Advanced onboarding for enterprise-level customer service teams.
Overview
HubSpot Service Hub Enterprise Onboarding is ideal for large teams needing advanced customer service tools, including ticket automation, knowledge base integrations, and feedback mechanisms. Optima provides a done-for-you onboarding process that ensures your team is set up for success.
Pricing
$7,000 (matches HubSpot’s pricing).
Project Duration
6-8 weeks (depending on scope and team size).
What’s Included
Phase 1: Setup & Configuration
- Invite team members and configure shared email accounts.
- Set up your knowledge base subdomain and service tickets.
- Import contacts, companies, tickets, and notes.
Phase 2: Service Process Customization
- Create custom pipelines for support and service management.
- Implement knowledge base functionality and migrate existing content.
- Set up ticket workflows and customer feedback mechanisms.
Phase 3: Automation & Integration
- Automate ticket assignments and responses.
- Set up automated surveys and integrate feedback into CRM.
- Implement service quality and NPS surveys for customer insights.
Phase 4: Final Training & Handoff
- Provide training videos and final documentation.
- Evaluate post-onboarding goals.
- Recommend additional services for continued optimization.
Why Choose Optima?
Optima’s done-for-you onboarding delivers a complete setup for scaling customer support teams with powerful automations and feedback mechanisms.
Schedule Your Service Hub Enterprise Onboarding Today!