Service Hub Onboarding
Get technical advice for setting up Service Hub, plus actionable guidance to help you better serve your customers using HubSpot. With an onboarding plan aligned to your company goals and tech stack, we’re here to help you — every step of the way.
Service Hub Onboarding Overview
Service Hub Onboarding is designed for new customers using Service Hub software for the first time. We’ll guide you on how to flex your best Service Hub muscles: you’ll get recommendations on how to utilize your data in HubSpot, learn how to set up a help desk for the first time, and get best practices around translating your business processes to HubSpot — all with your business objectives in mind.
During Service Hub Onboarding, you may receive consulting on the following:
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Setting up intake channels
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Scheduling meetings
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Creating a customized ticket pipeline
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Reporting on productivity and closed tickets
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Live chat implementation
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Standardized email and chat responses
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Helping customers self-serve through the knowledge base
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Ticket automation
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Measuring customer experience
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Managing multiple teams
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Developing support playbooks
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Creating custom dashboards
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Key Details
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Want a look at what's covered in onboarding? Check out this sample Service Hub Professional Onboarding plan that covers some of the most popular topics customers ask for. When you purchase onboarding, the goals and tasks will be aligned to your business needs.
Looking for more advanced help with Service Hub?
HubSpot Advanced Onboarding guides you through the considerations of a more sophisticated setup, while HubSpot Solutions Partners provide strategic consultation and hands-on support to execute your highly customized setup for you.
Both options provide you with strategic and technical guidance, but if you need additional help executing, you'll want to enlist a certified Solutions Partner.
Getting HubSpot for our company was a wise decision and we already see great results from it. Our implementation specialist went above and beyond to get us on-boarded successfully and efficiently. They were well prepared and extremely knowledgeable about her work! Thank you HubSpot!
Get More Information About Onboarding Services
Want to learn more? We can help find the onboarding plan that's right for you.
