AI Enablement

Work with us to design and configure HubSpot AI so your agents, automations, and workflows work smarter, not harder. Enable your teams with better insights, faster decisions, and tools that scale with your business.

Overview

Turn AI into your competitive advantage. Our AI Enablement service helps you configure, activate and optimise HubSpot's AI features, from Breeze agents to lead scoring, so your tools are smarter, your data more useful, and your team more efficient.

Benefits & Outcomes

  • Smarter, On-Brand Content Generation
  • Increased Sales and Marketing Efficiency
  • Faster, More Relevant Insights
  • More Value from AI Agents
  • Futureproofed AI Governance
  • Confidence Through Strategy & Support
  • Empowered, Confident Teams
  • Scalable Service Operations

Smarter, On-Brand Content Generation

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By configuring your brand identity and ICPs in HubSpot, AI-generated content reflects your tone of voice, approved terms, and target audiences.

Increased Sales and Marketing Efficiency

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Implement AI lead scoring and automation to reduce manual effort and focus your teams on the right activities at the right time.

Faster, More Relevant Insights

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Connect unstructured data sources like Slack, email, and Drive to Breeze so AI can generate answers grounded in your own internal knowledge.

More Value from AI Agents

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 Identify, configure and train HubSpot AI agents to perform specific roles, like note taking, data cleansing, or content drafting, based on your CRM structure and GTM goals.

Futureproofed AI Governance

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With the right setup and controls, ensure your AI tools evolve with your business, your data, and your HubSpot platform tier.

Confidence Through Strategy & Support

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Avoid AI guesswork. We provide structured onboarding, technical configuration, and enablement to ensure AI delivers meaningful business outcomes.

Empowered, Confident Teams

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Hands-on training ensures your service team knows how to use HubSpot to its full potential, reducing manual work and improving response quality.

Scalable Service Operations

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As your business grows, your service demands will too. Our enablement builds a robust and automated foundation that allows your team to handle increasing volumes of inquiries and customers without necessarily needing a proportional increase in headcount, making your service operations more scalable and cost-effective.

Inclusions

Our dedicated AI Transformation Lead will guide your organisation through the entire enablement journey, from configuration and governance to training and adoption. With tiered product options, you can choose the level of AI capability, agent setup and ongoing support that best aligns with your commercial goals and HubSpot maturity.
Tier
Essentials
Setup core AI configurations including brand identity, ICPs, and basic Breeze settings
Accelerator
Includes Essentials plus lead scoring, multi-agent setup, and Slack/email integrations
Enterprise
Full enablement with agent training, ongoing management, unstructured data strategy and advanced automation design
AI Brand Setup AI Brand Setup
Breeze Memories Configuration Breeze Memories Configuration
Agent Selection & Installation Agent Selection & Installation

Up to 3

Up to 5

Up to 8

Lead Scoring Model Lead Scoring Model
Slack/Email/Drive Connectors Slack/Email/Drive Connectors
Agent Training & Optimisation Agent Training & Optimisation
Governance & Ongoing Support Governance & Ongoing Support

Process overview & timeline

Week 1-2Week 3-4Week 5-6Week 7-8Week 9+
Discover
Week 1-2
Discover
Shadow Sessions
Design
Week 3-4
Design
Design Sessions
Develop
Week 5-6
Develop
Configuration & Review
Deliver
Week 7-8
Deliver
Training & Go Live!
Drive
Week 9+
Drive
Scheduling + Budget, risk & change management + Progress updates

Our Team & Roles

AI Transformation Lead
Aligns AI setup with commercial goals and HubSpot usage
AI-Transformation-Lead-Icon
AI Transformation Lead
Aligns AI setup with commercial goals and HubSpot usage
CRM Lead

Oversees technical configuration of AI tools in HubSpot

CRM General
CRM Lead

Oversees technical configuration of AI tools in HubSpot

CRM Specialist

Manages day-to-day implementation of scoring, automation and agent setup

CRM Support (1)
CRM Specialist

Manages day-to-day implementation of scoring, automation and agent setup

Marketing Lead

Supports brand identity, tone and ICP definition for AI training.

Marketing-Lead-Icon
Marketing Lead

Supports brand identity, tone and ICP definition for AI training.

Success Manager

Coordinates training, adoption, and continuous improvement

Success-Manager-Icon
Success Manager

Coordinates training, adoption, and continuous improvement

FAQs

What makes this different from just turning on HubSpot AI?

HubSpot AI is powerful out of the box, but without guidance, it delivers generic results. We train your agents, set up governance, and connect data sources so it delivers business value.

How long does this take?

Most implementations are completed within 8 weeks. Larger Enterprise setups with agent training and connected knowledge sources may take longer.

Can this work with our existing Slack or Google Drive content?

Yes. We help you configure integrations so Breeze can draw on existing documents, chats, and notes to improve AI relevance.

What if our team doesn’t know how to use AI yet?

We provide onboarding, documentation and enablement sessions to ensure AI adoption is smooth, strategic and aligned to your team’s workflows.

Testimonials