Sales Automation - No more guesswork and follow-ups! 1 Streamlined process

Quiet Events was using QuickBooks, SignNow, an inventory sheet, and email to provide our clients with quotes. There was a lot of follow-up after a quote was sent, including ensuring they signed the paperwork, collecting and verifying payments, etc. While it worked for 14 years!!!! It was not streamlined for either our clients or our sales team. We documented exactly what we wanted to happen from when the client requests a quote, the emails, reminders, notifications, the process flows for credit card vs. checks vs. POs, and creating a highly customized quote that pulled information automatically from the intake form. Ben built out a work of art! It has cut the work the team had to do by almost 40%!!! as they are now focused on helping vs. following up. Ben was patient, provided feedback on what was possible, was very accessible, and did not nickel-and-dime us for everything. It was like working with a friend who really knows his stuff. I would highly recommend hiring him, but not in the next two months because I am going to have him work on many more fun stuff that we pay for in HubSpot, but never took advantage of until he pointed it out :)

AI implementation that actually works

They helped us approach AI in the right order: get the process right first, then layer AI on top. Because we were already executing our workflows cleanly inside HubSpot with Supered, the AI work actually stuck and drove real value instead of creating noise. What stood out was their discipline. There was no rush to automate everything or chase shiny features. The focus stayed on making sure the underlying process was clear, repeatable, and happening in the system of record before introducing AI to accelerate it. The result was faster execution, better consistency, and less manual effort without breaking how our team already works. This reinforced an important lesson for us: AI doesn’t fix broken processes - it amplifies good ones. If you’re serious about using AI in HubSpot the right way, this is the kind of partner you want. Crispy was awesome to work with.