Service Hub Onboarding


  1. Get Growing with HubSpot

    Our goal is to get you setup and running with Service Hub as quickly and seamlessly as possible. We’ll dedicate time to understanding your frontline teams so we can develop the infrastructure they need to forge better relationships with your customers. Once we’ve got the nuts and bolts of your help desk running smoothly, we’ll help build out your process of managing issues and inquires from the various intake channels and strategize on the best way to set up a ticketing system. After all, happy customers are the secret to growing your business.

    Are you ready?

Sample Onboarding Checklist

Get a feel for what your 6 weeks of onboarding might look like.

Prior to Kickoff Call
Account Setup
  • Connect your shared team email addresses to Conversations

  • Connect your subdomain for your knowledge base

  • Customize your knowledge base design

  • If Enterprise: Setup your goals
Whats on the kickoff call?


Technical Setup & Customization
  • Edit and embed the support form on your website
  • Import contacts and/or tickets into HubSpot
  • Install HubSpot tracking code on your website
  • Consult on customer service goals
  • Consult on your customer service processes


Conversations & Tickets
  • Create custom ticket properties and edit existing

  • Set up additional ticket pipelines (if necessary)

  • Test sending an email to the shared inbox and responding

  • Set up live chat for your website

  • Determine what automation needs to be setup

  • If Enterprise: Setup playbooks


Day-to-Day Management
  • Create and use email templates and snippets
  • Walk through the process flow for intake of inquiries, responses, ticketing and resolution
  • Develop supporting ticket and process automation
  • Begin developing knowledge base articles based on ticket data


Customer Feedback
  • Determine appropriate measures based on objectives
  • Set up and deploy survey(s)
  • Define response management


Knowledge Base
  • Check in on content development
  • Review data to inform additional articles needed
  • Determine distribution strategy


  • Discuss business objectives and current KPIs
  • Set up dashboards and custom reports
  • Discuss optimizations to current process based on data to date

Talk to Sales

Have a question? Want to learn more? Book a meeting with a HubSpot sales rep to make sure you've got everything you need to be successful with HubSpot.