HubSpot services

AI agents and revenue architecture, built inside HubSpot.

I build the pipelines, lead scoring and workflows your HubSpot actually needs, then embed AI agents that enrich leads, coach calls and follow up with everyone who doesn't book. Every build is reported in contacts, meetings and revenue from day one.

18.2×meetings booked6.7×contacts managed0 → ~3/wksite visits booked
What I build in HubSpot

The foundation first, then the agents.

Revenue architecture

Pipelines, lead scoring, automation workflows and reporting, built from how revenue actually moves through your funnel instead of a generic template.

PipelinesLead scoringWorkflowsReporting

AI agents inside HubSpot

Agents for enrichment, call coaching, re-engagement and lead generation, embedded in the daily HubSpot workflow so reps spend their hours selling instead of on data entry.

EnrichmentCall coachingRe-engagementLead generation

Sequences & outreach

Clean sequences, pipelines and SOPs for multi-channel outreach, so the team can run every channel from HubSpot and stay organized.

SequencesSOPsMulti-channel
The agents

Four agents running in live HubSpot instances.

Enrichment agent

Preps every contact before the call.

How it works

Coaching agent

Reviews calls and reports to the team.

How it works

Re-engagement agent

Follows up on anyone who doesn't book.

How it works

Lead generation agent

Tracks decision-maker activity daily.

See it at ExtraPRO
Results in HubSpot

Two HubSpot builds, before and after.

Dale Carnegie

Business training & professional development

A call priority queue plus enrichment, coaching and re-engagement agents, inside the same HubSpot instance with no added headcount.

Meetings booked / month5 → 91
Calls made / month633 → 1,247
Contacts under management1,703 → 11,413
Read the case study

ExtraPRO

B2B large-format LED screens

A daily lead generation agent that tracks decision-maker activity, backed by clean HubSpot sequences, pipelines and SOPs.

Site-visit appointments / week0 → ~3
Read the case study
HubSpot FAQ

Common questions about AI agents in HubSpot.

Can AI agents work inside HubSpot?

Yes. At Dale Carnegie, enrichment, coaching and re-engagement agents run inside the client's existing HubSpot instance alongside a call priority queue, with HubSpot's own features still fully in use. Meetings booked went from 5 to 91 a month.

What does a HubSpot build cost?

A $2,500 setup fee covers the pipeline and lead-scoring architecture, automation workflows and reporting, and your first AI agent, live and tested. A $750/month retainer covers agent tuning, workflow updates and monthly reporting against the baseline.

Do you set up HubSpot lead scoring?

Yes. Pipeline and lead-scoring architecture is part of every setup, built from how revenue actually moves through your funnel rather than a generic template.

Will we need more people to run it?

The agents are there so you don't. Dale Carnegie nearly doubled calls made per month and went from 5 to 91 meetings booked a month in the same HubSpot instance, with the same headcount.

One setup fee to build it, one retainer to run it.

$2,500 to build your HubSpot system and first agent, $750/month to keep it running.