---
title: AI Adoption Service
description: Orange Kestrel is a HubSpot Elite Solutions Partner helping businesses around the world.
---

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 What We Do

- [AI Services](https://hubspot.findmore.solutions/what-we-do#ai_service)
- [Consulting](https://hubspot.findmore.solutions/what-we-do#consulting)
- [Projects](https://hubspot.findmore.solutions/what-we-do#projects)
- [Onboarding](https://hubspot.findmore.solutions/what-we-do#onboarding)
- [Migration](https://hubspot.findmore.solutions/what-we-do#migration)
- [Support](https://hubspot.findmore.solutions/what-we-do#support)

[AI Adoption Service](https://hubspot.findmore.solutions/ai-adoption-service)

Solutions

- [RFM Analysis](https://hubspot.findmore.solutions/rfm-analysis?hsLang=en)
- [HubSpot UI Extensions](https://hubspot.findmore.solutions/hubspot-ui-extensions?hsLang=en)
- [HubSpot Custom Portals](https://hubspot.findmore.solutions/hubspot-custom-portals?hsLang=en)

Industries

- [Industries Overview](https://hubspot.findmore.solutions/industries-overview?hsLang=en)
- [Hospitality](https://hubspot.findmore.solutions/hospitality?hsLang=en)
- [Manufacturing](https://hubspot.findmore.solutions/manufacturing-1?hsLang=en)
- [Waste & Environmental Services](https://hubspot.findmore.solutions/waste-environmental-services?hsLang=en)

[Customer Review](https://hubspot.findmore.solutions/customer-review?hsLang=en) [Resources](https://hubspot.findmore.solutions/orange-kestrel?hsLang=en)

Company

- [About](https://hubspot.findmore.solutions/about?hsLang=en)

[Speak To Us](https://hubspot.findmore.solutions/book-a-hubspot-review?hsLang=en)

[Speak To Us](https://hubspot.findmore.solutions/book-a-hubspot-review?hsLang=en)

[![Orange Kestrel - A Findmore Company](https://hubspot.findmore.solutions/hubfs/raw_assets/public/@projects/orange-kestrel/orange-kestrel-theme/assets/images/logo/Orange-Kestrel_horizontal_for-light-bg.svg)](https://hubspot.findmore.solutions/?hsLang=en)

What We Do AI Services [AI Adoption Service](https://hubspot.findmore.solutions/ai-adoption-service) [Consulting](https://hubspot.findmore.solutions/what-we-do#consulting) [Projects](https://hubspot.findmore.solutions/what-we-do#projects) [Onboarding](https://hubspot.findmore.solutions/what-we-do#onboarding) [Migration](https://hubspot.findmore.solutions/what-we-do#migration) [Support](https://hubspot.findmore.solutions/what-we-do#support) Solutions [RFM Analysis](https://hubspot.findmore.solutions/rfm-analysis?hsLang=en) [HubSpot UI Extensions](https://hubspot.findmore.solutions/hubspot-ui-extensions?hsLang=en) [HubSpot Custom Portals](https://hubspot.findmore.solutions/hubspot-custom-portals?hsLang=en) Industries [Industries Overview](https://hubspot.findmore.solutions/industries-overview?hsLang=en) [Hospitality](https://hubspot.findmore.solutions/hospitality?hsLang=en) [Manufacturing](https://hubspot.findmore.solutions/manufacturing-1?hsLang=en) [Waste & Environmental Services](https://hubspot.findmore.solutions/waste-environmental-services?hsLang=en) [Customer Review](https://hubspot.findmore.solutions/customer-review?hsLang=en) [Resources](https://hubspot.findmore.solutions/orange-kestrel?hsLang=en) Company [About](https://hubspot.findmore.solutions/about?hsLang=en)

[Speak To Us](https://hubspot.findmore.solutions/book-a-hubspot-review?hsLang=en)

AI Adoption Service

# Put AI to work inyour business.

The right AI, in the right processes, with the right context.

Access to AI is no longer the challenge. We help you identify where it can create meaningful value, put the foundations in place, build useful solutions and make AI part of everyday work.

[Book an AI Adoption Discovery](https://hubspot.findmore.solutions/book-a-hubspot-review?hsLang=en) [See how we use AI ourselves](https://hubspot.findmore.solutions/ai-adoption-service#ai-in-practice)

Booking opens an email request. We will confirm a time with you.

![](https://hubspot.findmore.solutions/hubfs/raw_assets/public/@projects/orange-kestrel/orange-kestrel-theme/assets/images/logo/Orange-Kestrel_app-icon.svg)

See clearly, grow faster

## From an opportunity to everyday impact.

1. 01Discover
2. 02Prioritise
3. 03Build
4. 04Adopt
5. 05Improve

Start with outcomes

## Using AI is not the same as transforming with it.

More tools, prompts and pilots do not automatically lead to better work. We begin with the outcome your business needs, then decide whether AI is the right way to achieve it.

- More qualified pipeline
- Less repetitive administration
- Faster, clearer proposals
- More consistent project documentation
- Earlier visibility of scope changes
- Better use of customer feedback

Why a plan matters

## AI is everywhere. Meaningful change is rarer.

HubSpot surveyed more than 6,000 professionals worldwide for its 2026 State of AI research. The gap between using AI and changing how a business works is why we begin with outcomes, context and adoption.

- 90%
  
  say their company uses AI
- 6%
  
  rate their company a transformative AI adopter
- 4×
  
  more likely to reach revenue goals among those transformative adopters

Figures describe HubSpot survey respondents, not Orange Kestrel customer outcomes. [Source: HubSpot, The State of AI in 2026.](https://www.hubspot.com/state-of-ai)

Our story

## We made Findmore the customer first.

Before bringing this approach to customers, we examined how work happens across Sales, Operations, Projects and Finance. Where is work repeated? Where does context get lost? Where could AI offer a second pair of eyes or give people time back?

We are using and developing AI across our own customer lifecycle, from prospecting and discovery to documentation, estimation, quoting and customer management. We are also learning where AI should not be used. That experience shapes the service we bring to customers.

- ### Sales
  
  Research · Prospecting · Discovery · Coaching · Proposals
- ### Operations
  
  Knowledge · Administration · Analysis · Process automation
- ### Projects
  
  Requirements · Documentation · Scope monitoring · Meeting intelligence
- ### Finance
  
  Estimations · Quoting · Billing processes · Data validation

## Where could AI do the heavy lifting in your business?

These are illustrative possibilities, not fixed packages or claims about completed customer projects. The right use cases depend on your processes, data and people.

### Sales

- #### Discovery agent
  
  Prepare for discovery using relevant customer context and surface questions to ask.
- #### Sales coaching agent
  
  Review conversations against your sales approach and suggest practical coaching points.
- #### Account research agent
  
  Bring together company, people and CRM information before a meeting.
- #### Proposal and scope agent
  
  Turn discovery information into a first draft for human review.

### Operations

- #### Internal knowledge agent
  
  Answer questions using approved company processes and documentation.
- #### Process agent
  
  Guide employees through repeatable tasks more consistently.
- #### Meeting intelligence
  
  Capture decisions, actions and structured updates from conversations.
- #### Communication assistant
  
  Help prepare appropriate messages using business and customer context.

### Projects

- #### Documentation agent
  
  Turn meetings and notes into structured project documentation.
- #### Scope monitoring agent
  
  Compare new requests with agreed scope and flag possible changes.
- #### Project assistant
  
  Surface actions, risks, dependencies and open decisions.
- #### Requirements agent
  
  Organise conversations into requirements for your team to validate.

### Finance

- #### Commercial estimation assistant
  
  Use structured requirements to support initial estimates.
- #### Quote automation
  
  Combine CRM, product and commercial information to reduce manual preparation.
- #### Data validation agent
  
  Flag missing or inconsistent information before human approval.
- #### Finance process automation
  
  Combine AI, workflows and integrations for routine administration.

And many more. We start with your business, not a list of tools.

Our approach

## Discover→ Prioritise→ Build→ Adopt→ Improve

1. 01
   
   ### Discover
   
   We start with your people and processes across the relevant parts of your business, looking for repeated work, information gaps and bottlenecks.
2. 02
   
   ### Prioritise
   
   We weigh business impact, time saved, complexity, available data, risk, human oversight and ease of adoption to shape an AI Adoption Roadmap.
3. 03
   
   ### Build
   
   The right response might be HubSpot AI, ChatGPT from OpenAI, Claude, a custom agent or application, an integration, a workflow or a better process.
4. 04
   
   ### Adopt
   
   We work with your teams on practical use, prompting, context and repeatable ways of working so the solution becomes useful day to day.
5. 05
   
   ### Improve
   
   We review use, refine agents and workflows, and identify the next opportunities as your capability develops.

Your AI Opportunity Map

## Not every AI use case deserves investment.

Discovery looks at how your teams really work across Sales, Marketing, Service, Operations, Projects and Finance. We map friction, then assess each opportunity before recommending what to build.

- Business impact
- Time returned
- Available context
- Feasibility
- Risk
- Human oversight
- Ease of adoption
- Implementation complexity

The result is an **AI Opportunity Map and Adoption Roadmap**: a practical view of where to start, what needs deeper work and where people must remain in control.

Context matters

## The better the context, the better the AI.

A generic prompt often produces a generic answer. Connected, appropriate context can help AI support better decisions. The quality, permissions and currency of that information matter.

- ### Business context
  
  Your products, positioning, terminology, brand voice and methods.
- ### Customer context
  
  Conversations, requirements, history, buying signals and open issues.
- ### Team context
  
  How work happens, who approves what and what good looks like.

For customer-facing teams, the CRM can become part of that context layer. Meetings, decisions and project conversations become more useful when they are captured and connected with appropriate oversight.

HubSpot + AI

## AI inside HubSpot. AI outside HubSpot.

Our HubSpot expertise helps us put CRM context to work, but the right solution may also involve tools such as ChatGPT from OpenAI or Claude, custom agents, integrations and other platforms. Sometimes a simpler process change is the better answer.

### People make the important decisions.

AI can help with research, preparation, administration, documentation, checking and first drafts. Your people remain responsible for judgement, expertise, relationships and approval.

We choose technology around the business problem.

Your AI Adoption Roadmap

## Imagine knowing where to start.

Discovery is designed to give you a clear view of the opportunities, quick wins, information needs, risks, human oversight and support your people will need. From there, we can help you build and adopt the right solutions.

### What could AI take off your team’s plate?

You do not need an AI strategy or a chosen platform before we talk. Bring us your business. We will help you find the opportunities.

 Book your AI Adoption Discovery →

Booking opens an email request. We will confirm a time with you.

[![Orange Kestrel - A Findmore Company](https://hubspot.findmore.solutions/hubfs/raw_assets/public/@projects/orange-kestrel/orange-kestrel-theme/assets/images/logo/Orange-Kestrel_horizontal_for-dark-bg.svg)](https://hubspot.findmore.solutions/?hsLang=en)

HubSpot strategy, implementation and ongoing support for businesses around the world. Orange Kestrel is a Findmore Company.

## What We Do

- [AI Services](https://hubspot.findmore.solutions/what-we-do#ai_service)
- [AI Adoption Service](https://hubspot.findmore.solutions/ai-adoption-service)
- [Consulting](https://hubspot.findmore.solutions/what-we-do#consulting)
- [Projects](https://hubspot.findmore.solutions/what-we-do#projects)
- [Onboarding](https://hubspot.findmore.solutions/what-we-do#onboarding)
- [Migration](https://hubspot.findmore.solutions/what-we-do#migration)
- [Support](https://hubspot.findmore.solutions/what-we-do#support)

## Solutions

- [RFM Analysis](https://hubspot.findmore.solutions/rfm-analysis?hsLang=en)
- [HubSpot UI Extensions](https://hubspot.findmore.solutions/hubspot-ui-extensions?hsLang=en)
- [HubSpot Custom Portals](https://hubspot.findmore.solutions/hubspot-custom-portals?hsLang=en)

## Industries

- [Industries Overview](https://hubspot.findmore.solutions/industries-overview?hsLang=en)
- [Hospitality](https://hubspot.findmore.solutions/hospitality?hsLang=en)
- [Manufacturing](https://hubspot.findmore.solutions/manufacturing-1?hsLang=en)
- [Waste & Environmental Services](https://hubspot.findmore.solutions/waste-environmental-services?hsLang=en)

## Explore

- [Customer Review](https://hubspot.findmore.solutions/customer-review?hsLang=en)
- [Resources](https://hubspot.findmore.solutions/orange-kestrel?hsLang=en)
- Company
- [About](https://hubspot.findmore.solutions/about?hsLang=en)

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