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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">
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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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Building Relationships: The Key to Success in Business

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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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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.
Case studies
See growth systems in action: 25+ real-world case studies.
Blog
Latest insights and growth tactics to maximize ROI and customer value.
Events
Learn, connect, and turn your systems into revenue at our live events.
Podcast
Human approach is the only one that sells. Listen to real stories.
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Audit

Sales Readiness Audit

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Know exactly where you stand. Know exactly where to go next.
<div>Find What’s Holding Your Sales Back &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>

Why Sales Audit?

Leaders invest in systems, hire talent, and push for activity, yet growth still feels unpredictable.

Our Sales Readiness Audit cuts through the complexity. Using our CONNECT diagnostic framework, we examine your commercial foundations, your market position, and your sales engine, and give you a clear picture of what is working, what is not, and what to fix first.

 

Our Approach

We use the CONNECT diagnostic framework, a structured method designed to identify the fastest route to your next stage of growth. Rather than producing a generic report, we assess the specific commercial levers that matter most for your business.

 

 C - Customer  Define your Ideal Customer Profile, understand the real pain being solved, and identify the sectors with the highest conversion potential.

 O - Opportunity  Assess the urgency of the problem you solve, market demand, ease of entry, and where competitive pressure is highest.

 N - Narrative  Clarify and stress-test your value proposition. Can you answer: we help [who] solve [what] so they can [outcome]?

 N - Network  Map leadership and founder networks. Identify warm introductions and relationships that could accelerate the pipeline.

 E - Evidence   Audit your credibility assets, case studies, testimonials, ROI data, and identify gaps slowing sales.

 C - Conversion  Map the full sales journey from awareness to contract. Measure conversion rates and pinpoint bottlenecks.

 T - Technology and Data  Audit your CRM, data assets, and digital tools to identify what is supporting growth and what is getting in the way.

Why this matters

  • Growth without direction

    Activity is high but results are unpredictable. Without a shared view of what converts, effort spreads thin.

  • Data Without Confidence

    Dashboards exist but decisions still rely on instinct. Data only works when leadership actually trusts it.

  • Teams Without Alignment

    Sales, marketing and operations run from different plans. That gap creates friction and slows everything down.

  • Change Without Adoption

    New processes launch well then quietly fade. Behaviour change is harder than process change. We address both.

A clear, practical picture of your sales and market readiness, with a prioritised plan for what to do next.

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What You Get

  • A full audit of your sales process, from lead generation through to conversion, with conversion rates benchmarked at each stage
  • A market readiness assessment covering your ICP, competitive position, and value proposition clarity
  • A CONNECT scorecard showing your commercial strength across all seven dimensions, scored and interpreted
  • An honest view of your data assets, what you have, where it lives, and whether it is actually being used
  • A prioritised list of three to five immediate growth opportunities specific to your business

Our 4 step approach

1

Discovery

We begin with a structured conversation with your leadership team to understand your business, your market, and where growth feels hard. No forms, no homework. Just honest dialogue.
2

Audit

We assess your sales process, customer data, market position, competitive landscape, and team capability using the CONNECT framework. We look at what exists, not what you think exists.

3

Scorecard

We score your commercial readiness across all seven CONNECT dimensions. You receive a clear view of where you are strong and where the gaps are creating drag.
4

Recommendations

We present a prioritised plan. Not a list of everything that could be improved, but the specific actions most likely to move your growth forward in the next 90 days.
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What are the outcomes?

  • Pipeline Clarity - your CRM reflects commercial reality. Every deal is qualified, visible and moving forward.
  • A 90-Day Action Plan - specific, sequenced priorities grounded in your actual situation. No slides. No ambiguity.
  • Confidence in Your Data - Leadership makes decisions from numbers they trust. Gaps are identified before they affect performance.
  • Alignment at the Top - One shared view of what is driving growth and what is standing in the way.
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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

The structured process takes two to three hours of your time. We do the rest. You receive your findings and recommendations within five working days.

The CEO or MD, and ideally the person accountable for sales or revenue. We are talking to decision-makers, not preparing a presentation for them.
Often more so. Most organisations with HubSpot in place have the tool but not the clarity. The audit helps you understand whether your system reflects how your business actually works.
A HubSpot audit looks at the platform. This looks at the business. We start with your market, your customers, and your sales process. The technology comes last.
We do not deliver reports and disappear. The audit is designed to produce a prioritised plan you can act on immediately, and we stay involved to help it stick.
You receive a CONNECT scorecard, a prioritised action plan, and a clear view of where we can support you further. There is no obligation to continue. Many clients find the audit alone moves things forward.
Pricing depends on the scope and size of the organisation. Contact us and we will give you a straight answer in the first conversation.
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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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