Most companies have no idea if they show up in AI answers. That's the new visibility gap.
Your buyers are asking ChatGPT, Perplexity, Gemini, and others for recommendations right now. If your brand isn't showing up in those answers, you're invisible at the exact moment a decision gets made. We'll show you where you stand—for free—and what to do about it.
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B2B discovery has moved to AI.
Buyers ask answer engines before they ask Google. Most brands have zero visibility into whether their products are being cited, recommended, or completely left absent by large language models.
Built-in AI isn't
your AI.
The generic, out-of-the-box AI features built into your customer relationship management (CRM) platform weren't trained on your specific processes, data, or unique business logic. They handle the easy 20 percent of workflows. The 80 percent that actually moves revenue requires a tailored approach.
The pressure to "do AI" is real.
You're expected to deliver pipeline, prove ROI, and navigate tools you didn't choose—all without a clear plan. Adding AI to a broken process just breaks things faster.
AI is only as good as the data it runs on. If your CRM data is messy, your AI outputs will be too.
We clean, structure, and connect your platform data first.
We map exactly where workflows pass from a human team member to an AI agent, so your team knows precisely when to step back and when to step in.
We train your team to treat AI agents like digital interns: what to hand off and what to keep. Fear quickly transforms into operational confidence.
We help you translate compliance and brand safety into real software settings and guardrails, ensuring every deployment is safe, not a liability.
Score 0-15: The Starting Point
Your organization randomly uses AI with zero governance.
- Recommended move: Start with the strategy playbook, and clean your platform data before building any agents.
Score 16-28: Ready to Build
Your technical foundation works.
- Recommended move: Deploy your first custom AI agent—focused on prospecting or customer service—and pair it with team training so adoption sticks.
Score 29-40: Scale and Optimize
You possess a strong organizational foundation.
- Recommended move: Deploy multiple integrated AI agents, govern usage enterprise-wide, and measure continuous ROI against your baseline.
What you get:
- A comprehensive AI visibility report scoring your presence across major answer engines
- A competitive intelligence read against the specific rivals you care about
- A prioritized action list of technical gaps to fix first
Best for: B2B leaders who want a clear, risk-mitigated plan before spending money on software tools
The paradigm shift: We take your leadership team through our signature 4P readiness assessment, run focused working sessions, and hand you a 30/60/90 day road map. You go from "We should do something with AI" to a scored picture of where you stand and a sequenced execution plan—with your first pilot live inside 30 days.
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Scored 4P AI readiness assessment (platform, process, people, policy)
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Collaborative working sessions to pressure-test business priorities
- A 30/60/90 day execution road map tied directly to your pipeline goals
Investment: $5,000–$7,500
This is the anchor. The scored findings define every deployment step that follows.
🚀 Benchmark your AI strategy first.
The paradigm shift: We design, build, and deploy custom AI agents inside the systems you already use—built natively on HubSpot Breeze or your existing enterprise stack. We configure them to reflect your brand voice, ideal customer profile (ICP), and required approval gates, so they work exactly the way your top performers do.
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A fully configured, deployed AI agent built to your exact operational requirements
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Brand voice, compliance parameters, and ICP filters hardcoded
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Strict permission and approval gates so nothing ships to customers without human sign-off
Investment: From $1,500 per agent
Note: Agents drift without fine-tuning. We recommend pairing every build with ongoing monthly optimization.
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Best for: Organizations that want to actually achieve high internal adoption of AI, not just buy software seats
The paradigm shift: Most organizations deploy software tools and then watch employee adoption stall. We train your people on the critical difference between co-pilot and auto-pilot, how to manage AI agents, and how to prompt for enterprise-level outputs—with quality control built into their daily workflows. Training is available virtually or on-site.
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A customized training curriculum built specifically for your internal audience
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Practical session materials, prompting playbooks, and facilitator guides
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An ongoing enablement plan with clear, measurable learning objectives
Investment: $5,000–$10,000+
How Custom HubSpot AI Agent Expanded LG NOVA’s Innovation Program
See how we personalized the AI agent as a "digital employee” inside LG NOVA’s HubSpot instance to track alignment criteria, generate actionable intelligence, and personalize sales sequence emails for its team.
