Meeting preparation and follow-up
Assembles recent context, decisions and open questions before a call. Drafts the follow-up and the CRM updates after it.
Everyone selling you an AI SDR wants you to buy another system. Your CRM already holds the context. We build into it, and we write down what the agent may and may not do.
Four things we find in almost every sales operation that has already bought an AI tool.
An hour of managers asking what happened, and reps recalling it from memory.
Stalled deals, missing next steps and weak close-date support surfaced before anyone sits down.
The commitment was made on the call. It exists in one person's notebook.
A brief going in, and decisions and actions drafted for review coming out.
Another subscription, another data set, contact selection and timing happening outside your team.
Selection rules, suppression and approach set by your people, executed inside HubSpot.
Because the evidence behind each number lives in somebody's head.
What the CRM can support, shown apart from what the rep thinks will land.
An hour of managers asking what happened, and reps recalling it from memory.
Stalled deals, missing next steps and weak close-date support surfaced before anyone sits down.
The commitment was made on the call. It exists in one person's notebook.
A brief going in, and decisions and actions drafted for review coming out.
Another subscription, another data set, contact selection and timing happening outside your team.
Selection rules, suppression and approach set by your people, executed inside HubSpot.
Because the evidence behind each number lives in somebody's head.
What the CRM can support, shown apart from what the rep thinks will land.
Swipe to explore
A wave activates two of the four agent capabilities, chosen against your own value case. Enablement and measurement are part of every wave, not alternatives to them.
Assembles recent context, decisions and open questions before a call. Drafts the follow-up and the CRM updates after it.
Finds stalled deals, missing decision-makers and close dates the evidence does not support, then prepares the manager review.
Applies your ICP and exclusions, researches accounts from approved sources, and explains why an account scored as it did.
Finds incomplete records, missing associations and duplicates, and prepares the corrections for approval rather than applying them silently.
One cohort trained on the workflow, not on AI. Reps adopt what removes work and reject what adds a review queue, so we build for the first.
Cycle time, stalled-deal counts and forecast evidence tracked against the position we recorded before anything was built.
Is the workflow worth changing at all? Some are not, and we would rather say so in week one.
Can HubSpot already do it? Its prospecting and sales capabilities are real. Where they fit, use them and spend nothing with us.
Can we create the value by connecting what exists to a shared context layer, without building anything new?
Only what is genuinely missing: the integration, the controls, the grounding and the proof.
This is the part most suppliers leave vague. Every action is classified before build, against a named owner.
Internal tasks, research, briefs, queue preparation and flagging. Nothing a customer sees.
Every external message, and any CRM write to stage, value, owner or close date.
Bulk or destructive changes, invented contacts or events, and anything outside the agreed source list.
Draft is a fine steady state. Plenty of sales workflows should never progress beyond it.
Consent, suppression, audience and frequency are set by your team. The agent works inside them.
Every action, approval and rejection recorded, so you can reconstruct what happened and why.
An in-house engineering team that has delivered more than 300 technology projects. Work with engineers who have built this before.
Agents and integrations designed, tested and shipped by our own engineers. Nothing is subcontracted.
SpotDev is enrolled in the OpenAI Partner Network at Select tier, alongside HubSpot Diamond status and Custom Integration and Onboarding accreditations.
Honest evaluation of the right model for the work. We hold OpenAI Select Partner status and deep expertise in Anthropic's Claude, and we will say when the answer is the AI you already pay for.
No. That is the point of it. The context and the actions live in the CRM you already pay for, so there is no second system holding half your sales data.
Then we find out in month one rather than month six. Data readiness is scoped and measured before we build, and sometimes the honest answer is to fix the data first.
Only if it removes work rather than adding a review queue. Adoption is measured, and rejected suggestions are treated as a defect in the build, not a failure of the user.
Approved access to the CRM records and activity behind the workflow, and nothing beyond it. Sources, permitted use and exclusions are agreed and written down before anything runs.
From £10,000 per month as part of AI Accelerator, committed a quarter at a time. Model and platform usage is billed separately. Enterprise programmes are priced on complexity.
You stop at the end of the quarter. We capture a baseline first, so the review compares like with like rather than trading opinions about whether it felt better.
Related: AI Accelerator · AI for Customer Success · AI implementation
SpotDev is an OpenAI Select Partner and a HubSpot Diamond Solutions Partner. SpotDev is a separate company from OpenAI, and partner status does not constitute endorsement of SpotDev by OpenAI. OpenAI and ChatGPT are trademarks of OpenAI. HubSpot is a trademark of HubSpot, Inc. Claude is a trademark of Anthropic, PBC.