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Is Your HubSpot AI-Ready?

We have built a quick assessment to show where your marketing ops stand today. And what to fix before scaling AI across your GTM system. You will get:

Executive

AI Foundation Score

Check if your HubSpot setup has the right building blocks: Brand Voice, Knowledge Vaults, and governance for AI use.

Step-by-Step Design Approach

Team Fluency Index

Gauge how confident your team is in using AI tools like Breeze, Remix, and Assistants. And where you need enablement.

Ready-to-use HubSpot templates

Workflow Intelligence Level

See how much of your automation is rule-based vs. AI-driven, and uncover opportunities to save hours every week.

Practical

Revenue Impact Potential

Get a clear picture of how close you are to measurable AI ROI — across content, campaigns, and pipeline acceleration.

Check Your AI Readiness download Now

After reading this playbook, you will be able to:

Sell faster, make better decisions, and turn HubSpot into an AI-powered co-seller instead of another admin tool.

  • Real Time

    Bring AI Into Your Sales Workflow

    You’ll know how to activate the right AI features in HubSpot so forecasting, call notes, research, and prioritization happen automatically in the background.

  • Real Time

    Turn One Conversation Into Multiple Touchpoints

    You’ll see how to use AI summaries and follow-up generators to create emails, call recaps, and next steps in minutes instead of hours.

Able To Do
  • Incentives

    See What’s Working Without Waiting for Reports

    You’ll learn how to use AI scoring, deal insights, and pipeline intelligence to spot what’s moving and what’s stuck in real time.

  • Incentives

    Let HubSpot Handle the Heavy Lifting

    You’ll know how to deploy agents and automations that take care of research, enrichment, task creation, and documentation so your team can stay in selling mode.

Check your HubSpot AI readiness

Run a 10-minute assessment to discover how prepared your Marketing, Sales, and RevOps functions are to adopt AI — and where you'll see the fastest impact.

Start an AI readiness assessment