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Penguin Strategies · AI-ready HubSpot

What making your HubSpot AI-ready actually costs

AI doesn't fix your CRM. It reads it and acts. Find out what an agent would inherit from yours before you switch one on.

From $5k fixed-fee audit 2 weeks to a written roadmap 100% credited if we do the work
HubSpot Elite Solutions Partner Clay Enterprise Partner

What this works out

What you get

  • A written report of what Breeze, MCP or an agent would inherit from your portal today
  • A roadmap: what to fix, in what order, and why
  • Fixed fee, from $5k. Your inputs set the number
  • The whole fee credited if we go on to do the work

What it stops

  • Quoted prices that don't exist
  • Outreach to the wrong accounts
  • Pipeline reports your reps stop trusting
  • An agent with admin-level access it never needed

About two minutes No email needed to see the number Nothing stored unless you ask

How it runs

One fixed-fee audit. One decision, once you're holding the report.

Get your number
1

The audit

  • Portal mapped, your people interviewed
  • What an agent would inherit, ranked
  • Written report and roadmap, in priority order
  • Read-only. Nothing in your portal changes
2 weeksfixed fee · from $5k
Your decision
2a

Your team runs the roadmap

  • Cleanup and build, in-house
  • At your pace
  • No further fee
AI-readywhen it's done
2b

We make it AI-ready with you

  • We do the cleanup and the build
  • Your team trained as we go
  • Audit fee credited in full
2 to 3 monthsteam trained
1

What AI would connect to

An agent touches everything HubSpot touches. Tick the hubs you use, and anything HubSpot has to stay in sync with.

Hubs

Your first hub is inside the base fee. Each hub after that is another part of the map.

Connected systems
Other integrations (marketplace apps, webhooks, Zapier)

Settings → Integrations → Connected apps. Each one is a thing an agent can trigger.

2

What it would inherit

Three numbers that predict how long the report takes and how much an agent would inherit on day one. Rough is fine.

Workflows, active and inactive

Automation → Workflows. The count is at the top. Every one of these is an action an agent can set off.

Deal pipelines
Contacts in the database
3

Where you're headed

Doesn't change the price. Changes what the report looks hardest at. Tick everything that's on the roadmap.

4

More detail about your portal

Optional. Most portals don't need this step. If yours has any of these, the number gets more accurate.

5

What's already going wrong

Optional, and the most useful thing on this page. The number is arithmetic. This is what we'd look at first.

Your estimate is on the right. The two ways forward are below.

Example — change any field to make it yours
Indicative AI-readiness audit
—
100% credited toward implementation
Report and roadmap. Fixed fee once scoped. If we go on to do the work, the whole fee comes off the implementation.
What an agent would inherit from this portal today
    Where the number comes from
    BaseDiscovery, interviews, portal mapping, AI-readiness assessment, written report and prioritised roadmap. One hub.$5,000
    Additional hubs—$0
    Workflows—$0
    Pipelines—$0
    Database size—$0
    Other integrations—$0
    Sync reviewField mapping, sync direction, error logs.$0
    More detail—$0
    Indicative audit—
    What the audit findsNot priced here. Every report also flags seats you're paying for and not using, and any AI features you're licensed for but can't safely switch on yet.in the report
    This is an indicative figure, not a quote. It's built from how we've scoped comparable portals. Real numbers come from looking at yours. What it's good for is knowing the order of magnitude before anyone books a call.

    Want this written up?

    We'll email your scope, including whatever you flagged above, and look at it before you speak to anyone.

    Sent. Check your inbox in a minute or two.

    Business email, please. We use it to send the summary and to follow up. Nothing else.

    Or book a call with Perry

    Then, two ways forward

    The report is the same either way. Pick one to see the combined figure, or don't. Nothing is committed until you have the roadmap in your hands.

    Total if we do it, with your audit credited in full—
    AI-readiness audit—
    See breakdown