HubSpot Service Hub Onboarding Dashboard

Guided Onboarding For HubSpot Service Hub

£1,500

+ VAT
Moving to a new system with a customer service team can be overwhelming, especially in a small business where every minute of your time is precious. JDR’s Service Hub onboarding makes the transition as easy as possible for each member of your team.
HubSpot Technical Set-up
HubSpot CRM Training
HubSpot Data Import
Service Process Mapping
Ticketing Set-up
Service Tools Training

HubSpot Service Hub Guided Onboarding

Moving to a new system with a customer service team can be overwhelming, especially in a small business where every minute of your time is precious.

JDR’s Service Hub onboarding aims to make the transition as easy as possible for each member of your team.

We tailor each onboarding package to align with your specific needs and goals, and work with you and your team to get you set up for ongoing success on HubSpot.

Get Started
HubSpot-Elite-Badge-Partner

HubSpot Service Hub Onboarding: What's Included?

The goal of this programme is that within 90 days, you are fully set up with HubSpot Service Hub- it has been configured to your business, your contacts and data are all imported, and you and your team know how to use it.

For A One-Off Investment Of £1,500 + VAT, You'll Get:

HubSpot Service Hub Onboarding

£1,500
+ VAT
HubSpot Technical Set-up
HubSpot Data Import
CRM Training
Service Process Mapping
Service Process Automation
Service Hub Training

A 6-Phase Onboarding Service

Phase 1 - Your Goals

Every onboarding project will start with an in-depth conversation about your company, your team, your role, and your goals.

We will look at what you want to achieve by implementing HubSpot and what problems you have in your business that you think it might be
able to solve.

We will also take time to understand the dynamics of your team, so that we can tailor all training going forwards to ensure that every single team member is on board.

Phase 2 - Technical Set-up

We will take care of all of the technical set-up of your HubSpot account for you, syncing HubSpot with your website to gather all of your leads and helping you to connect all your emails.

We can also work on integrating with any existing external systems and assist with data migrations. Please note however integrations and complex data migrations may incur additional costs.

Phase 3 - CRM Training

A key element of success on sales hub is to understand how HubSpot’s CRM, or CRMs in general, can help you and your team to succeed. We always start by reviewing how you currently use the CRM, or training your team on the basics of HubSpot CRM management.

This will include:

  • Understanding the jargon of HubSpot
  • Understanding the benefits of the CRM for your team
  • Training your team on how to use contacts, companies,
    deals, and tasks within HubSpot
  • Migrating your existing data
  • Deciding which information to log

Phase 4 - Service Hub Onboarding

At this stage, you will be up and running and starting to understand what the HubSpot CRM can do for you. We will now start to look at where the tools available to you in Marketing Hub will help transform your business. We will have an initial call where we will understand which tools will be the most important to you, and then we will go away and get some things set up for you within the portal for each of these tools. This will include looking at:

  • Conversations
  • Tickets
  • Livechat/ chatbots
  • Ticket automation
  • Feedback surveys
  • Knowledge base
  • Sequences
  • Playbooks
  • SLAs/ Reporting

Phase 5 - Service Hub Training

We will have the basics set up for you now in the tools you have prioritised, and we will run bespoke training sessions for your team to empower them to take over the use of these tools. Using the insights we have gathered, and the set- up we have done, we will train on each of the features and show your team exactly what to do to continue getting success from the tool. The aim here is to make your team self-sufficient and able to implement HubSpot in your business.

Phase 6 - Offboarding & Ongoing Support

We will meet again with all key stakeholders to look at whether we have met the initial goals we set out to meet. We will make sure your team are confident on everything they have been taught, and answer any final questions.

We will also look at what level of ongoing support is needed, whether your team are able to be fully self-sufficient, or whether they might need ongoing support from JDR. Regardless, we will continue to check in with you as you carry on your HubSpot journey, and let you know of any additional features we
 hink would be helpful.

Where JDR Group Add Value:

This is a 90-day programme with a clear goal - you and your team are using the HubSpot effectively by the end of the 90 days. During that time, you'll get the following:

  • Dedicated campaign manager who is in marketing day-to-day and is tasked with overseeing the process and ensuring customer success
  • No fixed support hours for calls - as much support as you and the team need
  • Consultation on how to customise HubSpot to suit your business
  • Advice and training on custom reporting
  • Advice on how to use automation to improve your processes
  • Advice from years of marketing experience on the workflows we would
    recommend starting with
  • Access to on-demand fast-track video based training onboarding platform

Additional Services:

As we train you and your team on HubSpot you may decide you want also one or more of the following services:

  • HubSpot Custom Build - You may require our expertise to build our your HubSpot account to match your precise requirements, specifications or processes. We can scope this out and quote for it as a fixed project.
  • HubSpot Custom Integrations - We can build custom HubSpot integrations - again this will require a scoping call to plan out your exact requirements.
  • Ongoing HubSpot Consultancy - Getting regular, ongoing support and expertise can be a great way to maximise your HubSpot investment
  • Marketing Agency Services - We are an Inbound Marketing Agency and can provide a fully outsourced digital marketing service.

Make An Enquiry

100+ Reviews On Google & HubSpot

"We worked with Amber from JDR group on setting up the Sales Hub for our holiday rental business. We started by mapping our complete sales process from start to finish (quite a job!). Amber then looked at this, understood what outcomes we were looking for and built a system that utilised the most appropriate features from HubSpot. She then taught us how to use these features, build and edit them ourselves, so we can continue to perfect the system."
Wingfield Digby, E.
“We received outstanding support from Emma and Ruby in implementing HubSpot CRM for our business. Given our intricate use case, which involves multiple audiences each with their unique marketing and sales processes, their expertise was invaluable. They seamlessly guided us through the migration from MailChimp and assisted in enhancing our reporting capabilities. Their contributions have laid a robust foundation for expanding our marketing functions in the future. As a small team, managing our intricate CRM and marketing needs became more manageable with the workflows that JDR developed for us. They also provided innovative solutions to ensure we could manage our contacts effectively. I wholeheartedly recommend JDR for HubSpot onboarding and am eager to collaborate with them again in the future.”
Allkins, C.
"We had long-standing issues with our Salesforce and HubSpot integration and urgently needed support. From the beginning, the team at JDR was professional, responsive, and incredibly helpful. They didn’t oversell any services, and we appreciated their honesty about both the timeline and cost involved. Given our previous struggles with the integration, Remy and John provided exceptional support, always going above and beyond to assist. Now, after 18 months, we finally have a fully operational HubSpot and Salesforce integration. Thanks again to the JDR team!"
Doherty, A.
“From the very beginning, the experience was seamless and highly professional. I had the pleasure of training with Amber, who was incredibly knowledgeable and supportive. She provided clear, step-by-step guidance that made the transition to HubSpot smooth and stress-free. The training sessions were well-structured and tailored to our specific needs, ensuring that we were up and running in no time. What stood out the most was their commitment to customer satisfaction. They were always available to answer questions and provide additional support whenever needed. Their dedication to ensuring we fully understood and could utilize the software effectively was truly commendable. Overall, I highly recommend JDR for their exceptional onboarding services. They have set a high standard for what customer service should be, and I look forward to continuing our partnership.”
Dutton, D.
“From the beginning, James was very easy to work with in getting us onboarded with HubSpot and consistently guided and supported us when we had questions around utilising the software to it's full potential or if we encountered any problems! I would highly recommend both James and JDR group to anyone looking to implement HubSpot into their data stack!”
Nolan, P.

The HubSpot CRM Guide

A 21-page guide on HubSpot from one of the UK’s leading HubSpot Partner agencies

Discover how To get the most out of the world's best free CRM systems with this FREE guide.

Download your copy of The HubSpot CRM Guide today and find out:

  • Whether HubSpot CRM is the right platform for your business
  • How you can get the most out of HubSpot for your sales, marketing and customer service
  • The 5 most underused HubSpot tools which can make you money
  • A guide to HubSpot’s packages & paid options

And much more!

To get your copy, just confirm your details in the form and get instant access.

Let's Start A Conversation Today