Support for your CoreSuite HS deployment.

CoreSuite HS is installed by the CoreGrowth team as part of onboarding. You do not need to install anything yourself or change how your teams work in HubSpot.

To prepare for installation, make sure you can nominate a HubSpot super admin who can approve the connection, and confirm which pipelines, teams and properties the platform should read.

Once connected, CoreSuite HS begins reading live CRM evidence immediately. Historical data is included, so diagnostics are meaningful from the first session.

North Star strategy blocks anchor every recommendation to your stated direction. They are captured during onboarding with your leadership team.

The blocks cover your mission, three-year vision, ideal customer profile, competitive landscape and valuation targets.

Keep them current. When strategy changes — a new market, a revised target, a fundraise on the horizon — update the blocks and every subsequent recommendation is tested against the revised direction.

The Executive Swarm is a configurable digital leadership team of specialist C-suite agents. Each agent has a profile covering experience, structure, creativity and aggressiveness.

Agents can be added, created, tuned or switched off at any time. Profiles are typically calibrated to complement — or constructively challenge — the incumbent C-suite.

Changes to the swarm take effect from the next analysis cycle; in-flight recommendations are unaffected.

Every AI-proposed action is presented to nominated leadership users for review. Nothing is executed without explicit human approval.

Approved actions are written back into HubSpot as trackable tasks with named owners and expected KPI impact, so delivery is visible in the tools your teams already use.

A full audit trail records what was proposed, what was approved, by whom and when — suitable for board, investor and due-diligence review.

Each customer operates in a strictly isolated tenant. Your data is never shared across customers and never leaves your governed environment.

Your CRM data is never used to train models. Analysis happens against your evidence, inside your tenant.

Access to the platform follows your nominated user list. Contact support to add or remove users.

Recommendations look out of date — check that your HubSpot connection is healthy and that recent CRM activity has had time to be analysed. New evidence is incorporated on a rolling basis.

A recommendation does not fit current priorities — review your North Star strategy blocks first; out-of-date blocks are the most common cause.

A task has not appeared in HubSpot — confirm the action was approved. Only human-approved actions are written back.

Still stuck? Use the support form below and we will respond within one working day.