Transitioning to HubSpot Service Hub is a big step for growth-stage B2B companies, and having the right plan in place is critical for success. Our onboarding packages are designed to meet you where you are - whether you need strategic guidance to empower your in-house team, or a done-for-you approach to get Service Hub up and running seamlessly.
Choose from two expertly crafted packages:
Guided: Advisory-only support for teams that prefer to manage the setup themselves with expert guidance.
Done-for-You: A comprehensive, hands-on onboarding experience led by our team of HubSpot experts to streamline every step of the process.
With either package, we’ll provide the knowledge, tools, and strategies you need to unlock HubSpot's full potential, and ensure your team is ready to succeed.
Packages
This package is ideal for growth-stage B2B companies that prefer a self-directed onboarding process, guided by expert advice. Designed to provide strategic guidance and best practices, this package ensures you can confidently set up and configure HubSpot Service Hub with your internal resources.
Advisory Support:
Kickoff Consultation: A detailed kickoff call to understand your goals and provide an actionable onboarding plan tailored to your business needs.
Strategic Guidance: Recommendations on CRM data structure, ticket pipeline design, and key automation workflows to optimize your customer service operations.
Tech Stack Alignment: Insights on integrating HubSpot into your existing systems for seamless operation.
Roadmap & Best Practices:
Onboarding Roadmap: A step-by-step guide to configuring your HubSpot Service Hub, including recommended timelines and milestones.
Common Challenges: Advice on avoiding typical onboarding challenges, ensuring a smoother setup for your team.
Team Enablement:
Q&A Sessions: Four 60-minute calls to answer questions, troubleshoot issues, and provide feedback on your progress.
Training Recommendations: Resources and suggestions for training your team on HubSpot tools and workflows.
Who This Package Is For
This package is perfect for companies with in-house resources to handle the hands-on setup but who want the confidence of expert oversight and strategic direction to avoid missteps and maximize their results.
This package provides expert-led, hands-on support to fully implement and configure HubSpot Service Hub. Our team handles the onboarding process - from planning and setup, to training and go-live - so you can focus on running your business.
With Done-for-You onboarding, we’ll take care of the technical details, streamline workflows, and provide team training, so you’re ready to hit the ground running with a fully optimized Service Hub.
Hands-On Setup:
Data Migration: Import CRM records (e.g., contacts, companies, tickets, deals, conversations) from your legacy systems to HubSpot.
Note: Advanced or custom migrations requiring API work or data restructuring may require a separate scope of work.
Ticket Pipeline Creation: Build customized ticket pipelines to match your customer support workflows.
HubSpot Help Desk Configuration: Set up tools like the ticketing system and knowledge base to streamline your support operations.
Automation Workflows: Configure key workflows to support your customer service processes, such as ticket assignments and escalation paths.
Automation & Customization:
Automated Chat Flows: Create two tailored chat workflows to support efficient customer interactions.
Workflow Automation: Transfer or set up automation to streamline support, ensuring consistency and efficiency.
Roadmap & Strategy:
CRM Data Structure Design: Define and implement CRM data structure according to your business’s needs.
Cross-Team Alignment: Ensure CRM alignment between service, sales, and marketing teams to maximize the power of HubSpot.
Tech Stack: Provide guidance on integrating HubSpot into your existing systems and workflows to enhance efficiency.
Transition Support:
Day-One Support: Support during launch to provide real-time assistance, answer questions, and address any issues that arise as your team gets started.
Training & Enablement: Conduct user training sessions tailored to your team’s workflows, ensuring they are confident using HubSpot from day one.
Timeline
Our onboarding process typically spans 6 weeks, from initial planning and data migration to team training and go-live support. We maintain clear communication and provide a structured approach to ensure onboarding stays on schedule.
Scope
Transfer of data that is not available for export (ex: requires an API connection).
Data cleaning, or complex restructuring of data.
Building custom-coded integrations, middleware, or syncing solutions across multiple platforms
Work in platforms outside of HubSpot, such as email DNS manager, or website hosting.
Detailed workflows, dashboards, or processes that require extensive planning and are not part of existing business operations.
Advanced reporting setup beyond native report-building tools.