Mount Arbor Onboarding for Services on HubSpot

Faster, better, professional Service Hub Onboarding with Mount Arbor

Quick Start on Service Hub

We'll provide everything you need to build a foundation for delighting customers and word of mouth referrals and upsells in your Flywheel. Mount Arbor HubSpot Onboarding is designed for new customers on the Service Hub Professional and Enterprise software packages from HubSpot.

Plan for Success

Get your HubSpot Service Hub setup fast and live within 30 days. Plan for success and avoid common pitfalls to get value from your investment quickly and easily.

Expert Help

You will receive both technical guidance to properly configure the HubSpot software, and Service Hub assistance to leverage the HubSpot Service tools and Inbound Methodology.

Go live with world class support in less than a month.

The top two reasons for a successful implementation with the HubSpot platform occur when customers fully understand the product and can show value quickly. Fast track onboarding from an experienced HubSpot partner agency can make sure that this happens and you get the most out of your investment.

Why work with an agency?

HubSpot themselves provide onboarding for all of their products. However, there is an advantage of working directly with a partner agency:

We provide more service for less price
We will match the onboarding services provided by HubSpot at a significant discount
We offer more, value-added services which get you going better and faster
Working with a local agency who have experience in your sector and your geography is always going to give you a competitive advantage
We would love the opportunity to continue to work as part of your team, so there is a big incentive to over-deliver to showcase our services - it's a great way to test us out.

It's important to understand the limits of the service provided by HubSpot.

Onboarding from HubSpot is not training
Onboarding from HubSpot is not an implementation
Onboarding from HubSpot is not tailored consulting

There is an advantage to working directly with an experienced partner agency who can do all of these things including implementation work and who can teach you and your team as you move forward. All at a price below the standard cost of working with HubSpot.

Mount Arbor are approved Sales Partners for HubSpot and certified professionals on Service Hub ...

The biggest mistakes made by new businesses investing in HubSpot at the beginning are:

Not equipping the Services team to understand how to use the technology
Not getting value from HubSpot quickly to justify the cost (through sales or positive word of mouth referrals)

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Mount Arbor focus on your Sales<->Services strategy first, so we can help you onboard in the most efficient way for your business, by providing:

An assigned Implementation Specialist for the first 90 days from the start of your HubSpot Professional Subscription Service
Assistance with the technical setup associated with HubSpot Service Hub
Assistance and training to help your team get up to speed in using the Service Hub Tools provided by HubSpot
Advice and guidance on integrating your existing CRM or other systems with HubSpot
Guidance on converting your customer support function from a cost to an opportunity to grow your business

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Find out more in person

No business is the same. Allow us to find out a bit more about you before we recommend the best solution.

Get the most from your investment in the HubSpot platform

You've started your journey with Inbound with a Services Automation platform & CRM. What's next?

The Mount Arbor team are experienced trainers and we are committed to getting our customers up and running fast on the HubSpot platform.

You will also receive on-going access to resources including:

your HubSpot portal set up and ready to use in 48 hours
your first inbound campaign launched in a month
coaching and training with HubSpot-certified experts
unlimited email support
one-to-one video coaching
strategy consultation with a HubSpot Services expert
Discounted add-in products from third-party software vendors and HubSpot integration partners (email, video, electronic documents etc.)
Access to the most extensive partner network of experts and advisors

Our Plans

Seed Services: Quick Starter Plan

Quick starter onboarding is designed for new customers on the Service Hub Professional software package with teams of up to 5 people.

If you’re looking to get up and running with HubSpot quickly, this onboarding package will help you complete the essential configuration of the software, accomplish your short-term goals, and see value rapidly.

Completing the Quick Start Consultation will help you:

Complete the essential configuration of the software.
Feel empowered to be a self-sufficient user of the product.
Ensure your team are using and getting value from the powerful tools at their disposal

With the Quick Start Consultation, you’ll gain access to one-on-one support from an Implementation Specialist in addition to email support.

This service is for you if:
You are looking to set up the Service Hub in order to simplify, measure, focus, and scale your customer support processes.

Grow Services: Professional on-boarding plan

Professional Onboarding is designed for new customers on the Service Hub Professional software with teams of up to 10 people.

With the help of an Implementation Specialist, you will receive both technical guidance to properly configure the HubSpot software, and campaign assistance to leverage the HubSpot tools and Inbound Methodology.

In additional we will build out:

Strategic organization of your customer support ticket and response processes
Best practices for the Service Hub tools to delight customers and turn them into more opportunities.
Client management strategy to effectively move customers through onboarding, management, delighting and upselling cycles
NPS and survey tools to improve customer service and gain access to your most supportive advocates
Guidance on the best reports to measure and track your success

All designed to get you up and running fast.

This service is for you if:
You are looking to delight your customers and track your success in order to amplify, measure, focus, and grow your business.

Thrive Services: Enterprise on-boarding plan

Enterprise onboarding is designed for new customers on the Service Hub Enterprise package or with Services teams of 10+ people.

This is the ultimate onboarding experience for those who need to ensure the complexities of their Customer Service processes are captured and transformed into easy to follow and effective strategies for the organisation.

Guidance on aligning your Sales, Marketing and Customer Service organisations for positive word of mouth referrals and great customer experience as well as lead generation, customer acquisition and competitive advantage
Services Process Optimisation
A 'Sales Flywheel' strategy for generating more Word of Mouth leads for your business
Reporting, analytics and KPI measurement for your team, including revenue, meeting, call and deal goals
Reports and dashboards to improve and optimise your customer success organisation
Creating strategies for implementing complex use cases in the software
Integrations with Slack and other tools to increase efficiency
Going beyond best practices and working to develop new tactics and strategies for your Services teams

Our expert Inbound Services Strategist will work with your team to create your reporting dashboards, content strategy, ticket process and follow up strategy, messaging matrix, and supporting workflows to fully embed the Inbound Methodology in your business.

Pricing

Onboarding, Coaching, Tasks and Consultancy plans from Mount Arbor

Depending on your stage of growth and the needs of your business, explore the pricing plans from Mount Arbor. Click on the relevant tab below to find the pricing plan that suits your business. We price our services competitively so that we can do business with you long-term - we want you to be successful.

Our pricing is fair, transparent and delivers predictable value to your organisation

Onboarding
Coaching
Tasks
Consultancy

Our Plans for Onboarding

Seed

^€665

All of our onboarding programmes run for 90 days from your set-up. The Seed Services Quick Starter onboarding plan is designed for new customers on the Service Hub Professional software package. (One-time payment)

Learn More

Includes: (click on the '+' symbol to expand)

Teams of up to 5 people

Full technical setup

Ongoing email support

Consultation call with a senior strategist

Ongoing campaign support

2 x video conference calls

Also includes: (click on the '+' symbol to expand)

Basic features only

HubSpot Service Hub Customisation

Services Audit and Strategy

Knowledge Base SEO optimisation

Ticket Process Optimisation

Video calls with a senior strategist

Enterprise Feature Assistance

Survey creation (NPS and Feedback)

Sales and Services Alignment Plan

Onsite visit and strategy session

Grow

^€1105

HubSpot Service Hub Onboarding