We build durable RevOps systems for Australian SMBs — HubSpot architecture, n8n workflows, and applied AI that compounds. Not bots glued to processes. Infrastructure that survives the founder leaving the room.
New enquiries sit in an inbox for hours or days. By the time someone responds, the prospect has moved on.
Recurring revenue, renewals and client re-engagement — leaking because nobody is tracking it.
Data entry, follow-ups, reporting, compliance documentation — your team spends more time on admin than on clients.
You're paying for HubSpot (or another CRM) but only using 20% of its capability. Nobody was trained and nobody maintains it.
Assembly Growth AI operates as your outsourced Head of Revenue Operations. We combine deep revenue-operations expertise with modern CRM architecture, integration middleware and AI automation to build systems that save time, recover revenue, and scale without adding headcount.
Your CRM strategy, pipeline architecture, data quality, reporting and team enablement — managed by someone who understands your industry. Not a generalist agency learning on your dime.
We connect your CRM to your accounting software, job management platform, compliance tools and carrier portals using n8n middleware — then add AI so the data flows without manual entry.
Document classification, lead scoring, automated client communications, data reconciliation, document comparison. Practical AI that solves specific problems with measurable ROI.
We've built revenue systems for insurance and fintech, financial planners, trades and construction, ecommerce, and medical and family-run businesses across Australia. The labels change; the problems rarely do — slow lead response, leaking recurring revenue, manual admin and shelf-ware CRMs show up everywhere. So we go deep enough to respect what's specific to your sector, and bring what already works from the others we've rebuilt.
Commission and trail tracking, compliance workflows, renewals and referral pipelines — the playbook for anywhere money moves on a schedule.
Quote-to-job pipelines, field scheduling, speed-to-lead and review generation — the same engine whether the job is a service call or a full build.
High-volume customer lifecycle with data flowing cleanly between storefront, CRM and finance — plus retention and win-back automation.
Patient and client lifecycle, recall and intake automation, and systems built to survive the owner taking leave.
Every engagement starts as a fixed-scope play with a deliverable and a price. No discovery decks. No retainers dressed up as projects. If a play doesn't fit your problem, we'll say so — and tell you who does.
A written review of your full stack — CRM, automation, data, lead gen, reporting — with outcomes proven across real estate & brokers, financial services & accountants, regulated sectors, tradies and health & wellness. We tell you where AI earns its place, and where it's a distraction.
A 47-point written audit of your portal, ranked fix list and Loom walkthrough. The first thing we do on every HubSpot engagement — now sold standalone.
Policy templates, KYC workflows, AUSTRAC-aligned audit trails and a HubSpot deployment. Built for real estate, accountants and conveyancers facing 1 July 2026.
A focused rebuild for teams whose pipeline, stage logic and invoicing no longer reconcile. We fix the parts that make the forecast feel political instead of operational.
End-to-end design of the path from form fill to invoice paid. Pipelines, lifecycle, handoffs, source attribution. The play we run on most fresh HubSpot rebuilds.
A library of six to ten production-grade n8n workflows tailored to your stack — quoting, onboarding, billing reconciliation, AML KYC. Source-controlled. Documented. Yours.
We work inside the tools you already run — HubSpot, monday.com, n8n, your accounting and job-management systems — rather than forcing a rip-and-replace. If monday.com is the right work OS for your team, we set it up, build the boards and automations, and integrate it with the rest of your stack. And where a modern platform earns its place, we design, build and document it for you: internal apps and dashboards with Retool, applied AI with Claude, and company-wide knowledge and search with Glean. We're going deep on these three and building toward formal partnerships with each.
Document classification, drafting, reconciliation and decision support built on Anthropic's Claude — wired into your workflows with guardrails, not bolted on as a gimmick.
Custom dashboards, admin panels and back-office apps on Retool — the operational layer your CRM and spreadsheets can't give you, built on the data you already have.
Company-wide search and work AI with Glean — so your team finds the right document, answer or process instantly across every tool, instead of asking around.
Every engagement runs through the same four-stage method. It is deliberately boring. Nothing ships without a diagnosis. Nothing is built we can't hand back to you. Nothing is automated we can't switch off without breaking revenue.
We open the portal, pull the reports, and read the contracts. You get a written diagnosis with a leak-ranked fix list — usable whether or not you go further.
Lifecycle, pipelines, objects, handoffs, integrations — drawn out before a single property is created. Reviewed with you. Signed off in writing.
HubSpot configured, n8n workflows shipped, reports built. Everything versioned. No hidden Zaps. No undocumented "custom code by Tim from 2024".
We train your team and write the SOPs. From there you operate it yourself, or we run it on a fixed monthly fee. Either way, nothing breaks if we leave the room.
"If a system can't survive its operator going on leave, it isn't a system. It's a person doing a job in a costume made of software."
Each download is the actual tool we use on Day 1 of an engagement. Use them yourself; bring us in if the result is uglier than you expected.
Score yourself out of 80 across pipeline, data, automation and reporting. Honest answers only.
Twenty-eight things your business must have on file before AUSTRAC's 1 July 2026 deadline. Built for real estate, accountants and conveyancers.
Forty-seven things to delete, archive or rebuild in a typical 2–4 year old CRM portal. The same audit logic our Health Check runs.
I'm Jay. Before Assembly, I spent 15+ years in product, strategy and consulting across financial services and SaaS — leading strategic implementation for financial-services partners. I build the same calibre of revenue infrastructure for businesses that can't justify a 12-person RevOps team, but have outgrown duct-taped Zapier and a half-configured CRM.
Assembly is the engineering shop I wished I could hand a brief to, back when I was implementing these systems for clients. Productised plays. Written diagnoses. Source-controlled builds. No retainers dressed up as projects. And — yes — applied AI, but only where it earns its place in the system.
15+ years across product management, business strategy and CRM/RevOps — strategic implementation for financial-services partners. The depth most SMBs never see.
Auditing, rebuilding and shipping production HubSpot portals with the operator detail most SMBs never see.
Production-grade automation. Source-controlled workflows. No demoware. No "we leverage AI" filler.
Policy, KYC and audit-trail packs for the verticals catching the 1 July 2026 deadline.
Fractional RevOps is an outsourced model where a senior Revenue Operations leader manages your CRM strategy, pipeline architecture, data quality, automation and reporting without joining as a full-time hire. It's the cost-effective alternative to building an in-house RevOps team. Assembly Growth provides fractional RevOps to Australian SMBs across financial services, professional services and regulated sectors.
Our typical client is an Australian SMB doing $1M–$20M in revenue, with a partly-configured CRM (usually HubSpot), automation that accreted rather than was designed, and no in-house RevOps capability. We work with mortgage brokers, insurance brokers, accounting firms, investment platforms, trades businesses and AML/CTF-regulated services.
A written review of your full revenue stack — CRM, automation, data, lead generation and reporting — delivered in 2–5 business days. It includes a systems map, an AI opportunity matrix showing where AI earns commercial ROI versus where it won't, and a 30-day prioritised fix list. Most clients recover the audit cost within the first month.
From 1 July 2026, AUSTRAC's Tranche 2 reforms extend AML/CTF reporting obligations to real estate agents, accountants, conveyancers and lawyers. Affected businesses must have customer-due-diligence (KYC), beneficial-ownership checks, risk assessments and audit trails in place before the deadline. Assembly Growth ships an AML/CTF Tranche 2 Readiness Pack — policy templates, KYC workflows and AUSTRAC-aligned audit trails — deployable in HubSpot.
HubSpot is our primary CRM. We also support Attio and Monday implementations. Integration middleware is built in n8n, which connects any CRM to your accounting platform, job-management system and compliance tools.
Assembly Growth is based in Sydney, Australia, and works with clients across Australia and New Zealand remotely. All discovery, build and handover work can be delivered remotely; on-site workshops in Sydney, Melbourne and Brisbane are available where useful.
Our AI Readiness & Revenue Audit gives you a scored assessment across 8 dimensions, a revenue leakage scan, an automation opportunity map and a prioritised 90-day roadmap. Most clients recover the cost within the first month.
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Or email us at hello@assemblygrowth.com
90-minute deep dive + written report · same-week delivery
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