeze Agents, Breeze Assistants, Smart Properties, AI Workflow actions
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Quick review of how teams really use them (if at all)
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Identify manual, repetitive tasks that AI could assist
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Note any historic “AI experiments” or generic setups now causing confusion
Output: one-page AI usage summary and a shortlist of processes to improve.
Step 2
Planning
Choosing the right jobs for AI
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Map the current process for each shortlisted area (for example: SDR prospecting, account reviews, ticket triage)
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Decide which steps AI should support, and which must stay human-only
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Recommend specific HubSpot AI tools for each process
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Explain HubSpot credits in the context of your portal
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Identify which specific AI tools or Agents are the primary consumers of these credits
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Estimate likely credit usage and set sensible limits
Output: a 1–2 page AI activation plan that your leadership can sign off.
Step 3
Implementation
Configuring the parts that matter
We then configure or refine the items agreed in the plan. For example:
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Customer Agent – connected to the right knowledge sources, handover rules and deployed to relevant channels
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AI workflow actions – summaries, custom prompts, enrolling to agents, enrichment and prep notes where risk is low and review is easy
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Buyer Intent and Signals – topics, target markets, key pages, exclusions, daily intent emails, automated CRM actions and usable views for sales
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Smart properties – pain points, fit, opportunities, value drivers wired into lists, routing and reports
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Agents (marketplace and custom) – for handover, prospecting, upsell, playbook summaries, company research and your specific use cases
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Enrichment settings – auto-enrich existing records to fill missing data points, enabling better segmentation
All in your portal, using your fields, naming and lifecycle stages.
Step 4
Training
- Making AI part of normal work
- Configuration sticks when people understand it.
- Short, role-based sessions for marketing, sales, service or ops
- Examples based on your own records, not demo data
- Clear “use / do not use” guidance for each AI feature
- Recording of sessions and short “how we use AI in HubSpot” notes
- A simple dashboard in HubSpot that links to the tools and materials
Step 5
3-month check-in
Three months after go-live we meet again to:
- Review where AI is being used and where it is ignored
- Check basic impact metrics (for example prep time, response time, focus on intent accounts)
- Review credit consumption against plan
- Walk through any new relevant HubSpot AI releases
- Decide what to keep as-is, what to adjust, and what (if anything) to add next
- You can repeat this rhythm internally, or ask us to support later cycles.
Is this for you?
A good fit if you:- Already have HubSpot Marketing, Sales or Service on paid tiers
- Can see AI features in the portal, but nobody “owns” how they are used
- Want to improve a few specific processes rather than “do AI” in general
- Need clear guardrails and training so AI is trusted, not avoided
- Prefer a defined project with a beginning and end, not an open-ended retainer
- Only need one-off help with an isolated AI feature
- Do not yet have your core processes set up properly in HubSpot
- Already have an internal team actively managing AI configuration and credits
- Are looking for custom AI product development outside HubSpot
Typical current state:
Target future state:
Save time
(do stuff quicker)
Minimise effort
(do less stuff)
Automate stuff
(do stuff at scale)
Team continuously trained
Inclusions:
- Pre-discovery call to confirm fit and scope
- AI usage and process audit
- AI activation plan with prioritised use cases
- Configuration of agreed AI items, such as:
-
- Customer Agent
- Buyer Intent and Signals
- Breeze Assistant and agents
- Smart properties and enrichment
- AI workflow actions
- Role-based training sessions with recordings
- “AI in our HubSpot” dashboard in your portal
- Three-month check-in session with recommendations
Exclusions:
- Full HubSpot re-implementation or data migration
- Custom, non-marketplace integrations
- Large-scale change-management programmes
- In-person workshops and travel (can be added if needed)
- Ongoing AI content production beyond the agreed scope
