A sales engine that learns from every win and loss.
A self-improving Claude and HubSpot sales system that writes proposals in minutes, keeps your CRM honest, chases what is going cold, and sharpens your pricing from every outcome. We built it for ourselves first.
Your pipeline is leaking, and you cannot prove where.
Deals go quiet and nobody chases them. Proposals take hours, so they get delayed or rushed. The CRM is half true: amounts are wrong, currencies are mixed, win and loss reasons are missing, and the "why" behind every deal walks out of the room the moment the call ends. So you cannot answer the questions that matter. Which deals are actually at risk. Why you win. Why you lose. What price band you should stop quoting. We are a Claude partner, and we hit this exact problem in our own business, so we built the fix, ran it on ourselves, and productised what worked.
A self-correcting sales engine, in four connected parts.
Built on HubSpot and Claude, with Fathom for calls and Gmail for history. No custom software.
A proposal engine
A Claude skill trained on real proposals turns a call recording into a branded, priced proposal in minutes. It also drafts marketplace and lead replies aimed at booking the call. Hours become minutes.
A CRM integrity sweep
Claude reads your emails and call recordings, writes the win and loss reasons, fixes amounts and currencies, and tags lead source and engagement type. The CRM starts telling the truth.
Autonomous scheduled tasks
A fortnightly hygiene sweep that drafts chase-ups into Gmail so nothing goes cold unnoticed, a fortnightly win and loss report, and a monthly outcome review. It runs whether or not anyone remembers to run it.
A learning loop
The monthly review writes lessons back into the proposal engine. Every outcome makes the next proposal better. The system gets sharper on its own.
Connect. Clean. Build. Improve.
Discovery
We map your sales process, your CRM state, your systems and your language. Scope varies a lot here, which is why this is not a fixed-price product.
Connect and clean
Claude connects to HubSpot, Fathom and Gmail. The first CRM integrity sweep recovers what has gone missing and puts the truth back into the pipeline.
Build the engine
The proposal engine is trained on your material, the autonomous tasks are scheduled, and the learning loop is wired in.
Run and improve
The engine runs on cadence. Every win and loss feeds back. Your proposals, follow-up and pricing sharpen month on month.
We ran it on ourselves first.
Written up as an anonymised B2B consultancy case study. The results on the first sweep alone:
Of pipeline recovered on the first CRM sweep, including 11 unlogged opportunities and a delivered project never recorded at all.
Of closed deals now carry a written win or loss reason, where almost none did before. Proposals cut from hours to minutes.
Win rate in the £15k-30k band, versus 63% below and 80% above. That dead-zone is now auto-routed to a phased first step.
That last finding is the whole point. The system did not just clean the CRM, it told us something about our own pricing we could not see, and changed how we sell. 13+ years in the HubSpot ecosystem. 100+ rollouts. HubSpot Solutions Partner.
A good fit, or not right yet.
This is a good fit if
- Your pipeline is leaking and you cannot prove where.
- Deals go quiet and nobody chases them, and proposals take hours so they get delayed or rushed.
- Your CRM is half true: amounts wrong, currencies mixed, win and loss reasons missing.
- You run HubSpot and Claude, with Fathom for calls and Gmail for email history.
- You want a system that sharpens your pricing from every outcome, not just tidier data.
This is not right if
- You are not on HubSpot, there is no CRM for the engine to clean or read.
- You do not record calls or hold email history, so there is nothing for Claude to read the "why" from.
- You want a fixed off-the-shelf price with no discovery: scope varies too much, so we scope first.
- You want custom software: this runs on tools you likely already have, not a new platform.
Runs on your own tools, no new platform.
The system runs on HubSpot and Claude, with Fathom for call recordings and Gmail for email history: tools you likely already have. Claude reads your emails and call recordings to write win and loss reasons and clean the record. There is no custom software to store your data elsewhere, and you keep control of your CRM and your systems throughout.
Scoped and priced after a discovery.
Scope varies by CRM state, sales process and connected systems, so a fixed price would be a guess, and we do not sell guesses. The discovery gives you a clear, fixed scope and price before any build starts. You are never committed to more than the discovery.
Questions we get asked.
Anything else, ask us directly. You will speak to a founder, not a form.
Speak to usIs this a real product or just a concept?
Real. We built it for our own sales, ran it live, and it recovered £100k+ of pipeline on the first sweep and surfaced a pricing dead-zone we could not see. We productised what worked. You are buying a system that earned its keep on us first.
How does it keep my CRM honest?
Claude reads your emails and call recordings, then writes win and loss reasons, fixes amounts and currencies, and tags lead source and engagement type. It turns the record of what actually happened into clean, trustworthy CRM data, automatically.
Do I need new software?
No. It runs on HubSpot and Claude, with Fathom for call recordings and Gmail for email history. If you already have those, you already have the foundation.
How much does it cost?
It is scoped and priced after a discovery, because scope depends on your CRM state, your sales process and the systems you want connected. The discovery gives you a fixed scope and price before anything is built.
What do you actually build?
Four connected parts: a proposal engine that turns a call recording into a branded, priced proposal in minutes, a CRM integrity sweep that writes win and loss reasons and fixes amounts and currencies, autonomous scheduled tasks that draft chase-ups and run win and loss reports, and a learning loop that writes lessons back into the proposal engine so it sharpens on its own.
What do you need from us to start?
Access to your HubSpot, Claude, Fathom and Gmail, plus a discovery to map your sales process, CRM state, systems and language. That discovery is where scope is set, and where you get a fixed scope and price before any build begins.
Who owns the proposal skill and the setup after handover?
You do. The proposal engine is trained on your material and the autonomous tasks and learning loop run in your systems. It is yours to keep and it keeps improving from your own wins and losses, not ours.
Connect it with the rest of the system
All AI-leverage →Give your pipeline an engine that learns.
It recovers what is lost, chases what is cold, and gets sharper every month. We built it on ourselves first.