From First Touch to Fully Onboarded: How AI and HubSpot Are Rewiring
Client onboarding sets the tone for the entire client relationship, yet many professional services firms still rely on disconnected systems, manual handoffs, and email-driven status updates to move from signed engagement to active service.
In this live webinar, SAX and Molestreet will explore how HubSpot and practical AI automation can help firms create a more connected, consistent, and scalable onboarding process. The discussion will include SAX’s own implementation journey, key operational challenges, and lessons learned from connecting CRM, billing, staffing, project management, and document workflows.
What You’ll Learn
- Why onboarding is a system problem, not a process problem – and what that distinction changes about how you fix it
- How SAX evaluated and chose HubSpot as the single source of truth for the full client relationship (not just the sales pipeline)
- Where AI automation actually pays off across the onboarding journey: intelligent routing, hours saved per new client, time-to-first-billable-hour reduction, and error/rework avoidance
- The integration patterns that work: what’s HubSpot-native, what needs middleware, what justifies a custom build, and where firms get burned
- A practical ‘start small, prove ROI, repeat’ framework for adding the AI layer without overhauling everything at once
Who Should Attend:
- Companies using HubSpot to manage client relationships, sales activity, or marketing efforts
- Businesses looking to automate and improve their CRM processes
Date of Webinar
Tuesday, June 23, 2026
12PM ET
Zoom Webinar
Reserve your spot to join the discussion.
Speakers
Leon Grassi
Chief Revenue Officer, SAX Technology Advisors
Brendan Walsh
[Title], Hubspot
TBD
[Title], Molestreet