HubSpot Customer Service Onboarding Packages | Services

Starter

Professional

Enterprise

First 48 Hours

HubSpot Service Hub Starter onboarding questionnaire

Kick-off call

Portal set-up

Domain/email domain connection

Shared team email address set-up

Custom property configuration

CRM migration/contact import

Connect HubSpot analytics to your website

Week 2

Consult on other integrations

Analyse how customer support issues are collected

Create ticket pipelines

Identify the best academy training sessions for your team

Customer support bot set-up

Week 3

HubSpot workshop session (up to 3 people)

Tailored workshop documentation

Automate workflows for updating ticket properties

Plan knowledge base architecture and categorisation

Configure the knowledge base in HubSpot

Manage multiple teams and permissions

Support

Kick-off video team call

Weekly video support calls (3 x 30 mins)

In-person 1-hour HubSpot training session (up to 3 people)

Limited email support (replies within 6 business hours)

Support in your local language (English, Mandarin, Cantonese)

Private Slack channel access

WeChat / WhatsApp live chat support

First 48 Hours

HubSpot Service Hub Professional onboarding questionnaire

Kick-off call

Portal set-up

Domain/email domain connection

User/team set-up

Shared team email address set-up

Custom property configuration

CRM migration/contact import consulting

Connect HubSpot analytics to your website

Week 2

Consult on other integrations

Analyse how customer support issues are collected

Create ticket pipelines

Identify the best academy training sessions for your team

Customer support bot set-up

Week 3

Automate workflows for updating ticket properties

Plan knowledge base architecture and categorisation

Configure the knowledge base in HubSpot

Manage multiple teams and permissions

Week 4

Add seed knowledge base articles to HubSpot

Link knowledge base to existing assets

Plan customer experience set-up

Week 5

Create NPS, CES & CSAT surveys

Automate surveys based on customer happiness

Integrate customer service tools

Pre-workshop questionnaire

Week 6

HubSpot workshop session (up to 8 people)

Tailored workshop documentation

Identify ways to improve and automate your customer service processes on HubSpot

Manage multiple teams

Create custom dashboards

Support

Kick-off video team call

Weekly video support calls (6 x 30 mins)

Alternative: Bespoke hourly consulting

In-person 2-hour HubSpot training session (up to 8 people)

Email support (replies within 4 business hours)

Private Slack channel access (replies within 4 business hours)

WeChat / WhatsApp live chat support (replies within 4 business hours)

Support in your local language (English, Mandarin, Cantonese)

First 48 Hours

HubSpot Service Hub Enterprise onboarding questionnaire

Kick-off call

Portal set-up

Domain/email domain connection

User/team set-up

Shared team email address set-up

Custom property configuration

CRM migration/contact import

Connect HubSpot analytics to your website

Week 2

Consult on other integrations

Analyse how customer support issues are collected

Create ticket pipelines

Identify the best academy training sessions for your team

Customer support bot set-up

Week 3

Automate workflows for updating ticket properties

Plan knowledge base architecture and categorisation

Configure knowledge base in HubSpot

Manage multiple teams and permissions

Week 4

Add seed knowledge base articles to HubSpot

Link knowledge base to existing assets

Plan customer experience set-up

Week 5

Create NPS, CES & CSAT surveys

Automate surveys based on customer happiness

Integrate customer service tools

Pre-workshop questionnaire

Week 6

HubSpot workshop session (up to 20 people)

Tailored workshop documentation

Identify ways to improve and automate your customer service processes on HubSpot

Manage multiple teams

Create custom dashboards

Support

Kick-off video team call

Weekly video support calls (6 x 1 hour)

Alternative: Bespoke hourly consulting

In-person 3-hour HubSpot training session (up to 20 people)

Email support (replies within 4 business hours)

Private Slack channel access (replies within 2 business hours)

WeChat / WhatsApp live chat support (replies within 2 business hours)

Support in your local language (English, Mandarin, Cantonese)

Hubspot package comparison

	Starter	Professional	Enterprise
Training & Support
Personalised in-person training HubSpot training for your team. Customisation and group size varies per package.
Private Slack channel Direct access to the team during work hours via Slack.
Tailored Customer Service Set-Up
Intake channels Route support requests to a collective inbox and assign owners as needed.
Customised ticket pipeline Design your ticketing pipeline to address the most pressing queries first.
Managing multiple teams Segmenting users based on teams, and routing leads to the right teams.
Developing support playbooks A guide for your customer support team to go through when handling support requests.
Customer Service Automation
Meeting tools Walkthrough of the meetings tool, and provide a guide to set up your calendar.
Live chat implementation Planning and setting up chatbot conversation flows related to support.
Ticket automation Set up workflows to route tickets to the appropriate owner for an efficient support process.
Email and chat responses Plan easily customisable standardised email and chat responses.
Optimising knowledge base for customer use Help customers help themselves with a knowledge base that's user friendly.
Customer happiness email sequence Set up workflows to follow up with their customers on their experience with your business.
Reporting & Analytics
Productivity reporting Reports on productivity and ticket resolution of your customer service team.
Measuring customer experience Adding tools that allow customers to rate their experience with your website or service.
Creating custom dashboards Weekly updates for dashboards that reflect your goals.
Oxygen	HKD 3,750USD 490	HKD 7,950USD 1,030	HKD 22,500USD 2,910
Hubspot	HKD 1,940USD 250	HKD 3,880USD 500	HKD 23,270USD 3,000

HKD USD

Hubspot Onboarding & Training Packages