Turn Claude into a teammate that knows your HubSpot.
A fixed-price, four-week programme that connects Claude to your CRM and teaches it your language, so your sales, marketing and revenue team gets useful answers from day one. Built for B2B teams already on HubSpot across the US, Canada, UK and Europe.
You have HubSpot. You have interest in AI. You do not have a safe plan to connect the two.
So your team uses a generic AI tool as a clever chatbot. It has no model of your lifecycle stages, deal logic or definitions, so it summarises the wrong pipeline, miscounts deals and writes in a voice that is not yours. Nobody trusts it, so it never gets used for anything that matters. Meanwhile the weekly reporting ritual still runs by hand.
A working AI teammate the whole team uses, on your live HubSpot data.
HubSpot MCP integration
We connect your portal to Claude through the official connector, authorise the scopes and smoke-test it.
Claude Team workspace
Set up and onboarded for your users, with your structured context ingested.
HubSpot audit & health report
Across properties, pipelines, workflows, data quality, integrations and access.
Prompt playbook
Five tested, role-specific starter prompts, so nobody needs prompt-engineering skill.
Training & governance
Live training, a how-not-to-break-it guide, up to three calls, all recorded.
Phase 1 wrap
A readout, a next-phase recommendation and a clear go or no-go.
A reusable skills library, the part that is hard to copy
Five company-specific skills so Claude speaks your CRM language, not generic HubSpot.
- Tone of Voice
- ICP
- Definitions & Internal Language
- Product & Service Info
- CRM Structure
Four weeks, fixed scope.
Built on our PACE methodology, scoped to exactly what your team needs.
Discovery & definitions
A workshop on your objectives, terminology, ICP and brand voice. This is what makes Claude yours.
Connect & configure
HubSpot MCP integration, Claude Team workspace, document ingestion, structured context.
Build the skills & audit
The five-skill library, the HubSpot health report and the five tested starter prompts.
Train & hand over
Live training, governance, and a Phase 1 readout with a recommendation on what to build next.
Two clients bought essentially this before we productised it.
The same foundation now powers a self-updating finance system that posts a Finance Director grade dashboard to Slack every month.
"Partnering with Emma and Rikki at Imagine Growth has been transformative."
Ingunn Bjoru, CMO, IXT
A good fit, or not right yet.
This is a good fit if
- You are already on HubSpot and want AI working on your live data, not a generic chatbot.
- You are a £5m to £50m business with a sales, marketing or revenue team feeling the manual reporting load.
- The weekly reporting ritual still runs by hand and you want it to stop.
- You want a fixed-scope first step in four weeks, not an open-ended AI experiment.
This is not right if
- You are not on HubSpot, there is no CRM for the agent to know.
- Your team is too small to feel the manual reporting load in the first place.
- You want an off-the-shelf chatbot with no model of your lifecycle stages, deal logic or definitions.
- You want an open-ended retainer, this is a defined Phase 1, not managed AI on tap.
The official connector, only the scopes needed.
We connect your portal to Claude through HubSpot's official connector and authorise only the scopes the agent needs, then smoke-test it. You keep control of your portal and your workspace throughout. The skills library and structured context stay in your Claude Team workspace, set up for your users.
Fixed price. Refund-backed.
- The price does not move with the number of skills or prompts in the agreed list.
- 50% to start, 50% on completion, invoices due within 7 days.
- Refund guarantee: if we do not deliver the agreed Phase 1 outputs, we refund the fee.
- Fixed scope, four weeks, a defined first step. Not an open-ended retainer.
Land the foundation, then expand only where it proves its value.
Questions we get asked.
Anything else, ask us directly. You will speak to a founder, not a form.
Speak to usHow is this different from using ChatGPT or Claude on their own?
A generic AI tool has no model of your lifecycle stages, deal logic or definitions, so it gets your pipeline wrong. We build the skills library that teaches Claude how your business actually works. That is the part that makes the answers trustworthy, and the part that is hard to copy.
Is my HubSpot data safe?
We connect through HubSpot's official connector and authorise only the scopes needed. You keep control of your portal and your workspace.
How much does it cost and how long does it take?
£9,950, fixed, over four weeks. If we do not deliver the agreed Phase 1 outputs, we refund the fee.
Do I need to be a big company?
It suits £5m to £50m businesses already on HubSpot with a sales, marketing or revenue team big enough to feel the manual reporting load.
What do we get at the end of the four weeks?
A working AI teammate on your live HubSpot data: the MCP integration, a Claude Team workspace onboarded for your users, a five-skill library, a HubSpot audit and health report, five tested role-specific starter prompts, live training with a governance guide, and a Phase 1 readout with a go or no-go recommendation on what to build next.
Who owns the skills and prompts after handover?
You do. The skills library and starter prompts live in your Claude Team workspace and are yours to keep, use and extend. That library is the part that makes the answers trustworthy, and it stays with you.
What if our CRM data is poor?
You still get value. The programme includes a HubSpot audit and health report across properties, pipelines, workflows, data quality, integrations and access, so poor data gets surfaced rather than hidden. If deeper remediation is needed, that is scoped separately from the AI-Powered HubSpot Audit or Optimisation.
You work directly with Rikki and Emma.
The senior HubSpot and AI experts on your project, start to finish. No juniors, no account managers, no handoffs, backed by an on-demand bench of specialists we bring in when a project needs them.
Connect it with the rest of the system
All AI-leverage →Ask your CRM a question
This is the Super Agent in miniature. Pick a question a founder would actually ask, and watch it answer from the CRM. In your build, it reads your real HubSpot.