The opportunity
Your CRM has all the data. It’s not doing anything useful with it.
HubSpot’s native AI features are a starting point — not a strategy. Predictive scoring works on surface signals. Sequences are one-size-fits-all. AI Revenue Ops builds the intelligence layer that changes this.
Sales reps spend 30 minutes prepping for every call that could be done in 5
We write the same sequence emails for every prospect regardless of fit or stage
We have churn signals in the data but nobody’s watching until it’s too late
We want to use AI in our CRM but not bolt a chatbot to the side of HubSpot
What’s included
A real AI layer. Not a feature toggle.
- AI-powered lead scoring — Claude evaluates fit and behaviour as a HubSpot Operations Hub custom coded action
- Automated Playbook content — call scripts, objection handlers, and discovery questions per ICP
- Personalised sequence copy at scale — Claude writes outreach variants for each lifecycle stage and ICP
- Churn and at-risk account alerts — Claude pattern-matches CRM engagement signals and flags warning signs early
- AI-assisted deal briefings — structured pre-call summaries for AEs based on deal notes and activity history
- Full documentation and team training so your team understands, trusts, and can maintain the AI layer
How it works
Four weeks from scoping call to live deployment.
Scoping & Design
Map use cases, ICP signals, CRM data structure, and output quality standards.
Prompt Build & Test
Claude prompts written, tested against live records, refined for accuracy.
HubSpot Integration
Workflows configured, custom coded actions deployed, triggers mapped.
Launch & Train
Go-live, team walkthrough, documentation handover, 30-day check-in.
Claude AI
Prompts built by a practitioner — not a prompt engineer.
Architecture that earns trust, not just impressions.
Kasey architects every Claude prompt with three constraints: accurate enough that your sales team acts on it, explainable enough that they trust it, and maintainable enough that it stays current as your ICP evolves. Nothing is deployed without being tested against real CRM data.
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