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Business Consulting
Understand what is driving your business before you change anything.
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Sales Readiness Audit
Identify gaps with our CONNECT framework and get clear priorities on what to fix first.
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Data Strategy
See your data clearly. Trust it. Use it to make better decisions.
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Customer Journey Design
Map and optimise your customer journey to drive retention and customer success.
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HubSpot implementation, onboarding, setup, and migration to get you up and running quickly.
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HubSpot skill
Equip your teams to use HubSpot with confidence, every day.
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Tech Stack Optimisation
Review, optimise, and manage your tech stack to support scalable growth.
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Go-to-market Strategy
Unite marketing, sales, and service around one revenue system.
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AI Governance: Why Every Business Needs to Take Control Before It's Too Late

AI Governance: Why Every Business Needs to Take Control Before It's Too Late

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Software
We help software companies scale with HubSpot.
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Media & Events
Empowering media & events firms to engage and scale.
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Professional Services
Scaling professional service firms with clarity, alignment and growth.
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Technology
Scaling information technology firms with HubSpot.
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Finance
Clarity for regulated firms.
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AI Governance: Why Every Business Needs to Take Control Before It's Too Late

AI Governance: Why Every Business Needs to Take Control Before It's Too Late

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About AutomateNow
We help CEOs create clarity across people, processes, and technology.
Our Story
AutomateNow grew from a belief that people and systems must scale together.
Meet the team
A leadership team blending growth strategy and HubSpot expertise.
Our mission and values
Clarity first. Growth next. Aligning people, processes, and AI for scale.
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See growth systems in action: 25+ real-world case studies.
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Latest insights and growth tactics to maximize ROI and customer value.
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Learn, connect, and turn your systems into revenue at our live events.
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Human approach is the only one that sells. Listen to real stories.
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AI Governance: Why Every Business Needs to Take Control Before It's Too Late

AI Governance: Why Every Business Needs to Take Control Before It's Too Late

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Recognised by HubSpot

Software Industry Specialist

INDUSTRY SOFTWARE BADGE
Industry-focused HubSpot systems built to help software businesses grow with clarity.
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Scale your software business with connected HubSpot systems

Software companies often outgrow the systems and processes that got them to their current stage.

As products evolve, teams expand and customer journeys become more complex, it becomes harder to maintain visibility across acquisition, sales, onboarding, adoption and retention. Data ends up spread across platforms, handoffs become inconsistent and leadership loses confidence in what the funnel is really saying.

We help software businesses unify systems, clean up data, improve reporting and build customer journeys in HubSpot that support scalable growth.

The challenges we solve

  • Fragmented customer journeys

    When marketing, sales, onboarding and customer success work in separate systems, the customer experience becomes disjointed and hard to manage.

  • Poor onboarding visibility

    Manual onboarding steps and inconsistent ownership can slow activation, create internal confusion and impact customer experience.

  • Limited reporting confidence

    Disconnected data makes it difficult to understand funnel performance, lifecycle progression, customer health and expansion opportunities.

     

  • Operational drag

    As software companies scale, repetitive admin, manual handoffs and inconsistent workflows create friction that slows revenue teams down.

Why software companies work with AutomateNow

AutomateNow has been recognised as a HubSpot Software Industry Specialist, giving software businesses a partner that understands the operational complexity behind sustainable growth.

We support software organisations that need HubSpot to do more than store contacts - helping them use it as the system that aligns go-to-market teams, improves onboarding, supports customer success and creates better visibility across the full customer lifecycle.

Our 4 step approach

1

Discovery

We review your systems, lifecycle stages, handoffs, reporting gaps and customer journey friction points.
2

Design

We define a clearer operating model for marketing, sales, onboarding and customer success inside HubSpot.
3

Implement

We configure HubSpot, automate workflows, improve data structure and connect the systems your teams rely on.
4

Optimise

We refine reporting, onboarding, team adoption and customer journey performance to support long-term scale.
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What are the outcomes?

  • A clearer customer journey from lead to onboarding to retention
  • Better alignment between marketing, sales and customer success
  • Cleaner data and more reliable reporting for leadership
  • 2x Faster onboarding and reduced manual process bottlenecks
  • HubSpot configured as a scalable growth system, not just a contact database
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How software companies achieve clarity with us

View all case studies

We help software businesses simplify complexity

From lead management and sales process design to onboarding workflows, customer success handoffs and cross-system reporting, we help software companies reduce friction and create a more joined-up growth engine.

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Frequently asked questions

We align teams, improve data quality, automate key processes and build clearer customer journeys across the full lifecycle.
Yes. We help software businesses structure onboarding, automate handoffs and improve visibility into post-sale delivery and retention.
Yes. We help connect HubSpot with the wider systems your teams use, including operational, support and customer-facing tools.
No. This is relevant to a broad range of software businesses, including product-led, sales-led and hybrid growth models.
Usually when growth has made reporting less reliable, handoffs less consistent, and systems harder to manage across teams.
We help ambitious organisations lead growth through clarity aligning people, processes and AI-enabled systems to deliver predictable, scalable outcomes.

Maximise HubSpot and drive growth

As a Diamond HubSpot Partner, AutomateNow helps you unlock the full potential of your HubSpot licence, aligning teams, systems, and processes to accelerate business growth.
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Growth Insights

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We'd love to hear from you

Whether you're looking to align your teams, streamline systems, or explore how AutomateNow can drive predictable growth, get in touch with our experts today.
Phone: +44 203 835 5084
Email: info@automatenow.uk
Web: www.automatenow.uk
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Anna Dragon
Head of Projects