AI Enablement

AI that works on your revenue data, and a team that knows how to use it.

We build AI agents and automation on top of HubSpot where they save real hours, and we train your people to use AI in their daily work with judgement. No pilots that nobody owns after the demo.

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Who this is for

You will recognise yourself in at least one of these

  • You have AI licences and no clear use cases that stuck.
  • Reps and marketers use AI ad hoc, with no shared practice or guardrails.
  • Enrichment, research and data cleanup eat hours that AI could do with a human checking.
  • Leadership wants an AI story that is measurable, not a slide.
What we do

The work, step by step

Use-case triage

We sort candidate use cases with the Two Boxes lens: which ones make today's work cheaper, which ones create new capability, and which ones are not ready because the data or process underneath is not.

Agents on HubSpot data

Research, enrichment, meeting-transcript extraction and lead qualification agents that read and write HubSpot properties, with approval steps where money or customers are involved.

AI-assisted operations

Audits, data recovery and documentation done with Claude and n8n at a speed and depth manual work cannot match, every output checked by a human.

Guardrails and governance

What data AI may touch, what it may write, what must be reviewed, and how outputs are logged. Written in plain language and enforced in the tooling.

Team training

Role-based, hands-on sessions for sales, marketing, customer success and RevOps: prompting on real work, HubSpot's Breeze features, reusable skills and when not to trust the output.

Adoption and measurement

Monitors on usage and outcomes, a monthly review of what is working, and a backlog of the next use cases.

What you get

Deliverables you keep

Engagement shape: Two-week use-case sprint, then build and training phases of two to six weeks. Fixed fee per phase or part of a retainer.

  • Prioritised AI use-case map with readiness assessment
  • Working agents and automations, documented
  • AI governance guidelines your team will follow
  • Training sessions, recordings and reusable prompt and skill libraries
  • Usage and outcome dashboard
Related case study

What this looked like for a real client

Industrial IoT manufacturer7 merged companies75k contacts

Cleaning a CRM built from seven acquisitions

Seven acquired businesses, seven price lists, and a HubSpot portal where thousands of companies had no name and country data could not be trusted.

2,500+companies named from owned data
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Situation

Forecasting ran in a BI tool fed by NetSuite and HubSpot, but HubSpot company records were too dirty to roll up: nameless companies, full country names in a two-letter code field on 13,344 contacts, contacts unattached to their company.

What we did

  • Recovered company names from evidence the client already owned (contact records, domains, NetSuite exports) before spending a cent on enrichment, which we tested and rejected.
  • Standardised country data on 649 company records and repaired 13,344 contact country codes, every change logged to a reversible manifest.
  • Associated 606 orphan contacts to the company that owns their email domain and sourced 719 missing websites, each rated for confidence.

Result

Company-level reporting and deal roll-ups work again. Every write was verified live after the fact, and the client received review sheets for the records we deliberately did not touch.

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FAQ

Questions we get about this service

Which AI tools do you use?

Mostly Claude for reasoning and agents, HubSpot's own Breeze features where they fit, and n8n for orchestration. We recommend based on your stack and data location, and we say when a tool is not ready.

Is our data safe?

We define what data AI may access before anything is connected, use enterprise or API tiers with no training on your data, and log every write back to HubSpot. Your data is only ever worked on locally: it stays in your HubSpot portal or on the consultant's machine during processing, and the only external party that sees it is the AI model provider through the API call itself. Nothing is copied to third-party storage. Governance is a deliverable, not a footnote.

Can you just train the team without building anything?

Yes. Training works best on your real HubSpot data and real tasks, so we prepare the sessions around your workflows, not generic prompting.

Ready to make HubSpot run your revenue?

Book a 30-minute discovery call. We look at your portal together and tell you what we would fix first.

  • 30 minutes, no slides
  • You leave with three concrete next steps
  • If we are not the right fit, we say so

Pick a time with Daniel

Discovery calls are free and go straight into the calendar.