Custom Agent: built around the job you need done
Not every job fits a standard agent. We build an agent around whatever you need, in the best way possible, connected to HubSpot and the tools you already use.
Trusted by growing businesses in the US, UK and Australia
There's a job your team shouldn't still be doing by hand.
There's a task nobody wants to do.
Copying, checking, sorting or summarizing. Hours every week on work that needs no judgment.
The ready-made agents don't fit.
Your process is different. You end up working around the tool.
We tried building it ourselves.
A prompt here, an automation there. It breaks, and nobody knows why.
Our data sits in tools that don't talk.
Spreadsheets, apps and HubSpot. People fill the gaps by hand.
The kind of jobs we build agents for
Examples only. Yours starts with the job you describe.
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.
How we build it, and how your team stays in control
The agent does the groundwork. People make the calls.
An agent built for your process
We work out the job, the data it needs and the best tools for it, then build and test the agent around how your team works.
- The right tools for the job, not one tool for everything
- Connected to HubSpot and your other tools
- Tested on real examples before it goes live
So you can take a repetitive job off your team for good.
Clear limits, written down
Every custom agent comes with notes on what it does, what it can change and where it stops, so your team stays in control.
- What it can do on its own, agreed up front
- Handover to a person when needed
- Documented, so it doesn't live in one person's head
So you can trust it, and adjust it as you grow.
| Name | Company | Owner | Source |
|---|---|---|---|
| Jo Smith | Acme Pty | None | Blank |
| jo smith | ACME | Sam | Offline |
| J. Smith | Blank | None | Blank |
HubSpot where it fits best, other tools where they do the job better
We build in HubSpot when it's the best fit, so the work sits next to your contacts and deals. When a job needs more, we use Claude skills or agents we build ourselves, and send the results back to HubSpot.
- HubSpot first, when it fits the job
- Claude skills and custom agents for the rest
- Results end up in your CRM
So you can get the right tool for each job, not one tool for everything.
A weekly report from our Reporting Agent
Every agent project and retainer includes our Reporting Agent. It shows ad spend through to pipeline and revenue each week, in plain language.
- Spend, leads, pipeline and revenue side by side
- A short summary every week
- Included, not sold separately
So you can see what's working without digging for it.
Clean data first, then an agent your team trusts
Discovery call
The job you want off your team's plate, and how it runs today.
CRM check
We check the data and processes the agent will rely on, and fix what's missing first.
Build and test
The agent set up in your accounts and tested on real records with your team.
Training and notes
Your team shown what the agent does, where it stops and how to adjust it.
Reviewed and improved
On a retainer, we check its work and adjust it as your business changes.
For teams with a job that follows clear rules
A good fit if
- You have a repetitive job that follows clear rules
- The standard agents don't quite fit
- Your data is in HubSpot, or can be
- You want it built properly and documented
Probably not a fit if
- The job needs judgment every time
- You want an agent set up and left alone
- Your data is a mess. Start with CRM Clean Up.
Start where it makes sense for you
Every project starts with a discovery call, included. Projects and retainers are quoted in your currency.
Custom agent build
Good when you have a specific job you want an agent to do.
- Discovery call and scoping
- 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
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
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
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 about working with us
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!
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!
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.
Works well with
Fills in missing company and contact details, and keeps your CRM records up to date.
See the agent →AI agentLead Qualification AgentScores new leads, routes them to the right person and flags the hot ones.
See the agent →ServiceHubSpot IntegrationsYour other tools connected to HubSpot, built and tested.
Find out more →GuideHow to connect HubSpot to an AI agentWithout breaking your CRM.
Read the guide →One system, from first click to closed deal
Questions about custom agents
What is a Custom Agent?
It's an AI agent we build around a specific job in your business, connected to HubSpot and the tools you already use, when a standard agent doesn't fit.
What kind of jobs can it do?
Jobs with clear rules that come up often, like summarizing, sorting, checking, researching or reporting. If a job needs judgment every time, it's better left with a person.
Which tools do you build with?
Whatever fits the job best. That might be HubSpot's own agents, workflows with AI steps, or Claude connected to HubSpot.
How do you price it?
We scope the job with you on the first call, then quote it as a project in your currency.
Who owns the agent?
You do. It runs in your accounts, with your data, and we document how it works.
Can you look after it once it's built?
Yes. On a retainer we check its work, fix what changes and improve it over time.
Tell us the job you want off your team's plate. We'll tell you how we'd build it.
A call with Alyssa. No pitch deck.
- Whether an agent is the right fit for the job
- What data and tools it would need
- Whether a project or a retainer fits