Unlock the Full Potential of Your HubSpot Portal

Transformative auditing and management services for HubSpot efficiency and business growth.

Improve and Manage Existing HubSpot Portals

The Lead Love team is often asked to audit and improve existing HubSpot portals. These prospective clients might come to us frustrated because they are held back by their tools. When valuable time and attention is being taken away from revenue-driving activities, it’s urgent. We prioritize making quick wins, while we also lay the groundwork for long-term success.

Most commonly, the problems we solve are…

  • Lack of meaningful data available
  • Difficulties maintaining disconnected or unnecessarily complex processes
  • Users are overwhelmed, and often confused; “We don’t like HubSpot”


In other cases, we’re engaged in advance for a transition..

  • An internal expert is leaving the company
  • The organization is gearing up to scale

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What Our Clients are Saying

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To accommodate the need for quick progress, we blend our audit projects with some immediate action that we call “quick wins”. Quick wins are small changes that can be made to remove roadblocks and improve users’ day-to-day progress. Beyond that, it’s important to learn from the stories where organizations come to Lead Love frustrated because they’re being held back by their current systems. The root cause is almost always a lack of strategy, and action without consideration for the big picture.

The result is that the client is left with disconnected pieces that will ultimately break. Initial audit and planning phases are a requirement for our engagements, as it allows us to maintain the high-quality standards we hold ourselves to.

We get it. When the RevOps team is being held back, it’s a critical issue for the entire organization. It’s tempting to work frantically, to direct all resources toward replacing old duct tape with new duct tape.

But a reactive approach can keep organizations spinning around in circles, switching from one platform to another, or resorting to ad-hoc spreadsheet solutions, for years. We help these clients to take a deep breath, celebrate some quick wins, and trust the process while we do a careful evaluation and present strategic, long-term solutions.

As soon as we start implementing, Revenue Operations will improve each month. Until you’re looking back from a more organized and successful place, and wondering how you ever dealt with the chaos before.

In very rare cases, it’s true that HubSpot is not the right fit for the organization. If that’s the case, we will provide detailed technical requirements documentation, with clear flags for where the feature limitations are, and direct you toward a platform that will get you where you need to go. You can take that documentation to a service provider for the new platform to help you get set up quickly and effectively.

Keep in mind, every marketing automation and CRM platform has limitations. No SaaS salesperson will highlight those limitations. So in these situations, it’s important to be prepared with technical requirements documentation, and specific questions to make sure the platform can meet any non-standard requirements you have.

We cover the bases within our managed services agreements. For companies managing portals on their own, here are some tips:

  • Regular cleaning and organizing of data is a must.

  • Creating and sharing documentation, and referencing that documentation before building new automation.

  • Consolidating automation by type to use as few workflows as possible. 


  • Regular monitoring for all active automation and integrations, to identify and resolve errors before they bubble up to the surface as issues. 


  • Using standardized active lists, rather than creating new lists for each email send.

  • Using standard naming conventions for import files (this shows up in source data, and needs to follow a naming convention for easy recognition and categorization).

  • Standardized grouping of assets by campaign, with standard naming conventions for campaigns.

Naming conventions are important across most categories: email names, ad campaign names, workflow names, deal and ticket record names, field names, and even internal definitions for things like “SQL” and “MQL”. What you label things matters - this is how you’ll be able to find/reference the information you need for reporting later.

Conducting an annual audit of your HubSpot portal is ideal because it’s an opportunity to update and streamline processes to match evolving needs. It also allows you to surface and address potential issues before they create any negative impact. And it’s a great time to review and consider taking advantage of new feature releases.

Ready to drive results?

We want to help your business be what you envision it to be. Schedule your free consultation now.