Welcome to the RevImpact Client Portal

We look forward to working with your team to help drive success with HubSpot! This client portal will serve as your home base for all things regarding your engagement with RevImpact.

Also included in this portal

• Status updates on your Onboarding or Implementation
• Recordings, notes, and action items from every call with us
• Your HubSpot Academy certifications
• Support request ticket submission
• Other helpful HubSpot resources

Meet the RevImpact Team

Need to Get In Touch With Us?

• Submit a support ticket from the home page of this portal. This is the fastest route and it goes straight to our help desk.
• Or email us at clientservices@revimpact.io

Please avoid emailing team members directly. We will always do our best to respond, but requests sent outside these two channels take longer to reach the right person and can get missed.

Helpful Resources to Get Started

As you and your team get setup with HubSpot, we recommend your team leverage the below templates to help migrate your data to HubSpot, establish your Lifecycle Stages & Deal Stages.

1. CRM Migration Template

Plan your CRM migration with confidence. Map your existing data fields, properties, and pipeline stages to HubSpot to help ensure a smoother transition and minimize data issues. Includes contact, deal, ticket, and pipeline mapping examples.

• Make a Copy of Migration Template

• HubSpot Knowledge Base: Format Import Files

2. Lifecycle & Deal Stage Mapping Template

Align your marketing and sales processes by defining lifecycle stages, deal stages, and the actions that move prospects through your pipeline. Create a clearer, more consistent revenue process. Includes example stage definitions, progression triggers, and automation recommendations.

• Make a Copy of Lifecycle & Deal Stage Template

• HubSpot Knowledge Base: Use Contact & Company Lifecycle Stages

3. HubSpot Implementation Checklist

Get your HubSpot portal set up for success. Follow a structured checklist covering CRM configuration, marketing, sales, and service tools to prioritize essential setup tasks and track your progress. Includes prioritized tasks, completion tracking, and links to HubSpot resources.

• Make a Copy of HubSpot Implementation Checklist

Got HubSpot Questions? Try Our Proven Method

1. Ask HubSpot Support

HubSpot Support is included in your subscription and it is the fastest way to solve most questions. Inside your HubSpot account, click the help icon (the question mark) in the top right of the navigation bar, then click Contact support.

From there you have three options:

• Chat. This is the best option. Support answers most issues on the spot.
• Email. Useful when you want to attach screenshots or share the answer with your team later.
• Call me. Request a call back from a support rep.

Which channels you can use depends on your subscription and seat type. Full details here: Get help with HubSpot

2. Search the HubSpot Knowledge Base

Step by step instructions for every tool in HubSpot, written and kept current by HubSpot. Search a short phrase that describes what you are trying to do, for example "import contacts" or "workflow enrollment". knowledge.hubspot.com

3. Check the HubSpot Community

Other HubSpot users post the same questions you have, and HubSpot product people answer them. This is the best place for "how do other teams handle this" questions. community.hubspot.com

4. Use the HubSpot Helper GPT

If you use ChatGPT, pin the HubSpot Helper GPT. It was built by a trusted HubSpot partner and it is a quick way to get unstuck on a specific question. Kendall uses it several times a week.

• https://chatgpt.com/g/g-S1yvJO3I6-hub-helper-harry
• https://chatgpt.com/g/g-xNcLrPrK9-the-hubsbot-helper