We map your goals, data, tools and handoffs, then scope the build so you know exactly what you are getting.
AGENT / DATA AGENT
The Revenue Analyst
Turns CRM questions into plain-English answers and sends leadership a weekly revenue digest without a report request. HubSpot's Breeze Data Agent, with Claude for reporting that spans systems.
What the build covers
- Data agent setup
- Weekly executive digest
- Cross-system data via MCP
How it gets built
We build it with AI, connect it to your systems, and test it with your team before it goes live.
We keep the answers accurate as your properties, pipelines and questions change.
After launch
We keep the answers accurate as your properties, pipelines and questions change. Hand it off to your team, or keep us on to maintain it or operate it; agents and programs improve with tuning and drift without it. Compare the options ↓
Partner tools
Tools that pair with this build.
HubSpot
CRM and marketing software
Free plan available + negotiated plans and credits
Explore the offer ↗Airtable
Visual data organization
Free plan available
Explore the offer ↗n8n
Workflow automation platform
Free trial + open-source
Explore the offer ↗We pick tools for fit, not commission. Some partner links may earn Hacking Demand a commission at no extra cost to you.
Data agent FAQ
Good questions.
Straight answers.
What does the data agent do?
Turns CRM questions into plain-English answers and sends leadership a weekly revenue digest without a report request. HubSpot's Breeze Data Agent, with Claude for reporting that spans systems. It covers: data agent setup; weekly executive digest; cross-system data via mcp.
Do I need HubSpot for the data agent?
No. We build it on HubSpot when you run HubSpot, using what HubSpot does well (such as Breeze), or as a custom build on your own stack, so it also works with Salesforce, another CRM, or no CRM yet.
What happens after the data agent goes live?
We keep the answers accurate as your properties, pipelines and questions change. You choose: build and hand off to your team, build and maintain (we keep it tuned and working), or build and operate (our experts run the work it powers).
Who runs it?
Build it. Maintain it.
Or have us operate it.
Every build ends with a choice. Agents and programs improve with tuning and drift without it, so we recommend an ongoing option: we keep it working, or our experts run the work it powers.
Build and hand off
We design and build it, test it, document it and train your team. You own it and run it from launch day.
- Design and build
- Testing and documentation
- Handoff and training
Build and maintain
We build it, then keep it tuned and working: models kept current, prompts and knowledge edited as your business changes, quality and credit spend watched, results reported monthly.
- Model and prompt updates
- Edits, tuning and fixes
- Monitoring and monthly reporting
Build and operate
The system plus the experts behind it, ongoing. We run the program it was built for, like producing your webinars or working your outbound, so the output shows up without adding headcount.
- Everything in Build and maintain
- Experts running the program
- Replaces the overhead of hiring
Every good build
starts with a conversation.
New builds, remodels, and additions, powered by AI. Let’s plan the work.