HubSpot Certified Partner HubSpot Certified Partner · Since 2019

We make HubSpot work the way it's supposed to.

Most companies are using 30% of what HubSpot can do, but paying for 100%. We implement, audit, fix, and optimize your portal so your team actually uses it and your pipeline reflects reality.

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We help with: Setup & Onboarding · Portal Audits & Fixes · Workflow Automation · 3rd Party Integrations

Brands we've worked with

Oracle Agiliron DukeTax Counseling Now VideoRascal
Oracle Agiliron DukeTax Counseling Now VideoRascal

Proven results

What our clients achieve

Real outcomes from real B2B engagements — not case study theatre.

100+
Revenue stacks audited since 2016
3–5×
Typical ROI from audit quick wins
15
Days from kickoff to roadmap
20+
Years platform experience
★★★★★

"Working with The Automation Strategy Group helped us bring structure and efficiency to our sales and marketing operations. The systems they put in place made it easier for our team to work smarter, move faster, and close more business without added complexity."

William S.
William S.
Co-Director, Just Mind LLC
★★★★★

"The Automation Strategy Group guided us through a complex CRM transition with zero disruption to the business. Their approach was methodical, well-planned, and respectful of how our team actually works. The result was a stronger foundation for scale."

Kirk D.
Kirk D.
Founder, Option Alpha
★★★★★

"They approached our marketing automation challenges with clarity and discipline. From untangling complexity to delivering systems that actually performed, The Automation Strategy Group proved to be a reliable partner focused on real, measurable outcomes."

Satish M.
Satish M.
CEO, Agiliron
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No pitch. No pressure. Just the truth about your setup.


Why this matters

Most HubSpot portals are broken. Here's how we know.

After hundreds of hours inside client portals, we've seen the same problems over and over: unmapped deal stages, workflows firing on the wrong contacts, marketing and sales using different contact properties, reports that don't reflect reality.

Most companies have no idea how much revenue they're leaving on the table, until someone actually takes a hard look.

What the free audit call includes
  • A 30-minute live review of your HubSpot portal
  • Identification of your top 3–5 highest-impact fixes
  • A plain-English summary of what we'd do first and why
  • Honest assessment — if we're not the right fit, we'll tell you
  • No pitch. No pressure. Just the truth about your setup.
Book My Free Audit Call →

Automation Strategy Group Team
🇺🇸 100% US-based, senior-only team
Who we are

Real people. Senior expertise. Based in the US.

ASG was founded in 2016 as a direct response to the agency experience most B2B companies know too well: a senior person sells the engagement, then disappears. You end up with junior associates, templated playbooks, and deliverables nobody actually implements.

We built the opposite.

  • 👤

    A senior team that lives and breathes Hubspot

    No account managers in the middle. No offshore execution layer. Every engagement is led by a principal practitioner with 10+ years of hands-on platform experience.

  • 🏢

    We've audited 60+ Hubspot portals

    From PE-backed portfolio firms to growth-stage SaaS companies, we've seen what works and what doesn't.

  • Results in 30–60 days, not six months

    We diagnose fast, prioritize ruthlessly, and deliver outcomes you can measure — starting in the first engagement.


Book your free call

Every HubSpot challenge has a fix. Let's find yours.

Pick a time that works for you

Prefer email? andrew@automationstrategists.com

Ready to get more from HubSpot?

Forty-plus B2B teams have turned their HubSpot portals around with us. Yours could be next — and it starts with a free call.

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We take on 4 new clients per month. Spots go fast.