Make AI Work Where It Matters: Inside HubSpot.
We don’t chase shiny tools. We operationalize AI inside HubSpot, so your RevOps, Sales, and Marketing teams gain practical, lasting impact without tool sprawl or vendor fatigue.
What Makes Our Approach To AI Different?
We focus on making HubSpot your single source and engine for AI orchestration.
By embedding AI directly into HubSpot’s automation engine, we enable everything from intelligent lead scoring and AI-powered routing, to dynamic content personalization and workflow decisions informed by HubSpot's Own Breeze AI or external models from OpenAI or Anthropic.
No disconnected tools, no tech bloat: just HubSpot native, operational AI driving real impact across your sales, marketing, and service teams.
Our Core AI Offerings (All Inside HubSpot)
Your team doesn’t need another half-adopted platform.
You need operational AI where your data, workflows, and people already live: HubSpot.
We help you unlock everything HubSpot AI can do, before even thinking about layering in something new.
How We Deliver HubSpot AI to Our Clients
Optimization Projects
You can enhance your Optimization Project by adding AI services.
As we redesign your processes, workflows, and architecture, our team can also embed HubSpot-native AI-driven automation, lead scoring, smart routing, and content generation directly into your existing optimization scope.
RevOps Engagements
AI services can be embedded directly into your RevOps engagement.
As we align your revenue operations for efficiency and growth, our team can activate HubSpot-native AI, powering automation, analytics, and process optimization as part of your ongoing RevOps strategy
HubSpot AI Enablement Programs
We guide your team through hands-on discovery and a focused AI readiness assessment, then deliver a practical roadmap tailored to your business. You’ll walk away with clear, actionable next steps and the skills to make AI a real advantage inside HubSpot.
Discovery Workshop & AI Readiness Assessment (1-2 Sessions)
We start by getting to know your goals, data, and workflows.
Through focused discussions and a readiness assessment, we identify where AI can make the greatest impact for your business and evaluate your current capabilities.
You’ll come away with a clear understanding of your strengths, your real AI opportunities, and any gaps to close before moving ahead.
AI Roadmap Overview (1 Session)
We walk you through a tailored AI roadmap built from your discovery and assessment.
You’ll see prioritized opportunities, recommended solutions, and step-by-step actions for turning AI into real business value.
This session gives your team clarity and a confident path forward with a practical plan.
Enablement & Training (1 Session)
We empower your team to confidently use HubSpot’s AI tools on their own.
In this hands-on session, we equip your internal champions with best practices, step-by-step documentation, and prompt libraries, so your investment delivers results, even if you’re managing implementation in-house.
Support resources ensure your team stays successful long after the workshop.
Roadmap Implementation (Optional)
When you’re ready to bring your AI roadmap to life, our team can handle the build for you.
We transition or integrate these readiness assessments seamlessly into our RevOps engagements, facilitating our implementation of every AI-driven workflow, integration, and process for you.
You get hands-on execution, faster results, and the confidence that your AI investment is fully realized by experts who know HubSpot and your processes inside and out.
Let’s talk. Book your AI discovery call and start unlocking value—where you already work.
Will you implement any AI tool we ask for?
No. We focus on what works with HubSpot as your AI core. If you need a tool outside this stack, we’ll help you decide if/when it adds value, and connect you to trusted partners if needed.
What about “all-in-one” AI platforms?
We believe in maximizing the investment you’ve made in HubSpot first. Our expertise is in getting all the value from HubSpot’s AI suite, before you even think about external platforms. Some use cases might require additional tools in your stack, we would review those on a case-by-case basis.
How does HarvestROI handle data privacy and security during AI projects?
Your data privacy and security are a top priority. All AI services are delivered within HubSpot’s secure platform and adhere to HubSpot’s robust privacy standards. For full details on how your data is protected, please review HubSpot’s Trust Center and AI Model Cards.
What is HarvestROI’s philosophy and approach to AI?
We view AI as a powerful tool to enhance, not replace, human creativity, strategy, and judgment. Our approach is grounded in responsible, transparent, and ethical AI use, always prioritizing clarity, data integrity, and client outcomes. For full details on how we approach, integrate, and govern AI, please see our HarvestROI AI Position Statement.