Strategic & technical setup assistance for Service Hub.
The secret of business success and growth lies in customer satisfaction, so let’s ensure that you’re up and running with Service Hub and your clients are telling everyone about your superb service. This represents an example plan to assist you in grasping what to expect when onboarding as a Service Hub Professional customer.
Usually, Service Hub customers are able to complete the onboarding process within 8 weeks, however, some get it done even more quickly, with our team concentrating on up to three of your main objectives. Onboarding is highly dependent on those objectives, so we’ll create an onboarding plan that takes your objectives into account.
In this example plan, the following objectives will be prioritised: offering customer delight as you grow, allowing customers to help themselves and monitor/enhance the customer experience offered.See the plan example below.
When going through the onboarding process, you get your very own HubSpot consultant who’ll work with you to create a roadmap to achieving both your short & long-term objectives. Your HubSpot specialist will be your project management, with a responsibility to ensure that your team achieves its goals and offer ongoing advice that allows you to scale more effectively with HubSpot.
In order to empower you to achieve service success, the process will begin with you getting a grasp of HubSpot fundamentals. For sure, it’s a big platform and there are many tools to use, but to get the most out of them, it requires a knowledge of the basics, as well as each tool complements the others. In addition to assisting you in understanding the basics of HubSpot, we’ll help you with a number of setup jobs to include:
First Goal Priority
Second Goal Priority
Third Goal Priority
When the onboarding process nears its end, we’ll work together to find out what your objectives will be after it’s finished. After completion, you’ll be handed off to your own customer success specialist who’s job it is to make sure you’re successful on the HubSpot platform. Then, if you’re in need of more advanced technical or strategic advice, HubSpot Professional services exist to give you the help you need.
Got unanswered questions? Interested in knowing more? Schedule a meeting with a HubSpot sales agent to ensure you have all you need for HubSpot success.