HubSpot Optimisation & AI Chatbot for a Data Analytics Company

Company Overview

A US-based analytics and data science company with an active, high-volume HubSpot environment. One of the largest engagements by deal value, featuring regular connect meetings, extensive email communication (200+ threads), and an AI chatbot initiative.

The Challenge

• Existing HubSpot portal needed ongoing optimisation to support a growing sales and marketing operation
• The company wanted to deploy an AI-powered chatbot within HubSpot to improve lead qualification and visitor engagement
• High volume of internal stakeholders and processes required regular alignment meetings
• Reduce response time and improve lead qualification
• Manual followup with all chatbot leads
• Zero lead nurturing of incoming leads through website
• Zero tracking of MQLs generated by marketing team

Scope of Work

• Ongoing HubSpot CRM optimization and support via regular connect meetings
• AI chatbot strategy, configuration, and deployment within HubSpot
• Build Lead qualification logic and routing built into the HubSpot Customer Agent
• Improve email marketing performance by contact segmentations
• Improve leads nurturing by building nurture drip campaigns
• Reporting dashboards for marketing performance and CRM health

Tech Stack & Integrations

Key Deliverables

• AI-powered chatbot deployed in HubSpot
• Ongoing CRM optimisation across multiple sprints
• Regular connect meetings providing strategic and tactical guidance
• workflows created for automated lead nurturing
• Built HubSpot Customer agent flows and fallback logic