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Service Activities Organization + Attribution

Description

Tracking and understanding service activities is essential for delivering exceptional client experiences and improving team performance. This milestone organizes and standardizes your service activities in HubSpot, such as onboarding calls, support follow-ups, and resolution meetings. By clearly defining activity types and ensuring they’re logged consistently, you gain better visibility into your team’s efforts and how they impact customer satisfaction. Additionally, reports will provide insights into activity volume, outcomes, and trends, empowering your team to optimize workflows and deliver outstanding service.

Process Summary

  1. Define Activity Types: Collaborate to define and standardize service activity types (e.g., onboarding meetings, support calls, resolution check-ins) to ensure consistency in tracking.
  2. Logging Standards Implementation: Configure HubSpot to require or prompt team members to log activities accurately with relevant details.
  3. Custom Properties Setup: Add properties to capture key activity information, such as issue type, resolution status, and client satisfaction ratings.
  4. Reporting and Dashboards: Build reports and dashboards to track activity volume, common issue types, and team performance over time.
  5. Testing and Refinement: Test the system with sample activities, gather feedback, and refine the process to align with team workflows and objectives.

Requirements

  • A list of activity types and their definitions to standardize across the team.
  • Input on key data points to capture for each activity (e.g., resolution status, time to complete).
  • Feedback during testing to ensure logging and reporting tools meet team needs.
  • Collaboration to identify metrics for analyzing team performance and customer satisfaction.

Milestone in Action

Demo video coming soon.

Key Outcomes

  • Clear, consistent logging of service activities for accurate tracking and reporting.
  • Improved visibility into team performance and customer interactions.
  • Data-driven insights into trends and areas for improvement in customer service.
  • Better alignment between team efforts and customer satisfaction goals.