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.
Trail commissions, policy renewals, and client re-engagement revenue — 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 financial services 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, commission reconciliation, policy comparison. Practical AI that solves specific problems with measurable ROI.
We specialise in industries where complexity creates operational challenges that generalist agencies can't solve.
Trail commission tracking, lead routing, settlement automation, referral partner management.
View industryPolicy renewal automation, carrier integration, commission reconciliation, claims support workflows.
View industryClient lifecycle management, Xero/MYOB integration, engagement automation, review generation.
View industryCustom object architecture, investor lifecycle tracking, certificate generation, distribution workflows.
View industryQuote-to-job pipeline, ServiceM8/Tradify integration, review automation, lead capture.
View industryAML/CTF Tranche 2 workflows, client intake automation, matter tracking, referral management.
View industryAHPRA-aware patient lifecycle, practice-management integration, recall automation, compliant feedback workflows.
View industryEvery 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.
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."
Full CRM implementation with trail commission tracking, settlement automation and executive dashboards.
Custom CRM architecture managing multi-million dollar barrel portfolios with investor lifecycle tracking.
Complete GTM strategy and HubSpot implementation for a regulatory compliance platform ahead of Tranche 2 reforms.
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.
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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