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Case Studies
TAKING NEW BRIEFS · Q2 / 26
Accepting new audits — Taking onboarding projects

HubSpot Service Hub Onboarding built for your support workflows.

A senior HubSpot specialist configures your ticketing, shared inbox, SLAs, and customer portal — delivering a fully operational support system built around your actual team workflows.

  • ✓Custom pipelines and routing Your ticket stages, routing rules, and shared inbox configured to match how your team actually works.
  • ✓SLA and survey automation Automated response targets, breach alerts, and post-resolution CSAT/CES/NPS surveys built directly into your portal.
  • ✓Full team enablement Hands-on training sessions and recorded walkthroughs for both support agents and system administrators.
Timeline4–6 weeks [VERIFY: timeline]
FormatDone-for-you build
Book your kickoff
30 minutes with a senior operator
Free
“Software doesn't solve support bottlenecks. Clearly mapped pipelines, automated routing, and trained agents do.”
9
Core deliverables

What you walk away with.

Three concrete outcomes. Every audit. Same rhythm, ranked by dollar impact.

Outcome 1

A unified inbox and structured pipelines

Consolidate support emails, live chat, and forms into one shared workspace. Tickets route automatically to the right queues based on issue category or agent skills, eliminating manual triage.

unified conversations inbox and custom routing
Outcome 2

Automated SLAs and customer feedback

Keep your team accountable with automated response and resolution targets. Trigger CSAT, CES, or NPS surveys the moment a ticket is resolved to track customer satisfaction in real-time.

sla triggers and automated surveys configured
Outcome 3

A branded knowledge base and portal

Give customers a secure portal to submit and track tickets, paired with an SEO-optimized help center so they can find answers themselves before reaching out to your team.

branded customer portal and help center

Our seven-phase onboarding process.

We don't hand you a checklist or tell you what to click. We do the heavy lifting of building, testing, and launching your Service Hub portal.

1
Phase 1

Discovery & strategy mapping

We define your support goals, identify stakeholder requirements, and map your existing customer service, onboarding, and ticket workflows.

SMART goal definitionStakeholder requirementsWorkflow mappingCurrent state audit
2
Phase 2

Technical setup & domain configuration

We establish the technical foundation, connecting your support domains and setting up secure email records to ensure deliverability.

Support domain connectionSPF/DKIM record validationTracking code installationRoles & permissions setup
3
Phase 3

Workspace & pipeline construction

We build the structural elements of your workspace, setting up custom properties, ticket pipelines, and your shared inbox.

Custom ticket propertiesTicket pipeline layoutUnified conversations inboxSupport form design
4
Phase 4

SLA & automation implementation

We program the automation rules that keep your support operation running smoothly, from routing to service level agreements.

Intelligent ticket routingSLA warning & escalation rulesFeedback survey triggersInternal notification workflows
5
Phase 5

Knowledge base & portal launch

We configure your self-service assets, matching your brand guidelines and structuring the navigation for ease of use.

Help center stylingCategory hierarchy setupArticle template designCustomer portal interface
6
Phase 6

Enablement & training

We run hands-on, simulated training sessions to ensure your team is fully prepared to manage the new system.

Agent interface trainingAdmin portal walkthroughsSimulated ticket handlingCustom documentation delivery
7
Phase 7

Handoff & go-live

We perform a final system audit, activate your live customer channels, and transition your team to the new portal.

Pre-launch portal auditLive channel activationSystem documentation handoffPost-launch support window

Built for operational efficiency.

9
Core deliverables
From pipelines to custom dashboards
4–6 weeks
Typical timeline
From kickoff to team handoff [VERIFY: timeline]
100%
Senior delivery
No juniors, no offshore
7
Structured phases
Clear milestones, zero guesswork

Start here.

Pick a time, or send context first. Either way, a senior operator replies in one business day.

Book a 30-minute kickoff
Zoom · recorded · senior operator on the line
Free
Prefer to write first?

Tell us what you're seeing. We'll reply with a candid take.

[PLACEHOLDER: contact form]

Replies from a senior operator, never an SDR.

Questions, briefly answered.

HubSpot's direct onboarding is primarily advisory—they tell you how to use the tool, but you have to build it yourself. As a solutions partner, we do the actual implementation. We manually configure your pipelines, routing, SLAs, and portals, saving your team dozens of hours and ensuring the system is built correctly from day one.

Streamline your support in weeks.

One partner. One fully configured Service Hub portal. Hands-on training included.

Book your kickoff →
Book the 15-min sanity check.