Field service and CRM
Contacts, deals, and email marketing. We set up Claude for your business and connect it to HubSpot, so your AI works with what you already have. No new software to learn, and nothing to switch.
Use HubSpot? On a free 20-minute call we'll show you what your AI can do with it.
Not ready to talk? See what it looks like: a sample dashboard for a made-up business.
Every plan works on a few priorities at a time. With HubSpot connected, these are the ones it helps with most.
Regular emails and texts that bring people back, written in your voice and sent on schedule.
We'd track: Revenue from email and text, List size, Open rate
Start with this →More customers who have said yes to hearing from you, so every promotion reaches more people.
We'd track: Email and text list size
Start with this →Lower what each lead costs on Google and Meta, and stop paying for clicks that never call.
We'd track: Cost per lead
Start with this →Follow up on every quote until it's a yes or a no, so fewer jobs slip away to the next bid.
We'd track: Share of estimates won, Quotes sent
Start with this →Fill the schedule with better routing, faster callbacks, and fewer gaps between jobs.
We'd track: Jobs completed per week
Start with this →Offer the right upgrades, repairs, and maintenance plans on every call, without the hard sell.
We'd track: Average job value
Start with this →Also: Get more leads · Turn more leads into customers · Fill the slow season
Once HubSpot is connected these come in on their own, and your dashboard shows each one against where you started. Nothing for you to type in.
On setup day we connect HubSpot with you on the call. You approve the connection, and you can remove it at any time. We see the work your AI does and the numbers, not your conversations. How it works · Pricing
Also in field service and crm: Jobber · Housecall Pro · Workiz · GoHighLevel
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