If this sounds familiar, you are not alone:

Your challenges are valid and they’re fixable. That’s exactly why we created the HubSpot Portal Audit.

Why most HubSpot Portals underperform

The truth is, HubSpot is a powerful platform but most portals never reach their full potential. Why?

• Set up in a rush – Portals are often launched quickly, without long-term structure in mind.

• “Do-it-yourself” gaps – Teams jump in without clear training, leaving tools half-used or misconfigured.

• Data chaos – Without consistent governance, contact records quickly become messy, duplicated, or incomplete.

• Misaligned teams – Sales, Marketing, and Service use HubSpot differently, which creates silos instead of alignment.

• Lack of strategy – HubSpot becomes just a tool instead of the engine driving measurable growth.

How we fix it

Our audit doesn’t just point out problems. It lays out a clear plan to get your portal back on track:

• Strategic setup review: We evaluate your current portal against best practices and your business goals.

• Data clean-Up: We show you how to remove duplicates, fix errors, and maintain a healthy database.

• Workflow optimization: We uncover where automation can save you time and reduce manual work.

• Team alignment: We highlight gaps between Sales and Marketing and provide a roadmap to connect them.

• Reporting that matters: We show you the potential in your dashboards and reports that give you actionable insights, not noise.

With this approach, you’ll finally have a HubSpot portal that works with you, not against you.

How to get your HubSpot Audit?

René Jongen | Partner RevelX

"SUM Digital has been our trusted partner for over four years now. Their growth expertise has transformed our business, streamlined our processes and positioned us for success. From HubSpot implementation to complete rebranding; their commitment to our growth shines through in every project.''

What others say about the

HubSpot Audit

With your HubSpot Portal Audit, you’ll walk away with