Setup done with you, not by you
Every HelpSpot subscription includes free, personalized onboarding. Discovery calls, Zoom setup assistance, custom workflow configuration, and team training. No extra charge.
Onboarding that actually helps
Most vendors charge for what we include free.
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Documentation Only
Read the docs and figure it out yourself.
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Paid Setup
Implementation services cost thousands extra.
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Generic Training
Watch the same videos everyone else watches.
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Dedicated Specialist
Your own onboarding expert, assigned to you.
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Included Free
Professional onboarding at no additional cost.
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Tailored Training
Training specific to your industry and workflow.
The Onboarding Process
Four steps from signup to fully operational.
Discovery Call
30-60 minutes to learn about your specific needs and workflow requirements. We create a customized implementation plan.
Guided Setup
Live Zoom session where we configure your HelpSpot together. Mailboxes, categories, automation rules, and integrations.
Go Live Support
We stay with you through launch. Follow-up sessions available as needed.
What's included in onboarding
Everything you need to get started the right way.
Dedicated Onboarding Specialist
A real person assigned to your account who learns your business and guides your setup. Need more? See our professional services.
Customized Implementation Plan
Based on your discovery call, we create a plan that fits your workflow and goals.
Live Zoom Setup Sessions
Configure HelpSpot together in real-time. Mailboxes, categories, automations, and more.
Comprehensive Team Training
Train your entire team on the features that matter for your use case.
Industry Best Practices
20 years of help desk experience. We share what works for organizations like yours.
Follow-Up Sessions
Need more help after launch? Additional sessions available as needed.
What makes our onboarding different
Flexible Scheduling
Sessions scheduled around your availability. We work with your timezone.
No Extra Cost
Professional onboarding included with every subscription. No hidden fees.
Expert Guidance
Certified HelpSpot specialists with years of implementation experience.
Ongoing Support
After onboarding, our support team is always here. 99% customer satisfaction.
Customers love our onboarding
Set up for success from day one.
"After struggling with email clients to handle our support, HelpSpot has been an absolute godsend!!"
"HelpSpot has been a huge time saver for our IT department. It's the best Helpdesk platform I have ever used in my 15 years in the industry."
"If you are looking for a quick, affordable, and efficient ticketing system, you can't do any better than HelpSpot. It is very user friendly for both the technicians and end users and highly recommended."
Onboarding FAQ
Yes. Free professional onboarding is included with every HelpSpot subscription. No hidden fees, no surprises. We want you to succeed.
Most customers are fully operational within a few days to a week. Simple setups can go live the same day. Complex configurations with multiple departments may take longer.
Follow-up sessions are available as needed. We also have recorded training sessions for common topics like automation, portal customization, and reporting.
Yes, our onboarding specialists can help with data migration from other help desk systems. We have experience migrating from most major platforms.
Absolutely. Team training is tailored to your specific use case and covers the features your staff will use most.
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to be tamed.
Join the teams who switched from chaos to HelpSpot's essential order. Download on-premise or start in the cloud today.
