Know which agents pay back, before you build one.
A fixed-price, two-week diagnosis of your HubSpot, your data and your processes. Credited to your build if you start within 60 days.
A context score
How complete and trustworthy your HubSpot record is today, area by area, with the gaps named.
A ranked agent shortlist
Every candidate agent with the hours it gives back, what it costs to set up and run, and how fast it pays for itself.
A never list
What must not be automated in your business, written down and agreed before anyone builds anything.
Week one: look
We read your HubSpot, your integrations and your legacy apps, and sit with the people who do the work today.
Week two: decide
We model payback for each candidate agent, check privacy and approval points, and draft the plan.
Then: build or don't
Start with a $500 prebuilt agent or a full program. If you start within 60 days the audit fee comes off the build.
Asked most often.
Short answers. Kat can go deeper on any of them.
Do we need to be on HubSpot already?
It helps. If you are not, the audit covers what moving would involve and whether it is worth it.
What if our data is a mess?
Most is. The audit tells you which parts matter for the agents you want, so you fix those first and ignore the rest.
Start with a conversation.
Kat can answer most questions now, and book you in with a person whenever you like.