The illusion of progress in a bloated portal

“We Didn’t Even Know What Half of This Was…”

A client said this as we walked through their HubSpot portal.

And it wasn’t because they didn’t care.
It’s because no one was really managing it.

Over time, people had come and gone.
Campaigns launched, forms duplicated, workflows stacked.
Everyone added things - but no one owned it.

The result?

🧱 200+ lists with unclear naming
🧱 Dozens of overlapping workflows
🧱 Properties created “just in case”
🧱 Automations firing - but no one remembers why

When no one’s sure what’s doing what (or why), HubSpot becomes a guessing game.

And that creates:
❌ Confusion
❌ Slower teams
❌ Broken handoffs
❌ Reporting that no one trusts

I helped this client:
✅ Map out what was actually in use
✅ Deactivate what wasn’t
✅ Rebuild key systems with purpose
✅ Assign clear ownership moving forward

Now their CRM is a tool - not a tangled mess.

Your portal should grow with your business - not weigh it down.

If HubSpot feels like more of a headache than a growth tool, I’d love to help you change that.

No hard sell. Just a chat to see if there’s untapped potential in your portal.

⭐ Complete the form below or book a free call here