RevOps experts building AI agents that move your number.
Your board wants an AI plan. Your team wants less busywork. We’ve built HubSpot revenue engines for years. Now we build the AI agents that run them, with a person in the loop where it counts.
Illustrative example. Every agent action is logged on the HubSpot record, so your team and your reports see the same thing.
AI playbooks we run inside your HubSpot portal.
Playbooks are how we run RevPartners. Each one is a battle-tested recipe our strategists run inside your portal: discovery, build, testing, rollout, and ongoing review after go-live. New playbooks roll out every quarter, so check back often.
Everyone has an AI plan. Few have AI in production.
Turning on new agents is easy. Getting them to move pipeline, retention, and cash without creating new risk is the hard part, and it lands on the people who own the number.
Targets go up. Headcount doesn't.
You're asked to grow pipeline and protect retention with the team you have. Agents take the research, triage, and follow-up off their plate so people spend time on buyers.
Pilots that never leave the sandbox
Testing features at random leads to tool fatigue and no result your board can see. A roadmap ties each agent to one job, one owner, and one metric.
AI without clean data multiplies mistakes
An agent is only as good as the stages, properties, and knowledge it reads. Feed it bad data and it makes the same wrong call at scale. We fix the foundation first, so you can trust what the agent does.
boltAI earns its place only when the output drives a real action: a reply sent, a ticket answered, a record routed. No downstream action, no use case.
One trigger in. One reviewed action out.
Every agent we build follows the same path. Something happens in HubSpot, the agent does one job, a person checks the work where it matters, and the result lands back on the record. Pick an agent to see it move.
Six questions that separate AI experts from AI tourists.
Plenty of partners can switch on an agent. Fewer can tell you which ones are worth running, build them on clean data, and stay accountable once they're live. Use these to compare.
Do you fix the CRM before you add AI?
Do you start from scratch every time?
Where does a person stay in the loop?
Can you tie AI to revenue?
Who owns the agent after go-live?
Have you done this at scale?
Confused by HubSpot credits? Plans and usage rules change often. We’ll help you make sense of what your tiers include.
Let’s talkarrow_forwardAI comes built into your RevPartners partnership.
You don't buy a playbook on its own. Our AI services are part of your RevOps-as-a-Service or GTME-as-a-Service partnership, so every agent is built on a clean HubSpot foundation and has a strategist watching it after launch.
- hubOne strategist, one roadmapAI work is prioritized with the rest of your RevOps backlog, not run as a side project.
- add_taskAdd agents as you goPull any playbook into your partnership when the job is ready.
- account_treeAI-ready CRM foundationsDeal stages, lead status, lifecycle stages, GTM sources, and forecasting and goals, rebuilt with AI built in.
- rocket_launchNew instance or one focused project?AI Launch is a set 30–45 day scope for brand-new HubSpot portals or a single, specific AI need.
What your first AI project looks like.
Weekly working sessions keep momentum. Most delays come from waiting on access or approvals, so we line those up in week one.
- 1Week 1
Kickoff and discovery
We get admin access, review your Hub tiers, data, and GTM priorities, and agree on what success looks like.
- 2Weeks 2–3
Pain analysis and proof of concept
We rank the jobs worth automating and prove the first one on your real data.
- 3Weeks 3–5
Solution build
Agents, smart properties, and workflows get built, tested with a pilot group, and tuned.
- 4Weeks 5–6
Go-live and review
Your team is trained, reporting is live, and we review results against the goals set at kickoff.
AI strategist
Runs discovery, picks the use cases, designs agent instructions, and owns the roadmap and the results.
RevOps technologist
Builds the workflows, properties, and integrations each agent depends on, and keeps the data clean.
Your team
Shares the pain points, reviews sample outputs, and names an owner for each agent after launch.
AI is a strong signal, not a sure thing. We plan for both.
verifiedYou're ready if
- checkYour HubSpot foundation is in place and your volume data is trustworthy.
- checkCore processes run today, even if they run slowly.
- checkA super admin can turn on HubSpot's AI settings.
- checkSomeone on your team can own each agent after launch.
helpWhat we'll tell you up front
- priority_highExpect 70–90% accuracy, so agents start with a person reviewing their work.
- priority_highAn agent can't answer what isn't documented. Missing help articles need writing first.
- priority_highAI won't fix a broken process. If the process is broken, we fix it before we automate it.
- priority_highHubSpot's AI tools are new and change often. Review regularly for updates.
Find out where AI agents should be working in your GTM.
Book a free AI roadmapping session. We'll review your HubSpot portal, the AI features available on your tiers, and your GTM priorities, then map out where agents can take work off your team's plate.
- check_circleLed by HubSpot Elite-accredited strategists.
- check_circleAI playbooks across marketing, sales, service, and finance.
- check_circleAny HubSpot tier from Starter up.
Questions GTM leaders ask us.
What do HubSpot AI services from RevPartners include?add
Strategy, build, and ongoing management of HubSpot's AI agents and features: Customer Agent, Prospecting Agent, Campaign Agent, Nurture Agent, Revenue Agent, smart properties, and custom agents built in Agent Hub. Each one runs on a playbook and is tied to a metric you already report on.
Can I buy an AI playbook on its own?add
Our AI services run inside a RevOps-as-a-Service or GTME-as-a-Service partnership. That way every agent sits on a clean HubSpot foundation and has a strategist accountable for it after launch. If you’re on a brand-new HubSpot instance or need one specific AI project, AI Launch is available as a set scope of work.
How fast will our first agents be live?add
It depends on your data, your Hub tiers, and what else is on your roadmap. In a partnership, your strategist prioritizes AI work alongside the rest of your RevOps backlog. AI Launch, our set-scope option for new instances and focused projects, runs 30–45 days from discovery to go-live.
Which HubSpot tiers do we need?add
We work with any HubSpot tier from Starter up. Some agents need Professional or Enterprise in a specific Hub, and we'll map what's available on your tiers in the roadmapping session.
Will AI agents replace my team?add
No. Agents take repeatable work like research, first drafts, triage, and follow-up so your people spend more time with buyers and customers. A person reviews the work wherever the stakes are high.
