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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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What a HubSpot Admin Retainer Should Include

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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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Clarity for regulated firms.
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About AutomateNow
We help CEOs create clarity across people, processes, and technology.
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AutomateNow grew from a belief that people and systems must scale together.
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A leadership team blending growth strategy and HubSpot expertise.
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Clarity first. Growth next. Aligning people, processes, and AI for scale.
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What a HubSpot Admin Retainer Should Include

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Tech Stack Optimisation

Paying for tools nobody uses

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We review, manage and optimise your technology stack so it works for your business, not the other way around.
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Most organisations we work with are not short of technology. They are short of value from it.

Subscriptions accumulate. Tools get added to solve problems, but the problems tend to move on while the tools stay. People find workarounds. Adoption drops. The stack gets complicated and the monthly invoice grows, but the business does not feel the benefit.

Meanwhile, decisions about new technology get made on the back of a demo, a recommendation or a pricing offer. Nobody is asking the harder question: does this genuinely help the business, or does it just add another login?

Why this matters

  • It drains more than your budget

    Every unused tool costs more than its subscription. It costs time, attention and confidence in the data your business runs on.

  • Disconnected tools create disconnected teams

    When systems do not talk to each other, people stop trusting them. Workarounds multiply and nobody is working from the same picture.

  • Bad data slows every decision

    When leaders cannot trust what they are seeing, decisions get delayed, instinct replaces insight and growth becomes harder to lead.

  • The right stack makes everything simpler

    When technology works properly, teams use it, data is trusted and the business can scale without adding complexity at every step.

We are not here for a one-off project.
We stay involved, making sure your technology keeps working as your business grows.

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What you'll get:

  • A full audit of your current technology stack, costs and usage
  • An honest assessment of what is delivering value and what is not
  • Recommendations on what to keep, consolidate, replace or explore
  • Evaluation of new tools before you commit to them
  • Ongoing management and optimisation of your stack, including HubSpot and other core platforms
  • Regular reporting on adoption, cost and performance

We are platform-agnostic. Whether you are using HubSpot, Salesforce, or a mix of tools across sales, marketing, finance and operations, we can work across the full stack.

Our 4 step approach

1

Audit

We review your full technology stack: what you have, what it costs and whether it is being used.
2

Assess

We test whether each tool is delivering value or just adding noise, cost and complexity.
3

Advise

We recommend what to keep, replace, consolidate or explore, based on your business, not trends.
4

Partner

We stay involved as your retained technology partner, managing the stack and keeping it working.
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What are the outcomes?

  • A clear view of every tool in your stack and what it is costing
  • Confidence that technology is working for your business, not against it
  • Reduced spend on tools that deliver no measurable value
  • Higher adoption across teams, systems people actually use
  • A trusted partner reviewing new technology before you commit
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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

If your teams are using spreadsheets alongside the tools you pay for, adoption is low or you cannot clearly say what each platform delivers, those are reliable signs your stack needs a review.
We review every tool in your stack, what it costs, how widely it is used and whether it is delivering measurable value. We look across sales, marketing, operations and finance to give you a complete picture.
No. We are platform-agnostic. We work across the full business stack including HubSpot, Salesforce and other SaaS tools. Our role is to advise on what is right for your business, not to sell a specific platform.
Rather than completing a project and leaving, we stay involved on an ongoing basis. We manage your stack, review performance, evaluate new tools before you commit and make sure adoption stays high as your team grows.
We assess each tool against a simple test: is it being used, is it delivering value and does the cost reflect that value? If the answer is no on more than one count, we will tell you honestly.
Yes. Before you commit to a new platform or expand an existing one, we can assess whether it genuinely fits your business, how it connects with what you already have and what adoption will realistically look like.
An initial audit typically takes two to three weeks. From there, quick wins around consolidation and cost reduction are often visible within the first month. Longer-term improvements in adoption and reporting build over the following quarter.

Technology decisions are not one-off events.

 

The best organisations treat their stack like a living part of the business, one that needs regular review, honest evaluation and a trusted partner to manage it well.

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