Most client portals fall flat with limited functionality, siloed data, and poor user experience. But with the right strategy, HubSpot can help you build dynamic, AI-enhanced portals that drive engagement, reduce support volume, and streamline customer interactions.

In this session hosted by the South Florida HUG, co-led by Aptitude 8 and Diaz & Cooper, you'll learn how to architect smarter portals using HubSpot CMS, Service Hub, and Customer Agent. Bryan Byler (CRO at Aptitude 8), Em Wingrove (CXO at Aptitude 8), and Omi Diaz-Cooper (CEO of Diaz & Cooper) will walk through technical structures, real use cases, and the AI-powered future of customer portals.

What You’ll Learn

1. Why static portals fail and what great ones do differently

2. How to use HubSpot tools like CMS Hub, Service Hub, and Custom Objects to power a connected experience

3. Ways to reduce ticket volume and improve support with AI-driven self-service

4. Real-world examples of successful portal strategies and outcomes

Perfect For

• HubSpot users looking to build or improve their client portal

• CX, RevOps, and Marketing leaders focused on automation and personalization

• Teams exploring AI integrations for customer service

• Anyone managing onboarding, support, or subscription renewals through HubSpot

Why Attend

1. Learn how to turn your HubSpot portal into a competitive advantage

2. See real examples of AI-powered portal strategies in action

3. Get expert insights from two Elite HubSpot Solutions Partners

4. Connect with local HubSpot users and grow your network