Service Hub Onboarding

CHimmi
HubSpot Moderator
HubSpot Moderator

New to the Service Onboarding community board? Introduce yourself here ⬇️

 

One of the best ways to learn is by doing and sharing with other new HubSpot Service Hub users, just like you.

 

That’s why we’re so excited about this space to learn and grow better together!

 

To get started, say hello and introduce yourself. Here are some questions you can use for inspiration:

  • What's your current role?
  • What industry do you currently work in?
  • What do you consider your superpowers?
  • What are you hoping to get out of this board?

 

 

You can also find below a recap of all the steps for your onboarding: 

 

Step 1 - Structure your database

Step 2 - Set up your customer service strategy

Step 3 - Empower your leads and customers with self service tools

Step 4 - Measure customer satisfaction

Step 5 - Analyse your data to optimise your processes

Step 6 - Get your team on board

 

Welcome ! 

18 Replies 18
JulianR
Participant

New to the Service Onboarding community board? Introduce yourself here ⬇️

Great post! Happy to jump in and participate:

To get started, say hello and introduce yourself. Here are some questions you can use for inspiration:

  • What's your current role?
    Director of Customer Experience
  • What industry do you currently work in?
    EdTech - Wework closely with Uni's, colleges and schools to create online learning in CanvasLMS
  • What do you consider your superpowers?
    Open Educator extraordinaire! (Lifelong learner who loves to connect and share)
  • What are you hoping to get out of this board?
    Connect with others to learn from and to share our experiences with. Together we are an immense brainstrust of knowledge.

My biggest task right now is migrating my team from Freshdesk to ServiceHub. I am creating a KB of pages to teach my staff how to use the platform. Has anyone else done this? Any great links to share? Here is what has been built so far. A lot more to go!

JulianR_0-1673997053883.png

 

STuttle
Member

New to the Service Onboarding community board? Introduce yourself here ⬇️

If anyone knows of training sessions other than those in the HubSpot academy for maximizing the service platform , please share them! 

0 Upvotes
STuttle
Member

New to the Service Onboarding community board? Introduce yourself here ⬇️

Hello Sharon Tuttle. I am VP of Operations at Codelicious. We provide Computer Science curriculum and Professional Development to K-12 grade schools. Love to learn how to maximize our CX platform and learn best practices through this community. We have had HubSpot as our CRM for several years but CX only the past 3 years. If anyone has some tips to share, I would love to hear them. Thank you

0 Upvotes
CruzeBill
Member

New to the Service Onboarding community board? Introduce yourself here ⬇️

Hi,

I am a web editor dealing in travel and transport websites that are providing services in specific areas within their local boundaries. As it is a digital era, so everything would be digital to move one place to another so, we are reaching out maximum number of people to get our services through social media, digital marking and from this board as well.🙂

C-Amalaha
Member

New to the Service Onboarding community board? Introduce yourself here ⬇️

Hi, service onboarding community.

 

I am a virtual assistant that is enthusiastic about everything Hubspot. I will love to assist Hubspot users with onboarding, sales, and answering tickets.

 

I am from Nigeria and love learning new things.

 

Email signature.png

C-Amalaha
Member

New to the Service Onboarding community board? Introduce yourself here ⬇️

Hi, service onboarding community.

 

I am a virtual assistant that is enthusiastic about everything Hubspot. I will love to assist Hubspot users with onboarding, sales, and answering tickets.

 

I am from Nigeria and love learning new things.

MHasaan
Participant

New to the Service Onboarding community board? Introduce yourself here ⬇️

good looking chimmi

0 Upvotes
SkyTrac
Member

New to the Service Onboarding community board? Introduce yourself here ⬇️

Hello, My name is Robyn Buyer.

 

  • What's your current role? Client Services for Skyrac Systems
  • What industry do you currently work in? Aerospace
  • What do you consider your superpowers? Sleepting
  • What are you hoping to get out of this board? a strong understanding of the strenghts and limitations of hubspot.

I'm hoping to work with an expert who may  be able to help  me get static entries for a initial time to first contact and initial close date properly set

JWilliams56
Member

New to the Service Onboarding community board? Introduce yourself here ⬇️

Hi there, I am new to the Service hub. We are migrating from older system.

 

  • What's your current role?  I work in tech support.
  • What industry do you currently work in? I work for ERP company.
  • What do you consider your superpowers? I love learning!
  • What are you hoping to get out of this board? I hope to learn new things and make tickets easier with hubspot service.
Darythe
Contributor

New to the Service Onboarding community board? Introduce yourself here ⬇️

I work in client success as the tech lead for a small software company - I
hope to meet new people and learn alongside other HubSpot users!
pauledwards
Contributor | Diamond Partner
Contributor | Diamond Partner

New to the Service Onboarding community board? Introduce yourself here ⬇️

I am currently helping out with sales and marketing for Pearagon, a HubSpot partner

I currently am getting acquainted with service, so I can better understand it and share my knowledge with future and current clients and companies. 

I am excited to be a part of this community and continue learning about Service Hub and its many capabilities!

ILa
Member

New to the Service Onboarding community board? Introduce yourself here ⬇️

My name is ILAK and I work on my web which is a dream come true for me and my team. As shown I am in web industry. Automation is my superpower. At the same time we are also sharing different technical know like how to print facebook posts.  I am hoping to improve and upgrade myself and my team with this crucial support of HubSpot. I hope for a cordial relationship with this platform. 

 

Darythe
Contributor

New to the Service Onboarding community board? Introduce yourself here ⬇️

Hi! My name is Darythe Taylor and I work for a small software company as the Technical Client Success Manager. I look forward to getting the most out of Hubspot for my team! Thanks for the community! 

DOlofin
Participant

New to the Service Onboarding community board? Introduce yourself here ⬇️

thank you for this post.

Mads_Havsteen
Participant

New to the Service Onboarding community board? Introduce yourself here ⬇️

Hi all,

 

My name is Mads Havsteen, I work as an Onboarding specialist at a legaltech company.

 

I'd say my superpower is that I'm able to become very interested in basically any subject - meaning research and learning never turns boring.

 

I'm hoping to find out how we can better utilize HubSpot for our onboarding and general Customer Success.

 

Happy to be here 🙂

CHimmi
HubSpot Moderator
HubSpot Moderator

New to the Service Onboarding community board? Introduce yourself here ⬇️

Hello Mads, welcome to the board ! We're very happy to have you join us today ! Love that superpower, I am convinced you'll be able to put it into good use in the community 😉

danmoyle
Most Valuable Member | Elite Partner
Most Valuable Member | Elite Partner

New to the Service Onboarding community board? Introduce yourself here ⬇️

Hello Service Hub community members and users! 

 

I'm Dan, a HubSpot Advisor for Impulse Creator (and accredited HubSpot trainer). While not entirely new to Service Hub, it's definitely not my strongest niche. Always looking to learn from others and also share my experiences to help my fellow HubSpotters! 

 

I'm based in Michigan, I'm a blended family dad and I love riding my Harley. Cheers! 

 

Did my answer help? Please "mark as a solution" to help others find answers. Plus I really appreciate it!


Dan Moyle

HubSpot Advisor

LearningOps | Impulse Creative

emailAddress
dan@impulsecreative.com
website
https://impulsecreative.com/
CHimmi
HubSpot Moderator
HubSpot Moderator

New to the Service Onboarding community board? Introduce yourself here ⬇️

Hello Dan, we're super happy to have you join us, welcome to the board 😁