A process that takes too long
Quotes, answers to the same questions and reports are all done by hand.
I take the process that costs your team the most time and work out whether automation is enough or AI is worth adding. With or without HubSpot.
Quotes, answers to the same questions and reports are all done by hand.
Each person differently, on personal accounts, with no rules on what data can be pasted in.
It comes up in a leadership meeting, but nobody knows which tasks to hand to a model.
Agents in HubSpot that work from your knowledge base and customer history.
First drafts of quotes, call summaries and research before meetings.
Tools built on Claude or custom code that answer from your documents.
Your team learns to work with AI on its own materials, in 1.5-2 hour sessions.
AI trainingWe pick the process that weighs on your team the most.
Steps a rule can handle, I set up without AI. I add a model only where a rule falls short.
At the start, a person reviews and approves everything the AI produces.
We expand only after the first process works the way we agreed.

I am a HubSpot consultant. I work in HubSpot every day: I implement it, train teams and connect it with the rest of the company’s systems. My advice comes from what has worked across dozens of portals.
The model works from your knowledge base, and at first a person approves every answer and every email.
No. With HubSpot I use Breeze. Without it, I build tools on Claude or custom code.
At the start we agree on what data can go to the model and where it is processed.
Breeze agents use HubSpot credits. I estimate how many you need once we pick the process.
We’ll work it out on the call, once I know the process.
Thirty minutes, free. Tell me what you want to do and I'll tell you where to start.