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Your Partner for Implementing HubSpot Service Hub

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

How your Service Automation Platform is implemented is directly correlated to how effective it will be in helping you achieve your goals. Aptitude 8 is one of the most experienced implementation partners in the HubSpot ecosystem.

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

HubSpot's Service Hub is both a service automation platform and customer relationship management platform (CRM) designed to help your business provide wonderful service experiences to your customers. 

HubSpot’s Service Hub is the single most important piece of technology in your service team’s stack. When it’s set up correctly and properly maintained, it becomes the underpinnings of making your customers feel like VIPs. 

But, if Service Hub is set up poorly, it ends up causing poor customer experiences and missed responses. That is why it is critical that you have an implementation partner, like Aptitude 8, who understands the platform, inside and out, and can help you customize it to fit your specific needs.


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. 

Your account setup includes: 

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Creating users & teams
Giving everyone the right access and permissions
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Configuring your service pipelines
Including stages and required fields
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Migrating and auditing support documentation
For snippets, guides, and knowledge base
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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:

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Custom properties

To keep track of business critical information that doesn't fit in default properties
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Custom objects

Like resellers, suppliers, parts, machines, assets, and more! 
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To show relationships between objects, and label those relationships
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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:
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Email templates & snippets

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

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

So you can track which assets your customers use, and where there might be gaps
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To ensure nothing falls through the cracks with automated processes

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.

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