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AI Foundations

Work with us to 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.

Overview

Turn AI into your competitive advantage. Our AI Foundations service establishes powerful AI foundations in your HubSpot portal so Breeze AI is primed to speak about your business, products, and USP, creating a launch pad for your team to use AI at scale across sales, marketing, and service functions. It is a blend of discovery and implementation aimed at properly onboarding your HubSpot AI to ensure content outputs align with your brand and audience.

Is This Product For You?

Do you want to scale content creation across marketing, sales, and service without increasing manual workload?

Are your teams using AI inconsistently, resulting in off-brand or low-quality content?

Would you benefit from having your HubSpot AI understand your USP, products/services, ideal customers and brand tone of voice?

Benefits & Outcomes

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Data-Driven AI Readiness
Collaborative Alignment & Priority Mapping
Expert Implementation & Seamless Configuration
De-Risked & Brand-Safe Testing
A Scalable AI Roadmap
Clean Data Foundations
Future-Proofed HubSpot Architecture
A Fully Configured, Brand-Prime HubSpot Portal

Data-Driven AI Readiness

Collaborative Alignment & Priority Mapping

Expert Implementation & Seamless Configuration

De-Risked & Brand-Safe Testing

A Scalable AI Roadmap

Clean Data Foundations

Future-Proofed HubSpot Architecture

A Fully Configured, Brand-Prime HubSpot Portal

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	Week 4
AI Discovery Audit	Week 1 AI Discovery Audit
Post Audit Client Session		Week 2 Post Audit Client Session
Implementation			Week 3 Implementation
Controlled Testing Phase			Week 3 Controlled Testing Phase
AI Strategy & Roadmap Session				Week 4 AI Strategy & Roadmap Session
Wrap Up Documentation				Week 4 Wrap Up Documentation

Our Team & Roles

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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?

You don’t need to be AI experts to start. The AI Discovery Audit is designed specifically to assess your current HubSpot setup, data health, and team readiness. We will pinpoint exactly what needs to be optimized before we activate any AI features, ensuring your foundation is rock-solid.

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

We do the heavy lifting. Your main time commitment will be during the two collaborative sessions: the Post-Audit Session (to align on priorities) and the AI Strategy & Roadmap Session (to review deliverables and next steps). Outside of those sessions, we handle the configuration, testing, and documentation.

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

Brand safety is built into our process. During implementation, we embed your exact brand guidelines, USPs, and target audience data into HubSpot. We then run a Controlled Testing Phase to stress-test prompt structures and log results in a QA validation log, ensuring outputs are 100% accurate and on-brand before full rollout.

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

You receive a fully configured HubSpot portal primed for Breeze AI, a customized AI Strategy & Roadmap for future scaling, a QA testing log, and a comprehensive Internal Handover Kit (including best-practice guides and documentation) to ensure seamless team adoption.

Is our company data safe? Will HubSpot use our proprietary data to train its public AI models?

Data security is a top priority. HubSpot’s Breeze AI is built with enterprise-grade privacy controls. Customer data processed through your portal is kept secure and is not used to train public, LLM models outside of your organization. During our setup, we ensure your privacy settings are configured to match your company's data governance policies.

Testimonials

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

Amrita Sidhu
Managing 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
Data is gold, and the solution that you built is giving us that data that we need.

Sarah Trotman
CEO
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
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