Manufacturing

How Scorpion used a HubSpot audit to build an optimization roadmap for scale

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Company overview

Scorpion is a worldwide leader in truck bed liners and protective coatings.

Industry

Manufacturing

Headquartered

 Cloverdale, Indiana 

Context

Scorpion has built a global reputation over nearly three decades by doing one thing exceptionally well: protecting surfaces that take a beating. Truck beds, industrial equipment, marine vessels — the products hold up because the company doesn't cut corners. That same standard deserved to apply to its marketing and sales operations. HubSpot had been adopted as the platform to manage those functions, but without a structured review of how it had been configured and used over time, the team had no reliable way to know whether it was working as well as it could — or where the gaps were quietly costing them.

RevX came in to conduct a comprehensive audit, map the inefficiencies, and give Scorpion a clear, phased roadmap for getting more from the platform it had already invested in.



The challenge

Scorpion's situation was one familiar to many growing manufacturers who adopt HubSpot and build on it incrementally: the platform accumulates configuration decisions over time, and without a periodic review, no one has a complete picture of what's working, what isn't, and what's been set up in ways that made sense at the time but no longer serve the business. 
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No clear view of how HubSpot had been configured or where it was falling short
The team knew they needed a comprehensive audit — but that need itself was the clearest signal of the problem. When an organization can't confidently describe how its primary marketing and sales platform is set up, it can't optimize it. Processes that should have been automated were likely being done manually. Workflows that had been built for an earlier version of the business may have been running without anyone realizing they were no longer appropriate. The audit was the prerequisite for everything else. 
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Inefficiencies embedded in the system with no way to surface them
Without expert scrutiny, the inefficiencies inside a HubSpot instance don't announce themselves — they just quietly absorb time, create inconsistencies in data, and produce results that are slightly worse than they should be. For a manufacturing company using HubSpot to manage marketing and sales coordination across a global distribution footprint, those inefficiencies had real downstream consequences: manual work that shouldn't have been manual, processes that weren't structured around how the business actually operated, and usage patterns that weren't extracting the value the platform was capable of delivering. 
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No actionable plan for improvement, only a general sense that one was needed
The gap between knowing a platform isn't fully optimized and knowing what to do about it is significant. Scorpion needed more than a diagnosis — they needed a prioritized, phased action plan that distinguished immediate fixes from longer-term improvements, and that gave the team the confidence to implement changes without disrupting the operations already running on the platform. 

Our solution

RevX conducted a thorough audit of Scorpion's HubSpot instance, examining the account setup, workflows, data architecture, and usage trends across the platform — and produced a detailed findings report and actionable roadmap as the primary deliverables.

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A comprehensive audit across account setup, workflows, and data architecture
The audit was structured to examine every major dimension of how Scorpion was using HubSpot — not just surface-level settings, but the underlying logic of how workflows had been designed, how data was being structured and used, and how the platform's features were being utilized relative to what was available. Each area was assessed for gaps, inefficiencies, and opportunities to improve. The examination gave RevX a complete picture of the platform's current state before any recommendations were made. 
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A detailed audit report documenting findings across the entire instance

RevX translated the audit findings into a structured report that clearly outlined every inefficiency and gap identified — organized in a way that made the findings navigable and actionable for the Scorpion team. The report wasn't a generic checklist; it was a specific account of how their HubSpot environment had been configured, where it was underperforming, and what the implications were for their marketing and sales operations.

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An actionable roadmap for phased implementation
Alongside the findings report, RevX produced a prioritized roadmap that gave Scorpion a clear sequence for addressing what had been discovered. By distinguishing what needed immediate attention from what could be tackled in subsequent phases, the roadmap made the path from audit to optimized operation concrete and manageable — giving the team both direction and confidence as they worked through the improvements. 

The impact

The audit delivered what Scorpion had been missing: visibility. With a clear picture of their HubSpot environment and a structured plan for improving it, the team could move from reacting to how the platform behaved to actively shaping how it performed.

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Structured, efficient processes replacing ad hoc configuration

The audit gave Scorpion's team a clear understanding of how their HubSpot instance had been set up and where it was working against them rather than for them. With that clarity came the ability to rebuild processes with intention — replacing the informal configurations that had accumulated over time with structured workflows and data practices designed around how the business actually operates today.



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Manual work reduced through workflow automation

By addressing the inefficiencies surfaced in the audit, Scorpion was able to reduce the manual work that had been filling gaps the platform should have been handling automatically. Automated workflows replaced manual tasks, freeing up time for the marketing and sales teams to focus on work that required human judgment rather than administrative upkeep.



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A foundation for data-backed strategy and sustainable scaling

Perhaps the most durable outcome of the engagement was what it gave the team strategically. With in-depth insight into how HubSpot was being used and a roadmap for optimizing it, Scorpion could align its marketing and operations functions around a shared, evidence-based understanding of what the platform could do — and build strategies for growth on a foundation that would support scale rather than buckle under it.

Stats

The new PPC setup helped the company achieve top ranks in high intent keywords and re-target existing customers, yielding a notable increase in revenue. 
2x
revenue within the first 6 months

Mockup

e-comm

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