HubSpot AI Advisory. A clear plan for what to activate and why.
HubSpot's AI features are already inside your portal. Most teams don't know what they do, which ones are worth using, or where to start.
Why most HubSpot teams aren't getting value from AI yet
HubSpot has shipped more AI features in the last 12 months than in the previous five years combined. Most users are either ignoring them or activating them without a clear strategy, which means paying for capability that's doing nothing.
We review your current HubSpot setup, identify which AI features are relevant to your team and your data, and give you a prioritised activation roadmap.
Whether you're running Sales Hub, Marketing Hub, or both, there are likely tools you're already paying for that could meaningfully improve your pipeline, your content output, or your team's time. This session tells you exactly which ones and in what order.
What We Cover
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Breeze AI: Content, Prospecting, and Customer Agents
HubSpot's Breeze agents automate content creation, prospect research, and customer interactions. We identify which agents are relevant to your team and what they need to be useful rather than just switched on.
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AEO: Answer Engine Optimisation
As AI search changes how buyers find information, your HubSpot content strategy needs to account for it. We review your current content setup and identify where AEO adjustments would improve visibility.
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AI-Powered Lead Scoring and Predictive Contact Behaviour
HubSpot's predictive scoring uses your existing data to surface the contacts most likely to convert. We assess whether your data quality supports it and what needs to be in place before it's worth activating.
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AI Email Generation and Sequence Automation
We look at how your team is currently building emails and sequences, and where AI generation tools would reduce time without reducing quality or personalisation.
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Smart Content and Dynamic Personalisation
We review your current use of smart content and identify where dynamic personalisation would improve email, landing page, and website performance for your specific audience segments.
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Automation Recommendations and Workflow Intelligence
HubSpot's automation suggestions surface workflow opportunities based on your existing data. We review what's being recommended, what's worth acting on, and what to ignore.
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Identifying Gaps Where AI Can Reduce Manual Admin
We map the manual tasks your team is currently doing inside HubSpot and identify where AI tooling would make a measurable difference to time spent.
HubSpot AI Advisory Pricing
Full-day Workshop
Format: 2-hour advisory session, online or in-person
Deliverable: Written roadmap provided within 3 business days of the session
Price: Available on request, get in touch for a clear number before committing [PLACEHOLDER]
A plain-English summary of which AI features are worth activating
No jargon, no feature list. A clear recommendation on what matters for your business, your team size, and your current HubSpot tier.
What you walk away with
Configuration guidance for your top three features
Specific setup direction for the three features most relevant to your setup, enough to brief your team or act on yourself without needing another engagement.
A prioritised implementation roadmap with effort and impact scores
Every recommended activation ranked by how long it takes to set up and what it's likely to deliver. You decide what to act on first.
A clear picture of what AI can and cannot do in your HubSpot today
Honest about the limits. If something isn't worth activating yet, or requires data quality work first, we'll tell you that rather than oversell the capability.
Not sure where to start with HubSpot AI?
Book a free discovery call with us and we'll ask a few questions about your current setup and tell you which ones are worth using, where to start, and what makes sense for where you are right now.
Frequently Asked Questions
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Some AI features are Starter-compatible, but the majority of Breeze and predictive tooling requires Pro or above. We'll tell you upfront what's accessible on your tier before the session so there are no surprises.
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Not necessarily, assessing your data quality and its impact on AI capability is part of what the session covers. If your data needs work before certain features are viable, we'll tell you that and what it would take to get there.
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Yes. The session is standalone, but if you want us involved in activating specific features, we can scope that separately. There's no obligation to engage further after the advisory.
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HubSpot's documentation covers how features work. This session covers which features are worth activating for your specific setup, in what order, and what you need to have in place first. The roadmap is built around your portal, not the general case.
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Not currently. This session is built specifically around HubSpot's AI feature stack. If you're evaluating HubSpot versus another CRM, a discovery call is a better starting point.
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