Guided Service Hub Onboarding

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

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

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

Areas of focus:

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

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