Australia’s HubSpot AI Assessment Expert

We help Australian businesses to unlock the full potential of HubSpot.

First Project Special: only $119/hr + GST (save $30/hr)
One stop HubSpot AI Assessment solutions.
Serving 30+ industries, Australia-wide.
Only 5-star Google Reviews.

Minimum project size 10 consulting hours. First Project Special capped at 50 consulting hours.

Is Your HubSpot Missing Critical AI Opportunities?

Most Australian businesses are sitting on a goldmine of untapped AI potential within their HubSpot portal. Without a proper HubSpot AI assessment, you’re likely missing opportunities to automate manual tasks, improve lead qualification, and accelerate deal velocity.

Manual Data Entry

Your team is spending hours on tasks that HubSpot AI could automate instantly. Every manual contact update, lead score assignment, and follow-up email is time that could be spent closing deals.

Poor Lead Prioritisation

Without AI-powered lead scoring, your sales team is wasting time on low-quality prospects while high-intent buyers slip through the cracks. You need intelligent qualification, not guesswork.

Generic Content Creation

Creating personalised emails, social posts, and marketing content manually is incredibly time-consuming. HubSpot’s AI Content Assistant could be generating this content in seconds.

Missed Engagement Opportunities

Website visitors are leaving without converting because you don’t have intelligent chatbots capturing their intent. AI-powered conversations could be qualifying leads 24/7.

Limited Predictive Insights

You’re making decisions based on historical data instead of AI-powered predictions. Without forecasting capabilities, you’re always one step behind market changes.

Disconnected Workflows

Your marketing, sales, and service teams are operating in silos because your workflows aren’t intelligent enough to create seamless handoffs and automated processes.

What Our HubSpot AI Assessment Covers

Our comprehensive scan examines every aspect of your HubSpot portal to identify AI opportunities across all hubs and workflows.

ChatSpot Integration Assessment

Discover how HubSpot’s ChatSpot enhances productivity with conversational automation and a user-friendly interface that streamlines everyday marketing and sales tasks.

Natural language CRM queries and instant contact updates
Automated reporting through simple conversational prompts
AI-driven insights, analytics, and trend forecasting
Smooth integration with existing workflows and tools
Tailored adoption strategies and team enablement support

AI Content Creation Opportunities

Explore how HubSpot’s AI Content Assistant empowers teams to create engaging, high-quality marketing and sales content while saving time and ensuring brand consistency.

Automated personalisation for emails and multi-step sequences
Blog post ideas, outlines, and complete article generation
Social media copy creation and publishing schedule optimisation
Landing page text, SEO metadata, and conversion-focused copy
Subject line testing and optimisation for higher open rates

Predictive Analytics

Assess your organisation’s readiness for AI-powered lead qualification and predictive forecasting tools that help increase accuracy, prioritise opportunities, and drive sustainable revenue growth.

Intelligent lead scoring informed by behaviour and engagement data
Deal probability modelling and pipeline performance forecasting
Customer lifecycle stage and progression tracking analysis
Buyer intent insights and advanced propensity modelling
Revenue forecasting, quota tracking, and growth predictions
Data quality evaluation to support accurate AI performance

Intelligent Workflow Automation

Discover how AI-driven automation can replace repetitive manual processes with smart, adaptive systems that evolve over time, enabling greater productivity, consistency, and operational efficiency.

Dynamic task routing based on team expertise & workload capacity
Automated follow-up sequences triggered by behavioural signals
Cross-hub data sync with enrichment and sharing
Intelligent notifications and escalation management systems
Quality scoring automation and advanced data cleansing workflows
Ongoing performance tracking with continuous improvement loops

Conversational AI & Chatbot

Explore opportunities to enhance customer engagement with intelligent chatbots and AI-powered interactions across your website, apps, and service channels.

Automated visitor qualification and lead capture workflows
Integrated meeting scheduling and smart calendar management
Customer support ticket routing with clear prioritisation rules
Knowledge base linking for faster and more accurate responses
Multi-language capability and customised conversation flows
Smooth handoff protocols between AI chatbots and human agents

Advanced Reporting & Analytics

See how AI can extend your reporting capabilities by delivering predictive insights, data-driven recommendations, and actionable intelligence for strategic growth.

Automated reporting with clear and natural language summaries
Predictive insights, performance forecasting, and trend analysis
Custom dashboard views and tailored recommendations by role
Real-time alerts and anomaly detection to reduce business risk
Cross-platform data correlation for unified insight generation
Executive-level reporting with automation and smart distribution

Our AI Assessment Process

A systematic approach to identifying and prioritising your most valuable AI opportunities.

1. Portal Analysis

We conduct a comprehensive review of your current HubSpot setup, data quality, and existing workflows to understand your baseline and identify improvement areas.

2. AI Opportunity Mapping

Our specialists identify specific areas where AI tools can deliver immediate value, from content generation to predictive analytics and workflow automation.

3. ROI Calculations

We quantify the potential return on investment for each AI opportunity, helping you prioritise implementations based on business impact and resource requirements.

4. Custom Roadmap

Receive a detailed implementation plan with timelines, resource requirements, and step-by-step guidance for your AI transformation journey.

5. Strategic Consultation

We present our findings and recommendations in a comprehensive review session, ensuring you understand every opportunity and implementation approach.

What You’ll Receive

Detailed analysis of your current HubSpot setup with identified AI opportunities, data quality assessment, and improvement recommendations.

Comprehensive Assessment Report

Detailed analysis of your current HubSpot setup with identified AI opportunities, data quality assessment, and improvement recommendations.

AI Implementation Roadmap

Step-by-step plan with timelines, priorities, resource requirements, and success metrics for each AI integration opportunity.

ROI Projections

Quantified business impact estimates for each recommended AI implementation with expected returns, cost savings, and efficiency gains.

Quick Wins Identification

Immediate opportunities you can implement right away to start seeing AI benefits within weeks of assessment completion.

Strategy Consultation

60-minute review session to discuss findings, answer questions, clarify recommendations, and plan your next steps forward.

Implementation Guidance

Detailed technical recommendations, best practices, and configuration guidelines for deploying each AI solution effectively.

Ready to Discover Your HubSpot AI Potential?

Don’t let another month pass wondering what AI could do for your business. Get the answers you need with our comprehensive assessment.

Book Your AI Assessment

Request a Callback from Smartmates

Sarah

Senior Sales Engineer

I’ll listen to your HubSpot needs to understand your business challenges and goals, ensuring a tailored approach.
I’ll bring our engineer onto our first consultation to explore solutions and clarify your requirements.
We’ll deliver your free project plan quotation, detailing the steps, timeline, and costs—up to this point, it’s completely free!

“My mission is to solve your key problems, build your trust in our capabilities and deliver exceptional value for money.”