HubSpot Diamond Partner since 2014
Ecommerce-Exclusive
HubSpot Service Hub Onboarding
Built for Unified Commerce
Most agencies teach you which buttons to click.
We wire Service Hub into your commerce data—order history, ticket pipelines, and self-service support—so every ticket, playbook, and automation is built around how your customers actually shop and ask for help.
Meet With Us See Pricing
Transparent pricing
Customizable onboarding
Trusted by ecommerce brands running on
.
The Problem With Most Service Hub Onboardings
Agents can't resolve tickets when support tools don't know the order.
Support teams are drowning in tickets from customers, channels, and their tech stack—and the immediate fire always wins over building the service system that would prevent the next one.
Unific Service Hub Onboarding
- Built on a Commerce Data Foundation—orders, carts, and products synced to every ticket record
- Ticket pipelines mapped to how your team actually triages and resolves issues
- Knowledge base, playbooks, and macros built for ecommerce support conversations
- Custom CSAT, NPS, and CES reporting tied to real order and retention data
- You graduate with a support system built to scale across multiple teams
One Platform. The Full Support Journey.
Unific maps Service Hub to every touchpoint where a customer needs help—from the first ticket to the moment they become a repeat buyer.
Respond
Automatically route tickets to the right agent with full order and customer context on arrival.
Resolve
Give agents a knowledge base, macros, and playbooks built for ecommerce support—so every ticket closes faster.
Retain
Turn every resolved ticket into a feedback and retention signal that drives repeat purchases.
Essential
Get Supporting Customers Fast. Coaching-Led Quickstart.
Ideal for support teams new to HubSpot who need live guidance to start managing tickets, building a knowledge base, and collecting feedback—without a full implementation engagement.
2
Meetings
1-2
Weeks
Service Hub Coaching
Essential is a coaching-led engagement. Calls cover live guidance only—no offline implementation work is included.
Meeting · Sales Hub · 1 hr
01
Ticket Management & Setup
-
Custom Ticket Views
-
Ticket Pipelines
-
Tasks
-
Meetings
Meeting · Sales Hub · 1 hr
02
Support Channels, Knowledge Base & Feedback
- Inbox
- Support Form
- Live Chat
- Theme Selection and Homepage Setup
- Article Creation
- Feedback Surveys NPS
Support Inbox Connected
- Tracked emails and tickets going out to and from customers
- Contact information managed in HubSpot
- Saved views set up for daily ticket triage
- Support inbox connected so the CRM houses everything
Ticket Pipeline Live
- Tickets created to manage support requests
- Ticket-based automations running
Pro
Full Setup. Coaching & Support Process Mapped to HubSpot.
A 4-week guided engagement covering ticket pipeline configuration, knowledge base setup, and feedback survey automation—mapped directly to how your team currently supports customers.
3
Meetings
4
Weeks
Support Process Discovery & Setup (Meetings 1–3)
Meeting · Sales Hub · 1 hr
01
Ticket Management & Productivity
- Custom Ticket Views
- Ticket Pipelines
- Ticket Automations
- Tasks
- Meetings
- Saved Filters
- Email Templates
Meeting · Sales Hub · 1 hr
02
Inbound Requests & Knowledge Base
- Inbox
- Contact Us
- Support Form
- Live Chat
- Theme Selection and Homepage Setup
- Article Creation
- KB Analytics
Meeting · Sales Hub · 1 hr
03
Feedback Surveys, Review & Strategy
- NPS — Net Promoter Score
- CES — Customer Effort Score
- CSAT — Customer Satisfaction Survey
- Full Program Review
- Open Q&A
- Continued Growth Strategy
Outcome
Support Inbox Connected
- Tracked emails going out to customers
- Contact information managed in HubSpot
- Saved views built for daily ticket triage
- Support inbox connected to HubSpot so the CRM houses everything
Outcome
Knowledge Base Live
- Understand what a knowledge base is and how to build one
- Articles published and organized for self-service support
Outcome
Feedback Loop Ready
- Understand the differences between NPS, CES, and CSAT
- Know the Survey Monkey integration
Enterprise
Strategic Service Enablement. Multi-Team Support Operations.
For support orgs running high ticket volume across multiple teams—covering SLAs, agent presence, sentiment tracking, and cross-hub automation.
8
Meetings
10.5h
Total Hours
10
Weeks
Phase 1 — Ticket Foundations & Knowledge Base (Meetings 1–3)
Meeting · CRM · 1.5 hrs
01
Ticket Management & Productivity
- Custom Ticket Views
- Ticket Pipelines
- Ticket Automations
- Meetings
- Saved Filters
- Email Templates
Meeting · CRM · 1.5 hrs
02
Shared Queues & Inbound Requests
- Tasks and Shared Task Queue
- Inbox
- Contact Us
- Support Form
- Live Chat
Meeting · CRM · 1.5 hrs
03
Knowledge Base & Feedback Surveys
- Knowledge Base
- NPS — Net Promoter Score
- CES — Customer Effort Score
- CSAT — Customer Satisfaction Survey
Outcome
Support Inbox Connected
- Tracked emails going out to customers
- Saved views to see who you need to reach out to
- Support inbox connected so the CRM houses everything
Outcome
Ticket Pipeline Live
- Understand what tickets are
- Creation of tickets to manage support requests
- Pipelines and categories built to organize incoming customer issues & requests
Outcome
Feedback Loop Ready
- Understand what a knowledge base is and how to build one
- Know the differences between NPS, CES, and CSAT plus the Survey Monkey integration
Phase 2 — Team Operations & Wrap-Up (Meetings 4–6)
Meeting · Service Hub · 1 hr
04
Shared Inboxes & Help Desk Process
- Custom Views & Shared Inboxes
- Help Desk Process Setup
- Internal & External Automation
- Best Practices
Meeting · Service Hub · 1 hr
05
Goals, Sentiment & SLAs
- Custom Goals & Objectives
- Mandatory Sentiment Properties
- Agent Presence Best Practices
- SLAs & Custom Reporting
Meeting · Service Hub · 1 hr
06
Final Review, Q&A & Offboarding
- Full Program Review
- Open Q&A
- Continued Growth Strategy
- Offboarding
Outcome
Team Operations Live
- Understand how your entire team works together, finding what each needs
- Manage customer-facing communications through automations paired with other hubs and CMS features
Outcome
SLAs Configured
- Goals and objectives set unique to your organization
- Mandatory properties and statuses defined in the ticket pipeline
- Service level agreements set to report on time to close and time to first reply
Outcome
Growth Plan In Hand
- Next steps defined to optimize your support process
- Current process mapped with success metrics to review monthly/quarterly
Post-Onboarding
Keep Supporting Customers with Implementation Packages
Onboarding ends. Ticket volume doesn't. Continue with a dedicated Unific team that knows your support process, your data, and your goals.
Extra hours available in 4-hour increments at $160/hr. On-demand hours outside a package are billed at $175/hr. Response times: 4–8 business hours. Package must be purchased up front.
Small · 8 hrs/month · Monthly meetings
$1,200/mo
- 8 hours of dedicated implementation
- Monthly strategy meeting
- Ongoing ticket pipeline optimization
- Cancel anytime
Medium · 16 hrs/month · Weekly meetings
$2,160/mo
- 16 hours of dedicated implementation
- Weekly strategy meetings
- Support automation & reporting builds
- Cancel anytime
Large · 32 hrs/month · Weekly meetings
$3,936/mo
- 32 hours of dedicated implementation
- Weekly strategy meetings
- Full-scale multi-team support operations
- Cancel anytime
How It Works
Our Onboarding Process
Every tier follows the same structured approach—calibrated to your complexity and goals.
01
Discovery
We audit your current support process, tools, and team before recommending a tier.
02
Commerce Data Connected
Unific syncs orders, customers, carts, and products into HubSpot before session one.
03
Guided Sessions
Live coaching and setup meetings structured around your ticket pipelines and support goals.
04
Support Live
Ticket pipelines, knowledge base, and feedback survey workflows built and launched.
05
Measure & Optimize
Custom support dashboards and reports so you always know what's working.
Why Unific
The Only Agency That Makes Service Hub Commerce-Aware
Any agency can teach Service Hub. Only Unific connects your store data, order history, and ticket resolution into one unified system.
Commerce Data Foundation
Orders, carts, products, and RFM scores sync natively to every ticket record—agents see the buyer, not just the contact.
Ecommerce-Native Ticket Pipelines
Ticket stages, macros, and playbooks built for order issues, returns, and post-purchase support.
Multi-Team Routing
Central ticket routing, handoff processes, and portal partitioning for teams that scale.
Diamond HubSpot Partner
Diamond-level expertise since 2014. We've onboarded more ecommerce support teams onto HubSpot than any other agency.
Ticket Automation
From auto-routing to SLA escalation, we build the automations that keep tickets moving.
Retention-Attributed Reporting
Connect support activity to actual orders and repeat purchases. Know exactly which resolutions drive retention.
Unific's Commerce Data Foundation powers every onboarding—syncing real buying data so your HubSpot is ready from day one.
Commerce Data at Scale
100M+ Abandoned carts processed
58M+ Contacts synced
70M+ Orders synced
15M+ Dynamic coupons issued
What Brands Say After Onboarding
Client Results
Working with Parag and Sandra was easy and the job they did was terrific. Great customer service and help along the way above and beyond what was expected. Highly recommend their services.
I was beating my head against a wall over the past two years because HubSpot's native integration would only associate a deal (sale) in Shopify to a contact and not to the actual company associated with that contact. Unific solved this brilliantly!
Parag and Sandra are exceptionally competent, responsive and proficient. They have been a huge help in navigating our CRM implementation. It's been a pleasure working with them.
HubSpot Diamond Partner since 2014 · Ecommerce-Exclusive Agency
Ready to Turn Service Hub Into Your Retention Engine?
Book an intro call and we'll recommend the right tier for your team, your stack, and your goals.
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Book Intro Call
Compare Tiers
Book an intro call and we'll recommend the right tier for your team, your stack, and your goals.