Customer Service + Engagement
Onboard, support, delight, retain and grow your customers with a scalable customer support and evangelism system for your teams.
- An introduction to customer service team reporting in HubSpot
- An introduction to evangelizing existing customers with HubSpot
Support + Delight Customers
- An introduction to tracking customer support with HubSpot
- An introduction to streamlining customer service outreach with HubSpot
- Service Activities Organization + Attribution
- Configure Customer Support Pipeline(s)
- Service Team SLA Tracking
- Streamline Customer Service Outreach
- Service Ticket Escalation System(s)
- Launch Service Concierge Chatflow
Gather Customer Feedback
- An introduction to gathering customer feedback in HubSpot
- Automated Customer Satisfaction (CSAT) Feedback
- Automated Customer Effort Score (CES) Feedback
- Automated Customer Loyalty (NPS) Feedback
- Automated RAG Status Reporting + Alerts
Reduce Customer Friction
- An introduction to reducing customer friction with HubSpot
- An introduction to enabling customer self-help options with HubSpot
- Set Up Help Desk Workspace
- Configure Customer Portal
- Termed Client Automation
Onboard Customers
- An introduction to smooth customer onboarding with HubSpot
- Turned Active Client Welcome Nurture
- New Client Implementation System
- Implementation Kickoff Call Process + Playbook
- Client Review Call Process + Playbook