Portal Technology Planning

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Take the first step with HubSpot PTP scoping.

The HubSpot Portal Technology Planning™ (PTP) service provides strategic technical validation of your business objectives on the HubSpot platform. This paid service enables you to receive the benefits of a team of professionals, including HubSpot business analysts, technical consultants, and senior technologists.

Develop a precise and validated technical architecture for your enterprise CRM environment.

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Build the right plan for your HubSpot platform.

HubSpot PTP™ can be applied to multiple scenarios, including:

  • Scoping and validation of a custom integration
  • Requirements analysis for a custom application
  • Data quality evaluation, assessment, and planning
  • System architecture and data process modeling
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Bring the power of an agile team to your business.

When you select our PTP™ service, Wendt Partners will assign a business process analyst and/or an agile project manager and applicable technical experts. This team will focus on the specific application and address the following priorities:

  • Determining business requirements
  • Identifying technical steps and scope
  • Validating data and architecture components
  • Mapping processes and data flows
  • Documenting the scope of work for the next phase

When to Choose HubSpot PTP

HubSpot PTP™ is the ideal solution when a client has complex business requirements, and the technical details or processes to support them are not fully defined and documented.

What You Need to Know

Access a team of dedicated professionals who will take the necessary time to evaluate and document your organization's specific technical priorities.

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  • A client does not need to have a current HubSpot subscription to engage in a HubSpot PTP™ project if the project's purpose is to validate technical considerations associated with a future HubSpot purchase.
  • In some cases, Wendt Partners may require the client to begin with a HubSpot PTP™ project as the first step toward a properly scoped Technical Solutions engagement. In those cases, Wendt Partners will rebate 50% of the cost of the applicable HubSpot PTP™ project(s) against the actual Technical Solutions engagement fee.

Start the conversation about our HubSpot PTP service

Take the next step with HubSpot PTP

Build out your technical solutions team and form in-depth business development strategies on the HubSpot platform today. Book a time slot with a specialist to learn more about HubSpot PTP™ for your organization by filling out the form below.


Book a meeting with a specialist today:

Call us today at 877-920-GROW