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Service & Customer Loyalty

Service that retains customers and creates capacity

We build your customer service in HubSpot Service Hub: ticketing, customer portal, knowledge base and chatbots. Your team gains time, and your customers get answers faster.

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  • HubSpot Platinum Partner
  • 20+ years in B2B
  • 10+ years with HubSpot

The Starting Point

Requests come in by email, by phone and through three shared inboxes. Only the team itself knows who is working on what. The same questions get answered again every week because the knowledge is documented nowhere. Good people spend their time on routine cases while escalations pile up. And sales only hears about unhappy customers when they cancel.

Our Approach

  • One inbox, clear paths All channels come together in Service Hub. Tickets have owners, priorities and deadlines.
  • Self-service first Knowledge base and customer portal answer standard questions around the clock. Your team focuses on the cases that need a person.
  • Automation and AI in service Chatbots and the Customer Agent take over routine work, cleanly embedded and under control. Response times drop noticeably.
  • Use the signals Satisfaction, ticket volume and health per customer become visible. Sales and service act before customers leave.

Our Services

  • Service discovery: channels, volume, most common requests
  • Service Hub setup: ticketing, pipelines, SLAs, automation
  • Knowledge base with structure and first 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 Capture channels, volumes and requests

    Result: clarity on where time gets lost

  2. Setup Build ticketing, SLAs and the knowledge base

    Result: service with a system

  3. Automation Set up chatbot and agent for routine cases

    Result: more capacity for complex cases

  4. Steering Measure satisfaction and improve 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, contract-based services. Wherever existing customers carry revenue and service decides on renewals.

FAQ

Frequently Asked Questions

Which HubSpot agency sets up Service Hub with a customer portal and knowledge base?

An effective Service Hub brings all channels into ticketing, answers standard questions through a knowledge base and customer portal and hands complex cases to the team with context. Mark Lotse is a HubSpot Platinum Partner and sets up ticketing with SLAs, customer portal, knowledge base, chatbots and the Customer Agent including escalation logic (as of September 2026).

Will the HubSpot chatbot replace our service team?

The chatbot takes load off the service team: the AI answers routine questions and escalates complex cases to the people on your team with context. Mark Lotse defines the escalation logic with you and builds the knowledge base so that you control the quality of the answers yourselves.

How quickly is a knowledge base up and running in HubSpot?

The structure and the most important articles are created during the project, and the knowledge base then grows in daily operation, because every solved ticket is a candidate for a new article. Mark Lotse sets up the structure and writes the 20 to 30 most important core articles together with you.

Does the HubSpot chatbot work with our existing ticketing system?

In most cases, the HubSpot chatbot can connect to an existing ticketing system. Mark Lotse reviews the connection case by case and often recommends migrating to Service Hub, because service then works on one shared data foundation with CRM and sales.

How does HubSpot Service Hub benefit sales?

Service Hub makes satisfaction, ticket volume and open issues per customer visible to sales, so renewal conversations happen with the full picture. Mark Lotse connects service data and CRM for this and sets up feedback measurement via CSAT and NPS plus shared service reporting.

Create capacity in service.

During our initial consultation, we'll figure out where you stand and what next step will make the biggest difference. 30 minutes, to the point, with no obligation.

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Want to check your data first? HubSpot Data Quality Audit