Empower your support team with seamless onboarding for HubSpot Service Hub Professional.
Overview
HubSpot Service Hub Professional Onboarding is a done-for-you onboarding solution designed to elevate your customer service experience. For the same price as HubSpot’s mandatory onboarding fee, Optima provides a fully tailored implementation, automating support processes, optimizing workflows, and ensuring your team is set up for success.
Pricing
$3,000 (matches HubSpot’s pricing)
Project Duration
4-6 weeks (based on team size and project scope).
What’s Included
Phase 1: Setup & Configuration
- Add team members as users and configure conversation notification preferences.
- Connect shared team email addresses to Conversations.
- Set up subdomains for the knowledge base.
- Import contacts, companies, tickets, and notes into HubSpot.
- Create and embed customer support forms on your website.
Phase 2: Workflow & Knowledge Base Setup
- Review and migrate existing forms and ticketing systems.
- Set up workflows for ticket property updates, stage changes, and task creation.
- Create individual service pipelines for functions like onboarding and project management.
- Implement and optimize your knowledge base with visual guides and segmented content.
Phase 3: Automation & Feedback
- Automate ticket assignment and repetitive tasks for efficiency.
- Design knowledge base content for Google search optimization.
- Automate NPS, CSAT, and CES surveys to gather actionable customer feedback.
- Integrate feedback surveys into marketing and sales processes.
Phase 4: Finalization & Post-Onboarding
- Evaluate post-onboarding goals.
- Deliver final training videos and documentation.
- Recommend additional professional services for continued growth.
Why Choose Optima?
With Optima, you get more than just guidance—you get a fully implemented Service Hub, allowing your team to focus on providing exceptional customer experiences.
Schedule Your Service Hub Onboarding Today!