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HubSpot & RevOps expertise

HubSpot AI readiness & governance

CRM readiness, use-case scoping and controlled HubSpot AI pilots, with defined owners, review paths and validation criteria.

Explore HubSpot & RevOps audit

The work behind the offer

Start with a task the team can evaluate.

Before adding an agent or assistant, establish what it will read, what it may change and who will review the result. I help teams prepare their HubSpot data and processes for a bounded AI use case.

The starting point is a process your team needs to improve. The scope sets out the decisions to make, the configuration to change and how we will test it.

01

Check readiness

Review data quality, lifecycle definitions, permissions, knowledge sources and the processes an AI feature would depend on.

02

Scope a controlled pilot

Define inputs, allowed actions, a human review path, stop conditions and acceptance checks. Confirm feature availability in the actual account.

03

Review before expanding

Assess output quality, exceptions, adoption and consumption. Document ownership and the decision to extend, adjust or stop the pilot.

Start a conversation

What needs
to work better?

Describe the process that is causing friction, the teams involved and what needs to change. You do not need a technical brief to start the conversation.

  1. 01 I review your situation.
  2. 02 We discuss the scope and whether I can help.
  3. 03 You receive a proposal with clear next steps.

Based in Barcelona · Previously Paris and London