FAQ
Frequently asked questions
Getting started
A focused 20-minute call to identify the manual work that should be automated first: one workflow, where the manual work sits, and the first thing worth automating. No pitch deck — just a clear next step.
B2B teams of up to 200 people that want their marketing, CRM and reporting to run with less manual work.
One workflow or report that eats time every week.
No. Every result includes what to fix first and what should stay manual, and it's useful whether or not you ever book a call. Some results recommend not automating yet.
No. You see your full result right away, and imivs consulting doesn't ask for your name or email. Your answers are saved in your browser tab, so a refresh doesn't lose them. Google Analytics records which answers are chosen and which result comes up, without knowing who you are.
No. The PDF is a direct download with no form, and imivs consulting doesn't collect a name or email for it.
Yes. The checks are about the process, not the platform, so they apply whether you automate with HubSpot workflows, Make, your CRM's built-in automation or a script.
What to automate
It means the best next step is writing down and settling how a process works before automating it. Automation built on a process that keeps changing tends to break or need rework.
No. AI is only suggested when your answers show repetitive, well-understood work. For rule-based tasks, standard automation is usually more reliable.
Automation handles the repeatable steps. These stay with a person, even when everything around them is automated:
- Anything that goes to a client: an automation can draft it and queue it; a person reviews it and sends it.
- Signing, deleting or publishing: steps you can't undo get a person's approval.
- Decisions to keep, change or stop something: reports surface the numbers; people decide what to do about them.
- Steps that change every time: a judgment call has no stable rule to automate.
- Approving any AI output: AI can write a first draft; a person checks the facts, the tone and the names before it goes anywhere.
Working together
With a 20-minute call about the workflow causing the most trouble. If there is a fit, imivs consulting writes a scope with the deliverable and timeline before any work begins.
No. The work starts with the tools you already pay for. If a new tool is genuinely needed, imivs consulting explains why before anything is bought. If a move to HubSpot from another CRM or spreadsheets is the right call, it's scoped as its own HubSpot consulting project.
Yes. The first step lists what each scenario does, what it connects and which ones fail or overlap; they are then fixed or rebuilt inside that account.
Usually ad platforms such as Google Ads, Meta and LinkedIn, plus GA4, the CRM, email tools and spreadsheets. Anything with a native integration, an API or a scheduled export can work; each source is confirmed before the scope is written.
Whatever gets built is documented and handed over, so the business owns it rather than renting it. It runs in your company's account with connections your team authorized, plus a runbook: what triggers it, how to pause it and what to check when an alert fires.
You do. Workflows are built in accounts your business controls, or transferred to them at handoff, together with the documentation.
It fails visibly. An alert names the workflow and the failed step, records with missing data are flagged for review, and the platform's run history keeps the failed input so it can be checked and re-run where your plan allows.
Book a 20-minute call
Bring the part of the process that keeps breaking. The call looks at how it runs today and what to fix first.
Book a call