AI Workshop Series July Edition | Strategic AI Deployment

Strategic HubSpot AI Deployment

For most enterprises, 2025 was a year of idling—small AI experiments that rarely moved the P&L needle. If you’ve seen the demos but your CRM remains a static database then you haven't yet engaged the AI Engine. The challenge isn't a lack of tools; it’s the absence of a technical blueprint to integrate AI into your enterprise core. Without the right configuration, your HubSpot portal is just a collection of parts rather than a cohesive system built for speed.

Not got HubSpot yet? Here's why you should still be in the room.

You'll get a front-row seat to see how autonomous agents solve complex business challenges and learn the data architecture required to move from AI hype to real-world results. Whether you're evaluating new tech or planning your roadmap, you’ll leave with a clear understanding of the current "gold standard" for AI-driven growth.

Practical tools for real revenue

In this workshop series, we strip away the hype to focus on live enterprise deployment. You’ll learn to calibrate a two-part AI Engine: Breeze Assistants to accelerate daily tasks and Breeze Agents to handle autonomous heavy lifting—from prospect research to ticket resolution. See how to connect these tools to your CRM data so they don’t just "guess," but operate with full context of your history and goals.

What can you expect on the day?

We're finalising our July agenda, but you can expect:

The Prompt Lab [Live Calibration]: Our AI architect, Marek Ertinger, takes the floor to break down the essential mechanics of high-output prompting. Master the precision inputs required to drive maximum performance from your AI tools. (See the online Prompt Lab for a sneak preview).
The Data Core: A deep dive into the reporting fundamentals and data architecture required for enterprise AI deployment success. Learn how to clean and structure your CRM "fuel" to power AI engine.
Agentic Breakout Sessions: Two technical deep dives focused on deploying AI across Marketing, Sales, and Service. We’ll be building in the room—covering topics like AEO, smart prospecting workflows, and custom Breeze Agent configuration.

Plus: Speakers straight from HubSpot, 1:1 bookable sessions with our consultants, and networking with fellow AI enthusiasts.

How much does it cost to attend?

Standard Registration: FREE
All tickets include refreshments, comprehensive materials, and post-event support.

Limited to 50 attendees - Register early to secure your place.

Who Should Attend?

HubSpot users of any level are welcome to come along. We'd also encourage any self-confessed CRM evangelists to come along, as we'll regularly touch on topics which are relevant if you have HubSpot!

The AI Workshop Series will specifically be tailored for:

CRM Administrators looking to implement agents safely
Marketing Operations Managers wanting to automate workflows
Sales Leaders seeking to improve team efficiency
Revenue Operations professionals ready to leverage AI
Decision makers evaluating AI investment ROI

What Should I Bring?

Essential:

Laptop (fully charged or with charger)
Super admin access to your HubSpot portal
Notebook for ideas and planning

Recommended:

Specific business challenges you want to solve
Understanding of your current HubSpot setup
Questions about AI implementation
Credit card details if you want to activate agents on the day (optional)

Do I need to bring my own HubSpot portal

Ideally yes, so you can implement agents in your real environment. However, we provide demo portals if you prefer to practice first.

What if I don't have super admin access?

We can provide a demo portal, or arrange for you to get temporary elevated access from your administrator before the event.

What HubSpot subscription do I need?

Any HubSpot subscription can access agents. Some advanced features require Professional or Enterprise tiers.

What HubSpot subscription level do you need to access this functionality?

Most Breeze Agents are available with any Starter-edition product. Some advanced agents (Customer agent, Prospecting agent, Closing agent) require Professional or Enterprise editions.

Here's a quick overview - click on the image to view full screen:

The good news: regardless of your subscription level, you'll be able to participate in the workshop and build agents that work for your setup. We'll guide you to the right agents for your subscription during the hands-on sessions, and cover credit economics so you understand what's included versus what consumes credits.

If you're unsure whether your subscription includes the agents you want to build, just bring your questions to the workshop - we'll help you identify the best approach for your business.

Will this work for my industry?

Absolutely! Agents are flexible and work across all industries. We'll help you identify use cases specific to your sector.

What happens after the event?

You'll receive comprehensive documentation, setup guides, and email support from our team.

Can I bring a colleague?

Yes - places are however limited to a maximum of 3 per company.

Where does the AI Workshop Series take place?

The AI Workshop Series will take place at York Road, London. Additional venue information will be shared once registered.

Is lunch provided?

No, however refreshments will be provided throughout and during the afternoon break.

Can I join digitally?

No. This is an in-person event. We do not offer virtual attendance for the hands-on workshop components.

If you have any additional questions, feel free to email us at hello@babelquest.co.uk or speak to Tania Silva-Jones, our event organiser on +44 (0) 123 531 3555.

Past sessions

MASTERING THE CUSTOMER JOURNEY

Gem Rugg-Gunn, Head of Expert Practices, guided our attendees through mastering the customer journey within HubSpot, sharing practical strategies and equiping them with the knowledge to build a robust, data-driven customer journey that spans from initial contact to long-term loyalty.

Attendees came away from this knowledge-sharing session with clear, actionable advice on:

Optimise HubSpot data for a seamless customer journey.
Automate journey processes with HubSpot workflows.
Report & analyse customer journey performance in HubSpot.
Uncover insights to boost journey effectiveness.

BEYOND THE BASICS: EXPLORING THE POWER OF HUBSPOT AUTOMATION

Gem Rugg-Gunn, Platform Consultant and now Head of Expert Practices delved into the world of automation in HubSpot.

Gem shared insights and equipped participants with the tools to go beyond the templates, approach workflows with confidence and go away full of ideas.

Attendees came away from this knowledge-sharing session with clear, actionable advice on:

Understanding the art of the possible within HubSpot
Setting their teams up for success
Workflow examples they may not have considered

MASTERING HUBSPOT ADMINISTRATION: TIPS, TRICKS AND BEST PRACTICES

Gem Rugg-Gunn, HubSpot admin guru and author of one of our most popular resources, The HubSpot Administrators Handbook, took our audience through the essential elements of the 'HubSpot Administrator' role.

Attendees came away with clear, actionable advice on the following and more:

Teams, users and permissions
The dashboards every admin needs
Essential automation to aid platform administration

YOUR GUIDE TO HUBSPOT REPORTING: FROM ZERO TO HERO

Reporting workshop with Gem Rugg-Gunn, where participants left knowing.

How to identify which metrics to track to build the reports that matter
How to encourage adoption and get teams using and trusting the reporting system
How to end disparate data and build one reliable reporting system

The AI Engine Workshop Series