Get the technical assistance you need to get Service Hub set up, as well as actionable tips that will allow you to use the platform to serve your clients. We’re here with you throughout your journey with an onboarding plan that’s fully aligned with your tech stack and company objectives.
Onboarding for Service Hub is perfectly designed for new users of Service Hub, as you’ll get guidance on how to best use your data within the platform. Not only that, but you’ll discover more about initial helpdesk setup and the best ways to translate your current processes to HubSpot in line with your company goals.
|Intake channel setup|
|Setting up a custom ticket pipeline|
|Productivity & closed ticket reporting|
|Traffic and website analytics|
|Implementation of live chat functionality|
|Chat & email response standardisation|
|Showing you how to use the knowledge base to help yourself|
|Evaluating the experience provided for customers|
|Custom dashboard creation|
|Support playbook development|
|Multiple team management|
|Automation of tickets|
Want to more closely examine the onboarding process? Take a look at this onboarding example for Service Hub Professional customers that goes over a selection of the most common questions we get asked by our customers. As an onboarding customer, all tasks and objectives will be set up in line with your business requirements.