Automated Dreams

Deliver Exceptional Customer Experience with Advanced HubSpot Solutions

We go beyond a typical accredited HubSpot solutions partner. We build custom integrations, automate your processes, streamline your workflows, and enable you to delight your customers.

Our HubSpot Certifications

Don't Just Implement HubSpot. Differentiate and Scale Your Customer Experience with It.

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Marketing Hub

Transform your business with simplified, streamlined, and integrated marketing automation solutions.

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Sales Hub

Harmonize your customer’s buying journey and enable your sales reps to do what they do best – help customers buy. Drive sales growth through innovation, integration, and automation.

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Service Hub

Don’t just serve customers. Deliver differentiated customer experiences by centering your company around your customer needs at every stage.

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Operations Hub

Grow your Business with seamless and high-impact operations. Unify your people, processes, and platforms.

Solutions to Scale Growth

Benefits of Working with Business Process Consultants

Consulting

Strategic assessment and guidance to elevate your business.

Integrations and Data

Connect systems and unify data to enhance service, innovation, and decision-making.

What is Data Discipline?

RevOps

Integrate sales, marketing, and services for peak performance and maximum ROI.

Adopting ai to enhance customer experience - Upend Phase

CRM

Optimize your sales process with integrated CRM solutions.

Centralized Data Infrastructure in Data Discipline

Customer Success 

Deliver differentiated customer experiences for long-term success.

Data Discipline in AI: Employee Enablement and Training

Training

Equip your team with essential skills for tech adoption and utilization.

A New Framework to Achieve Better ROI with Your HubSpot Account

OMEF - A new framework for automating the customer journey

Our framework accelerates operational maturity for HubSpot users and helps you unlock HubSpot’s full potential and leverage its partner ecosystem to deliver sophisticated and personalized customer experiences that set you apart from the competition. Adopt this new framework to optimize your customer journey and position your business to retain clients, earn referrals, and drive sustainable growth.

How We Help as an Accredited HubSpot Solutions Partner

We follow a proven process to implement and maximize the return on your HubSpot investment.

Our approach to transforming your operations and enhancing your customer’s experience with HubSpot includes these steps:

Plan

Understand Your Business Needs

We start by understanding your unique challenges and goals to tailor HubSpot to meet your specific objectives.

Evaluate Your Current Systems

We assess your existing technology to identify gaps and opportunities to create a roadmap that ensures growth and minimizes disruption.

Customize HubSpot for You

We select and configure the best HubSpot tools to address inefficiencies and align with your business aspirations.

Implement

Integrate and Automate

We customize and integrate HubSpot into your workflows, designing automated processes and custom dashboards that fit your needs.

Migrate Your Data Strategically

We carefully migrate your data to HubSpot to ensure accuracy and organization.

Test Rigorously

We rigorously test your new HubSpot setup to ensure everything operates smoothly and accurately.

Launch

Train Your Team

We empower your team through targeted training to know they are confident in using HubSpot to enhance customer experiences.

Launch and Monitor

We launch your customized HubSpot setup and closely monitor for any issues to ensure a seamless transition.

Provide Ongoing Support

We offer continuous support and performance analysis to keep your HubSpot environment optimized and effective.

Plan

Understand Your Business Needs

We start by understanding your unique challenges and goals to tailor HubSpot to meet your specific objectives.

Evaluate Your Current Systems

We assess your existing technology to identify gaps and opportunities to create a roadmap that ensures growth and minimizes disruption.

Customize HubSpot for You

We select and configure the best HubSpot tools to address inefficiencies and align with your business aspirations.

Implement

Integrate and Automate

We customize and integrate HubSpot into your workflows, designing automated processes and custom dashboards that fit your needs.

Migrate Your Data Strategically

We carefully migrate your data to HubSpot to ensure accuracy and organization.

Test Rigorously

We rigorously test your new HubSpot setup to ensure everything operates smoothly and accurately.

Launch

Train Your Team

We empower your team through targeted training to know they are confident in using HubSpot to enhance customer experiences.

Launch and Monitor

We launch your customized HubSpot setup and closely monitor for any issues to ensure a seamless transition.

Provide Ongoing Support

We offer continuous support and performance analysis to keep your HubSpot environment optimized and effective.

Case Study

Mortgage Company Reduces Listing Entry Time From 25 Minutes to 55 Seconds

Why Choose Automated Dreams as your HubSpot Partner?

01

Top-tier HubSpot solutions partner, plus BPA

Dedicated to more than implementation, we focus on maximization by combining our proprietary Business Process Automation (BPA) framework with HubSpot’s capabilities.

02

Expert Team

We have SMB tech stack experts, system architecture specialists, business process analysts, HubSpot automation professionals, and custom developers plus quality assurance experts.

03

Unique Approach

Our methodology attacks the key operational maturity components needed to streamline operations, eliminate inefficiencies, and foster continuous improvement to differentiate your customer experience and increase ROI.

04

Sector Specialization

We know how to transform high-touch, complex B2B sales processes in real estate, enterprise SaaS, coaching, professional services, and ed tech.

05

Business Process Automation Experts

We are not just HubSpot experts. We are business process management experts. We customize, optimize, and automate business processes to achieve unparalleled operational efficiency.

06

Focus on Enhancing Customer Experience

We don’t just automate the customer’s journey or RevOps. We focus on improving engagement across all customer touchpoints. We remove buying friction and increase employee productivity.

07

Partnership Over Vendorship

We collaborate with clients to achieve your overall success, not just address integration, adoption, and operational efficiency challenges.

Just Need HubSpot Onboarding Help?

Check out our HubSpot onboarding packages

Perfect for businesses needing a fully customized onboarding process. We provide a bespoke strategy, seamless integration, and comprehensive change management support.

5-Star Performance, 5-Star Reviews

Learn the transformative impact of our process improvement and optimization methodologies on businesses like yours.

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humberto arguello
August 25, 2021

The best experience that I ever had with any other company of this matter, tres went above anbeyond my expectations, realy, really satisfied

google
Craig Brummell
March 31, 2022

Love this team. Luca, Ger, Lis and Trisha were fabulous. Clear scope, tracked time, brought knowledge to accelerate the work. Delivered what was asked very well.

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mike alexander
November 12, 2021

I have worked with Vince and Automated dream for the past few years. They are great to work with and very professional. They have helped our business grow and would recommend them.

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Tane Cabe
January 20, 2022

I came to Automated Dreams as a repeat client. That should say it all. I enjoy working with the team. They are all very responsive and professional and get the job done. I would highly recommend them.

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Cecilia De La Rosa
October 6, 2023

Great team…extremely knowledgeable and easy to work with.

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Tom Evans
March 20, 2023

Automated Dreams has been a solid and dedicated partner in our initiatives over the past year. They’ve brought the flexibility and insight we needed and helped us evolve in our business practices. Their staff has worked diligently to understand the complexities of our business, and rolled with the punches when we have made sharp turns. Would recommend the AD team to anyone.

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Claire Timmerman
December 30, 2021

Great, professional team and perfect end result!

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Stéph Schafeitel
August 14, 2021

When working with automation and technology experts, I think it’s super important that tasks and processes are explained simply so a layperson can easily understand them. Working with Automated Dreams has been a true blessing. Already after working with them for only 2 months, our automations are getting streamlined, cleaned up, and becoming the efficient engine we need for success! We strongly recommend Automated Dreams to anyone looking to improve their business results. Thank you, Vince, Dylan, Luca, and the rest of the Dream Team at Automated Dreams. We appreciate you so much!

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Joseph Ochoa
October 25, 2019

They guys know what they are doing and have a fantastic view of how to market to customers. This separates them from the rest. They also very responsive and deliver on time. I highly recommend the Automated Dreams team.

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Nancy Lew
August 11, 2023

Automated Dreams is a true dream team. They are an excellent partner in providing recommendations, best practices, as well as the behind the scenes work of building an automated sales team. Not only are they a delight to work with (some of us on our team may or may not have talked about wanting to put them in our pocket and carry them around with us), their care makes them feel like a true part of our company’s team.

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Agustí Dosaiguas
March 23, 2023

We’ve been collaborating with the Automated Dreams dream team for more than 5 years already and I can assure you they are the best out there. Their team knows exactly what they are doing and you can trust them 100%.

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John Bingham
April 3, 2023

From our initial scoping meetings through final deliverables, it has been a pleasure working with the team at Automated Dreams. They took the time to understand our requirements, provided practical recommendations, and delivered on time and on budget. Our project required them to implement a technically challenging series of integrations along with a visually appealing site design. By involving the right team members as needed for different areas of expertise, they were able to deliver. We will definitely work with AD again and highly recommend them.

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Marlene Morris
November 13, 2021

We can’t say enough good things about the team at Automated Dreams. They do amazing work and we highly recommend them for anyone who is looking for a professional, knowledgeable and responsive company to handle their automation needs.

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Cassie Harden
September 29, 2021

AMAZING team of humans here! I can’t say enough about the organization, the professionalism, the quality and speed of outcomes – Automated Dreams is a dream team. So much so, I’ve hired them at every organization with whom I work right now as a consultant! I’ve had the pleasure of working with Luca and Dylan on 3 projects now, and we have plans to work with them on everything in the pipeline! 1000% recommend if you need people who can innovate and create based on a vision, and adjust or advise plans as you need!

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Maggie Yu
August 4, 2023

Have worked with them for near 5 years now. Kissed a lot of frogs before. They know ontraport, they know automation, they also have great account management, communication and help with other aspects like webpage design and support. I like how they have a team of people and have access to other services that help solve the technical challenges we face as a company. Responsiveness is a 10, knowledgeable 10, communication 10. I have never had that experience with any of the previous automation people we’ve worked with. This is a team and they provide a wide variety of services that helps me solve our ever evolving automation issues and beyond. Hit me up if you need more detailed feedback but I absolutely love this company and their team.

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Aja Davis
October 4, 2021

Working with Automated Dreams has been incredible. They are able to help us map out a vision and then bring it to life. They care about our business as if it were their own. Highly recommend working with them

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Ammanuel Selameab
April 17, 2023

Fantastic team to work with for marketing automation! Highly recommend.

google

Fast and accurate, but what stood out was that they really got what I wanted, after many others just didn’t. Way ahead of me, they are like guides, coaches and advisors, then they carry it out. Amazing. Lovely people, quick responses and excellent work. Love and highly recommend.

google

We’ve worked with several Marketing teams in the past and Automated Dreams has been the most responsive and professional in getting the job completed – even when hitting roadblocks and requiring a change in direction. We required very customized implementation with Ontraport and our payment processing systems and Automated Dreams was able to break down the tasks and get the projects completed.

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Sonia Villarreal
May 15, 2024

The Automated Dreams team is a pleasure to work with. They’re proactive, highly responsive, and understood our project needs. Most importantly, they made the process incredibly smooth start to finish. We highly recommend their services.

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Chris Costanzo
December 10, 2021

Vince is the man! He came to the rescue and solved the problem very quickly! I had created a Landing page on Ontraport that contained a questionnaire for customers to fill out but could not figure out why the data was not transferring to the Contact record. It only took Vince a few minutes to determine what the issue was and he explained it in a screen share so that I could make the adjustments. It probably took less than 20 minutes for him to solve a problem that I had been working on for days. He took the initiative and made it happen! This world needs more people like Vince!

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Jeremy Steinman
March 3, 2022

The team at Automated Dreams helped our outdoor activities company restructure our digital marketing funnel and redesign our eCommerce website. Their no-nonsense approach to creative and digital services is expressed through very organized processes and clear communication. From strategy through execution, Automated Dreams is a pleasure to work with. You always know where you’re at in the project. The team is approachable and rational when there is need to pivot. In an industry that tends to be filled with fluff, Automated Dreams is reliable, focused, flexible and engaged. I’d recommend Automated Dreams for any company looking to take their marketing and automation needs to the next level.

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Larissa Hare
February 28, 2024

I’ve worked on several development projects over the years. None have been as seamless as our experience with Automated Dreams. We’ve worked on two large projects with them and both were completed on time and on budget. Most importantly, I felt like I always knew what was going on in a timely matter. Their team is incredibly talented, responsive, and can easily translate non-technical language into a coherent project plan. My team and I can’t wait to work with them again.

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Daniel McHarness
March 21, 2023

Automated Dreams has been an amazing team to work with. They have helped us immensely with setting up a complex CRM environment, and working with us as needs and requirements change with our organization. Absolutely recommend Automated Dreams.

google

AD has a strong knowledge of the many platforms to help automate business process. There were instrumental in helping to improve our contract and lead process for our business. They also assisted with optimizing landing pages and Google Ads. I would recommend.

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Jacob
February 5, 2022

It was an absolute pleasure working with the Automated Dreams team for several months on a complex project for my website! They went above and beyond my expectations, and played a key role in helping me scale my business to the next level! (They helped automate my website’s checkout process, designed template shop pages, integrated Ontraport and LearnDash, created lesson templates in LearnDash, improved the overall layout and appearance of my website, and automated various aspects of our marketing strategy.) The Automated Dreams team was always very responsive, always met deadlines, communicated effectively, and even provided additional suggestions on how to automate other aspects of the marketing and operations. I would highly recommend them to anyone who is looking to automate their website’s marketing and operation processes! It has been a life-saver for me! Thank you Lis, Julian, and Luca for all of your hard work!

Partnerships That Drive Transformation

We work with growth-minded executives in B2B organizations to improve, automate, and scale high-touch, complex sales and service processes.

Fairway Independent Mortgage Corporation

Nationally ranked top 10 mortgage provider. Fairway is dedicated to finding the best mortgage rates for our homebuyers, with unbeatable turn times.

The Wellness Business Hub

We help Practitioners and Coaches who transform lives for a living, have an online business that gives them flexibility, freedom, and financial stability.

Advisors Living

Advisors Living provides real estate marketing, sales & consulting services for developers, investors, buyers & sellers throughout Greater Boston.

Want to deliver a differentiated customer experience?

Work with a HubSpot solutions partner that delivers advanced, custom HubSpot solutions.

Need More Clarity to Select Your HubSpot Solution Partner?

Here Are Some Common Questions Potential Clients Ask Us

What is the potential ROI of implementing HubSpot in our business?

The ROI of implementing HubSpot varies based on how you utilize the platform, but it delivers substantial value in terms of efficiency, data analysis, and enhancing customer experience. Our team will work closely with you to ensure that you’re leveraging the system in the most beneficial way for your business. With our strategic guidance and business process automation methodology, we aim to maximize your HubSpot ROI through improved lead management processes and conversion rates.

How long does a typical HubSpot implementation take, and what are the key stages involved?

The timeframe for HubSpot implementation can range from a few weeks to a few months, depending on your specific needs, existing data, and business size. The key stages include initial setup and customization, data migration, integration with other systems, change management training, and go-live support. We ensure a smooth transition at every stage and minimize disruption to your business.

How will HubSpot implementation impact our existing workflows and processes?

HubSpot is very flexible and can be adapted to fit your existing workflows, and can be an opportunity for business process optimization. We’ll take time to understand your business, work with you to map your processes onto HubSpot and suggest areas where automation or other HubSpot features can streamline your operations. Our goal is to make HubSpot work for you, not the other way around.

What kind of training and ongoing support does your company provide for HubSpot implementation?

At Automate Dreams, we believe in empowering our clients. We provide comprehensive training, including change management programs that are tailored to your team’s needs, and make sure that they can use HubSpot effectively from day one. We also offer ongoing support and guidance post-implementation, including troubleshooting and assistance with optimizing how you use the platform over time.

How does HubSpot integrate with our existing software stack?

HubSpot is built to integrate seamlessly with many popular business process optimization solutions. Our team has extensive experience in integrating HubSpot with existing systems, whether it’s your CRM, email platform, or other essential tools. We make sure that the transition is smooth and that your team can start leveraging the power of integrated data right away.

What is the process for data migration when switching to HubSpot?

Data migration is a critical part of the implementation process. We follow a meticulous process to ensure your data is securely transferred to HubSpot. Our team cleans and formats your data before migration; conducts thorough checks post-migration; and ensures your data is structured optimally in HubSpot. We also have measures to prevent data loss and guarantee your business continuity.