How to increase your know-how for your work with HubSpot Service Hub Professional or Enterprise.
We are happy that you are interested in our HubSpot Training Services. Whether you're just getting started with HubSpot Service Automation or going through a staff change, our training packages will equip you with the knowledge to effectively work with Service Hub Professional or Enterprise.
How the HubSpot Training works
Here are the contents of the Service Hub training packages:
The following table provides an overview of the training contents. Further below, you will find a more detailed description of each meeting.
| Basic Training |
Classic Training |
|
| ✔️ | ✔️ | |
| ✔️ | ✔️ | |
| Knowledge Base & Team Inboxes Session | ✔️ | ✔️ |
| Service Hub Professional/Enterprise User Training | ✔️ | ✔️ |
| Service Automation & Service Reporting Session | ✔️ | ✔️ |
| 8 hours |
What do the individual meetings include in detail?
Info: Each meeting is scheduled for a duration of up to 2 hours.
Contents of the Basic Training:
- Ticket Management Session: In this session, we will provide you with best practices for defining your ticket pipeline and properties. You will learn how to design ticket views/boards according to your requirements, and how to ensure optimal data quality by managing fields and inputs along your support process.
- Feedback Surveys & Chatflow Session: In this meeting, we will focus on creating feedback surveys, ranging from surveys about service quality to customer satisfaction surveys. Additionally, you will learn how to use live chats and chatbots in HubSpot.
- Knowledge Base & Team Inboxes Session: In this session, you will learn how to utilize your Knowledge Base to provide your customers with answers to frequently asked questions. Furthermore, you will learn how to use team inboxes to centralize your 1:1 communication in HubSpot.
- Service Hub Professional/Enterprise User Training: This is a standardized user training, covering the features and configuration options of HubSpot Service Hub, designed for end-users with a Service Hub Professional/Enterprise license. During this training, we will familiarize your service team with the various functions and interface of the platform to ensure they are well-equipped to utilize its capabilities effectively.
- Service Automation & Reporting Session: In this session, we will show you how to work with service workflows for your service teams in HubSpot. You will also gain insights into the service analytics available in HubSpot to better coach your service team. Additionally, we will create best practice service management reports during this meeting.
Individual Consulting & Support (Basic Training): During our meetings, we always keep some time reserved your individual questions. If you have any questions outside our scheduled meetings, please make use of the free HubSpot Support to get answers. Simply click on the "Help" button located at the bottom right of your account. You are also welcome to contact us directly for any questions or requests you may have. Please note that we charge for the time spent at the end of the month.
Additional contents in Classic Training:
- Individual Consulting & Support: In addition to the trainings described above, we are also available outside the scheduled sessions to discuss your individual questions. Use this time for ad-hoc inquiries or Q&A sessions where you can get answers to your specific questions regarding the functionality of the HubSpot Service Hub. You can also use the time to review your service automation workflows with us.
Additional Information
The training has the following limitations:
- Meetings: All meetings are conducted via MS Teams (online conference).
- Maximum meeting participants: Our experience has shown that trainings are more successful when the number of participants is limited. Therefore, we restrict all trainings to four participants. If more people are required, please discuss this with us in advance.
- Duration: The training process typically takes place within 3 months. However, if your day-to-day business requires a longer duration, we can extend the training period up to 12 months.
- Questions & Support: We are happy to assist you with your questions outside the defined training framework. Please send your inquiries to service@brandreach.at. You will receive written responses from us with links to solution descriptions and instructions. Please note that the time spent will be billed at the end of the month.