Field Guides
The path, written down.
Setanta means he who knows the path. These field guides write that path down: how to connect Claude to HubSpot, how to move from Salesforce to HubSpot, how to run a first Claude working session, what to do after a rollout, and how to choose a partner. Each one comes with a free tool.
The guides
Seven guides, each with a tool you can use today.
How to connect Claude to HubSpot
Clean the CRM, scope the connector, set up routines. Tool: is your portal ready for Claude?
Moving from Salesforce to HubSpot
Six phases, the risks and what to prepare. Tool: a migration checklist that keeps your place.
Your first Claude working session
Pick a real workflow and run it side by side. Tool: a one-page session planner.
After a Claude rollout
Adoption, the next workflow and the number. Tool: a rollout scorecard.
How to choose a Claude partner
The criteria that matter, the questions to ask and when you do not need one.
What is GTM engineering?
A buyer's guide with sourced figures: GTM engineer versus firm, and when a traditional business needs one.
GTM engineering vs AI SDR vs agency
Four ways to get outbound running, compared honestly, including where Setanta does not fit.
How they are written
Useful without us, or they are not worth publishing.
Each guide should be useful to a team that never calls Setanta. They describe the order to do things in, what goes wrong and what to prepare, using only what we know from the work. Where something depends on your plan or your data, the guide says so rather than guessing.
When you want help
Every guide leads to one of five services.
Questions
Asked before every first call.
What are Setanta's field guides?
Practical guides for business teams putting Claude to work: connecting Claude to HubSpot, moving from Salesforce to HubSpot, running a first working session, keeping a rollout going and choosing a partner. Each comes with a free interactive tool.
Are the tools free?
Yes. The readiness check, migration checklist, session planner and rollout scorecard run in your browser. Nothing you enter is sent to Setanta or stored.
Do I need Setanta to use the guides?
No. Each guide is written to be useful to a team that does the work itself. If you want help, the free Operating Diagnostic is where to start.
What is the free Operating Diagnostic?
A free call (book a time) that looks at how your team works today. It finds where Claude would move your numbers first and the process worth fixing first, and says which package fits. If it is not the right time, we say so.
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