Get an honest read on your Breeze Studio setup and untapped opportunities
Walk away knowing exactly what to activate, what to fix first, and what
Breeze can realistically do for your team.
GTM AI isn't
always a breeze
Things break or stay static for a number of reasons.
Any sound familiar?
Real pressure
Your CEO wants AI woven into every motion. You're trying to figure out where to even begin without breaking what's already working
Suspect data
You think HubSpot data isn't clean enough to power AI reliably. You're probably right. But you don't yet know what that actually means for your Breeze rollout
Faded AI pilot
You've tried an AI tool before. It worked in the demo, struggled in practice, and quietly got shelved. Trust, understandably, took a hit
Stretched thin
Manual work keeps piling up and the promise of automation feels real but distant, because nobody's told you what's actually ready to run
Customer risk
Deploying AI where customers interact with your brand feels like a gamble. Accuracy, tone, brand safety are legitimate concerns and demand a real answer
What actually happens in this Breeze AI assessment
Our structured process that gets into your HubSpot instance and tells you the truth.
01
Discovery
We start with a conversation. Your team walks us through where you are, what you've tried, what's working, and where the friction is. No prep needed — just an honest exchange.
02
Audit
Our team gets access to your HubSpot instance and goes deep — data quality, CRM health, existing workflows, current Breeze usage, and integration setup. This is where the real picture emerges.
03
Mapping
We map your setup against the full Breeze agent and assistant ecosystem — identifying what's deployable today, what needs groundwork, and what the sequencing should look like for your specific team.
04
Report
You receive a clear, actionable report. What we found, what it means, and exactly what to do next — whether you work with us or not.
SalesOps
Prospecting Agent that researches accounts, monitors buying signals, and personalizes outreach at scale
Closing Agent that answers buyer questions 24/7 and hands off to reps with full context when it counts
Deal Loss Agent that surfaces patterns across closed-lost deals so your team stops losing the same deals twice
Sales Coach Assistant that reviews real call transcripts and delivers rep-specific, actionable coaching
RFP Agent that auto-fills proposals from your approved knowledge base and past winning answers
MarketingOps
Brand Assistant that reviews any draft against your live brand guidelines and fixes what's off
ICP Assistant that embodies your ideal customer profile and stress-tests copy before it goes out
Social Post Agent that generates channel-specific, brand-accurate content ready to schedule
Blog Research Assistant that researches, sources, and drafts SEO-optimized posts at scale
Feedback Agent that pulls messaging gaps from sales conversations and hands them back to marketing
ServiceOps
Customer Agent that handles support across chat, WhatsApp, email, and voice around the clock
Customer Health Agent that reads your CRM activity and tells your team exactly what to do next
Customer Handoff Agent that assembles full account context so new owners start informed, not guessing
Upsell Agent that finds expansion-ready accounts in your CRM and builds outreach strategies around them
Call Recap Agent that turns any transcript into logged CRM notes and a follow-up email in minutes
Built for you
Any Breeze Assistant your team needs that doesn't exist yet, scoped and deployed inside your HubSpot
Workflow assistants built around the processes and GTM motions unique to how your team operates
Data assistants configured around what your team needs to know before every key interaction
Knowledge assistants that give your team instant, cited answers from your own knowledge base
What you probably want to know
about our Breeze audit
What exactly is a Breeze AI assessment?
It's a structured audit of your HubSpot instance. We look at your data quality, your existing workflows, your current Breeze setup, and map all of that against the full Breeze agent and assistant ecosystem. The output is a plain-language report telling you what's ready to deploy, what needs fixing first, and what a realistic rollout looks like for your team.
What's the difference between Breeze Agents and Assistants?
Breeze Agents are autonomous. They take action — prospecting, closing, handling customer queries, analyzing deal losses — without someone prompting them each time. Breeze Assistants are conversational. You interact with them directly to get research, coaching, brand feedback, or internal answers. Both live inside HubSpot. Both need to be configured properly to be useful.
We're already using some HubSpot AI features. Do we still need this?
Probably, yes. Using a few Breeze features and having a coherent Breeze AI deployment are very different things. The assessment looks at the full picture — what you have running, what you're missing, and whether what's live is actually set up to perform.
Our CRM data isn't in great shape. Does that disqualify us?
Not at all. Data quality is actually one of the core things we assess. A lot of teams don't know exactly where their data stands until someone gets in and looks. The assessment will tell you what shape your data is in, what that means for any Breeze Agent or Breeze Assistant deployment, and what needs to happen before you go live.
Can you build a custom Breeze Assistant for something specific to our team?
Yep! If a native Breeze Assistant doesn't cover your use case, we scope and build custom assistants inside Breeze Studio. And if the use case goes beyond what Breeze Studio can handle natively, we build custom agentic workflows using Claude, Make, n8n, and other integrations that sit inside or alongside your HubSpot.
How do you actually deploy Breeze in HubSpot?
Depends on what you're deploying. Some Breeze Agents are relatively straightforward to activate if your data and workflows are in order. Others need more groundwork. Custom assistants built in Breeze Studio require scoping, configuration, and testing before they're anywhere near customer-facing. That's exactly what the assessment is designed to surface — so you're not guessing at complexity.
Does the free assessment come with any obligation to work with RevX?
None. You get the report regardless of what you decide next. If you want to go implement everything yourself, the report will help you do that. If you want our team to handle it, we're here. The assessment exists to give you clarity, not to back you into a conversation you didn't ask for.
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