Custom development
Custom-coded actions, CRM cards, private apps, and serverless functions for the parts of the workflow HubSpot cannot configure.
Read moreHubSpot · Practical AI
Automation that moves the work. People who make the calls.
HubSpot now ships agents for prospecting, service, and content, and the workflow engine can do more than most portals ask of it. We put both to work on specific manual steps, with an owner, a log, and an off switch on every one. This is the practical AI pillar of the practice, applied inside your portal.
When this is the right engagement
- Sellers spend the first hour of the day on research and data entry
- Support tickets that could be deflected are answered by hand
- Automation ideas are stalled because nobody knows what is safe to turn on
- Leadership wants an AI result this year and a defensible one
- A previous attempt produced a chatbot nobody trusts
What you get
- A prioritized list of manual steps worth automating, with the expected time back for each
- Workflow automation for routing, enrichment, follow-up, and handoffs
- Breeze agents configured for prospecting, service, or content where they earn their place
- Governance: owners, logs, review points, and the decisions that stay with a person
- Pre-call research, account briefs, and proposal drafts generated from approved sources
- A measurement against baseline so the result is real
How it runs
- 01
Find the manual steps
A short workshop with the people doing them. They already know.
- 02
Pick the ones worth it
Time back, risk if wrong, and how easily a person can check the result.
- 03
Build with governance
Every automation and agent gets an owner, a log, and an off switch before it goes live.
- 04
Roll out with the people who do the work
Office hours, not a memo. Adoption is the result, not the launch.
- 05
Measure and expand
Against the baseline from the first step, then on to the next set.
Questions we get
Does this replace our RevOps team?
No. It removes the parts of their week that a machine should do, so the parts that need judgment get done. Every automation has a person who owns it.
Which AI tools do you use?
HubSpot’s own Breeze features first, because they live where the data is. For work outside the portal we use governed assistants built on approved sources, the same approach we use on our own site.
Work and news
Notes from HubSpot engagements.
Case studies from HubSpot engagements are being prepared for publication. The announcements above are the public record in the meantime.
Start with the stuck point
What should HubSpot be doing that it isn’t?
Bring the workflow, handoff, or report that keeps resurfacing. We will tell you whether it is a HubSpot problem, a data problem, or a systems problem, and what to do about it.