If your team has been using HubSpot for a few years, there’s a good chance your portal looks very different from when you first launched. Over time, people come and go. Processes evolve. New tools roll out. Before long, your once-organized CRM can start to feel more like an overgrown garden than a well-tended ecosystem.
We see this all the time — seasoned HubSpot users who depend on the platform every day but know they could be getting so much more out of it: cleaner data, smarter automation, and faster sales cycles.
Our advice is always the same: You don’t need to throw it all out and start over. You just need to hit refresh with a thoughtful review to realign your team, your tools, and your strategy.
A refresh (sometimes also called re-onboarding) is more than just a training session or quick portal cleanup. It’s an opportunity to make sure your people, processes, and platform work together seamlessly again.
A HubSpot refresh realigns your team, tools, and processes around how you work today. Start with a HubSpot Audit to uncover gaps, retrain your team, and unlock new efficiencies that drive measurable growth.
So how do you get started?
Even the most experienced HubSpot users eventually outgrow their original setup. When you first implemented HubSpot, you most likely focused on getting your team comfortable with the basics, like logging activities, creating deals, sending emails, and building workflows.
But HubSpot is evolving dramatically year over year, with new tools, smarter automation, and improved ways to connect marketing, sales, and customer success that are transforming what the platform can do.
If you haven’t revisited your setup recently, you’re likely missing out on these powerful new capabilities that can make your team far more efficient and effective. That makes now the perfect moment to step back and reflect. Here are some helpful questions to ask yourself:
Here are some telltale signs it’s time to reset your account and re-onboard your team:
If you’re nodding along to any of these, that’s a clear signal to hit the reset button and bring your HubSpot setup back in line with how your team works today.
Once you’ve recognized the signs, the next step is to realign your system — and your team — around how you should be working together. The opportunity is huge, but so is the need for an intentional rollout.
While every refresh looks a little different, we typically follow these four key stages:
At the end of this process, your team isn’t just retrained, they’re also re-energized and empowered with a HubSpot setup that once again supports how you do business today.
A well-executed refresh pays off quickly and keeps paying dividends over time. You can expect:
In recent client engagements, we’ve helped long-time HubSpot users simplify dashboards, improve lead handoffs, and unlock automation opportunities they didn’t even know existed — all within the systems they already had.
For example, one client’s refresh uncovered redundant workflows that were blocking leads from reaching sales. Another client discovered outdated reporting that hid major opportunities in their pipeline. Fixing those small issues led to measurable improvements in efficiency and revenue tracking.
And when your HubSpot runs more efficiently, your team can spend less time managing data and more time driving real revenue — through faster response times, stronger follow-ups, and clearer visibility into what’s working. HubSpot evolves fast, and teams that keep pace gain a real edge.
As you can see, HubSpot isn’t a set-it-and-forget-it tool; it’s a system designed to grow with your business. If your portal has started feeling clunky or outdated, you don’t need to rebuild from scratch. You just need a refresh.
We start this process with a HubSpot Audit, a structured review to identify where your data, workflows, or user behaviors have drifted off course. From there, we’ll guide you through a refresh process that realigns your data, processes, and people around what’s working today.
Because when your HubSpot runs smoothly, your whole team does, too. Connect with us today, and let’s talk.