AI Capability / Business Teams / Partner Agencies
A team with AI features switched on and nobody using them? Start here.
Put AI to work.
Keep it working.
I help organizations figure out where AI belongs, make better use of the technology they already have, build what is missing and give their people the skills to keep using it. One Adoption Sprint, starting at $3,000, with role-based training and 30-day adoption support.
- Hands-on with your own work
- Remote or on-site
- $750 per person, per track
- 30 days of coaching included
What I offer
One offer, two kinds of team
One Adoption Sprint for in-house and agency teams. Choose from five role tracks, including AI Tools for Teams with no HubSpot required. Fixed fee per person, per track, never billed by the hour.
Startups / SMBs / In-house teams
Use more of what you already have
For founders, operators and small teams
I'm building/running a business
Agency teams
Build capability across your client base
For HubSpot agencies / Solutions Partners
I run an agency
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On the record / Years of podcasts, live builds, and community sessions making the same argument in public. Useful if you want to hear how I think first.
See the mediaWhy me
I have sat on your side of the table
Years inside elite HubSpot partner agencies, plus my own certifications and builds, are what I teach from. Whether you run a portal yourself or sell HubSpot to clients, I have done the work I am teaching you to do.
Fixed fee, always
Every session is priced for a defined outcome and a group size, never a clock running against you. You know the number before I start, and nothing here is billed by the hour.
Built, not theorized
Everything I teach comes from work I have actually shipped, not from a slide deck. The rigor shows up in the session, and you can check every claim I make.
Your team keeps the capability
I train your people directly, not around them. You leave able to run what you learned and extend it, with me or without me.
The HubSpot credentials, on the table
HubSpot Academy instructor
Teaches The AI-Augmented HubSpot Stack, HubSpot Academy's first-ever AI mini-series bootcamp, on building AI agents into a real HubSpot stack with Claude Code. Previously co-taught their AI for sales, service, and marketing bootcamp. Following UNBOUND, teaching HubSpot Academy's new courses on HubSpot agents.
~20 HubSpot certifications
Roughly twenty HubSpot Academy certifications on record, spanning Revenue Operations, HubSpot Implementation for Partners, Platform Consulting, AI Essential for Partners, Breeze Essentials for Partners, and the Marketing, Sales, and Service Hub software tracks.
Creator of Hub Helper Harry
Built and shipped Hub Helper Harry, a HubSpot AI assistant with RAG over the official documentation, conversation memory, a deliverable builder, and MCP integration. The tool I wished existed inside every portal.
Partner-agency veteran
Five-plus years deep in the HubSpot ecosystem, much of it inside elite partner agencies, including a Diamond partner. Scoping, delivery, and client management from the agency side of the table.
UNBOUND / INBOUND
Correspondent at UNBOUND, HubSpot's annual conference, formerly INBOUND, covering the AI and CRM ecosystem from the inside.
Worked with
Hands-on CRM and AI work with teams at Reddit (form-conversion analysis, reporting, and account cleanup in their HubSpot instance), Boeing (custom deal-ownership and job-ID code in HubSpot), ReloShare (a custom HubSpot integration with their booking platform, rep dashboards, and a help-desk migration), and AskElephant, plus a long roster of mid-market SaaS and services companies.
100+ AI shows and episodes
Host of Value-First AI Daily and a builder podcast; guest on DealHub RevAmp, RevSpot, SprocketPod, Built Hapily.
View media appearancesSend me a note
Your name, your email, and what you are trying to do. That is all I need to get back to you.
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