How we work

We don't build until we know what's broken and why it matters to your business. Then we build only what earns its place.

Start with Scoping

Phase 1: Diagnostics & Scoping

1–2 weeks

$2,500

Diagnostics

Week 1 · Understand what's broken and where AI fits

You grant Partner Access to HubSpot. We run:

Automated diagnostics

  • Duplicate detection
  • Data decay analysis
  • Fill rate assessment
  • Association quality checks

Manual deep-dive

  • Lifecycle stages and routing logic
  • Workflow dependencies and conflicts
  • Integration data flows
  • Custom properties and objects
  • Import history and form patterns

We map dependencies. Find root causes, not just symptoms.

Working session

Week 2 · Findings become strategy

90 minutes with your team.

  • Findings review: What we found. For each issue – does this hurt you? How?
  • Your data model: ICP definition. How you segment. Which properties are critical.
  • Your process: Lead flow from form fill to closed deal. Where it breaks.
  • Priorities: Together we define what must stay perpetually clean.

We bring the data. You bring the context.

Report & Proposal

Week 3 · Implementation plan and decision

Audit Report

  • Data quality issues, ranked by business impact
  • Root cause analysis for each issue
  • Risk map for critical workflows

Implementation Plan

  • What to build (pipelines, Claude skills, agents)
  • In what sequence (foundations → interrogate → automate)
  • Dependencies and prerequisites

Pricing

  • Clear costs for Build phase
  • Timeline and milestones
  • Ongoing requirements (if any)

You get: Audit report + implementation plan + clear pricing.

Continue to Build, or stop here. No obligation.

Phase 2: Build

3-6 weeks

Build

Constructing your data infrastructure

  • Waterfall Enrichment: Company and contact data from multiple sources
  • Deduplication: Automated merge logic with conflict resolution
  • Standardization: Field formatting, value normalization
  • Scoring: ICP fit, buying signals, lead prioritization
  • Sync: HubSpot ↔ Salesforce or other systems

Test

Validation before deployment

  • Sample segments first
  • Verify against known-good records
  • Iterate on edge cases

Deploy

Go live with safety nets

  • Rollback capability ready
  • Guardrails active
  • Monitoring enabled

You get: Working automation, validated on your real data.

Phase 3: Stabilize

2-4 weeks

Activate

24/7 operation begins

All pipelines running continuously. System goes live.

Monitor

Tuning for stability

  • Edge cases: records that don't fit patterns
  • Unexpected data sources
  • Integration hiccups

We tune until stable.

Handoff

Documentation and transfer

  • How each pipeline works
  • When to intervene
  • How to extend

You get: Autonomous system + dashboards + runbook.

After Launch

System runs perpetually. Data stays clean.

  • Self-managed: You monitor. We're available.
  • Ongoing advisory: Monthly check-ins. Quarterly reviews. Continuous optimization.

Start with Scoping

No obligation. A plan you can act on: what to build, in what order, at what price.

Start with Scoping

1–2 weeks · €2,500/$2,500 · Credited toward implementation