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An exploration for marketing and communications

What Claude and your CRM can do, together.

Brice, David, this page is a small gift, made after our conversation in Luxembourg. No pitch, no strings. Just the possibilities, laid out by how much effort each one takes.

Everything here connects Claude to the contacts, firms, deals and conversations already living in your HubSpot. Some ideas you can try in the next five minutes. Some you set up once and let run. Some are bigger pieces, built for you. Tap any card to see how it works and what it gives you back.

What this is, in plain words.

Claude is the AI assistant from Anthropic. It can now connect directly to HubSpot, read the records you already have, and help you act on them. That is what made our conversation in Luxembourg click.

We turned the ideas Brice and David shared into 19 concrete examples for Lex Mundi. Each one is sorted by effort: things you can try today on your own, things you set up once and let run, and bigger pieces a specialist builds for you.

This is meant as a gift from Bureau Reuring and Beterzo. Open it, ignore it, share it with the team. It is yours.

Made by

Kai Oukes
Kai Oukes
Founder, Beterzo. AI implementation.
kai@beterzo.tech
Ilona Boomsma
Ilona Boomsma
Bureau Reuring. Strategy & coordination.
ilona@bureaureuring.nl

Your permissions carry over. Claude only sees what you can already see in HubSpot.

Your data stays in region. EU accounts route through the EU before anything leaves.

Nothing is written without you. You review and approve anything before it changes.

Everything is logged. Every create and update shows up in your audit log.

A calm way to begin

Start small, stay in control, and grow only when it earns your trust.

There is no rush and no commitment. The safest first step costs nothing and changes nothing in your CRM.

01

Start in read only

Connect, look around, ask questions. Nothing in HubSpot changes while you explore.

02

Add one routine

Pick a single weekly briefing and let it run. See if it makes your Monday easier.

03

Grow from there

Once it has proven itself, open up the bigger pieces, at your pace and on your terms.

A free hour with Kai

Want to spar about how this could work at Lex Mundi?

If anything on this page sparks a question, send a line. Kai is happy to jump on a short call, walk through your HubSpot setup, and sketch what the first connection could look like. No prep needed, no slides, no quote at the end.

Bureau Reuring (Ilona) is in the loop on the strategy side. So either route works. Reply to whoever you prefer.

"Which idea fits us first?"
30 minutes, no prep. Kai listens and points at the one card that fits Lex Mundi best.
"How would this actually run in our HubSpot?"
Screen-share. We open Claude live and walk through one read-only example on your data, only if you want to.
"What would a build actually look like?"
A sketch in plain language. No quote, no slides. If a next step makes sense, we land it together.