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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
One clear view of how customers move through your business.
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Customer journey implementation
Turn your customer journey into a working system in HubSpot.
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Go-to-market strategy
Unite marketing, sales, and service around one revenue system.
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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
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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
Helping technology firms scale with clear systems, data, and customer journeys.
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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
Data Strategy

Build the backbone of smarter growth

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See your data clearly. Trust it. Use it to make better decisions tomorrow than you did today.
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Most teams feel the pain before they see the cause

Most teams feel the pain before they see the cause. Reports don’t match. Pipelines don’t add up. Marketing swears they delivered great leads; Sales says “not these ones”. You ask for a simple answer — Which channel drove last quarter’s revenue? — and the room goes quiet.
That silence is expensive. It comes from data that lives in different places, speaks different languages, and isn’t owned by anyone. Before you can scale, you need a solid footing: a shared source of truth that leadership can rely on and teams can act on.

Data Foundation builds exactly that. We map what you have, what you’re missing, and what you’ll need next. Then we clean, connect and govern it inside HubSpot and across your wider ecosystem so the whole business can move with confidence.

Why this matters

  • Clarity beats noise

    Decisions made on guesses create rework, slowdowns and missed targets.

  • Confidence compounds

    When leaders trust the numbers in HubSpot, teams move faster and align around outcomes.

  • Future-readiness

    A strong foundation makes every system change, integration, and HubSpot upgrade simpler tomorrow.

  • From data to intelligence

    Clean, connected data powers meaningful reporting and smarter automation.

Ideal for scale-ups and mature businesses with multiple systems, fragmented ownership, and growing complexity across marketing, sales and service.

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What you'll get

  • Current-state data map (systems, objects, flows, owners)
  • Gap analysis tied to business questions and KPIs
  • Clean-up & enrichment plan (and execution support)
  • HubSpot data governance playbook (roles, rules, hygiene cadence)
  • Single-source-of-truth alignment and reporting baseline

Our 4 step approach

1

Discovery

Interviews, system walkthroughs, sample reports, and a light audit to surface truths and surprises.
2

Mapping

We visualise where data lives in HubSpot and connected systems, how it moves, and where quality or ownership breaks down.
3

Optimise

Cleanse and enrich critical objects; rationalise fields; set naming standards and guardrails.
4

Enable

Governance rhythms, handover and training so the foundation stays strong as you scale.
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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 a sample data map

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

Optimized 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

Because HubSpot is only as good as the data inside it. A strategy ensures clean, connected, reliable data that supports reporting, automation, and scalable growth.
We audit systems, objects, fields, integrations and reporting. We identify duplicates, gaps, inconsistencies and risks affecting performance.
A unified data model, governance rules, ownership structure, clean-up plan, and HubSpot configuration recommendations based on business goals.
Typically 2–4 weeks depending on system complexity and the number of integrations involved.
Yes — we define the approach and can also execute the clean-up, standardisation and enrichment as part of implementation.
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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Explore our insights and expertise

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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