Is your CRM ready for this?
A RevOps Diagnostic shows whether your data and routing can carry AI yet, and what to fix before you switch anything on.
See where you standExpertise
AI & Personalisation
AI & personalisation is where we use data and automation to scale what already works, without turning your funnel into a black box. You get faster follow-up and sharper targeting, with a clear view of why any lead was scored or routed the way it was.
Trusted by B2B Tech & SaaS teams
- BreachLock
- Settly
- Co-Flo Enterprise
- Covalent
- ENAR Foundation
- Quantamix Solutions
Four places to put AI first
Once the RevOps underneath is clean, these four are where automation takes over the slow, manual work your team does today.
- AI-assisted lead scoring. Your best-fit leads rise to the top of the queue, so reps work the accounts most likely to close before anything goes cold.
- Smarter routing. Every record lands with the right owner in seconds, so nothing sits untouched in a queue over the weekend.
- Content and workflow support. The repetitive drafting and data entry shifts to automation, freeing the team for the calls and judgement no tool can make.
- Salesforce-powered journeys. Built in Salesforce MCP (Marketing Cloud Personalisation), so each buyer sees content that fits their stage, triggered by what they actually did rather than a fixed send calendar.
Certified and technology partners
- customer.io Certified Partner
- Leadinfo Partner
- MoEngage Partner
- ActiveCampaign Official Agency Partner
- HubSpot Solutions Partner
- CrawlQ Partner
- Uncapped Partner
- RevenueHero Partner
- PhantomBuster Partner
What you actually get back
AI goes wrong when the logic only lives in one person’s head. So the work leaves my desk as four written artefacts, built inside your own HubSpot or Salesforce rather than a tool only I can log into. Read together, they answer every question an auditor, a new hire or a sceptical rep will put to the system.
Personalisation rule set
One page per rule: who it fires for, the signal that triggers it, the content it swaps in, and what a visitor sees when the data is thin. A new starter can read it and know exactly what the site will do.
Scoring model definition
The attributes and behaviours that carry weight, what each one is worth, the thresholds that separate route now from nurture, and the reasoning behind every number. Nothing inherited from a default template you never agreed to.
Journey and trigger map
A single diagram of what fires when: entry criteria, branch logic, wait steps, suppression rules and exit conditions, mapped against lifecycle stage. This is the document that stops two campaigns emailing the same buyer on the same morning.
QA and transparency checklist
The tests I run before anything goes live, and the ones your team runs monthly after I leave: score explainability spot checks, routing audits, consent and data checks, and a standing review of the records the model called wrong.
- Handed over in full. The rules, the weights and the maps are yours from day one and live in your instance, so nothing switches off when the engagement ends.
- Written so your team can argue with it. When a rep says a score looks wrong, the definition shows which signal moved it and the checklist shows how to change it. That is usually the moment they start trusting the queue.
Guardrails
Transparency over magic. AI only earns its keep once the team trusts it, so I hold to three rules.
Foundations before automation
If the data model or routing is shaky, that gets fixed first. AI on a messy CRM only makes the mess travel faster.
Every decision stays inspectable
Open any score or route and the signals behind it are right there. No hidden weighting, no logic sealed inside a vendor’s model.
You keep the keys
The rules live in your own HubSpot and Salesforce, documented in plain English, so the system runs long after I hand it over.
If you can’t see why the system made a call, it has no business making that call.
What changes once personalisation runs on clean RevOps
Personalisation only pays off when the records underneath it are already right, so this is what the pairing changes in practice. I publish a client’s figures only where I can show the report behind them, so what follows is the shape of the result rather than a number attached to your account.
The same traffic works harder
A visitor whose account you already know does not need a generic page. The message matches the segment and the moment, on the traffic you are paying for today.
Follow-up stops waiting for Monday
Scoring and routing act on a record in seconds, so the best-fit lead reaches the right owner while the interest is still live.
Reps trust the queue
Every score opens to show the signals behind it, so when a rep says the ranking looks wrong there is a definition to argue with rather than a black box.
Their commitment to a comprehensive discovery and audit process demonstrated a genuine investment in understanding our business.
From a startup perspective, Growack’s services were very beneficial to us. The new processes impact was clear winner.
Even when there were some barriers within what we could do, Growack always did the best to find a workaround.
See where this shows up
AI and personalisation are not something I sell on their own. They sit inside the engagements below, which is where the rules get built, run and watched week to week. The same layer also feeds Growth Marketing and HubSpot Enablement.
Salesforce Personalisation
The build itself. Audiences, rules, journeys and triggers wired into Salesforce, with the scoring model and the QA checklist that keep every decision explainable once it is live.
See the Salesforce Personalisation engagementRevOps Systems
The layer underneath. Data model, lifecycle stages and routing sorted first, because AI on a messy CRM only makes the mess travel faster.
See the RevOps Systems engagementThe stack I build these systems in
- HubSpot
- Salesforce
- Salesforce personalisation
- Google Ads
- LinkedIn Ads
- Analytics & attribution
RevOps Diagnostic
Ready to put AI to work the right way?
Forty-five minutes on your live CRM. I’ll show you where AI would pay off first, and the one or two things worth fixing before you switch anything on.