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Service Hub Onboarding

Hassle-free set up and assistance to get you started with HubSpot.

Meet the Team

  • Diana
    Diana Liechty
    Implementation Specialist

    Your Implementation Specialists will assist with technical setup and the launch of your first conversion path to get you on the path towards achieving your goals.

  • Caitlin Siegrist
    Caitlin Siegrist
    Customer Success Manager

    Your CSM will serve as your long-term point of contact, offering strategic advice and addressing all account related questions.

  • Professional
  • Enterprise
  • Starter Kit
  • Suite

Professional

Designed for new customers using the Professional Suite software.

Service Hub Professional Onboarding Overview

Service Hub Professional Onboarding is designed for new customers on the Service Hub Professional Software. With the help of an Implementation Specialist (IS), you will receive technical guidance and direction through the setup and implementation of Service Hub. When applicable, the IS will also provide strategic advice pertaining to best practices allowing you to engage, guide, and grow better customers.

This service may include, but is not limited to:

  • An assigned Implementation Specialist for the first 60 days from the start of your Service Hub Professional Software Subscription
  • Your Implementation Specialist shall provide:
    • A discovery session to uncover existing systems and processes in-place at your organization
    • Assistance with the technical setup associated with the Service Hub Professional Software
    • Advice and guidance  configuring the Helpdesk, Knowledge Base, Chat, or Customer Survey tools within HubSpot

You will receive on-going access to resources including:

  • The HubSpot Support Team
  • Certification courses, documentation, and training programs from the HubSpot Academy Team
  • The HubSpot Customer Success team

Enterprise

Service Hub Enterprise Onboarding Overview

Service Hub Enterprise Onboarding is designed for new customers on the Service Hub Enterprise software who want a personalized implementation experience.

Your Implementation Specialist will discuss your current processes and make recommendations based on best practices we’ve developed. You will receive actionable advice on how to delight more customers using the Service Hub Enterprise tools.

This service may include, but is not limited to:

  • Access to an assigned Implementation Specialist for the first 90 days from the start of your HubSpot Service Hub Enterprise Subscription
  • A discovery session to uncover existing customer success systems and processes in-place at your organization
  • Assistance with setting up your HubSpot instance including the Service Hub Enterprise features: Helpdesk, Knowledge Base, Chat, or Customer Survey tools
  • Assistance in setting up the HubSpot Enterprise features including: Single Sign-on, Teams, and Predictive Lead Scoring
  • Strategic guidance on building a customer success strategy

As a HubSpot Enterprise customer you will also receive ongoing access to the following resources:

    • The HubSpot Support Team
    • Certification courses, documentation, and training programs from the HubSpot Academy Team
    • The HubSpot Customer Success team

Key Details

Price:

Setting: Remote

Legal Description

Starter Kit

  • Amy_Hervey.jpg
    You guys rock! You're fast, knowledgeable, informative, and willing to help. You always make me feel like I matter. Thank you!

    Amy Wingfield

    Marketing Manager

    Staff One

  • markstephens.png
    We spend a lot less time guessing about our marketing now that we have HubSpot. We can see our results and track our ROI. This way, we don't waste any time or money.

    Mark Stephens

    IDR Solutions

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