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Core Onboarding of HubSpot Service Hub

  • Technical set-up
  • Education and training
  • Proven model
  • Developed by professionals
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Core Onboarding for Service Hub involves a mix of theoretical training and practical hands-on help in implementing the basic functions of Service Hub. We support you through initial setup steps and activation of basic functions such as support forms, ticket pipeline and customer survey tools. All for you to be able to quickly utilize the platform's potential.

If you're looking for a more customized onboarding also enabling Customer Success functionality or a more sophisticated support desk – consider our Tailored Onboarding instead!

A combination of training and practical support

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Participants from client

2-3 (up to 10 is ok)

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Estimated hours from client

≈ 30 hours

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Invise specialists

HubSpot Specialist and Growth Manager

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Estimated calendar time

4-6 weeks

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Price from € 5 995

*Core Onboarding applies to HubSpot Professional or Enterprise portals

I Core Onboarding ingår:

1. Meet & greet: 

Digital start-up meeting where you get to meet your project manager and dedicated HubSpot expert. We focus on your goals with HubSpot Service Hub and how to configure the tool so that it meets the needs of your particular organization. 

2. HubSpot Service Demo + Definition of ticket pipeline & data fields: 

Demo review of the HubSpot Service Hub where you get basic advice and a good understanding of the tool's various functions.

  • Before the review, you will receive a document from us to fill in, with points such as: 
  • Which steps do you want in your ticket pipeline 
  • Which data points you want on your incoming cases
  • Which possible customer surveys you want and when you want them 

3. Setup according to our agreement:

Our HubSpot specialists set up your hub according to best practice and your wishes

4. Training package

Same as included in Service Hub Light Onboarding.

During three training sessions, we make sure you understand how HubSpot Service Hub as a tool can help your organization, how your salespeople can work more effectively with sales and how you create the dashboards and reports you need to measure and follow up on your results.

Get started with HubSpot Service Hub

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Book a meeting to kick off your Service Hub onboarding

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Learn more about Tailored Onboarding for Service Hub

Build a strong foundation with Core Onboarding!

Get your HubSpot Service Hub set up and ready to go.

We’ll ensure key features are correctly implemented. Fill in the form, and we’ll get back to you within 24 hours (during business hours) with suggestions for your next steps!

Prata Service Hub med oss!