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PLATINUM HUBSPOT PARTNER

We help B2B teams set up AI Assistant properly

Stop guessing. We configure HubSpot’s most powerful sales tools to eliminate admin overhead, shorten your sales cycle, and ensure your pipeline data is measurable from day one.

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Trusted by teams all around the globe

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  • 20+
    Integrations
    to make data complete
  • 60+
    Happy Customers
    across 5 continents
  • 70+
    Certificates
    our team is fully qualified
  • 100+
    Problems Solved
    across 15 industries

The USPEH Framework

1

Before we build, we listen

We run a discovery session to map your sales process, deal stages, ICP, and how your team currently manages pipeline. We audit your existing CRM data, review your tech stack, and align on what good looks like — quota attainment, pipeline velocity, and forecast accuracy. Everything we build is designed around how your team actually sells, not a generic HubSpot template.

2-2

Clean data. Clear pipeline. No shortcuts.

We import and clean your contact and company data, configure your deal pipelines to match your real sales stages, and set up properties that give managers the visibility they need. User permissions are configured by role, custom views are built for reps and managers, and your lead scoring and lifecycle stages are aligned with your marketing team. By the end of this stage your CRM is structured, clean, and ready to run.

3-3

Revenue first. Everything else can wait.

We sequence the build around what will impact quota fastest — getting your highest-priority pipeline stages, sequences, and automations live before anything else. We identify which integrations, reports, and workflows to build now versus later, and map a delivery plan that gets reps selling in HubSpot. Every decision is made around one question: what helps your team close deals faster?

4

Built, tested, and live. No loose ends.

Sequences, task queues, email templates, and meeting links go live. Deal automation is configured so reps are prompted to take the right action at the right time, and managers get notifications when deals go stale or move forward. Dashboards and reports are built so every rep knows where they stand and every manager can coach from data. Everything is tested before it goes live and we stay hands-on throughout.

5

Your team owns it.

We run training sessions for reps and managers separately — covering the workflows, views, and reports built for each role. Every process is documented so nothing lives only in someone's head, and we run a final QA pass across the portal before signing off. You leave with a sales team that has adopted HubSpot properly, a clean pipeline, and a roadmap for what to build next.

 
 
 
 

AI Assists Onboarding saving your life

Rapid growth can quickly expose weaknesses in your systems. Teams often find themselves dealing with:

  • Sales teams struggling to follow up with every lead
  • Marketing teams under pressure to create and launch campaigns faster
  • Customer onboarding processes that rely too heavily on manual work
  • CRM data that becomes messy, incomplete, or difficult to trust
  • Support and service teams repeating the same tasks again and again

When these problems build up, growth becomes harder to manage. Opportunities are missed, employees become frustrated, and customers experience slower, less consistent service.

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AI-assisted onboarding matters

AI that works with your team

AI-assisted onboarding helps you build practical AI workflows inside HubSpot, focused on the areas where your team needs the most support.

Sales automation
Use AI to support prospecting, contact enrichment, lead scoring, and personalised outreach, helping your sales team prioritise the right opportunities faster.

Marketing acceleration
Use AI to draft content, support campaign execution, organise ideas, and improve consistency while keeping your brand voice clear.

Onboarding at scale
Guide new customers, employees, or internal users through setup steps, FAQs, and workflows, with complex questions escalated to your team when needed.

CRM intelligence
Improve CRM quality by cleaning records, enriching data, identifying buying signals, and keeping segments more accurate and useful.

The outcome Smarter, faster, more efficient growth

With the right AI-assisted onboarding setup, your team can reduce manual work and create a more scalable way of operating.

Typical benefits include:

  • Faster lead follow-up and customer onboarding
  • Better engagement across sales and marketing activity
  • Less time spent on repetitive admin
  • Cleaner, more reliable CRM data
  • Faster customer responses and more consistent guidance
  • More time for your team to focus on high-value work

AI handles the busywork, while your people focus on the work that actually drives results.

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K. Desai, Head of Sales

Eli met us exactly where we were, asked the right questions, and guided us step by step so that our sales process would be set up for long-term success, not just a quick fix. Her ability to translate complex systems into something practical and actionable was incredibly valuable. 

Frequently Asked Questions

  • Most clients are fully live within six weeks. The timeline depends on team size, data complexity, and how many integrations need connecting. We move at a pace that works for your team — but we're designed to get reps selling in HubSpot within the first two weeks, not the last.

     

  • Not necessarily — but if you do, we handle it. We audit your existing data, clean it during the Streamline stage, and import it into HubSpot so you start with a clean, structured CRM rather than carrying old mess into a new system.

  • That's exactly the situation we're built for. We don't apply a generic HubSpot template — we map your actual deal stages, buyer journey, and team structure and configure the platform around those. Complex multi-team or enterprise setups are covered in our Understand stage before anything gets built.

  • Adoption is built into the process, not bolted on at the end. Reps are involved from Stage 2 onwards — their views, tools, and sequences are built for their workflow specifically. We run role-specific training sessions and produce documentation that stays useful long after the engagement ends.

  • You walk away with a documented system, a trained team, and a roadmap for the next quarter. We don't create dependency — the Handover stage is designed to make you fully self-sufficient. If you want ongoing support or optimisation after the initial engagement, we offer retainer options, but there's no obligation.

     
     
     
     

Ready for a chat?

If you'd like to get more information or have any questions, get in touch and we'll be happy to talk through your requirements.