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Service Hub Quick Start



Service Hub Professional and Enterprise onboarding

Here is a summary of what the Service Hub Quick Start process includes. In addition to the QuickStart service, we recommend 15 hours of technical work. That way, you get the most out of your HubSpot onboarding.

Opening a HubSpot account

  • Setting up users and user permissions
  • Creating and editing teams
  • Language and location settings
  • Merging customer service email
  • Installing a tracking code

Importing data to HubSpot CRM

  • Importing contacts, business information, deals, tickets or products - training and consultancy
  • Assigning ownerships

Customer service tools training

  • Customer service reporting
  • Creating tickets
  • Snippets
  • Email templates
  • Calls
  • Customer service calendar
  • Conversations tool
  • Creating a chatbot (1 bot)
  • Making a live chat (1 chat)
  • Automation and sequences
  • Customer satisfaction surveys
    • Customer loyalty, likelihood to recommend (NPS)
    • Customer service
    • Customer experience
  • Surveys tool
  • Creating Knowledge base articles
  • Making a customer service process and tickets 
  • Playbooks (Service Hub Enterprise)
  • Setting customer service goals (Service Hub Enterprise)

Customer service reports

  • Creating a customer service dashboard (1 dashboard)
  • Creating different reports (5 reports)

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