Sample Plan

Guided Service Hub Onboarding

Tactical and strategic guidance on setting up and using Service Hub

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Service hub

HubSpot portal setup

Calendar Weeks 1 & 2   Service All Tiers All HubSpot tiers

Areas of focus:

  • Process discovery
  • Basic team training
  • User setup
  • Data imports
  • Service Hub training 1

Basic team training includes: 

  • Email inbox integration
  • Calendar integration
  • Contacts
  • Companies
  • Deals
  • Basic navigation
  • Filtering & editing columns
  • Creating views
  • Record anatomy
  • Activities / action buttons

Service Hub training 1 includes:

  • Meeting links
  • Lists
  • Tickets
  • Support pipeline
  • Pipeline settings
  • Team settings
  • Team inbox

Service hub

Enable your team

Calendar Weeks 3 & 4   Service All Tiers All HubSpot tiers

Areas of focus:

  • Strategy discussion
  • Service Hub training 2
  • Team inbox setup
  • Pipeline automation setup
  • Dashboard setup

Strategy session includes: 

A call dedicated to discussing current processes and how best to re-build them (or ideally, optimize/streamline them for the new HubSpot environment).

These calls will also focus on Hub-specific, Tier-specific tools and how they could be utilized by the customer team in line with their processes.

Service Hub training 2 includes:

  • Chat bots
  • Knowledge base
  • Feedback surveys
  • Ticket automation

Service Hub

Accelerate your service efforts

Calendar Weeks 5 & 6   Service Pro & Enterprise Pro & Enterprise HubSpot tiers only

Areas of focus:

  • Strategy discussion
  • Service Hub training 3
  • Knowledge base setup
  • Chat flows setup
  • Feedback setup surveys

Service Hub training 3 includes:

  • Customer portal
  • SLAs
  • SSO

Service hub

Fortify Service Hub

Calendar Weeks 7 & 8   Service Enterprise Enterprise HubSpot tier only

Areas of focus:

  • Strategy discussion
  • SLAs
  • Customer portal setup
  • SSO setup

service hub

Complete onboarding & transition

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What now? Most Service Hub onboarding clients pick one of the following paths once the onboarding is complete:

  • Venture out on their own and train their marketing team based on the learnings from the onboarding
  • Purchase the HubSpot Admin Program to access on-going support

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Have a question? Want to learn more? Book a meeting with us to make sure you've got everything you need to be successful with HubSpot.