Setting up HubSpot Shouldn't Be Complicated
Without the proper setup getting the most out of HubSpot is difficult…
You’ll waste valuable time
You’ll be stuck trying to figure it all out by yourself
You’ll wonder if you’re using HubSpot to its full potential
Your team will be slow to adopt
You’ll wonder if HubSpot is set up right
You’ll keep guessing about how to use the tools
HubSpot Led vs.
Manage Inbound Onboarding
HubSpot Led | Manage Inbound Onboarding | |
---|---|---|
Onboarding Plan |
||
Consulting |
limited |
|
Support Resources |
||
HubSpot Account Setup |
||
Data Migration |
Import |
|
Tool Setup & Buildout |
Hybrid (Guided & Delivered) |
|
Reporting Dashboard Setup |
1 Standard Dashboard |
|
User Training |
Service Hub Set Up & Implementation
Your Ticket to Client Delight
Import Tickets
Ticket Pipelines
Ticket Routing
Ticket Status
Omni Channel Support
Live Chat & Chatbots
Team Email
Meeting Schedule
Calling
1:1 Video Creation & Hosting
Messenger Integration
Service Automation
Ticket Status & Actions
Task Automation
Email Scheduling
Email Sequences
Ticket Escalation
Standard Contact Scoring
Customer Support Reports
Tickets Closed
Rep Productivity
Surveys & NPS
Customized Dashboards
Users
Teams
Hierarchical teams
User roles
Single sign-on
Email templates
Email tracking & notifications
Email sequences
Sequence queues
Email scheduling
Surveys
NPS surveys
Customer experience surveys
Customer support surveys
Customer feedback
Ticketing
Import tickets
Multiple ticket pipelines
Ticket status
Ticket routing
Task automation
Tools
Documents
Meeting scheduling
Calling
Knowledgebase
1:1 video creation & hosting
Customer service automation
Multiple currencies
Playbooks
Reports
Tickets closed reports
Rep productivity reports
Time-to-close reports
Reporting dashboards
Insights dashboard
Custom reporting
Standard contact scoring
Calculated properties
Record customization
Goals
Conversations
Live Chat
Conversations Inbox
Conversational bots
Team email
Canned snippets
Conversation routing
Integrations
Messenger integration
Salesforce integration
Slack integration
Events API
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Here’s How it Works
Getting started with HubSpot Service Hub Onboarding is easy:
Prioritize Your Plan of Action
With your unique situation in mind, we tailor HubSpot Service Hub to fit your business.
Migrate, Import, Customize
We will help you migrate your service assets, import data & contacts, and customize HubSpot to fit your needs.
Launch HubSpot & Grow
With HubSpot set up properly, you'll have all the tools you need to grow your business.
Success Stories
"They're not a transactional vendor, but more of a true partner. Their team is fully ingrained with our team, and they've taken the time to really get to know everyone. It's not even a business relationship; it's a partnership. We see them as an extension of the CHT family."

John Zbozien
COO
CHT
"Their management is excellent. As far as HubSpot partners go, their communication is the reason we’ve stayed with them as long as we have. They feel like more than a vendor or provider, they feel like an extension of our department."

Mark Friesen
Director of Marketing
Civic Plus
"We're new to inbound marketing and the whole inbound sales process. They helped us understand how it works and how we could embrace that new way of thinking. They're very good at communicating the value and the benefit of inbound marketing."

Jeannine Volchko
Marketing Specialist
Lumitex
Stop wasting time and put HubSpot to work for your business.
The pandemic was a major catalyst for changing buying behavior. 90% of consumers are now shopping online, which makes your website crucial to the growth and success of your business now, more than ever before. By partnering with Manage Inbound, you’ll have a clear strategy to attract new customers online, you’ll experience continuous growth, and you’ll get peace of mind knowing your business will thrive.
We know that you want to be a leader in your market. In order to do that, you need to have HubSpot set up to perform at its optimal level. The problem is that it's easy to waste valuable time trying to get HubSpot set up on your own which is frustrating. We believe there is a better way to grow. We understand that growing a business isn’t easy which is why we have been supporting the growth of HubSpot customers for over a decade.
Here’s how we do HubSpot onboarding:
- Prioritize Your Plan of Action
- Migrate, Import, and Customize
- Launch & Grow
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