Skip to content
Close
<div>Contact us&nbsp; &nbsp; &nbsp; &nbsp; &nbsp;<img alt="Arrow 29" height="8" style="height: auto; max-width: 100%; width: 26px;" src="https://5214256.fs1.hubspotusercontent-na1.net/hubfs/5214256/Arrow%2029.png" width="26" loading="lazy"></div>
<div>Contact us&nbsp; &nbsp; &nbsp; &nbsp; &nbsp;<img alt="Arrow 29" height="8" style="height: auto; max-width: 100%; width: 26px;" src="https://5214256.fs1.hubspotusercontent-na1.net/hubfs/5214256/Arrow%2029.png" width="26" loading="lazy"></div>
Group 29-1
Data strategy
See your data clearly. Trust it. Use it to make better decisions.
customer_journey_icon
Customer journey design
One clear view of how customers move through your business.
customer_journey_impl_icon
Customer journey implementation
Turn your customer journey into a working system in HubSpot.
go_to_market_icon
Go-to-market strategy
Unite marketing, sales, and service around one revenue system.
hubspot_skill_icon
Hubspot skill
Equip your teams to use HubSpot with confidence, every day.
View our latest blog
From Growth to Grit: How HubSpot Agencies Are Preparing for 2026

From Growth to Grit: How HubSpot Agencies Are Preparing for 2026

Get inspired
Group 29-1
Professional Services
Scaling professional service firms with clarity, alignment and growth
customer_journey_icon
Media & Communications
Empowering media & comms firms to engage and scale
go_to_market_icon
Technology
Helping technology firms scale with clear systems, data, and customer journeys.
hubspot_skill_icon
Finance
Compliance-ready systems for regulated firms
View our latest blog
From Growth to Grit: How HubSpot Agencies Are Preparing for 2026

From Growth to Grit: How HubSpot Agencies Are Preparing for 2026

Get inspired
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.
Read our case studies
See growth systems in action: 25+ real-world case studies.
Blog
Latest insights and growth tactics to maximize ROI and customer value.
Upcoming events
Learn, connect, and turn your systems into revenue at our live events.
Listen our podcasts
Human approach is the only one that sells. Listen to real stories.
View our latest blog
From Growth to Grit: How HubSpot Agencies Are Preparing for 2026

From Growth to Grit: How HubSpot Agencies Are Preparing for 2026

Get inspired
Customer Journey Design

Turn chaos into clarity across your entire customer journey

Ellipse 51
Design a joined-up customer experience that aligns your teams, fixes broken touchpoints, and removes revenue-draining friction.
<div>Contact us&nbsp; &nbsp; &nbsp; &nbsp; &nbsp;<img alt="Arrow 29" height="8" style="height: auto; max-width: 100%; width: 26px;" src="https://5214256.fs1.hubspotusercontent-na1.net/hubfs/5214256/Arrow%2029.png" width="26" loading="lazy"></div>

Great customer experience isn’t luck

Great customer experience doesn’t happen by accident. It’s engineered through clear handoffs, consistent processes, and shared visibility across every team.
But most organizations run on assumptions:
  • Marketing thinks Sales follows up quickly.
  • Sales thinks Delivery receives the handover.
  • Customer Success thinks Marketing nurtures customers after onboarding.
These gaps create friction — and friction creates churn, lost deals, and frustrated teams.

Customer Journey Design replaces assumptions with truth.

It provides a clear, visual, end-to-end picture of how customers really move through your business — and what needs to change to improve their experience and your performance.

Why this matters

  • Silos are costly

    Misaligned handoffs and unclear ownership slow the pipeline and frustrate customers.

  • Complexity needs orchestration

    More teams, channels and tools = more opportunities for leaks and inconsistency.

  • Clarity aligns behaviour

    When every team sees the same journey inside HubSpot, they make better day-to-day decisions.

Aimed at leaders who want to align Marketing, Sales, Delivery/Operations, and Account Management around one shared customer experience powered by consistent process and HubSpot visibility.

Anna Sam Photo Workshop 2026 v2

What you'll get

  • Full end-to-end customer journey map

    (awareness → consideration → purchase → onboarding → adoption → expansion)
  • Entry and exit criteria for each stage
  • Handover checklists, SLAs, and communication flows
  • Prioritised “leak list” of bottlenecks and opportunities
  • Recommendations for HubSpot configuration, automation, and reporting
  • Clear process and responsibility documentation

Our 4 step approach

1

Workshops

Cross-functional sessions to uncover the real journey not just the assumed one.
2

Evidence

Validate the journey using HubSpot insights such as conversion rates, time-in-stage, response times and retention signals.
3

Design

Define the ideal future journey, roles, responsibilities and handoff rules, then translate them into practical playbooks.
4

Roadmap

Quick wins now, strategic changes later — delivered in a clear and achievable sequence.
anna_profile

What are the outcomes?

  • Leadership dashboards in HubSpot you can actually trust
  • Faster decisions, fewer internal debates
  • Shorter time-to-value on future HubSpot projects and integrations
  • A data culture that supports growth, not politics
<div>Contact us&nbsp; &nbsp; &nbsp; &nbsp; &nbsp;<img alt="Arrow 29" height="8" style="height: auto; max-width: 100%; width: 26px;" src="https://5214256.fs1.hubspotusercontent-na1.net/hubfs/5214256/Arrow%2029.png" width="26" loading="lazy"></div>
Download a sample data map

Who have we helped?

rmf_logo_small
arkets_media_logo_small
yosapce_logo_small
medai_group_logo_small
hypercube_logo_small
digit_logo_small
campaings_and_elections_logo_small
tiaa_logo_small
bioinsights_logo_small
mr__logo_small

How have we helped them?

85% growth from training

We built a clear growth plan by understanding company pain points.

80% contact growth

Optimised HubSpot to improve sales and marketing performance at scale.

£50k sales unlocked

CRM clean-up revealed qualified leads and boosted sales productivity.

10x prospect outreach

Salesforce-to-HubSpot migration unlocked cleaner data and faster sales

Sales-ready foundations

Automated systems and clean data improved sales efficiency.

Frequently asked questions

Journey design goes beyond mapping — we define roles, handoffs, processes, SLAs and HubSpot configuration needed to deliver the ideal journey.
HubSpot provides the data, automation and visibility needed to validate, design and optimise the end-to-end journey.
Marketing, Sales, Delivery/Operations and Customer Success — anyone contributing to customer experience.
Most engagements take 3–5 weeks depending on the number of teams and touchpoints.
Any business with established workflows, multiple teams, or friction in customer experience will see immediate value.
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.
<div>Contact us&nbsp; &nbsp; &nbsp; &nbsp; &nbsp;<img alt="Arrow 29" height="8" style="height: auto; max-width: 100%; width: 26px;" src="https://5214256.fs1.hubspotusercontent-na1.net/hubfs/5214256/Arrow%2029.png" width="26" loading="lazy"></div>
2024_Academy_Credentials_Accreditations_HSA_OnboardingAccreditation534x534-1
PlatformEnablement534x534
partner-badge-colour diamond-1 small

Explore our insights and expertise

Get inspired

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
anna_profile
Anna Dragon
Head of Projects