You already have AI in HubSpot.
It isn't doing much yet.
We run a four-phase programme that turns HubSpot's AI from a switched-off feature into hours and revenue you can measure. It starts with a fixed-fee assessment — not a retainer.
Where is your team today?
Then your first win is weeks away, not quarters — and most of what you need is already in your subscription.
Then the job is turning scattered use into a team habit. Pick one workflow, measure the hours it gives back, and let that number earn the next one.
Then it comes down to proof. Is the agent hitting the numbers you agreed, and do you know where it hands off to a person? That evidence is what funds the next rollout.
Then you're past the basics, and the risk has changed. Keeping the AI current as your business moves, and taking what works to the teams that don't have it yet, is the work now.
Deploying AI is easy. Capturing value is the hard part.
Nearly every mid-market business has now switched something on. Very few can tell you what it saved them.
In a recent HubSpot partner survey, 67% of customers said they were interested in AI but cautious. That caution is rational — most AI projects stall in pilot, because the work never gets embedded into how the team actually operates.
The gap isn't the technology. It's the absence of a structured way to move from "we turned it on" to "it changed how we work, and here's the number."
Four stages. One path.
Every client sits somewhere on this ladder. The job isn't to leap to the top — it's to prove value at your current stage, then earn the next one. The bar shows how much of the work runs without a human in the loop.
Embedded AI
Most teams are sitting on untapped value inside HubSpot already. Embedded AI needs almost no behaviour change and no setup — it shows up in the workflows people are in every day and saves time from day one. This is where nearly everyone should begin, including teams who think they're past it.
Assistants
Assistants sit alongside your team, drafting replies, summarising calls, and suggesting next steps. A human still reviews and sends — but spends far less time on the blank page every task used to start with.
Agents
Agents pick up defined workflows and run them end-to-end — qualifying leads, routing tickets, updating records — without someone watching every step. People step in for exceptions, not the routine.
Custom
Custom takes AI outside HubSpot entirely — wired into your own systems and business logic. This is where teams that have proven value at every earlier stage build something no off-the-shelf tool can match.
Design→Activate→Measure→Evolve
A cycle, not a project. Each pass through it proves a result and earns the right to take on the next piece of the business.
-
Phase 1
Design — discover & plan
Two 90-minute workshops. We map your go-to-market processes end to end, audit the data and systems feeding HubSpot, and find where time is actually being lost. Then we prioritise, together, in a third session.
You getA phased roadmap, a prioritised solution plan, and the ROI case.
-
Phase 2
Activate — implement & deliver quick wins
Clean the CRM, configure AI settings and brand voice, then ship zero-to-low-cost wins in week one. The first real workflow goes live to one team, controlled and supervised.
You getVisible time savings inside the first month.
-
Phase 3
Measure — prove the return
We go back to the baseline recorded in Phase 1 and compare it against what actually happened. Hours reclaimed, tickets deflected, AI spend set against the manual labour it replaced.
You getA defensible number you can take to your board.
-
Phase 4
Evolve — govern, optimise & scale
AI degrades quietly. Data drifts, products change, people revert to old habits. We audit transcripts, keep knowledge current, train new starters, and roll the next workflow out.
You getSystems that stay accurate as the business changes.
Phase 4 feeds Phase 1 — the loop restarts on the next process
Something works in week one.
Long discovery phases kill momentum. Alongside the workshops we switch on low-friction wins your team feels immediately — most already included in what you pay HubSpot.
-
01
Reply recommendations
Support reps get on-brand draft replies pulled from your own knowledge base.
-
02
Meeting notetaker
Call transcripts land in HubSpot, where the rest of the AI can use them.
-
03
Brand voice
Configured once, so every AI-generated word sounds like you rather than a chatbot.
-
04
Content remix
One strong asset becomes a month of channel-appropriate posts and emails.
-
05
Data enrichment
40+ company and contact fields auto-filled, so personalisation has something to work with.
-
06
Agent trial
A 28-day Customer Agent or Prospecting Agent trial, scoped to one team, at zero cost.
Start smaller. Run a free AI visibility check to see whether ChatGPT, Perplexity and Google AI Overviews mention you when buyers ask about your category.
The plays we lead with.
These five carry the most impact for mid-market teams on HubSpot. There are another twenty in the full library — we scope those during discovery.
-
Launch campaigns in days, not weeks
Campaign generation, content remixing and performance analysis that compresses the time from idea to live.
Breeze for Loop Marketing -
Get found where buyers now search
Your buyers ask an AI before they ask Google. We restructure your content so it gets cited in the answer.Breeze for Loop Marketing
-
Grow pipeline without adding headcount
An agent that researches prospects, personalises outreach and re-engages dormant contacts at a scale your SDRs can't match manually.Breeze for Loop Marketing -
Close more from the pipeline you already have
Post-call admin disappears, at-risk deals get flagged before they slip, and coaching moments surface from real call recordings.Breeze for Loop Marketing
-
Scale support without hiring
An agent handles repetitive questions around the clock, deflects tickets from your team, and captures leads outside business hours.Breeze for Loop Marketing -
Catch churn before it happens
Sentiment and usage signals across tickets and conversations flag at-risk accounts while there's still time to save them.Breeze for Loop Marketing