AI agents

AI agents that give your team more time for the work that needs them

Each agent takes one repetitive job off your team, runs in your HubSpot, and hands over to a person when it matters. We set it up, check it works, and look after it if you want us to.

Talk about agentsWays to work with us
HubSpot Platinum PartnerGoogle Partner
★★★★★5.0 from 17 HubSpot reviews
DATA HUB + AI AGENTSWhat your agents did this weekAGENTTHIS WEEKCustomer Agent142 answered18 to your teamData Research Agent1,240 enriched0 left blankLead Qualification54 scored9 hot, routedSales Prep Agent12 call briefsbefore every callBUILT ONOne clean record per customer

Trusted by growing businesses in the US, UK and Australia

KingsmedeNH Oil UndercoatingRunway EastFourth RevMakinexHealthCertConvergeTransbuildYellowgate GroupMicroSourcingProbeCXCoast CruisesRossiters ConstructionsMelbourne Women's FoundationBuilding and Construction FoundationPN-3 Policy Impact CenterSHE-comStudyNextBenefolkArryvedMelbourne Business SchoolSafetyPro ResourcesStaffing for Texans
Sound familiar?

You've heard about AI agents. Now what?

We're not sure which agent would help.

Lots of options, no clear starting point. Nothing gets started.

We tried an agent and it was generic.

Set up and left, with no context. So nobody uses it.

Our CRM isn't ready.

Duplicates, gaps and processes in people's heads. An agent would just speed up the mess.

We worry it will lose the personal touch.

Customers value talking to people. So AI stays on the shelf.

Talk about agentsTell us which of these sounds like you.
How every agent works

People make the calls

Agents do the groundwork. Your team stays in charge.

Reporting Agent, included in every projectAd spend through to pipeline and revenue, every week, in plain language. Included, not sold separately.
Clean data firstWe check your CRM before we build, because an agent on messy data makes the same mistakes faster.
The right toolsHubSpot where it fits best. Claude skills and agents we build ourselves where they do the job better, with results sent back to HubSpot.
Clear limitsWhat each agent can do on its own, and what waits for a person, is agreed up front.
Your accountsAgents run in your accounts, with your data. You own them.
Written downNotes on what each agent does and why, so nothing lives in one person's head.
Talk about agentsTell us the job you want off your team's plate.

She understands the business model, asks thoughtful questions, and translates complex operational needs into practical systems.

Alyssa has been the strategic and technical force behind structuring it all in a way that is scalable, clean and commercially aligned. She doesn't just execute tasks - she understands the business model, asks thoughtful questions, and translates complex operational needs into practical systems. What sets Alyssa apart is her ability to simplify complexity and create order.
EN
Emma N. · Marketing Manager, Kingsmede
How it runs

Clean data first, then an agent your team trusts

First

Discovery call

The job you want off your team's plate, and how it runs today.

You get: a clear job for the agent
Next

CRM check

We check the data and processes the agent will rely on, and fix what's missing first.

You get: a CRM the agent can trust
Then

Build and test

The agent set up in your accounts and tested on real records with your team.

You get: an agent that works on day one
Handover

Training and notes

Your team shown what the agent does, where it stops and how to adjust it.

You get: a team that stays in charge
Ongoing

Reviewed and improved

On a retainer, we check its work and adjust it as your business changes.

You get: an agent that keeps up
People in the loopAgents hand over to your team when it matters
Your accountsYou own the portal, the data and the agents
TrackableEvery change documented with the reason
Plain languageWe explain what we built and why
Talk about agentsFirst, a call to see if we're a good fit.
Who it's for

For growing teams ready to put AI to work

A good fit if

  • Your team spends hours on repetitive work
  • You're on HubSpot, or moving to it
  • You want AI that knows your business, not generic answers
  • You want people to stay in charge

Probably not a fit if

  • You want an agent set up and left alone
  • Your CRM data is a mess and you want agents tomorrow. Start with CRM Clean Up.
  • HubSpot isn't your CRM, and won't be
Ways to work with us

Start where it makes sense for you

Every project starts with a discovery call, included. Projects and retainers are quoted in your currency.

Project

One agent, set up

Good when you want one job taken off your team first.

  • Discovery call and CRM check
  • Agent built and tested in your accounts
  • Your team trained, with notes
  • Weekly report from the Reporting Agent
  • Moves into a retainer, if you want
Retainer

Fractional RevOps

Good when you want your agents run and improved every month.

  • Agents reviewed and adjusted monthly
  • CRM, reporting and new agents as you need them
One-off

HubSpot Audit

Good when you want to know if your CRM is ready first.

  • What's working and what's missing
  • 1-hour debrief call included
Foundation

CRM Clean Up

Good when your data needs work before an agent can help.

  • Duplicates merged, fields fixed
  • Rules that keep it clean

Not sure which fits? That's what the first call is for. See how working with us runs.

What clients say

What clients say about working with us

Alyssa has been the strategic and technical force behind structuring it all in a way that is scalable, clean and commercially aligned. She doesn't just execute tasks - she understands the business model, asks thoughtful questions, and translates complex operational needs into practical systems. What sets Alyssa apart is her ability to simplify complexity and create order.

EN
Emma N.Marketing Manager, Kingsmede

It was a complex and time sensitive project, with millions of data points to migrate and a bunch of different integrations, and Alyssa was at the heart of its success - she knows Hubspot inside and out, asked difficult questions, didn't take the easy route (aka 'I'll just let them do this dumb idea because it's easier for me') when she didn't think it was in our best interest, and basically went above and beyond in ensuring we had a great CRM which was using Hubspot's full capacity. Alyssa is a great mix of analytical and creative who is a great marketer as well as a Hubspot expert, so she really understands where you're coming from and thinks things through from an end user perspective. Wholeheartedly recommend!

JF
Jacob F.CCO

We have a unique business with many moving parts and a wide, wide range of needs from different teams and different team members. Add to that, we are a growing start up so in many ways we're still working out our own best approach to things. Alyssa did an amazing job of working with all of the different teams and team members to understand what we're doing currently, what we want to be doing, and help to guide us in how to get there. Not only did Alyssa help to streamline our CRM, but she also helped to solve problems we didn't even realise we had! To look back a few weeks ago and think that we nearly tried to do this ourselves is laughable, the end result would have been lacking in nearly every aspect without the help of a pro like Alyssa! We still have a lot to learn, but I know we have a strong foundation to build on thanks to Gather 'n' Grow!

AH
Adam H.Head of Sales
Read all 17 reviews on HubSpot
FAQ

Questions about our AI agents

What is an AI agent?

An AI agent is software that does a set job on its own, like researching a company or answering a customer question, using your data and your rules. Ours run in HubSpot and hand over to people when it matters.

Will agents replace our team?

No. Agents take the repetitive work, so your people have more time for the work that needs them: conversations, decisions and strategy.

Which agent should we start with?

The one that takes the most time off your team. We'll work that out with you on the first call.

Do we need HubSpot?

For most of our agents, yes, because they work from your CRM data. The AI Visibility Agent works whatever CRM you use.

Is every agent built in HubSpot?

Not always. We use HubSpot where it's the best fit, and Claude skills or agents we build ourselves where they do the job better. Either way, the results go back into your CRM.

What is the Reporting Agent?

It's included in every agent project and retainer. It shows ad spend through to pipeline and revenue every week, in plain language.

Is our CRM ready for an agent?

Often it needs some work first. We check before we build, and fix duplicates, fields and processes where needed.

Who owns the agents and the data?

You do. Everything runs in your accounts, and we document how it works.

How are agents priced?

Each agent is set up as a project, or run as part of a retainer. We quote after the first call, in your currency.

Tell us the job you want off your team's plate. We'll tell you which agent fits.

A call with Alyssa. No pitch deck.

  • Which agent would save your team the most time
  • Whether your CRM is ready
  • Whether a project or a retainer fits

Talk about agents

Talk about agents