HubSpot Onboarding (Services)

Onboarding support for preparing your Flywheel for happier customers and more word of mouth leads and referrals

Faster, better, professional Service Hub Onboarding with Whitehat

Get your HubSpot Service Hub setup fast and live within 30 days. Plan for success and avoid common pitfalls to get value from your investment quickly and easily.  The top two reasons for failure with the HubSpot platform are:
  • Services managers don’t fully understand the product
  • The Services team don’t obtain value from it, quickly
Professional Service Hub onboarding from an experienced HubSpot partner agency can solve both of these issues. We can help your Customer Support team (and the rest of your sales and marketing organisation) get the most out of your investment.

Service Hub onboarding overview

Whitehat HubSpot Onboarding is designed for new customers on the Service Hub Starter, Professional and Enterprise software platforms. You will receive both technical guidance to properly configure the HubSpot software, and Service Hub assistance to leverage the HubSpot Service Hub tools and Inbound Methodology.

  • An assigned Implementation Specialist for the first 30 days from the start of your HubSpot Professional Subscription Service
  • Assistance with the technical setup associated with HubSpot Service Hub
  • Assistance and training to help your Services team  get up to speed in using the tools provided by the Service Hub, including the conversations inbox, tickets and the Knowledge Base
  • Advice and guidance on integrating your existing CRM or other systems with HubSpot
  • Guidance on converting your customer support function from a cost to an opportunity to grow your business

Ref: More information on Onboarding for HubSpot Marketing

HubSpot Service Hub onboarding with Whitehat Inbound

The Whitehat team are certified HubSpot trainers and we are committed to getting our customers up and running fast on the HubSpot platform.

You will also receive on-going access to resources including:

  • your HubSpot portal set up and ready to use in 48 hours
  • your Service Hub ticket system and knowledge base launched in a month
  • coaching and training with HubSpot-certified experts
  • unlimited email support
  • one-to-one video coaching
  • Services strategy and tactical consultation with an inbound expert, including the best practices in customer surveys, NPS, knowledge base SEO tactics and chat functionality

Why Whitehat? Why work with an agency?

HubSpot themselves provide onboarding for all of their products. However, there is an advantage of working directly with a partner agency.

  • We provide more service for less price
  • We will match the onboarding services provided by HubSpot at a significant discount
  • We offer more, value-added services which get you going better and faster
  • Working with a local agency who have experience in your sector and your geography is always going to give you a competitive advantage
  • We would love the opportunity to continue to work as part of your team, so there is a big incentive to over-deliver to showcase our services - it's a great way to test us out.

Get the most out of your new sales software

HubSpot Sales on-boarding services
HubSpot Service Hub Professional on-boarding plan

Service Hub Professional on-boarding plan

Professional onboarding is designed for new customers on the Service Hub Professional software package with sales teams of up to 5 people.

If you’re looking to get up and running with HubSpot quickly, this onboarding package will help you complete the essential configuration of the software, accomplish your short-term goals, and see value rapidly.

Completing the Quick Start Consultation will help you:

  • Complete the essential configuration of the software.
  • Feel empowered to be a self-sufficient user of the product.
  • Ensure your team are using and getting value from the powerful tools at their disposal

With the Quick Start Consultation, you’ll gain access to one-on-one support from an Implementation Specialist in addition to email support.

This service is for you if:
You are looking to set up the Service Hub in order to simplify, measure, focus, and scale your customer support processes.

HubSpot Service Hub Team on-boarding plan

Service Hub Team on-boarding plan

Team Onboarding is designed for new customers on the Service Hub Professional software with teams of up to 10 people.

With the help of an Implementation Specialist, you will receive both technical guidance to properly configure the HubSpot software, and campaign assistance to leverage the HubSpot tools and Inbound Methodology.

In addition we will build out:

  • Strategic organization of your customer support ticket and response processes
  • Best practices for the Service Hub tools to delight customers and turn them into more opportunities.
  • Client management strategy to effectively move customers through onboarding, management, delighting, and upselling cycles
  • NPS and survey tools to improve customer service and gain access to your most supportive advocates
  • Guidance on the best reports to measure and track your success

All designed to get you up and running fast.

This service is for you if:
You are looking to delight your customers and track your success in order to amplify, measure, focus, and grow your business.

Enterprise Service Hub HubSpot on-boarding plan

Service Hub Enterprise on-boarding plan

Enterprise onboarding is designed for new customers on the Service Hub Enterprise package or with Services teams of 10+ people.
This is the ultimate onboarding experience for those who need to ensure the complexities of their Customer Service processes are captured and transformed into easy to follow and effective strategies for the organisation.
  • Guidance on aligning  your Sales, Marketing and Customer Service organisations for positive word of mouth referrals and great customer experience as well as lead generation, customer acquisition and competitive advantage 
  • Services Process Optimisation
  • A 'Sales Flywheel' strategy for generating more Word of Mouth leads for your business
  • Reporting, analytics and KPI measurement for your team, including revenue, meeting, call and deal goals 
  • Reports and dashboards to improve and optimise your customer success organisation
  • Creating strategies for implementing complex use cases in the software
  • Integrations with Slack and other tools to increase efficiency
  • Going beyond best practices and working to develop new tactics and strategies for your Services teams

Our expert Inbound Services Strategist will work with your team to create your reporting dashboards, content strategy, ticket process and follow up strategy, messaging matrix, and supporting workflows to fully embed the Inbound Methodology in your business.


Service Hub onboarding options





Technical setup

Setting up intake channels

Scheduling meetings

Creating a customized ticket pipeline

Reporting on productivity and closed tickets

Live chat implementation

Standardized email and chat responses

Helping customers self-serve through the knowledge base

Ticket automation

Measuring customer experience

Ongoing email support

Consultation call with a senior strategist

Ongoing campaign support

2 video conference calls








Companies that implement the inbound sales methodology properly see amazing results.


More likely to qualify a lead if you respond within 5 minutes


Salespeople say prospecting is the most challenging part of the sales process


Average increase In pipeline after 90 days with Inbound Sales


Have recognised better quality leads with HubSpot

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