Hybrid Service Hub Onboarding

We tactically and strategically guide you through onboarding HubSpot Sales Hub.

HubSpot portal setup

Weeks 1 & 2 - All HubSpot tiers Processology HubSpot Hub All Levels Icons


Areas of focus:

  • Process discovery
  • Basic team training
  • User setup
  • Data imports
  • Service Hub training #1


Basic team training includes: 

  • Email inbox integration
  • Calendar integration
  • Contacts
  • Companies
  • Deals
  • Basic navigation
  • Filtering & editing columns
  • Creating views
  • Record anatomy
  • Activities / action buttons

Service Hub training #1 includes:

  • Meeting links
  • Lists
  • Tickets
  • Support pipeline
  • Pipeline settings
  • Team settings
  • Team inbox

Enable your team

Weeks 3 & 4 - All HubSpot tiers Processology HubSpot Hub All Levels Icons


Areas of focus:

  • Strategy discussion
  • Service Hub training #2
  • Team inbox setup
  • Pipeline automation setup
  • Dashboard setup


Strategy session includes: 

The purpose of the call is to discuss the current processes and find ways to rebuild or optimize them for the new HubSpot environment. The calls will also concentrate on the tools specific to Hub and Tier, and how the customer team can use them in accordance with their processes.

The main goal is to streamline the processes and utilize the tools effectively.


Service Hub training #2 includes:

  • Chatbots
  • Knowledge base
  • Feedback surveys
  • Ticket automation

Accelerate your service efforts

Weeks 5 & 6 - Pro & Enterprise HubSpot tiers only Processology HubSpot Hub Pro-Ent Icons


Areas of focus:

  • Strategy discussion
  • Service Hub training #3
  • Knowledge base setup
  • Chat flows setup
  • Feedback setup surveys


Service Hub training #3 includes:

  • Customer portal
  • SLAs
  • SSO

Fortify Service Hub

Weeks 7 & 8 - Enterprise HubSpot tier only Processology HubSpot Hub Ent Icons


Areas of focus:

  • Strategy discussion
  • SLAs
  • Customer portal setup
  • SSO setup

Complete onboarding & transition

Completion and Next Steps

What now? After completing the onboarding process, most clients who have gone through Sales Hub onboarding choose one of the following paths:

  • Venture out and train your sales team based on onboarding learnings.
  • For ongoing support, you can subscribe to the HubSpot Admin Program.