Skip to content

HubSpot Service Hub Implementation & Onboarding Services

Build a more delightful customer experience, without disrupting your current ones along the way.

Set up your ticketing system and HubSpot Service Hub with Aptitude 8, a trusted implementation partner for scaling support and customer experience.

Need help with a new implementation or migration to HubSpot? Contact us for a free consultation.

CRM Implementation Accreditation

 

Aptitude 8 doesn't do out-of-the-box onboarding. We do customized implementations of HubSpot to meet your business needs. See how we implemented HubSpot for Marq in 90 days:

Table of Contents

Introduction to Service Hub

Your HubSpot implementation directly impacts how well your team can deliver fast, consistent, and high-quality support. At Aptitude 8, we specialize in HubSpot Service Hub setup and onboarding tailored to your ticketing needs, automation goals, and customer workflows. Whether you’re migrating from another system or building from scratch, our team delivers implementations that empower service teams without disrupting your current processes. From SLAs to pipeline configuration, we build a system that improves resolution time, customer satisfaction, and support scalability.

 

Migrating from another platform?
Check out our guides to migrating from Pardot and Marketo.

 

Onboarding vs. Implementation 

Onboarding is a stock setup of out-of-the-box features and some training for how to use the software.

Implementation involves customizing HubSpot to fit your business. That means creating custom properties, custom objects, service automation, and more that are specific to how your business operates.

It is the difference between spending months, if not years, customizing a new, unfamiliar system on your own vs. hitting the ground running because an expert already did it for you.

 

Effective technology starts with implementation. 
80% of marketing and sales professionals that had smooth implementations report that their technology is extremely effective at helping them achieve their goals.

 

Our Implementation Process 

01 Solutions Design

We start your implementation with a deep discovery and design phase, where we interview key stakeholders within your organization to understand your business and the wants and needs you have for your HubSpot instance. We validate that what you need is possible and let you know what limitations exist and how we can work around them. Then we build a gantt chart showing your project timeline and deliverables.

02 Account Setup

After Solutions Design, you’ll be equipped with an expert project team who are experienced in a wide variety of migrations and implementations, bringing both knowledge of what you’re trying to build and the technology you’re coming from. They will help you with the initial set up of HubSpot, ensuring that you don’t miss any important settings or features along the way. 

Not sure how to structure your support workflows? Learn the difference between tasks and tickets in HubSpot to set your team up for clarity and speed.

Your account setup includes: 

Creating user permissions for HubSpot support teams
Creating users & teams
Giving everyone the right access and permissions
Configuring HubSpot service pipelines and ticket stages
Configuring your service pipelines
Including stages and required fields
Migrating knowledge base content and support docs to HubSpot
Migrating and auditing support documentation
For snippets, guides, and knowledge base
Setting up calendar and email sync for service automation
Calendar and email integrations
For automated activity capture and two-click meeting scheduling 

03 Custom Data Setup/Migration

HubSpot’s default data structure of contacts, companies, and tickets is not one-size fits all. Luckily, HubSpot allows us to do so much more. We will ensure that any data that you need to bring over, has a home in HubSpot.

Your data migration could include:

Creating custom properties for service data

Custom properties

To keep track of business critical information that doesn't fit in default properties
Modeling custom objects like resellers and assets in HubSpot

Custom objects

Like resellers, suppliers, parts, machines, assets, and more! 
Mapping object associations for service records

Associations

To show relationships between objects, and label those relationships
Custom ticket stages and pipeline configuration in HubSpot

Ticket stages & pipelines

To reflect the different stages and service delivery processes your company uses to support your customers
 

Data Dangers!
46% of HubSpot users report that data migration was a top challenge during implementation!

 

04 Integration

When you have a large tech stack, it is critical that your data flows from one platform to another. We will ensure that all of your systems are connected and that you can reference and automate leveraging your customer data from right inside of HubSpot. 

05 Knowledge Base & Support

Our team will migrate your existing knowledge base and support documentation into HubSpot’s solutions so you can manage everything in one place and ensure your customer experience is never disrupted. 

We will help you migrate:
Email templates and support snippets for Service Hub

Email templates & snippets

Either automated or 1-1 communications and shorthand snippets to ensure fast and accurate support is delivered to your customers
Knowledge base articles with redirects in HubSpot

Knowledge base articles

With re-directs from the old pages, so you don’t lose traffic or have floating links
Product guides and one-pagers hosted in HubSpot

Product guides and one-pagers

So you can track which assets your customers use, and where there might be gaps
Workflow automation setup for HubSpot support operations

Workflows

To ensure nothing falls through the cracks with automated processes

06 Custom Reporting

If you can’t measure something, you can’t improve it. We will build custom reports and dashboards that will keep your team SLA compliant and equipped with insights to continuously improve.  

07 Training & Enablement

Ensuring your team knows exactly how your new platform works is crucial for your success. Our team will always make sure to walk you through what we've set up, what you can expect & show you exactly how everything is meant to function. 

Contact Us

Let's make things happen together.

Quick Links to Blogs

What are your top priorities when evaluating a CRM?

What are your top priorities when evaluating a CRM?

In this blog, we'll take a look at what are or what would be common priorities for users when evaluating a potential new CRM solution.

January 18, 2023
HubSpot vs Salesforce Review: Cost, Setup, and Usability

HubSpot vs Salesforce Review: Cost, Setup, and Usability

Compare HubSpot and Salesforce across pricing, implementation, and management. Discover which CRM is more cost-effective and easier to use.

January 04, 2023
Unlocking the Power of CRM Data Across Teams

Unlocking the Power of CRM Data Across Teams

Without accurate data, you can’t make informed decisions, measure progress, or even accurately assess customer satisfaction. But it isn’t e...

January 02, 2023