Contact

AI Foundations

Business context and AI configuration for HubSpot.

Overview

We configure Breeze, HubSpot’s suite of AI tools, around your business, customers and brand, helping your team generate more relevant content, recommendations and responses.

AI Foundations includes an AI-readiness audit, business-context implementation and controlled testing.

You leave with tested AI foundations, documented guidance and a practical roadmap for what comes next.

Talk to us about AI Foundations

AI CONTEXT PROFILE

Business context

ACTIVE

Business Strategy

✓

ICP & Personas

✓

Products & Services

✓

Brand & Voice

✓

Lifecycle & Pipeline

✓

Commercial Rules

✓

CONTEXT READINESS

Ready for AI

92%

✦

BREEZE + AGENTS

Business context available

Structured business context gives AI more than CRM data alone | Illustrative example.

WHAT AI SEES TODAY

It has the data.
But not the full picture.

Breeze

QUESTION

Which opportunity should sales prioritise?

VALUE

$120k

ACTIVITY

High

STAGE

Late

AI RECOMMENDATION

Prioritise Acme Ltd.

High deal value, strong engagement and recent activity indicate a promising opportunity.

BUT IT CAN'T SEE

01 Poor ICP fit

02 Low-margin offer

03 Wrong stakeholder

04 Historical risk

+ Add the missing business context (Click Here)

BETTER RECOMMENDATION

Deprioritise Acme Ltd.

Despite strong CRM activity, the account falls outside the target ICP, carries lower margin and shows patterns associated with stalled opportunities.

THE DIFFERENCE

CRM data tells AI what happened. Business context helps it understand what it means.

The Context Gap

Your CRM holds the data. Your AI needs the bigger picture.

A high-value deal with strong engagement might look like a sales priority. But what if the customer is a poor fit, the offer carries a low margin or the wrong stakeholder is involved?

Breeze AI in HubSpot needs that business context to make more relevant recommendations.

Explore the example to see how adding context changes which opportunity deserves attention.

The Solution

Build the foundations before you scale AI.

We review your HubSpot setup and work with your team to capture the business knowledge your agreed AI use cases need.

We then implement the relevant context and supporting configuration, test outputs with your team and document what has been set up.

Your roadmap identifies the next priorities for Breeze and future AI use cases.

AI FOUNDATIONS DELIVERY

From discovery to roadmap

AI Discovery Audit

DISCOVER

Assess the current CRM, data, AI use cases, business context and the gaps that may be limiting AI performance.

Post Audit Client Session

DESIGN

Review the audit findings, align on priorities and confirm the areas that should move into implementation.

Implementation

DEVELOP

Structure and implement the agreed context, configuration and supporting changes inside HubSpot.

Controlled testing phase

DELIVER

Test AI outputs and behaviours in a controlled environment before broader use across the business.

AI Strategy & Roadmap Client Session

DRIVE

Define the next priorities, future AI use cases and a practical roadmap for continued AI adoption.

Follow up comms and wrap up documentation

DRIVE

Document what was implemented, capture key recommendations and provide the agreed next steps.

OUTCOME

A stronger foundation for Breeze, Agents and future AI use cases.

What This Unlocks

AI that works with a clearer understanding of your business.

Give Breeze the business context to create more relevant content, recommendations and customer responses.

Business Strategy

The AI inside your CRM understands your goals, priorities, market positioning and what your business is trying to optimise for.

ICP & Personas

Your AI recognises what makes a good-fit customer and tailors its recommendations and communication to their needs.

Products & Services

Your AI understands what you sell, who it’s for and how your products and services address different customer needs.

Brand & Voice

Your AI writes content and addresses your customers with on-brand language, tone and information.

Lifecycle & Pipeline

Your AI understands what your lifecycle and pipeline stages mean, helping your team identify next steps and recognise when opportunities need attention.

Commercial Rules

Your AI assesses opportunities against your definitions of value, fit, margin and risk, helping your team prioritise.

Customer Context

Your AI takes relevant customer history, relationships and behaviour into account, making its responses and recommendations more personalised.

Governance

Your AI use follows agreed boundaries, with clear ownership, review requirements and human approval where needed.

✦

CONNECTED CAPABILITY

AI Foundations

HUBSPOT

HubSpot Architecture

Portal structure, objects, properties and the way HubSpot is configured to support AI.

REVENUE

CRM & RevOps

Lifecycle design, pipeline logic, qualification and the commercial rules behind your CRM.

DATA

Data & Integrations

The systems, data flows and connected information AI needs to interpret the customer picture.

OPERATIONS

Sales, Marketing & Service

The workflows, processes and customer interactions AI should understand across teams.

EXPERIENCE

Brand & Customer Experience

Messaging, tone, customer expectations and the experience your AI should reinforce.

CONTROL

AI Governance

Ownership, boundaries, approval rules and the controls needed for responsible AI use.

THE DIFFERENCE

Strategy, systems, data, processes, experience and governance working together.

AI context is not just a content exercise.

Good AI context depends on more than prompts or documentation. It needs to reflect how your CRM is structured, how your teams work, how your data behaves and how your business makes decisions.

That means the context we build is designed to work inside the system your teams actually use.

Your business changes. Your AI context should too.

The context behind your AI needs to evolve as your business does.

Products change. ICPs shift. Pipelines are updated. Teams introduce new processes. Brand positioning evolves. Governance requirements become more mature.

If the context behind AI stays static while the business changes, the quality of its outputs starts to drift.

↻

LIVING CONTEXT

Keep AI aligned as your business changes

Business changes

Products, priorities, customers and processes evolve.

Context reviewed

Check what has changed and what AI needs to understand.

HubSpot context updated

Refresh the context, rules and guidance behind AI.

Breeze & Agents improve

Outputs stay more relevant as the business evolves.

COMMON CHANGE TRIGGERS

Products evolve

ICP shifts

Pipeline definitions change

New processes appear

Brand messaging changes

Governance matures

Is AI Foundations for you?

Are you using HubSpot AI, but the outputs still feel generic or disconnected from how your business actually works?

Are different teams using AI in different ways, creating inconsistent recommendations, content or customer experiences?

Would your AI be more useful if it understood your ideal customers, products and services, commercial priorities, pipeline logic and brand voice?

Do you want a clearer framework for how Breeze and Agents should use business context, including where human oversight and governance are required?

Are you looking to scale AI use across sales, marketing and service without sacrificing quality, consistency or control?

Do you need a stronger foundation before rolling out more advanced AI capabilities or Agents across HubSpot?

Talk to us now

Inclusions

Establish powerful AI foundations in HubSpot so Breeze AI is primed to speak about your business, products and USP in a way that aligns with your brand and audience.

Enquire about this service

Tier	Essentials
AI Discovery Audit AI Discovery Audit	30 minute session
Post Audit Client Session Post Audit Client Session	30 minute session
Implementation Implementation
Controlled testing phase Controlled testing phase
AI Strategy & Roadmap Client Session AI Strategy & Roadmap Client Session	60 minute session
Follow up comms and wrap up documentation Follow up comms and wrap up documentation

Process overview & timeline

	Week 1	Week 2	Week 3
AI Discovery Audit	Week 1 AI Discovery Audit
Post Audit Client Session	Week 1 Post Audit Client Session
Implementation		Week 2 Implementation
Controlled Testing Phase		Week 2 Controlled Testing Phase
AI Strategy & Roadmap Session			Week 3 AI Strategy & Roadmap Session
Wrap Up Documentation			Week 3 Wrap Up Documentation

Our Team & Roles

View our team

AI Transformation Lead

Aligns AI setup with commercial goals and HubSpot usage

CRM Lead

Oversees technical configuration of AI tools in HubSpot

Oversees technical configuration of AI tools in HubSpot

Marketing Lead

Supports brand identity, tone and ICP definition for AI training.

Success Manager

Coordinates training, adoption, and continuous improvement

FAQs

Is our HubSpot portal ready for this?

That’s part of what the AI Discovery Audit is designed to establish. We review your existing HubSpot setup, data structure, processes and current AI usage to identify what is already in place and what needs attention before AI can be used more effectively.

How much of our team's time will this require?

The service is designed to minimise internal workload. Your team will need to provide input during the discovery and alignment sessions, help validate business context and participate in the roadmap discussion. Avidly manages the implementation and testing work in between.

How do we ensure Breeze AI doesn’t generate off-brand or incorrect content?

We structure approved business, product, customer and brand context inside HubSpot, then test outputs in a controlled environment before broader use. Governance, approval expectations and human oversight are also considered as part of the foundation.

What exactly do we walk away with at the end of the project?

You leave with a stronger context layer inside HubSpot, agreed AI foundations, tested configuration, documented recommendations and a practical roadmap for what to prioritise next across Breeze, Agents and other AI use cases.

Is this only for marketing teams?

No. AI Foundations is designed to support AI use across sales, marketing and service. The goal is to create shared business context that different teams and AI capabilities can use consistently.

Does this include building AI Agents?

Not necessarily. AI Foundations is about creating the context, structure and governance needed before more advanced AI use cases are scaled. Agent implementation can then be prioritised as part of the roadmap where appropriate.

Testimonials

The team are highly competent, reliable and have deep product expertise, they know HubSpot's product and team extremely well, resulting in a strong and effective working relationship.

Fabio Pancaldi
ANZ Sales and Partnerships Director
I’ve just always found that their problem solving and their ability to just come to the table with a solution has been genuinely quite a rare and satisfying experience.

Andy Antonini
Head of Customer Experience
The team is process oriented, disciplined, and have mapped all our key processes and workflows to a level of detail that I have never seen done before. Very impressive. I highly recommend working with them.

Jek Tan
CEO
Data is gold, and the solution that you built is giving us that data that we need.

Sarah Trotman
CEO
I’m really proud of the company-wide adoption. It’s being used across sales, marketing, operations and customer service.

Amrita Sidhu
Managing Director