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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:



Setting up intake channels
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

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.
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 find the onboarding plan that's right for you.