Service Hub Setup

Designed for businesses seeking to optimize their customer support processes. Ensures a seamless implementation that aligns with your unique service goals.

Features

Strategic Onboarding Session: strategic onboarding session to align with your objectives.
Account Configuration: user roles, permissions, and overall account structure design.
Ticketing System Customization: customize the ticketing system to align with your unique support workflows.
Knowledge Base Setup: organizing help articles, FAQs, and resources, empowering customers to find answers independently.
Automation Workflows: automation workflows to streamline routine service processes, reducing manual efforts.
Customer Feedback Mechanisms: Set up mechanisms for collecting and analyzing customer feedback.
Reporting and Analytics Configuration: reporting and analytics to track key service metrics.

Benefits

Efficient Service Operations: Streamline your service operations with a customized setup, ensuring that your team can effectively manage and resolve customer inquiries.
Empowered Customers: Build a comprehensive knowledge base that empowers customers to find solutions independently, reducing the volume of support inquiries and enhancing customer satisfaction.
Automated Workflows: Improve the efficiency of your service processes with automation, allowing your team to focus on high-priority tasks while routine operations are handled seamlessly.
Insightful Customer Feedback: Gather and analyze customer feedback to understand their needs better, enabling you to make data-driven decisions and enhance your overall service strategy.=
Unified Customer View: Create a unified customer view, providing your team with the context needed to deliver personalized and effective support.

Deliverables

Discovery Call
Kickoff Call
Onboarding Plan (Deliverable)
Weekly Meeting
30-Minute Portal Review/Handoff
HubSpot Account Settings and Tracking Codes Setup
Setup of Users & Associated Permissions
Branding Settings Setup for Logo, Fonts, Colors, Etc.
Social Media Setup and Settings Configuration
Import Existing Contacts and Companies
Import Opt-out Lists from Previously Used System
Migrate Existing Tickets
Create Essential HubSpot Service Reports and Dashboards
Setup Team Inbox for Service Requests

Enterprise (Additional $1,999)

Create 5 Custom HubSpot Service Reports (Enterprise)
Knowledge Base Settings & Subdomain Setup (Enterprise)
Implementation of Ticket Routing and Notifications (Enterprise)
Setup 1 Feedback Survey (Enterprise)
Migrate 10 Knowledge Base Articles - $15/article (Enterprise)
Build 3 Custom Service Workflows (Enterprise)

Hours

Delivery

3-4 Weeks