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PLATINUM HUBSPOT PARTNER

We help B2B teams set up Service Hub properly

Stop guessing how your support process should work. We configure Service Hub around your tickets, inboxes, SLAs, knowledge base, automation, and reporting, so your team can deliver faster, clearer customer support from day one. 

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Trusted by teams all around the globe

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  • 20+
    Integrations
    to make data complete
  • 60+
    Happy Customers
    across 5 continents
  • 70+
    Certificates
    our team is fully qualified
  • 100+
    Problems Solved
    across 15 industries

The USPEH Framework

1

Before we build, we listen

Before any configuration begins, we run a full discovery session to map your support process, team structure, and the requests your customers raise most often. We audit your HubSpot portal, review your existing tickets and inboxes, and define your pipelines, SLAs, and routing rules. Everything that follows, every workflow, automation, and dashboard, is built on what we learn here.

2-2

Clean data. Solid foundations. No shortcuts.

We clean and import your customer and ticket data, configure your properties, and set up your ticket pipelines so your whole team is always working from the same picture. We build your intake channels, define your routing and escalation rules, and set your SLA targets so nothing falls through the cracks. By the end of this stage your help desk is structured, clean, and ready to run.

3-3

Revenue first. Everything else follows.

We sequence the build in order of impact, getting your help desk and highest-value automations live first, so your team is resolving tickets faster within the first 30 days. We map out which pipelines, workflows, and self-service content to build now versus later, keeping the team focused on what moves the needle. Every decision is made with one question in mind: what gets your team to value fastest?

4

Build, test and go live.

We build and launch your ticket pipelines, automations, knowledge base, and intake channels, all connected so every request triggers the right next step automatically. Escalation rules, routing logic, and reporting dashboards are configured so your team has full visibility from day one. Everything is tested before it goes live, and we stay hands-on to fix and optimise as real tickets come in.

5

You own it. No hidden knowledge.

We run structured training sessions covering every workflow, pipeline, and dashboard we've built, and produce written documentation for every process so nothing lives only in someone's head. We review performance against the goals set in Stage 1 and give you a forward roadmap for the next quarter. You leave the engagement confident, self-sufficient, and with no dependency on us to keep things running.

 
 
 
 

Service Hub Onboarding

HubSpot Service Hub onboarding helps your team build a stronger foundation for customer support, ticketing, and self-service.

We help you configure HubSpot around the way your service team works, so support requests are easier to manage, customers get faster answers, and your team has clear visibility over performance.

The result: a Service Hub setup that is structured, scalable, and ready to support consistent customer experiences.

 

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Why Service Hub onboarding matters

Many service teams struggle with scattered tickets, slow response times, unclear ownership, and inconsistent customer experiences. Service Hub onboarding helps you turn support into a more organised, measurable operation.

With the right setup, your team can:

  • Build a unified help desk and ticket intake process
  • Standardise responses and service workflows
  • Automate repetitive admin and follow-ups
  • Enable customer self-service through a knowledge base
  • Track ticket volume, response times, resolution times, and customer satisfaction

What is included in Service Hub Onboarding?

Your onboarding is shaped around your support model, not a generic setup checklist.

Key areas include:

  • Help desk setup

    Configure email, forms, chat, meeting scheduling, ticket pipelines, and support team inboxes.

  • Ticket automation

    Route tickets, trigger follow-ups, define escalation rules, and reduce manual admin. For higher-volume desks, we can add AI-powered ticket triage so every ticket is prioritised, categorised and summarised the moment it lands. 

  • Knowledge base structure

    Organise self-service content so customers can resolve common questions faster.

  • Reporting dashboards

    Track ticket volume, response times, resolution times, team activity, and customer satisfaction.

  • Team adoption

    Help your team understand the setup, use it confidently, and maintain it after onboarding ends.

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Kate Hawgood, Head of Marketing

The team at uspeh did great work for us and were consistently reliable throughout the engagement. They are very responsive, easy to collaborate with, and did an excellent job building out custom workflows that fit our needs. I’d definitely recommend them to anyone looking for a dependable partner.

Frequently Asked Questions

  • Our aim is to get your HubSpot investment work for you from week one.

    Most clients are fully live within six weeks. The exact timeline depends on the complexity of your setup, the size of your contact database, and how quickly your team can join discovery sessions and review work. We move at a pace that works for you — but we're built to get you generating pipeline fast, not to drag the process out.

  • You'll need a Marketing Hub licence to get started, but you don't need to have done anything with it yet. In fact, starting fresh is often easier — there's no messy existing setup to unpick. If you don't have a licence, we can advise on the right tier for your needs before we begin.

  • That's completely fine. We'll audit what's already there during the Understand stage and work with what's good, fix what's broken, and build out what's missing. Most self-configured portals have gaps around lead scoring, lifecycle stages, and workflow logic — those are exactly the things we specialise in getting right.

  • We keep your time commitment lean — typically a kickoff session, a mid-point review, and a final handover call, plus some async feedback on work as it's delivered. Your marketing lead will need to be available for the Understand stage, and we'll need access to your HubSpot portal from day one. Beyond that, we do the heavy lifting.

  • You walk away with a fully documented system, a trained team, and a roadmap for what to build next. We don't create dependency — that's the whole point of the Handover stage. If you want ongoing support after the engagement, we offer retainer options, but there's no obligation. Most clients find they're confident running things independently after we hand over.

     
     
     
     

Ready for a chat?

If you'd like to get more information or have any questions, get in touch and we'll be happy to talk through your requirements.