How to Quickly Familiarize Yourself With an Existing HubSpot Portal

Oct 17, 2023, 3:00 – 4:00 PM

Tips for figuring out what the heck is going on

About this event

Picture this: You've just been given admin access to a HubSpot portal that's been chugging along for years and years. Maybe you're the team's new admin, or maybe you're a solutions partner who just took the team on as a client, but either way you're feeling a lot of pressure to grok the situation and make some insightful recommendations to the company leaders. You didn't set up this portal, so you have no idea what's going on with it, and you don't have the luxury of taking days or weeks to figure it out. All eyes are on you, hoping that you'll have some stellar suggestions for how the team can better use HubSpot.

I don't know how reading that last paragraph made you feel, but writing it made my palms and armpits sweat. If this is a situation you have faced or might face in the future, and if you could use some actionable tips for quickly familiarizing yourself with an existing portal, join this session with Senior Inbound Consultant Caleb King as he gives you an inside look at the way HubSpot's own Professional Services team assesses an existing setup.


  • Caleb King


    Senior Inbound Consultant


  • Kyle Jepson


    HUG Leader

  • D'Ana Guiloff


    HUG Co-Leader

  • Kristeen Romero


    RevOps Technologist