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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 Services
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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HubSpot Agency Due Diligence Checklist for UK Tech

HubSpot Agency Due Diligence Checklist for UK Tech

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Professional Services
Scaling professional service firms with clarity, alignment and growth.
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Media & Communications
Empowering media & comms firms to engage and scale.
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Technology
Scaling technology firms with HubSpot
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Finance
Clarity for regulated firms.
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HubSpot Agency Due Diligence Checklist for UK Tech

HubSpot Agency Due Diligence Checklist for UK Tech

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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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HubSpot Agency Due Diligence Checklist for UK Tech

HubSpot Agency Due Diligence Checklist for UK Tech

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Customer Journey Design

Clarity across the journey

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Design a joined-up customer experience that aligns your teams, fixes broken touchpoints, and removes revenue-draining friction.
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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 organisations 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.

For leaders aligning teams around one customer journey

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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.
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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
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Download Buyer Journey Workshop Guide

Who have we helped?

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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.
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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