Sales depended on people remembering things, not on a system.
Five problems kept recurring. Proposals took hours with inconsistent quality. Marketplace leads needed fast, custom-priced replies every time. And the CRM lagged reality, with missing deals, wrong currencies and closed projects never logged.
On top of that there was no visibility into why deals were lost, with the reasons buried in emails and call recordings, and follow-ups fell through the cracks. The core issue was structural: nothing caught the gaps automatically.
Nothing caught the gaps, so the gaps became the pipeline.
Four interconnected systems across HubSpot and Claude.
This is the engine we run on our own business, so we know exactly what it takes.
A Claude skill trained on hundreds of proposals, generating branded, priced proposals from a call recording in minutes.
Claude reads email threads and call records to add win and loss reasons to closed deals, and corrects amounts and currencies.
Scheduled Claude tasks for opportunity discovery, cold-deal chase-up drafts and reporting, so nothing goes cold unnoticed.
Monthly reviews feed insight back into the proposal skill, so the system gets sharper over time.
The results.
of pipeline recovered in the first sweep.
previously unlogged opportunities created in HubSpot.
time to a branded, priced proposal.
of closed deals now carry a win or loss reason.
A dead zone in the middle of the pricing, hiding in plain sight.
With 100% win and loss coverage, the pattern was obvious once the data was clean. Deals in the £15k to £30k band were winning at just 25%, well below the bands either side. They're now routed automatically as phased offers, so mid-size deals stop stalling.
This is our own sales engine.
We built this system on our own HubSpot and Claude to prove it before we sold it, so there's no external client to name and no third-party quote to publish. The numbers are ours and they're real: £100k+ recovered, 11 unlogged deals found, hundreds of proposals in the model, and 100% win and loss coverage across closed deals. None of it works on dirty data, which is what the HubSpot audit is for.
Sales running on people remembering tasks?
An AI sales system catches what they miss and gets better every month. Talk to Rikki about building one on your HubSpot, and we'll tell you if your data is ready for it.
