Service Hub Onboarding Plan

Technical and strategic guidance on setting up and using Service Hub

Get ready to achieve your customer service goals

Happy customers are the secret to growing your business. Let’s make sure you’re set up on Service Hub so that your customers can’t stop talking about the service that you provide for them. This is a sample plan to help you understand what you can expect from Service Hub Professional Onboarding. Typically, our customers complete onboarding within 2 months -- some do it even faster -- and we focus on accomplishing up to 3 of your primary goals. Since onboarding is dependant on your goals, we’ll structure onboarding and prioritize objectives to your needs. In this sample plan, we’ll be prioritizing the following goals: delight customers at scale, help customers help themselves, and measure and improve customer experience.

Check out the sample plan below

Sample Service Hub Professional Onboarding Plan

During onboarding, you’ll work with your own dedicated HubSpot consultant to build a roadmap to accomplish both your immediate and long-term goals. The HubSpot expert will act as a project manager to hold your team accountable to achieving your objectives and offer best practices to help your team grow better with HubSpot.
Getting started
Account and Tech Setup

To set you up for service success, we’ll start your journey on understanding the fundamentals of HubSpot. HubSpot is a big platform with a lot of tools, and to get the most value out of them, you’ll need to understand the foundations and how the tools work together. Along with helping you understand the HubSpot fundamentals, we’ll guide you with setup tasks including: 

  • Add your team members as users. 
  • Install HubSpot tracking code on your website
  • Connect your shared team email addresses to Conversations
  • Connect or add a subdomain for your knowledge base
  • Edit and embed the support form on your website
  • Import contacts and/or tickets into HubSpot
  • Configure your conversations notification preferences. 
  • Create a form to collect incoming tickets from customers. 
First Goal Priority
Delight Customers at Scale

What we’ll cover: 

  • How are you collecting customer support issues/tickets? 
  • How do you currently ensure tickets do not fall through the cracks?
  • Do you have any other processes you are looking to manage through tickets? 
  • Are there other teams who'll be using tickets? Should they use the same pipeline or would they benefit from having their own?

What we’ll guide you on: 

  • If possible, set up an automatic ticket assignment so that tickets are assigned to reps when the tickets are created. 
  • Set up workflows to update ticket properties, move tickets to a new stage, and create tasks for the ticket’s owner. 
  • Based on your functions of service, we’ll explore how to create pipelines to manage different functions. For example, we may create individual service pipelines for onboarding, project management, and account management. 
  • Optimize service pipelines and stages to your team’s processes.
Second Goal Priority
Help Customers Help Themselves

What we’ll cover: 

  • Do you currently have a knowledge base?
  • How do your customers find answers to their questions?
  • How long on average are your customers waiting to hear back from you? 
  • Do your support and sales teams tend to answer similar questions over and over?
  • Does your knowledge base need to support multiple products, services, topics, or segments of your customers?


What we’ll guide you on:

  • Understand how to import your existing knowledge base to HubSpot. Or start by creating one. 
  • Design your knowledge base to optimize for Google search and customer satisfaction. 
  • Develop categories and subcategories that make the knowledge base easy for your customers to navigate. 
  • Collect and implement feedback on your knowledge base to improve the end experience for your customers. 
  • Include your knowledge base at optimal locations on your website and customer communications so that it’s easy to find at the right times. 
  • Learn how to add videos to your knowledge base to give customers a visual walkthrough.
Third Goal Priority
Measure and Improve Customer Experience

What we’ll cover: 

  • How often do you collect feedback from your customers?
  • If you don’t collect feedback, why not?
  • Do your customers ever leave reviews about you online? Do you know how reviews contribute to your company’s perception online?
  • How do you know if your customers are happy/unhappy?

What we’ll guide you on:

  • Create customer loyalty surveys (NPS) to understand how people feel about your company. 
  • Automatically send customer effort surveys (CES) whenever a ticket is closed.
  • Create a workflow trigger to send customer satisfaction surveys (CSAT) which can provide you with more in-depth feedback. 
  • Set up automation that reaches out if someone is unhappy, or ask for a review from someone who is happy. 
  • Use CSAT surveys in marketing and/or sales process. For example, send a CSAT survey after your hosted event, a deal is closed-won, or when someone has been a customer for a specified amount of time.
Complete Onboarding and Transition

As we approach the completion of your onboarding, we'll work with you to determine what your next goals will be after onboarding. You’ll be transitioned to a HubSpot customer success owner who will be there to ensure you’re thriving in HubSpot. If you’re looking for more hands-on strategic or technical consulting help after onboarding, you can check out our Professional Services

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.