PE-Logo-color-v2
  • What We Do
    • Account Based Marketing
    • B2B Marketing
    • Demand Generation
    • Growth Marketing
    • Lead Generation
    • Performance Marketing
    • Revenue Marketing
    • RevOps
    • Sales Optimization
  • How We Do It
    • Content Marketing
    • CRM Optimization
    • Email Marketing
    • HubSpot Services
    • Marketing Automation
    • Paid Search
    • Paid Social
    • PPC
    • Sales & Marketing Alignment
    • SEO
    • Tracking & Analytics
    • Webinar Marketing
  • Who We Serve
    • Wealth Management
    • Financial Services
    • FinTech
    • SaaS
  • Our Work
  • Learn
    • Blog
    • Case Studies
    • Resource Library
    • Growth Marketing Glossary
  • Blueprints
    • Wealth Management Marketing Guide
    • Private Equity Marketing Guide
    • Revenue Operations Guide
    • PPC Guide for B2B
Contact Us
HubSpot Agency

HubSpot Service Hub Onboarding

Get Started Today!

×
SEO Services

Train Your Team

SEO Marketing Agency

Automate

Revenue Marketing Agency

Service Clients Better

Setting-Priorities_2x

Skyrocket Client Satisfaction with HubSpot Service Hub

  • Partner with a team of Hubspot experts that executes Service Hub onboarding quickly and efficiently.
  • Give your service team the knowledge, tools, and skills needed to handle and satisfy every customer.
  • Achieve business objectives faster with a partner that has your back.

You'll Be In Good Company!

logo scrolling
Dark logo transparent small
Paul Stuart (1)

Packages for all Your Needs

b2b seo agency

Essentials

Enables you to be fully independent in HubSpot’s Marketing Hub within 90 days. 

 

Includes basic setup and extensive training on intake channels, standardized responses, triage, ticket pipeline creation, and more.

Growth

Growth

Serve clients better with ticket pipeline customization, custom reporting dashboards, and in-depth playbook training.

 

Includes training, basic setup, and consultation on triage, intake channels, customer feedback, playbooks, and strategy.

website optimization services

HyperGrowth

Includes training, advanced setup, consultation, and implementation of powerful tools.

 

Empower your team (and service your clients) with custom view creation, workflow and automation creation and implementation, customer portal implementation, ticket routing, and more.

Details & Pricing

 
Professional

$1,500

Compares to HubSpot Pro Onboarding.
Only available for Service Hub Pro Customers

Enterprise

$3,500

Compares to HubSpot Enterprise Onboarding


Advanced

$8,000

Compares to HubSpot Advanced Onboarding


Setup And Configuration
 
 
 
Hubspot Tracking Code
✔
✔
✔
How To Create Your Pipeline In HubSpot
✔
✔
✔
Team Invitations & Permissions
✔
✔
✔
Support Rep Email Integration
✔
✔
✔
Data Structure
 
 
 
Standard Data Structure Implementation
✔
✔
✔
New Custom Field Creation
 
✔
✔
New Data Structure Recommendation And Mapping
 
 
✔
Up To 3 App Marketplace Integrations
 
 
✔
Data Migration
 
 
Quoted Separately
Data Deduplication And Standardization
 
 
Quoted Separately
Productivity Tools
 
 
 
How To Set Up And Use Conversations Inbox
✔
✔
✔
How To Use Tickets, Feedback, and Knowledge Base
✔
✔
✔
Chatbot Configuration
✔
✔
✔
Knowledge Base Development
 
✔
✔
Survey Configuration
 
✔
✔
Customize Your Home View
 
✔
✔
Customize Your Support Process
 
 
 
How To Create Your Ticketing Pipeline In HubSpot
✔
✔
✔
Custom Ticket Statuses And Lifecycle Stage Definition
 
✔
✔
Ticketing Pipeline Automation & SLAs
 
✔
✔
One Pipeline Creation
 
✔
✔
Customer Portal Setup
 
✔
✔
One Custom Survey Creation
 
 
✔
One Custom Workflow Creation
 
 
✔
One Custom Playbook Creation
 
 
✔
Advanced SLA Rules
 
 
✔
Team Management
 
 
 
Automated Ticket Routing
 
✔
✔
Ticket Routing and Assignment Setup for 2 teams
 
 
✔
Advanced Team Management
 
 
Quoted Separately
Integrations
 
 
 
How To Turn On App Market Place Integration
✔
✔
✔
3 App Marketplace Integrations
 
✔
✔
Baseline Reporting
 
 
 
Default Service Reporting
✔
✔
✔
Default Reporting Templates
✔
✔
✔
Custom Report Setup And Review
 
✔
✔
Custom Service Dashboard
 
 
✔
Custom Integration Consulting
 
 
 
CRM And Custom Integration Consulting
Please note that the "Essentials" package is not available to HubSpot Enterprise Customers
 
 
✔
Get Started Today!

×
Professional

$3,000

Compares to Hubspot Pro Onboarding

Data Structure
  • Update Data Structure And Property Mapping
  • Lifecycle Stages Build
  • Create Sources: Contact, Company and Deal Level
  • Email Validation
Lead Capture
  • Form Creation And Implementation
  • Custom Lifecycle Definitions
Segmentation
  • Marketing Lists
  • Suppression Lists
  • Segmentation Training
Email Marketing
  • Email Marketing Training
Automation & Workflows
  • Automated Lead Assignment
  • Automated Form Emails & Notifications
Traffic And Website Analytics
  • HubSpot Tracking Code Implementation
  • Google Analytics Integration
Reporting
  • Marketing Reporting Dashboard
  • Sales Reporting Dashboard
Enterprise

$7,000

Compares to Hubspot Enterprise Onboarding

View Plan Features →
Everything in Professional+
Data Structure
  • Custom Properties
  • Data Migration & Consolidation
Lead Capture
  • Lead Scoring Implementation
  • Ad Network Integration
Segmentation
  • Sales Lists
Email Marketing
  • Email Template Design And Implementation
Automation & Workflows
  • Automation & Workflow Training
  • Standard Workflow Implementation
Traffic And Website Analytics
  • Custom Tracking Links
Reporting
  • C-level / Board Reporting Dashboard
Advanced

$15,000

Compares to Hubspot Advanced Onboarding

View Plan Features →
Everything in Enterprise+
Data Structure
  • Custom Integrations (Quoted Separately)
  • Custom Migrations (Quoted Separately)
Lead Capture
  • Landing Page Template Design And Implementation
Email Marketing
  • Creation Of One Email Campaign: copywriting, implementation, launch.
Automation & Workflows
  • 3 Custom If/Then Workflows
Reporting
  • Custom Reporting
Technical Consulting
  • CRM And Custom Integration Consulting*
Marketing Consulting
  • Marketing Processes, Demand Gen Engine And Alignment With Sales*
Professional
$1,500

Compares to HubSpot Pro Onboarding.
Only available for Service Hub Pro Customers

Speak to a Specialist
Setup And Configuration
  • Hubspot Tracking Code
  • How To Create Your Pipeline In HubSpot
  • Team Invitations & Permissions
  • Support Rep Email Integration
Data Structure
  • Standard Data Structure Implementation
Productivity Tools
  • How To Set Up And Use Conversations Inbox
  • How To Use Tickets, Feedback, and Knowledge Base
  • Chatbot Configuration
Customize Your Support Process
  • How To Create Your Ticketing Pipeline In HubSpot
Integrations
  • How To Turn On App Market Place Integration
Baseline Reporting
  • Default Service Reporting
  • Default Reporting Templates
Enterprise Popular
$3,500

Compares to HubSpot Enterprise Onboarding

Speak to a Specialist
Everything from Professional plus:
Data Structure
  • New Custom Field Creation
Productivity Tools
  • Knowledge Base Development
  • Survey Configuration
  • Customize Your Home View
Customize Your Support Process
  • Custom Ticket Statuses And Lifecycle Stage Definition
  • Ticketing Pipeline Automation & SLAs
  • One Pipeline Creation
  • Customer Portal Setup
Team Management
  • Automated Ticket Routing
Integrations
  • 3 App Marketplace Integrations
Baseline Reporting
  • Custom Report Setup And Review
Advanced Best for Price
$8,000

Compares to HubSpot Advanced Onboarding

Speak to a Specialist
Everything from Enterprise plus:
Data Structure
  • New Data Structure Recommendation And Mapping
  • Up To 3 App Marketplace Integrations
  • Data Migration (Quoted Separately)
  • Data Deduplication And Standardization (Quoted Separately)
Customize Your Support Process
  • One Custom Survey Creation
  • One Custom Workflow Creation
  • One Custom Playbook Creation
  • Advanced SLA Rules
Team Management
  • Ticket Routing and Assignment Setup for 2 teams
  • Advanced Team Management (Quoted Separately)
Baseline Reporting
  • Custom Service Dashboard
Custom Integration Consulting
  • CRM And Custom Integration Consulting
Get Started Today!

×
Professional

$1,500

Compares to Hubspot Pro Onboarding

Setup and Configuration
  • Hubspot tracking code
  • How To Create Your Pipeline In HubSpot
  • Team Invitations & Permissions
  • Support Rep Email Integration
Data Structure
  • Standard Data Structure Implementation
Productivity Tools
  • How To Set Up And Use Conversations Inbox
  • How To Use Tickets, Feedback, and Knowledge Base
  • Chatbot Configuration
Customize Your Support Process
  • How To Create Your Ticketing Pipeline In HubSpot
Integrations
  • How To Turn On App Market Place Integration
Baseline Reporting
  • Default Service Reporting
  • Default Reporting Templates
Enterprise

$3,500

Compares to Hubspot Enterprise Onboarding

View Plan Features →
Everything in Professional+
Data Structure
  • New Custom Field Creation
Productivity Tools
  • Knowledge Base Development
  • Survey Configuration
  • Customize Your Home View
Customize Your Support Process
  • Custom Ticket Statuses And Lifecycle Stage Definition
  • Ticketing Pipeline Automation & SLAs
  • One Pipeline Creation
  • Customer Portal Setup
Team Management
  • Automated Ticket Routing
Integrations
  • 3 App Marketplace Integrations
Baseline Reporting
  • Custom Report Setup And Review

 

Advanced

$8,000

Compares to Hubspot Advanced Onboarding

View Plan Features →
Everything in Enterprise+
Data Structure
  • New Data Structure Recommendation And Mapping
  • Up To 3 App Marketplace Integrations
  • Data Migration (Quoted Separately)
  • Data Deduplication And Standardization (Quoted Separately)
Customize Your Support Process
  • One Custom Survey Creation
  • One Custom Workflow Creation
  • One Custom Playbook Creation
  • Advanced SLA Rules
Team Management
  • Advanced Team Management (Quoted Separately)
Baseline Reporting
  • Custom Service Dashboard
Custom Integration Consulting
  • CRM And Custom Integration Consulting*

Enter Hypergrowth

Get in touch today and learn how we can help you achieve your goals!

Get Started
PE-Logo-All White
platinum-badge-white

 

clutch-co white

 

dc_washington_digital-marketing-agencies_2023_inverse

 

SOLUTIONS

  • Account Based Marketing
  • B2B eCommerce
  • B2B Marketing
  • Demand Generation
  • Growth Marketing
  • HubSpot Marketing Agency
  • Lead Generation
  • Performance Marketing
  • Revenue Marketing
  • RevOps
  • Sales Optimization

LEARN

  • Blog
  • Case Studies
  • Growth Marketing Glossary
  • Resource Library

ABOUT

  • About Us
  • Contact Us
  • Careers
GET IN TOUCH

Enter Hypergrowth

Get in touch today and learn how we can help you achieve your goals!

Get Started
ProperExpression© All rights reserved    |   Privacy Policy