Service Hub™ Onboarding

Get technical direction on the implementation of Service Hub™, along with strategic consulting on ways you can serve your customers better using HubSpot. With an onboarding plan customized to your company, goals, software, 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 the Service Hub software for the first time. Our customers enjoy working with us for consulting on how to migrate off of other help desk software, set up a help desk for the first time, and translate their business processes to HubSpot. Our goal during Service Hub™ Onboarding is to help you adopt the tools quickly so you can build a proactive customer success organization.

During Service Hub™ Onboarding, you may receive consulting on the following:

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 Starter Professional Enterprise
Setting up intake channels

Conversations inbox only

Scheduling meetings

Creating a customized ticket pipeline

Reporting on productivity and closed tickets

Live chat implementation


Standardized email and chat responses


Helping customers self-serve through the knowledge base


Ticket automation


Measuring customer experience


Managing multiple teams



Developing support playbooks



Creating custom dashboards



Key Details


Setting: Remote

Legal Description


Setting: Remote

Legal Description


Setting: Remote

Legal Description

Would you like to know more information on what is covered during onboarding? Check out our sample plan of HubSpot Service Hub Professional Onboarding. This sample plan covers some of our most popular topics our customers ask for. When you purchase onboarding, the goals and tasks will be customized to your business needs.

Zola Enkhbold
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!

Zola Enkhbold

Director of Marketing


Get More Information About Onboarding Services

Want to learn more? We can help customize an onboarding plan that's right for you.

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