Your self-serve starting point for getting HubSpot set up the right way.
PortalPilot acts as your HubSpot First Mate, standing by your side as you set up HubSpot for the first time. This solution gives you the structure, clarity and control to move forward with confidence.
Developed by RevOdyssey, a HubSpot Onboarding Accredited Partner, PortalPilot provides a proven framework we’ve refined through numerous successful HubSpot implementations.
PortalPilot uses Supered's Sidekick browser extension to serve you the information you need, when you need it.
You’ll learn what matters, why it matters, and how to configure your CRM for long-term success, without the need for external consultants.
Built for founders, solo operators, and RevOps leaders ready to sell smarter from the start. This PortalPilot package provides the structure, tools, and step-by-step guidance to help you build a high-performing sales process inside HubSpot.
What’s included:
- Portal Configuration
- Foundation & Setup
- Lead Management & Assignment
- Sales Engagement
- Automation & Integration
- Sales Performance & Reporting
*This package works for users on HubSpot Starter, Pro or Enterprise.
Start selling with structure today
Help your customers, help your team. This package gives you the guidance and tools to configure a reliable, scalable support function in HubSpot. Ideal for startups building their first help desk or growing teams in need of structure.
What’s included:
- Portal Configuration
- Support Infrastructure
- Ticket Management & Routing
- Self-Service Enablement
- Automation & SLAs
- Reporting & Insights
*This package works for users on HubSpot Starter, Pro or Enterprise.
Start supporting at scale today
Whether you’re sending your first campaign or ready to scale your funnel, this package gives you a clear path to a high-performing marketing engine. Designed for early teams and marketing operators, it walks you through the tools, logic and structure you’ll need to make HubSpot work the way it should.
What’s included:
- Portal Configuration
- Strategy & Foundation
- Lead Generation & Campaigns
- Contact Management
- Automation & Personalisation
- Reporting & Optimisation
*This package works for users on HubSpot Starter, Pro or Enterprise.
Start marketing with clarity today
How does it work?
PORTALPILOT delivers step-by-step onboarding directly inside your HubSpot portal, making it easy for your team to follow best practices without the guesswork. Start by installing the Supered Sidekick extension and logging in to your Supered account. From there, install the PORTALPILOT package and assign the Action Plan to yourself or relevant team members. Then simply work through the checklist, following the instructions and RevOdyssey tips within each card. It’s practical, in-context guidance exactly where and when you need it.
What is Supered?
Supered is a digital adoption platform, embedded within the HubSpot ecosystem. It provides the architecture to facilitate learning and adoption of new processes and tools.
Will Supered cost me anything?
Upon signing up with Supered you will have access to 5 free seats.