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Service & Customer Loyalty

Service that Retains Customers and Creates Capacity

We'll set up your customer service in the HubSpot Service Hub: ticketing, customer portal, knowledge base, and chatbots. Your team will save time, and your customers will get answers faster.

HubSpot Data Quality Audit
  • HubSpot Platinum Partner
  • Over 20 years of B2B experience
  • 10+ Years with HubSpot

The Starting Point

Inquiries come in via email, phone, and three mailboxes. Only the team itself knows who is working on what. The same questions are answered anew every week because the information isn’t documented anywhere. Good employees spend their time on routine cases, while escalations go unaddressed. And the sales team doesn’t find out about dissatisfied customers until they cancel their service.

Our Approach

  • One entrance, clear pathways All channels converge in the Service Hub. Tickets have assigned personnel, priorities, and deadlines.
  • Self-help First The knowledge base and customer portal answer standard questions around the clock. Your team can focus on the cases that people actually need help with.
  • Automation and AI in Customer Service Chatbots and customer service agents handle routine tasks, seamlessly integrated and under control. Response times are noticeably shorter.
  • Using Signals Customer satisfaction, ticket volume, and health metrics per customer become visible. Sales and service teams take action before customers leave.

Our Services

  • Service Discovery: Channels, Volume, Most Common Issues
  • Service Hub Setup: Ticketing, Pipelines, SLAs, Automation
  • Knowledge base with a structure and initial core articles
  • Customer Portal for Ticket Status and Self-Service
  • Chatbot and customer agent setup, including escalation logic
  • Feedback Measurement (CSAT/NPS) and Service Reporting

Steps Toward the Goal

Here's how it works

  1. Discovery Record Channels, Volumes, and Concerns

    Result: Clarity on where time is being wasted

  2. Setup Set up ticketing, SLAs, and a knowledge base

    The result: a systematic approach to service

  3. Automation Set Up a Chatbot and Agent for Routine Cases

    Result: greater capacity to handle complex cases

  4. Control Measuring Satisfaction and Improving Processes

    Result: Service as a Growth Factor

Mark Lotse X You

Who this is for

For B2B companies with recurring customer relationships: software, technical products, and services provided under contract. Anywhere where existing customers drive revenue and service quality determines whether contracts are renewed.

FAQ

Frequently Asked Questions

Will the HubSpot chatbot replace our customer service team?

The chatbot takes some of the load off your service team. The AI answers routine questions and escalates complex cases to your team along with the relevant context. You control the quality of the responses through the knowledge base.

How soon will the knowledge base be available in HubSpot?

The structure and the 20 to 30 most important articles are developed during the project. After that, the collection grows as the project progresses: Every resolved ticket is a potential article.

Does the HubSpot chatbot work with our existing ticketing system?

In most cases, yes, subject to a case-by-case review. It’s often worth migrating to the Service Hub because Service then works with CRM and Sales on a single database.

How does the HubSpot Service Hub benefit the sales team?

Visibility: The sales team can view each customer's health status and pending issues, enabling them to conduct renewal discussions with a complete picture.

Free up capacity in the service department.

Schedule an Initial Consultation

Check the database first? HubSpot Data Quality Audit