For B2B services firms and SaaS companies: a pipeline your partners trust, every fee earner briefed before the meeting, and AI you can put in front of a board. Governed, and on the HubSpot you already pay for.
Built by an ex-EY change consultant and an ex-HubSpot specialist. Canberra, Australia.
Move deal to next stage: Apex Advisory (anonymised)
Why: partner call on 9 June noted verbal approval, contract requested. Source logged.
From the system we run our own firm on
Three partners are talking to the same client and don't know it.
The pipeline report takes a week to build and nobody trusts it.
The board wants AI. Our CRM data would poison it.
Seicho is the team that puts a real pipeline under your firm. We clean up the CRM your partners gave up on, shape HubSpot around the way you actually win and deliver work, and add AI that drafts the updates, briefs and follow-ups, so your people spend their hours on clients, not admin. We do the build. Your team owns it. We stay close enough to keep it sharp.
One source of truth your partners actually use, so the next big deal never lands as a surprise.
Every fee earner walks in prepared, with the AI doing the prep instead of chasing your team for data entry.
Every change proposed, approved by a person, and logged. The kind of AI you can put in front of a board or a probity adviser.
Most AI projects fail for ordinary reasons. The data underneath them is wrong, nobody is accountable for what the AI changes, and the team quietly stops using it. 88% of AI pilots never reach production, and almost none of those failures are about the model. The fix is unglamorous: clean data, clear rules about who approves what, and a system your team actually adopts. That's where we work.
The 10-20-70 rule: where AI effort actually goes
Most teams buy the 10% and skip the rest. We build the other 90% around it.
Nothing touches your client records without a decision and a record of who made it. Every change works the same way.
The AI reads your calls, emails and records, then proposes a change: update this deal, brief this partner, fix this contact. It proposes. It doesn't act.
A named person on your team sees the suggestion, the reasoning, and the source. They approve it, edit it, or reject it. The decision is theirs, in one click.
The approved change is applied and written to a permanent log: what changed, who approved it, when, and why. If anyone ever asks, you can show them.
Two weeks inside your HubSpot. We assess your data, your pipeline process, your stack, and your exposure if AI were switched on tomorrow. You walk away knowing exactly what's broken, what it costs you, and what to fix first.
$4,500
Proceed to a build within 30 days and the full audit fee comes off the price. The audit is the first step, not an extra cost.
Book the auditEvery enquiry answered by a person within one business day.
We do one thing well, and we'd rather tell you upfront than waste your fortnight finding out.