HubSpot Support

Customized support for your specific needs — no more no less.

Looking for HubSpot Support personalized to you and your team's needs?

With our HubSpot Support service, you will be able to reserve dedicated time with our top HubSpot experts and consultants. You can use this time as you see fit, and you can change this plan at any time according to the changing priorities within your organization. This type of support is perfect for organizations looking for an agile and flexible approach to onboarding.

If you are looking for a more structured experience, you may be a better fit for a Custom Onboarding or a Standard Onboarding.

What's Included in our HubSpot Support Service?

The support hours that you reserve with us can be used in a variety of ways, according to your needs, such as:

Meetings with your dedicated consultant.
Training for your team.
Implementation within HubSpot

Some examples of elements that our support team can implement within each Hub include:

Sales Hub:

Pipeline creation
Deal stage configuration and automation
Deal creation setup and automation
Deal assignment and automation
Custom deal property setup
Lead qualification and lead score setup
Deal record customization
Deal-based workflow setup
Sequence creation
Sales email template creation
Snippet creation
HubSpot calling guidance
Email tracking and logging guidance
HubSpot meeting link setup
Product and quote setup
Sales document setup
Sales process performance reporting
Sales representative performance reporting
Setup of native integrations
HubSpot-side guidance for custom integrations
Sales Hub Training for your sales team

Marketing Hub:

Buyer persona setup
Lifecycle stage and Lead score setup
Marketing automation to qualify and communicate with leads
Ads and Social Media account connections
Branding setup
Email marketing setup
Social media setup
Landing page setup
Forms setup
CTA and pop-up form creation
Custom contact and company property setup
List and view creation
Chatbot setup
Marketing team inbox setup
Analytics and website setup guidance
Setup of native integrations
HubSpot-side guidance for custom integrations
Lead segmentation and channel performance reporting
Basic and strategic training for your team

Service Hub:

Knowledge base setup assistance
Customer survey setup
Service bot or live chat setup
Ticket pipeline setup
Ticket creation setup and automation
Ticket assignment automation
Custom ticket properties
Ticket customization
Ticket workflow automation
Service team training for HubSpot
Service email template creation
Service sequence creation
Service snippet creation
Omnichannel team service inbox
Self-service customer portal setup assistance
Ticket pipeline performance reporting
Service team performance reporting

If you are implementing multiple Hubs together, you can work with your HubSpot Specialist to pick and choose across these lists, or even see if you can include something different.

Our Plan for Success

While our HubSpot Support service is completely flexible, we do have a methodology behind this offering to ensure you are able to achieve the progress that you expect within HubSpot.

For this reason, every HubSpot support project will start off with a Kickoff and project planning meeting, where we will review what your main needs and goals are and review a bit about your company.

At the end of the call, we will ideally have 3-5 main overarching goals that you would like to have achieved with our support services, including one short-term goal that you would like completed.

After this kickoff call, your HubSpot specialist will create a project plan that aims to address your goals by specific dates.

You will then meet periodically with your HubSpot Specialist to check in on progress so far, request feedback from you, and review any questions you may have for us. For these meetings, we generally recommend at least a 30-minute meeting once per week.

Setting Expectations

How you can get the most out of our services:

Timely provision of relevant resources, accesses, and feedback.
Availability of an average of 30 minutes per week to check in on progress.

What you can come to expect of us:

Continuous communication
Transparency throughout our projects together
A team that has your best interests at heart, since your interests are our interests.
Hard working and innovative team members.

Why Us?

As HubSpot diamond partners with nearly 10 years of experience specializing in HubSpot, we have the experience and high-quality talent it takes to provide you with the consultancy and implementation services you need.

We also see our relationship with our clients as one of partnership — your success is our success, so we want nothing more than to see you excel within HubSpot.