Your HubSpot portal set-up

First things first, we get you and your team set up in the portal, and take care of all the technical bits, such as importing your contacts.

Virtual one-on-one coaching sessions

All our onboarding sessions are delivered via live online video. This speeds up the learning curve and allows us to visually show the platform and concepts as we go.

Logical rollout process

Cyberbia have been successfully supporting marketers large and small for over 20 years.
We will get your confidence levels up so you can get the best value out of your HubSpot investment in no time.

Custom branding

We’ve been customising digital marketing templates and email campaigns for global brands (for many years) — the likes of Adobe and ServiceNow continue to trust us because of our design and development expertise.
You won’t find a more creative and experienced partner to get your brand aligned with your marketing efforts.

We love a good relationship :)

We strive to get the maximum value to our clients. Our client retention rate is over 90% for 20 years.
We are here to partner with you on your journey with HubSpot, not just to do the intro training then leave you in the lurch — your ongoing success is our success!

Customising Your Experience

As onboarding is delivered, we take care to tailor and craft the experience to fit your requirements.

The HubSpot direct onboarding service provides a platform guided tour. Cyberbia’s custom onboarding provides deeper engagement around strategy, training alignment with the business and provision of more online practical training sessions.

There are 5 key steps to Cyberbia onboarding.

1. Setup

• Add your team members as users.
• Install HubSpot tracking code on your website
• Connect your shared team email addresses to Conversations
• Connect or add a subdomain for your knowledge base
• Edit and embed the support form on your website
• Import contacts and/or tickets into HubSpot
• Configure your conversations notification preferences.
• Create a form to collect incoming tickets from customers.

2.Customers

• If possible, set up an automatic ticket assignment so that tickets are assigned to reps when the tickets are created.
• Set up workflows to update ticket properties, move tickets to a new stage, and create tasks for the ticket’s owner.
• Based on your functions of service, we’ll explore how to create pipelines to manage different functions. For example, we may create individual service pipelines for onboarding, project management, and account management.
• Optimize service pipelines and stages to your team’s processes.

3.Efficiency

• Understand how to import your existing knowledge base to HubSpot. Or start by creating one.
• Design your knowledge base to optimize for Google search and customer satisfaction.
• Develop categories and subcategories that make the knowledge base easy for your customers to navigate.
• Collect and implement feedback on your knowledge base to improve the end experience for your customers.
• Include your knowledge base at optimal locations on your website and customer communications so that it’s easy to find at the right times.
• Learn how to add videos to your knowledge base to give customers a visual walkthrough.

4. Experience

• Create customer loyalty surveys (NPS) to understand how people feel about your company.
• Automatically send customer effort surveys (CES) whenever a ticket is closed.
• Create a workflow trigger to send customer satisfaction surveys (CSAT) which can provide you with more in-depth feedback.
• Set up automation that reaches out if someone is unhappy, or ask for a review from someone who is happy.
• Use CSAT surveys in marketing and/or sales process. For example, send a CSAT survey after your hosted event, a deal is closed-won, or when someone has been a customer for a specified amount of time.

5. Transition

• Establish the next steps and goals
• Create an ongoing support plan, as required
• Assist with the development of an organisational training process
• Provide guidance on successful adoption and use
• Explore additional technical integration requirements
• Explore custom technical development
• Explore the HubSpot Eco System of apps

Delivery & Pricing

• Onboarding is completed over 8 weeks
• A detailed list of custom tasks are created for completion
• Training and support is provided via online video meetings
• The training is adjusted to fit your specific goals and business model
• A pool of valuable HubSpot training material will be utilised
• HubSpot certification and guidance, as required