HubSpot Customer Service System Onboarding

Choose the Level of Support that is Right for You

*Includes a FREE planning and kick-off meeting!

1. Guided

You do it with our guidance.

20 service hours to support and guide your onboarding process via working meetings, feedback, advice, and recommendations to help you bootstrap a Customer Service System that is set up for growth.


2. Collaborative Onboarding

We do it together.

40 service hours to support and guide your onboarding process via working meetings and as-needed supportive services. We pick up the pieces that you don't have the time, skills, or resources to do.


3. Turnkey

We do it for you.

60 service hours for full supportive services to stand up your new Customer Service System. You stay focused on the revenue line, and let us handle the time-sucking details.


*HubSpot purchased separately. Scroll for more details and terms. ↓


  • Customer Service Software Configuration: Create, find, work, close, and analyze tickets with the right properties, processes, and workflows.
  • Data Import: Consolidate customer data spread across email, spreadsheets, or other technologies into a verified customer list.
  • SLAs and Dashboards: Use starter dashboards to begin analyzing and tracking your ticket pipeline.
  • Training: Quickly get onboarded and trained on how to effectively use HubSpot to create and manage support tickets.

*Note: Additional charges may be required to fully meet your customer service system objectives.


  • We discuss and agree upon the objectives, priorities, and processes for your customer service system.
  • We meet weekly with you to keep the project on track: review progress, discuss ideas and plans, collect information, update the agenda, and confirm timelines.
  • We have access to all of the important business information and goals so we can help create the most effective system.
  • You have a domain and access to your domain manager. (i.e. you have a website domain name that you purchased from GoDaddy, DreamHost, Namecheap, etc.)


  • Payment due upon receipt
  • Each company is different in the level of service and support they need. Additional services can be purchased if needed to complete the objectives.

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