AI Agent Consulting & Implementation

Put AI Agents to Work Across Your Marketing, Sales & Operations

SmithDigital helps B2B organizations identify opportunities for AI, select the right technology, and build agents that automate repetitive tasks, improve productivity, and support business growth. We help businesses implement AI agents and skills designed around their CRM, applications, employees, and business processes.

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AGENT 01
 
Account Research Agent
Research target accounts and identify relevant buying signals.
Configured
AGENT 02
 
Lead Qualification Agent
Assess prospect fit using ICP and qualification criteria.
Configured
AGENT 03
 
Meeting Brief Agent
Prepare sales briefings from CRM context and research.
Configured
AGENT 04
 
CRM Data Agent
Detect incomplete records, duplicates, and data issues.
Configured
AGENT 05
 
Pipeline Analysis Agent
Identify stalled opportunities and missing next steps.
Configured
AGENT 06
 
Reporting Agent
Generate summaries of business and campaign activity.
Configured

Trusted by Ambitious Businesses Globally

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The opportunity

Your Team Has More Work Than Time. AI Agents Can Help.

Marketing, sales, and operations teams spend time researching accounts, updating records, preparing reports, reviewing conversations, and moving information between systems. AI agents can support these defined jobs using approved information and workflows.

01

Less Manual Work


Automate repetitive research, reporting, administrative tasks, and information processing so employees can focus on higher-value activities.

02 

Better Business Intelligence


Bring together CRM information, conversations, documents, and connected applications to support decisions.

03

Faster Execution


Reduce delays between identifying an opportunity, making a decision, and taking the next action.

04

Scalable Operations


Standardize repeatable processes without increasing administrative workload at the same rate.

Delivering Fantastic Results with Leading Martech Providers

SmithDigital utilizes top-notch sales and marketing software to provide our clients with a distinctive edge over their competitors in their respective industries. Choosing the right technology stack is a crucial component in guaranteeing success with high-performing lead generation and inbound marketing programs.

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How it works

What Are AI Agents, and How Do They Work?

An AI agent is a software-based assistant assigned a specific job. It uses instructions, authorized information, and available tools to research, analyze, draft, or take actions. Depending on the setup, it can respond to requests or execute supported workflows automatically.

A skill defines a repeatable task or procedure an agent can perform. Unlike a simple chatbot, an agent may use connected business context, tools, and approved actions. Human oversight remains important: permissions, testing, review, and exception handling help manage risk.
Business Data

Approved sources

Instructions & Skills

Defined work

Human Review

Approvals and checks

Useful Action

Briefing or update

Our services

AI Agent Consulting Built Around Your Business

Successful AI adoption starts with identifying the right problems to solve. We evaluate opportunities, select appropriate technology, and deploy agents around business objectives.

AI Strategy & Use Case Discovery

Review business processes to identify where agents can reduce manual work, improve productivity, and support measurable team goals.

AI Platform Selection & Setup

Evaluate Day AI, HubSpot Breeze, and other appropriate tools. We advise on licensing, technical fit, configuration, and implementation.

Custom AI Agent & Skills Development

Build agents with defined responsibilities, instructions, approved knowledge sources, skills, and workflows.

Training, Adoption & Optimization

Provide employee training, documentation, testing, and refinement. Additional work is available as needs evolve, without requiring a managed subscription.

Real-world applications

Practical AI Agent Use Cases for Growing B2B Teams

AI agents work best with defined responsibilities, measurable objectives, appropriate data access, and clear review procedures. Explore practical applications across four business functions.

Marketing AI Agents

Content Research & Planning

Analyze search performance, competitor content, customer questions, and sales conversations to identify opportunities and build editorial plans.

Content Development

Prepare briefs, first drafts, social posts, email copy, and campaign material using approved messaging and source documents.

SEO & AI Discoverability

Review website performance and content gaps, monitor visibility, and recommend improvements to search and AI-assisted discovery.

Marketing Performance Analysis

Compare campaign periods, identify meaningful changes, and draft performance summaries with suggested actions.

Sales AI Agents

Prospect & Account Research

Research target accounts, key contacts, initiatives, relevant technologies, and potential buying signals.

Sales Meeting Preparation

Prepare briefings from CRM history, conversations, approved research, and suggested discovery questions.

Buyer Intent & Opportunity Monitoring

Evaluate intent signals, site engagement, account developments, and CRM activity for prospect prioritization.

Sales Follow-Up

Summarize discussions, commitments, and next steps; draft personalized follow-up communications for review.

Revenue Operations AI Agents

CRM Data Quality

Flag incomplete records, inconsistent classifications, potential duplicates, and data-quality issues.

Lead Qualification & Prioritization

Evaluate prospects using ICP definitions, qualification criteria, and engagement signals.

Pipeline Monitoring

Identify stalled deals, overdue tasks, leads without follow-up, and missing next steps.

Reporting & Business Intelligence

Analyze CRM, pipeline, and campaign data and prepare management summaries and recommendations.

Customer & Business Operations AI Agents

Customer Onboarding

Review handoffs, organize requirements, and coordinate onboarding tasks across teams.

Customer Account Intelligence

Summarize account history, recent interactions, open issues, and relationship developments.

Internal Knowledge & Process Support

Answer employee questions using approved policies, documentation, and service information.

Executive & Management Reporting

Prepare recurring summaries of activity, operational trends, priorities, and exceptions.
Technology selection

AI Agents Built Around Your Existing Technology

We recommend environments based on your workflows, data requirements, current software, and operational goals rather than insisting on a single platform.
29-1
HubSpot Breeze AI Agents


For organizations using HubSpot, we consult on agent use cases connected to supported CRM, sales, marketing, service, and operational workflows. Features depend on available HubSpot products, permissions, and subscriptions.

28-1
Day AI Agents & Skills


Day AI is an option for agents using business context, connected information, and defined skills. We can help evaluate fit, design responsibilities, configure supported capabilities, and implement review procedures.

30-1
Connected & Hybrid AI Workflows


Some organizations benefit from combining CRM-native tools with broader workflows. We evaluate connector availability, permissions, licensing, and data requirements before proposing an integration architecture.

Our Process

How We Build & Deploy Your AI Agents

Our approach begins with understanding the work, not selecting the software.
01

Discover & Prioritize

Identify valuable use cases, review existing processes, and decide where agents make practical business sense.

02

Select & Configure

Recommend a suitable platform, support licensing decisions, and configure the environment.

03

Build & Test

Develop agents, skills, instructions, and supported connections; validate results before deployment.

04

Deploy & Enable

Launch selected workflows, train employees, document usage, and identify potential next improvements.

Business outcomes

What Can AI Agents Help Your Business Improve?

Value comes from reducing unnecessary work, improving access to useful information, and helping people follow established processes more consistently.

Reduce Administrative Work

Spend less time researching, preparing reports, and maintaining records.

Improve Team Productivity

Equip sales and marketing teams with relevant briefs and insights.

Strengthen Process Consistency

Use standardized instructions, qualification rules, and review procedures.

Make Better Use of Technology

Use your current CRM, business data, and tools more effectively.

Why SmithDigital

Business Process Experience, Not AI Hype

 

Building an agent is only part of the job. The more important decision is determining which business processes should change and whether a new workflow will be useful to the people doing the work.

SmithDigital combines B2B marketing, sales development, HubSpot consulting, and revenue operations expertise with AI agent consulting and implementation. We understand the processes behind lead generation, CRM administration, campaigns, reporting, and sales engagement because they are part of the programs we help clients run.
Connected growth

Bring AI Into Your Existing Marketing & Sales Programs

Engage SmithDigital for a defined AI strategy and implementation project or incorporate agent development into a broader marketing, sales, or RevOps engagement.
Free Resource

Unlock the AI prompt cheat sheet for B2B marketing

Get practical AI prompts your team can use to create sharper content ideas, SEO outlines, LinkedIn posts, outreach messages, website copy, and ad campaign concepts faster. Built for B2B marketers who want to work smarter, move quicker, and turn AI into a real content advantage.

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FAQ

Frequently asked questions about AI Agent Consulting
Blog

Smarter strategies for growth from the front lines

Actionable ideas, trends, and strategies to drive smarter growth.

Your Next Move

Start With One AI Agent.
Build From There.

You don't need a company-wide AI program to get started. Choose one valuable workflow, evaluate the opportunity, select a suitable
platform, and create a practical implementation plan. Expand when the results justify it.

Explore Your First AI Agent