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Light Onboarding of HubSpot Service Hub

  • Basic trainings
  • We teach – you operate
  • Proven model
  • Developed by professionals
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Service Hub Light Onboarding is the package for you who want to do a lot yourself. Here, we place great emphasis on you as a customer learning the basics of the system so that you can later set up and further develop your hub yourself. We guide you through the most common functions and the package gives a general picture of how you can apply HubSpot. For those of you who need a strategic and tailored start in your system that also takes your unique needs into account, we recommend Core Onboarding or Tailored Onboarding.

Get training and a general picture of how the HubSpot Service Hub can be used!

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Participants from client

2-3 (up to 10 is ok)

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Estimated time from client

40+ hours

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Invise specialists

HubSpot Specialist

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Estimated calendar time

≈ 4 weeks

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Price from € 1 495

*Light Onboarding applies to HubSpot Professional or Enterprise portals

The process step by step

1. Meet & greet

Digital start-up meeting where you get to meet your dedicated HubSpot expert and talk about your goals with the HubSpot Service Hub. We set a plan for the onboarding and schedule training opportunities. 

2. Traning #1

Here we focus on functions for the one at is like administers the system. We start with an introduction to the basics of HubSpot, such as properties, objects, contact cards, company cards, deal cards and logging activities. 

Then we go through: 

  • Conversations Inbox
  • How to create a ticket pipeline and set up ticket stages
  • Record customization
  • Using pipelines 
  • Update stage properties
  • Easier automation in deal stages

3. Training #2

We focus on the user's daily work in HubSpot and go through, among other things: 

  • Inbox 
  • Tickets
  • Delegation of tickets
  • Snippets 
  • Customer portals
  • Customer surveys
  • Documents 
  • Task queues 
  • SLA management
  • Dashboards
  • Analytic tools

Get started with Service Hub

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Book a meeting with us to get started with Service Hub

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Learn more about our Core Onboarding for Service Hub

Talk onboardings with us!