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.
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.
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:

Giving everyone the right access and permissions

Including stages and required fields

For snippets, guides, and knowledge base

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:

Custom properties

Custom objects

Associations

Ticket stages & pipelines
Data Dangers! 46% of HubSpot users report that data migration was a top challenge during implementation! |

Email templates & snippets

Knowledge base articles

Product guides and one-pagers

Workflows
Contact Us
Let's make things happen together.

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