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HubSpot Service Hub Implementation Services

Launch Service Hub in 90 days or less

Most partners can set up Service Hub. Only seven are accredited by HubSpot to do it right. We turn CS processes into a revenue engine that keeps your customers coming back.

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Service Hub Implementations

Built for speed, designed to scale

Your CRM should fuel growth through customer loyalty. Our Fast Track engagements give you the RevOps foundation to standardize processes, measure performance, and scale CS.

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Accredited Expertise

One of seven HubSpot Partners with Service Implementation Accreditation. When HubSpot trusts us, you can too.

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Go Live FAST 

Choose between two implementation paths that get your CS team up and running in 60 or 90 days.

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Pick & Choose Use Cases

Choose from proven playbooks built on thousands of successful HubSpot implementations.

  • Phase 1

    Foundationals

    • Diagnostics: Discovery of existing processes & desired end state.​
    • User Setup: Setting up roles, permissions, and assignments​.
    • Lifecycle Stages: Automatically assigned based on your criteria.
    • Lead Status: Move from Open to In Progress automatically when reps work them.
  • Phase 2

    Service Operations

    • Technical Setup: Configure settings to fit your business. User setup, ticket intake, and email templates.

    • Ticket Tags: Stay on top of all open tickets, including no activity, missing next step, or past due.

    • Support/Onboarding Pipeline: Build 1 pipeline with clear stages and auto-ticket creation at deal close.

  • Phase 3

    Reporting & Training

    • Service KPI Dashboard: Track activity, SLAs, and customer health in real time.
    • Manager Visibility: Dashboards empower leaders to monitor performance, spot issues, and drive improvements.
    • Adoption Training: Hands-on sessions to ensure teams confidently use new Service Hub tools.
    • Continuous Support: Optional Q&A sessions to address questions and reinforce recent HubSpot builds.

Fast Track Package #1

15k / 60 Days

Included Playbooks

  • Service Hub Technical Setup
  • Services KPI Dashboard
  • Support OR Onboarding Pipeline
  • Ticket Tags

Pick & Choose

  • Choose two additional Playbooks

Fast Track Package #2

18k / 90 Days

Included Playbooks

  • Service Hub Technical Setup
  • Services KPI Dashboard
  • Support OR Onboarding Pipeline
  • Ticket Tags

Pick & Choose

  • Choose five additional Playbooks

Playbooks

Always Included

  • Service Hub Technical Setup
  • Services KPI Dashboard
  • Support OR Onboarding Pipeline
  • Ticket Tags

Pick & Choose

  • Ticket Support Routing
  • Sales to Service Handoff
  • Live Chat Setup
  • Notifications & Alerts
  • 3x Office Hours
Service Hub Playbooks

Proven processes for repeatable wins

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Technical Setup
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CS KPI Dashboard
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Support Pipeline
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Onboarding Pipeline

Trusted by leading B2B brands on HubSpot

We equip those who own the number with the strategy, systems, and execution to exceed it.

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5.0
Star Marketplace Rating
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360+
5-Star HubSpot Directory Reviews
database
1000+
CRM Implementations
star star star star star 5/5
September 30, 2024
Rodrigo was a true professional. EXCELLENT EXPERIENCE
Rodrigo with RevPartners was easy to work with, honest, efficient and extremely knowledgable. Honestly don't think we could have asked for a better partner and had it not been for Rodrigo we would have probably asked for a refund on the Marketing Hub Professional Onboarding for the following reasons. During sales cycle we were never advised HS Onboarding was outsourced to a third party or that HS had a scheduled global week of rest immediately following our Friday, 6/30 sign-up. Also HS places limitations on what RevPartners could and could not do, forcing Rodrigo to direct us to utilize HS tech support, which often took 24+ hours to reply. Again to Rodrigo's credit if HS was slow to respond he would look for solutions through his channels.
J. Johnston 26 - 50 employees
Automotive & Transport
Services:
HubSpot Onboarding
star star star star star 5/5
September 30, 2024
Rodrigo was a true professional. EXCELLENT EXPERIENCE
Rodrigo with RevPartners was easy to work with, honest, efficient and extremely knowledgable. Honestly don't think we could have asked for a better partner and had it not been for Rodrigo we would have probably asked for a refund on the Marketing Hub Professional Onboarding for the following reasons. During sales cycle we were never advised HS Onboarding was outsourced to a third party or that HS had a scheduled global week of rest immediately following our Friday, 6/30 sign-up. Also HS places limitations on what RevPartners could and could not do, forcing Rodrigo to direct us to utilize HS tech support, which often took 24+ hours to reply. Again to Rodrigo's credit if HS was slow to respond he would look for solutions through his channels.
J. Johnston 26 - 50 employees
Automotive & Transport
Services:
HubSpot Onboarding
star star star star star 5/5
June 24, 2024
Grateful for Rodrigo!
Rodrigo was very helpful and friendly during our transition to HubSpot. Excellent communication throughout the onboarding process. He provided us with clear guidance, steps, goals, and meeting notes. Very grateful for his assistance!
L. Bolek 26 - 50 employees
Technology
Services:
HubSpot Onboarding
star star star star star 5/5
June 21, 2024
RevOps Retainer: Shadab Khan, Brian Kreutz, Justin Tilton, and RevPartners Team
We've been working with RevPartners since late last year with an ongoing RevOps retainer package, and I am so grateful for their partnership every single day. Our initial use case was a re-implementation of Sales Hub, and while our initial strategist, Justin Tilton has moved on to another opportunity, he did a phenomenal job setting us up for success long term as well as handing off our account to our current strategist, Shadab. I have worked with many agencies across my career, and RevPartners is the first one who has truly lived up to their promises. They are detail oriented, responsive, proactive, insightful, brilliant, and best of all, they truly feel like an extension of our team. The most recent project we've tackled has been a "mission control" dashboard for our sales team to cut through the noise and help them focus on what's most important. A few things Shadab does that make it incredibly easy to work together: -Lightning fast responses to email confirming receipt, and timely follow-up without having to be asked -Proactive "nudges" to keep us on track when we're busy and creating blockers for him -In-depth loom videos for concepts and explanations that are hard to capture in writing -Always asks the "why" -- what was the original intent of this workflow? What business KPI does this support? -Exhaustive research into different ways to approach a solution -- when we receive a recommendation, I know that he's already ruled out several other options -Collaborative approach to problem-solving; he'll frequently reach out to other RP colleagues, peers, and even HubSpot resources -This one is something we enjoy personally: he's a huge HubSpot nerd! It's fun to work with someone who enjoys being in the weeds on this stuff Since starting with RevPartners, I truly feel like our team has leveled up and can now tackle the big, hairy challenges we felt under-resourced or unequipped to do before. I would recommend them to anyone who is tired of copy & paste approaches from lackluster agencies (because they're not an agency!).
L. Brennan 201 - 1000 employees
Medical, Health & Wellness
Services:
CRM Implementation Customer Survey and Analysis Sales and Marketing Alignment Sales Enablement
star star star star star 5/5
June 18, 2024
Lexi Gilbert / FMG
Working with Lexi and team was short to date, but bringing her in as an extension of the marketing team was the best move from our technical leader. She brings a dynamic to our team that is valuable and completely missing. Her knowledge of the platform and ability to dive into a complex account while navigating politics is a rare find. She is supportive, happy, direct and takes a large project head on, with a smile. She brought in perspective with knowledge to back it up at the right time. She is a huge asset to RevPartners and FMG. Thank you Lexi for your hard work and smile each day!
J. Bornstein 201 - 1000 employees
Finance & Insurance
Services:
CRM Implementation
star star star star star 5/5
June 4, 2024
Superb Experience! Fantastic Partners! Shoutout to Henry Wee!!
I cannot express how thankful I am for the entire RevPartners team. I joined our organization as the sole member of RevOps and within my first two weeks, I learned we would be losing access to Salesforce in roughly 60 days and needed to move our entire business over to HubSpot. A project of this scope is absurd for a one-person-team and more so on this timeline, the only way it was going to be possible is if I had a partner to work alongside me. RevPartners was the only agency who could meet our needs including both the timeline and budget constraints, but more than that they gave us confidence that this project could actually happen - and be successful. I want to specifically acknowledge Henry Wee as the true MVP of this entire project as without his support, I am not sure we could've pulled this off. Not only was Henry crucial in helping us gather and collect the necessary details for a smooth migration, but he was amazing at handling the ebbs and flows that happened throughout the project including the discovery of processes not initially known that had to be migrated and also with being flexible in how we operationalized HubSpot so that it wasn't a mirror copy of Salesforce, it was so much better! Having Henry available on Slack and during our weekly calls helped me tremendously with having a partner I could turn to with questions, ideas, and.. the occasional freakout (sorry, Henry, but you're amazing!). In the end, we were able to migrate completely away from Salesforce and onto HubSpot in SIX WEEKS! Even more exciting, we did so without a single interruption to business - AMAZING! I will forever be a fan of RevPartners, and a huge fan of my new friend Henry. I wish everyone there nothing but the utmost success in business and life, thank you for making this project fun. Cheers!
K. Little 51 - 200 employees
Technology
Services:
CRM Implementation CRM Migration Custom API Integrations Programmable Automation
star star star star star 5/5
May 13, 2024
Henry Wee is awesome!
This has been the most comprehensive, well-managed implementation/migration that I have ever been involved with. Henry's knowledge, on the spot solutions and command of HubSpot made this easy. I would highly recommend him to anyone.
D. Keel 51 - 200 employees
Banking/Financial Services
Services:
CRM Implementation CRM Migration Customer Success Training HubSpot Onboarding
star star star star star 5/5
May 13, 2024
Excellent and timely advice
Rodrigo Buenfil was a crucial partner to Third Economy in scaling up our marketing and sales operations and was always helpful and patient with our team. We couldn't have done our earliest webinars and campaigns without him.
C. Fredericks 26 - 50 employees
Consulting/Advisory
Services:
Knowledge Base Development Sales and Marketing Alignment Sales Enablement Programmable Automation HubSpot Onboarding
star star star star star 5/5
May 9, 2024
A+ Trainer
Rodrigo was awesome during our onboarding! Super kind and always in a good mood, he made sure we all felt comfortable asking questions. He was prepared for each session and even shuffled meetings around to fit our schedules when we needed it. It’s clear he cares a lot about getting us off to a great start. Really appreciated his help and flexibility!
S. Bakker 11 - 25 employees
Finance & Insurance
Services:
HubSpot Onboarding
star star star star star 5/5
April 23, 2024
Rodrigo is a legend.
Rodrigo deserves a raise and a promotion. He was incredibly helpful, informative, understanding, charismatic, accommodating, above and beyond in every single way. Again, he should be running this place.
B. Jones 6 - 10 employees
Consumer Products
Services:
HubSpot Onboarding
star star star star star 5/5
April 9, 2024
CRM Implementation, CRM Migration, Customer Support Training, and HubSpot Onboarding
Rodrigo from RevPartners was completely professional and patient working with our team to onboard HubSpot. Our weekly zoom meetings were informative and well directed. Each week we discussed task that we were going to complete before our next meeting. This kept our team on task and helped make the transition seamless. In the past our company rolled out a similar product and did not have the support needed to integrate properly. With the help of Rodrigo our team is up and running and excited! Thank you Rodrigo for all your help!!
A. Brauhn 201 - 1000 employees
Business Services
Services:
CRM Implementation CRM Migration Customer Support Training HubSpot Onboarding
star star star star star 5/5
April 9, 2024
Rodgrigo was a RockStar!!!
Rodrigo from RevPartners was completely professional and patient working with our team to onboard HubSpot. Our weekly zoom meetings were informative and well directed. Each week we discussed task that we were going to complete before our next meeting. This kept our team on task and helped make the transition seamless. In the past our company rolled out a similar product and did not have the support needed to integrate properly. With the help of Rodrigo our team is up and running and excited! Thank you Rodrigo for all your help!!
A. Brauhn 201 - 1000 employees
Business Services
Services:
CRM Implementation CRM Migration Customer Support Training HubSpot Onboarding
star star star star star 5/5
April 9, 2024
Always kind with thorough follow up
Rodrigo was great to work with. He was always very accepting of all HubSpot information requests and where there gaps with our weekly call he would provide a very detailed follow up with video instruction. If I need something via email he always responded same day. Great experience.
D. Deter 26 - 50 employees
Consulting/Advisory
Services:
CRM Implementation CRM Migration HubSpot Onboarding
star star star star star 5/5
April 9, 2024
Sr. Program Manager
My experience with Rev Partners, Blake in particular, has been nothing short of incredible. In all seriousness, Blake is the reason why I now love and use HubSpot. He is a great teacher and communicator. He made every custom change we needed, he implemented the whole process for us and made my teams experience very positive.
H. Green 11 - 25 employees
Electronics
Services:
Content Creation CRM Implementation CRM Migration Customer Marketing Customer Success Training Email Marketing Sales and Marketing Alignment Sales Enablement Website Migration HubSpot Onboarding
star star star star star 5/5
April 9, 2024
Rodrigo Review
Rodrigo was very helpful and attentive. If I had any questions he was quick to get back to me and very friendly.
T. Kimbrough 26 - 50 employees
Government
star star star star star 5/5
March 28, 2024
CRM Implementation
Rodrigo did a fantastic job with our CRM Implementation and onboarding with MahlerClean
E. Truckey 201 - 1000 employees
Business Services
Services:
CRM Implementation
star star star star star 5/5
March 28, 2024
CRM Implementation
Rodrigo did a fantastic job with our CRM Implementation and onboarding with MahlerClean
E. Truckey 201 - 1000 employees
Business Services
Services:
CRM Implementation
star star star star star 5/5
March 20, 2024
Onboarding made easy
Rodrigo has been a great partner to help me get my company and team fully onboarded with HubSpot. He has a background in both sales and marketing which makes him a great resource for running ideas by him—he also gives great advice on what he has seen work at every tier of the funnel. He has also showed me a few ways to use certain functions that were mind opening. Finally, syncing HubSpot to our sales CRM is a big task and Rodrigo has helped me break it down step by step to make the process seem less daunting. I appreciate having Rodrigo here to help me through this process. Highly recommend RevPartners!
S. Dukowitz 51 - 200 employees
Oil & Gas
Services:
HubSpot Onboarding
star star star star star 5/5
March 7, 2024
AMAZING ASSET!!!
I'm a pencil and paper type of Guy old school in my organization. Sitting in this Training with Ro has amazingly calmed all my fears and made me so excited about implementing this technology into my day to day operation
J. Barrion 26 - 50 employees
Automotive & Transport

Who we deliver for

The Elite choice in GTM excellence

But you need more than Elite. You need exceptional. 

RevPartners + HubSpot = Love

RevPartners gives you access to the best possible talent in the HubSpot ecosystem. We've done the work. Now let us show you. 

HubSpot Elite Badge 2

Less than 1% of HubSpot Partners achieve Elite status. RevPartners is the fastest to do it. Ever.

HubSpot Service Implementation Accreditation Badge

Service Hub Implementation Accreditation

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CRM Implementation Accreditation

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Solutions Architecture Design

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Platform Enablement Accreditation

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Custom CRM Integration Accreditation

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HubSpot Onboarding Accreditation

HubSpot CRM Data Migration Accreditation

HubSpot CRM Data Migration Accreditation

award

Platform Excellence Impact Award Winner 

AICPA SOC Compliance Badge

AICPA SOC 1 and SOC 2 Certified

The DIY Death Sentence

What happens without a proven roadmap?

AKA...Why do you need a Partner?

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    Standardization

Without a consistent process for handling tickets, everything feels reactive.

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    Broken Handoffs

The handoff from Sales to Service is clunky, which creates a poor first impression for new customers.

  • money_off
    Wasted Investment

You bought Service Hub, but without the right setup, you’re not realizing the ROI.

  • confirmation_number
    Cold, Forgotten Tickets

Tickets often go cold because no one has flagged them or followed up.

  • data_alert
    Zero Visibility

No visibility into how the support team is performing or where tickets are getting stuck.

Service Hub Implementation FAQs