Your Partner for Implementing HubSpot 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 Set 2 Close, who understands the platform, inside and out, and can help you customize it to fit your specific needs.

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.

01. Solutions Design

At Set2Close, we begin every implementation with a meticulous discovery and design phase. This critical step involves collaborating closely with your key stakeholders to gain a comprehensive understanding of your business, objectives, and the vision you have for your HubSpot platform. Through these in-depth interviews, we ensure that your specific requirements are not only feasible but also aligned with optimal outcomes.. Then we build a gantt chart showing your project timeline and deliverables. 

02. Account Setup

Once your Solutions Design phase concludes, Set2Close equips you with a dedicated team of experts specializing in seamless migrations and robust implementations. Our team ensures your HubSpot setup is meticulously configured, unlocking the full potential of its features while guaranteeing no critical detail is overlooked during the initial setup process.

Your account setup includes:

03. Custom Data Setup/Migration

HubSpot’s default data structure of contacts, companies, and deals 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: 

04. Integration

When managing a complex technology stack, ensuring seamless data flow between systems is essential for streamlined operations and actionable insights. At Set2Close, we specialize in connecting your platforms to create a unified, integrated ecosystem

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:

06. Custom Reporting

If you can’t measure something, you can’t improve it. We will build custom reports and dashboards that will keep your team informed and show progress toward your goals. 

07. Training & Enablement

At Set2Close, we ensure your team isn’t just aware of what’s been set up but is empowered to leverage it effectively. From walking you through each feature to aligning expectations and demonstrating functionality, we guarantee clarity and confidence every step of the way.