Automation that earns its keep.
Most automation projects either over-promise and under-deliver, or work brilliantly for a month and then quietly fall apart. We do automation properly. Strategy first, build second. HubSpot workflows, integrations into the rest of your stack, and AI that genuinely saves time. So your team can stop doing the work the system should be doing.
Just had your data cleaned up? Now is exactly the right time to automate it. Still got messy data? Start there first.
Automation without strategy is just expensive admin.
You can automate the wrong thing brilliantly. Bad workflows, fast. Pointless integrations that sync nothing useful. AI that produces volumes of average content nobody asked for. And every one of them costs you in time, money and team trust.
The point of automation is not to do more things. It is to do the right things, more reliably, with fewer people involved. That starts with a strategy: what is worth automating, what is not, and where you will get the most leverage. Then you build it properly, around clean data, with proper testing.
Done right, automation is the closest thing to free leverage your business can buy.
Strategy first. Then workflows that work.
Good automation is not about how clever the workflow is. It is about whether it removes work, generates revenue, or improves a customer experience.
We start with the question that matters: where is your team’s time being burned, and what is it costing you? Then we design automation around that. HubSpot workflows, sequences, integrations, AI. Built around clean data, properly tested, and documented so your team can understand it without us.
The result: less manual work, more consistent processes, faster handoffs, and systems that quietly do their job in the background while your team focuses on what they actually got hired for.
Three types of teams come to us for automation work.
Whether you are starting from scratch, bolting tools together, or fixing what is broken, we have probably built it before.
You are doing too much manually
Your team is buried in repetitive work. Following up leads, updating records, sending the same email for the hundredth time, building the same report on Monday morning. There is a better way, and HubSpot is built to do most of it for you.
Your systems don’t talk to each other
HubSpot is in one place. Accounting in another. Finance, ops, support, marketing all sit in their own silos. Data gets duplicated, decisions get delayed, and nobody trusts the numbers. Time to connect everything properly.
Your automation has stopped working
You built workflows, set up integrations, configured sequences. They worked, for a while. Now they misfire, drift out of sync, or sit unused because nobody trusts them any more. We will diagnose, fix, and rebuild what needs rebuilding.
What’s in a Big Presence automation project.
Eight things, designed to leave you with automation that actually earns its keep.
Automation Strategy
A clear view of what is worth automating, in what order, with the ROI for each. No automating for the sake of it.
Custom HubSpot Workflows
Built around your real processes. Lead routing, deal automation, internal notifications, customer follow-ups, the lot.
Sales Sequences
Sequences that nurture, not nag. Properly timed, properly written, properly tied to lead behaviour.
Lead Scoring & Routing
Smart scoring based on real buying signals, with automatic assignment to the right person at the right moment.
System Integrations
HubSpot connected to your accounting, finance, ops, support and marketing tools. Data flowing both ways, reliably.
API & Custom Builds
When off-the-shelf integrations will not do the job, we build bespoke ones. Properly engineered, tested and documented.
AI & Breeze Implementation
HubSpot AI and external tools set up to genuinely save time. Lead nurturing, content generation, summarisation, predictive scoring.
Testing & Handover
Every workflow tested before it goes live. Documented in plain English. Your team trained to maintain it without us.
Every Hub. Automated and connected.
We work across every Hub to find the work your team should not be doing. Then we build HubSpot to do it for you, with the right integrations into your wider stack.
Nurture without nagging
Lead nurturing, email sequences, list management, dynamic content.
Move deals on autopilot
Deal automation, sequence triggers, task assignment, quote workflows.
Support that scales
Ticket routing, escalation rules, customer follow-ups, CSAT surveys.
Pages that adapt
Smart content, personalisation, dynamic pages, AI content generation.
Data that flows
Data sync, deduplication automation, integration management.
Money on rails
Payment automation, subscription management, invoice triggers.
HubSpot does not have to be an island.
HubSpot is brilliant. But it is even better when it is properly connected to the other tools your business runs on. We build integrations into pretty much anything with an API, plus a long list of native and supported connections.
Custom APIs
Custom AI
Most automation pain is hidden in plain sight.
These are the questions teams ask us when they realise the system should be doing more.
Usually one of three things: bad data feeding the workflow, an integration that has drifted, or a workflow built reactively without proper logic. We fix all three, then put monitoring in place so you spot issues before your team does.
Because they were set up but not maintained. APIs change, data formats shift, business rules evolve. Proper integrations need a bit of care. We build them to last and keep an eye on them.
With the work that costs you the most time, has the clearest payoff, and is least likely to break. We will help you prioritise so the early wins fund the bigger projects.
No. AI is excellent at the dull, repetitive work your team hates doing. Used properly, it gives them back time to do the work that actually needs a human. Used badly, it produces noise. We help you stay on the right side of that line.
We look at three things: how often something happens, how much time it takes, and how often it goes wrong. Anything that scores high on all three is usually a candidate. We will quantify it during scoping.
Four phases. From manual to automated.
A clear, structured process designed to deliver automation that earns its keep, not just sits there looking clever.
Map and Strategy
We map how your team actually works today, identify the highest-value automation opportunities, and build a prioritised roadmap with ROI for each one.
Design the Flows
We design the workflows, integrations and AI logic before anyone touches HubSpot. So you can see exactly what we are building and why.
Build and Connect
We build the workflows, set up the integrations, configure the AI, and test every path. You see progress weekly, not at the end.
Test, Document, Handover
Every workflow tested in real conditions. Documented in plain English. Your team trained to maintain it. Then we stay close to monitor and refine.
Every automation project is different. So is every price.
We do not do off-the-shelf automation packages. The right scope depends on what you want to automate, how complex your processes are, and how much of your wider stack needs connecting up. After a 30-minute call, we can usually give you a ballpark.
- The number and complexity of workflows you need
- Whether you need custom integrations or off-the-shelf will do
- The number of external systems being connected
- Your data quality (clean data is faster to automate)
- Whether AI is part of the build
- The level of testing and documentation required
After scoping, we give you a fixed price with no surprises.
A HubSpot Platinum Partner since 2014.
Over a decade of building, fixing and scaling HubSpot setups for businesses that take revenue growth seriously.
Platinum Partner since 2014
Over a decade of HubSpot expertise across hundreds of implementations and growing businesses.
Strategy first, build second
Automation and AI without strategy are just expensive admin. We make sure every workflow earns its keep before we build it.
Plain English, no jargon
You will not get acronym soup or buzzwords. If we cannot explain it simply, we have not understood it well enough.
Built to last, not just to launch
Every workflow tested, documented and handed over properly. So it keeps working long after we leave.
HubSpot has been a key system for our business for the last 10 years, but we had only been taking advantage of 30% of the platform. The team have helped us map out gaps, refine our marketing processes, drive more revenue from marketing, and support our sales team to scale more efficiently.
Ready to put your business on autopilot?
The best automation is the kind your team forgets about because it just works. We will help you map what is worth automating, design it properly, and build it to last. Start with a 30-minute call.