AI Agent Bootcamp: install a HubSpot Prospecting Agent, then run it
Your Prospecting Agent, installed in your portal. Then run it and report on it.
The HubSpot Prospecting Agent track. Draft your setup from your own site before kickoff, install it in your own portal live with Charles Summers, then read a week of real results together. Or take Premium and we install it for you.
- DATESDec 1 to 10
- LIVE TIME3 live sessions, about 3.5 hours
- PRICE$397 until Fri, Nov 27
- SEATSPremium: 12 seats
Less time in sessions. More time with the agent running. Prep is self-serve, the install is one live session in your own portal, and the last session is about your real numbers.
Reserve your seat
Core $397 $497 · Premium $2,497 or 3 x $897
A running agent, and a way to run it.
Everything is installed in your accounts and stays there. You own the agent and every piece of its setup.
- 01A Prospecting Agent running in your portalThree plays installed in your own HubSpot portal from your own starter pack: inbound follow-up, re-engagement and targeted outbound. Not a sandbox.
- 02A way to run it and prove it worksThe reporting dashboard (meetings, reply rate, pipeline, credits per meeting) and a weekly 15-minute tune-up routine.
- 03The library, checklists and recordingsThe prompt and play library, the install checklist and every session recording in the members' portal.
Prep on your own. Three live sessions.
All live sessions at 12:00pm CT and recorded. Questions go in a thread in the members' portal and are answered within one business day. No office hours to schedule around.
- Step 1Generate your Breeze starter pack ↗Run our generator on your own site. Your plays, AI context and personas come back drafted, ready for review at kickoff.About 10 min
- Module 1 · videoHow the Prospecting Agent worksPlays, buying signals, contact sourcing and credits: what each one does and what it costs.About 15 min
- Module 2 · video and checklistPrep your portalPermissions and seats, AI settings, connected inboxes, products, exclusion segments, tracking code and forms.Video plus checklist
- Tue, Dec 1Live 1: Kickoff and pack reviewCharles goes through one member's starter pack top to bottom, live, showing what to change and why. Every other member gets written notes on their pack in the portal within one business day.60 min
- Thu, Dec 3Live 2: Install-alongCharles installs a full pack in a demo portal step by step while you follow along in yours, using your own starter pack as the install manual. Checkpoints after each step.90 min
- AI context and products
- Play 1: inbound follow-up
- Play 2: re-engagement
- Play 3: targeted outbound
- Automation and launch
- Thu, Dec 10Live 3: Operate and reportA week after launch, with real data: read the agent's activity, tune it from real replies, check credit spend and set up the reporting dashboard. Plus a weekly 15-minute tune-up routine.60 min
Your starter pack is the install manual.
No code. Every block in your pack is written for a real field in HubSpot, so the install is copy, paste and check.
- 01 · BEFORE KICKOFFGenerate your packRun the Breeze starter pack generator on your site. Plays, AI context and personas come back drafted from your own pages.
- 02 · TUE, DEC 1Get it reviewedOne pack reviewed live at kickoff, so everyone sees what to change and why. Yours gets written notes in the portal within one business day.
- 03 · THU, DEC 3Install alongCharles installs a full pack in a demo portal while you do the same in yours, field by field, with a checkpoint after each step.
- 04 · IF YOU FALL BEHINDFinish from the recordingPick up where you stopped from the recording, with async help in the portal. On Premium we install it for you through HubSpot partner access.
Run it and report on it.
Live 3, Thu, Dec 10: a week after launch, so you work from your own data, not a demo.
- Read the agent's activityWhat it researched, who it picked, what it drafted and what it recommends next.
- Tune from real repliesChange the advanced instructions based on what people actually wrote back.
- Handoffs and positive repliesWorkflows that route a good reply to the right rep fast, so a person takes over.
- Credit spend and limitsWhat a week cost, where to cap it, and when to raise it.
- Meetings bookedFrom agent outreach, by play
- Reply rateReplies over contacts reached
- PipelineDeals from agent-sourced contacts
- Credits per meetingWhat each meeting cost to book
- Check the dashboard: meetings, reply rate, pipeline, credits per meeting
- Read five replies and five skipped recommendations
- Change one instruction, signal or persona, and note it
- Check credit spend against the weekly limit
What members open on enrollment.
Prep modules, the live sessions, recordings, the library and checklists, and the async Q&A thread. Recordings stay in your portal through the cohort. Want ongoing access? Ask about the self-paced version.
- Prompt and play library
- Install checklist
- Reporting dashboard template
- Weekly tune-up checklist
- How the Prospecting Agent works
- Prep your portal
- Recording: Kickoff and pack review
- Recording: Install-along
- Recording: Operate and report
Watch one. Install yours. Or have it built.
The free workshop is the preview: Nov 18, 2026, 12:00pm CST. The bootcamp is where your own agent gets installed and measured.
| Free workshop | Bootcamp Core | Bootcamp Premium | Have it built | |
|---|---|---|---|---|
| Price | Free | $497 ($397 early-bird) | $2,497 or 3 x $897 | Scoped engagement |
| Whose agent | One generic agent, on a demo portal | Yours, on your data and ICP | Yours, on your data and ICP | Yours, built and run by us |
| Who installs it | You watch Charles | You, following Charles live | We do, through partner access | Our team |
| Live time | 60 minutes | 3 live sessions, about 3.5 hours | 3 live sessions plus a 1:1 on your data | Scoped to your stack |
| Your starter pack | Free generator | Yes, with written notes on your pack | Yes, with notes, installed for you | Written for you |
| Running it after launch | Not covered | Operate and report session, dashboard template, weekly tune-up | Same, and we set up your dashboard | We run it |
| Library, recordings, checklists | Recording and the setup checklist | Yes | Yes | Handover docs |
| Not on HubSpot | Concepts only | No: HubSpot track | No: HubSpot track | Any stack |
| Next step | Save a free seat ↗ | Reserve Core ↗ | Reserve Premium ↗ | Scope a build ↗ |
Two tiers. One track.
Early-bird ends Fri, Nov 27, 2026. Nothing to pay to reserve: we email the payment link.
You install the Prospecting Agent in your own HubSpot portal, live with Charles, then learn to run it and report on it.
- The members' portal: starter pack, Module 1 and Module 2 before kickoff
- All three live sessions: kickoff and pack review, install-along, operate and report
- Recordings of every session
- The prompt and play library
- The install checklist and the weekly tune-up checklist
- The reporting dashboard template
- Async help in the portal, answered within one business day
- Partner discounts on the tools around the agent
Everything in Core, and we do the install. Your whole pack goes into your portal for you, then we set up your reporting.
- Everything in Core
- We install your whole pack in your portal for you, through HubSpot partner access
- A 1:1 session with Charles on your data
- We set up your reporting dashboard
Rather not install it at all? Have it built and run: a scoped engagement where our team builds the agent in your stack, then maintains or runs it.
One agent per track. Pay for the one you want.
Each track is sold on its own, so nobody pays for an agent they don’t need.
Prospecting Agent track (HubSpot)
Find, research and reach the right contacts, then hand good replies to your reps.
Reserve my seat ↑Customer Agent track (HubSpot)
Answer customers on chat and email from your own knowledge base, with clean handoffs to your team.
Custom agent track (n8n or Make with Claude)
For teams not on HubSpot: a prospecting agent built as a no-code workflow, with Claude doing the thinking.
Good questions.
Straight answers.
Do I need technical skills to install it?
No code. If you can edit a HubSpot property and paste text into a field, you can do this. Your starter pack is the install manual: every block is written for a real field in HubSpot, and you follow Charles field by field. Module 2 covers the portal settings to check first.
What if I can't keep up in the install-along?
Keep going from the recording and post questions in the portal thread; they are answered within one business day. There are checkpoints after each step, so you always know where you are. On Premium we install the whole pack for you through HubSpot partner access.
How do I know it's working?
The reporting dashboard shows meetings booked, reply rate, pipeline from agent-sourced contacts and credits per meeting. Live 3 is a week after launch, so you read your own numbers with Charles and leave with a weekly 15-minute tune-up routine.
How much time does it take?
About 3.5 hours live: 60 minutes on Tue Dec 1, 90 minutes on Thu Dec 3 and 60 minutes on Thu Dec 10, all at 12:00pm CT. Before kickoff, short self-serve prep in the members' portal: your starter pack, Module 1 (about 15 minutes) and Module 2 with its checklist.
Isn't this what HubSpot Academy does?
HubSpot Academy teaches the concepts for free, and it is worth watching. Here you install the agent in your own portal from a pack written for your business, then learn to run it and report on it with your own data.
Why pay if the workshop is free?
The free workshop shows one generic agent on a demo portal. The bootcamp gets yours installed: your pack reviewed, an install-along in your own portal, a session on your real results, plus the library, checklists and dashboard template.
We're not on HubSpot.
This track is HubSpot only. Join the waitlist for the custom agent track (n8n or Make with Claude), a later cohort.
Can I do the Customer Agent instead?
Tracks are sold separately so you only pay for the agent you want. The Customer Agent track runs in January 2027. Join its waitlist below.
What do I own?
Everything you install. The agent, its plays and settings live in your portal and stay there. The library and checklists are yours to keep. Recordings stay in your portal through the cohort. Want ongoing access? Ask about the self-paced version.
Why only 12 Premium seats?
Premium means we install your whole pack and run a 1:1 on your data inside the cohort. Twelve is how many we can do properly in that window.
When does early-bird end?
Friday, November 27, 2026 (Black Friday). Core is $397 until then and $497 after.
How do I pay?
Reserve your seat with the form. We'll email your payment link and portal access within one business day. Premium can be paid in 3 payments of $897.
Installed on Dec 3.
Measured by Dec 10.
3 live sessions, about 3.5 hours live. Core $397 until Fri, Nov 27. Premium: 12 seats, installed for you.