HubSpot Service Hub Implementation
Email, chat and forms feed one ticket queue, and every ticket has an owner and a status.
- phaseImplementation
- engagementProject
- productService Hub
The problem this solves
Your service team works out of a shared inbox. Two people reply to the same customer, while another email waits because everyone assumed someone else had it. When the person handling your biggest customers is on vacation, their issues stall.
How I work
After the free consultation, I run a pre-implementation workshop with whoever leads your service team. We look at which channels requests come through, who handles them and when a request counts as closed. Categories, ticket statuses and a license recommendation go into the implementation document.
Once you buy the license, I connect inboxes, chat and forms, and set up the ticket pipeline, routing and properties for request categories. I start with one pipeline your team understands and expand it when the need comes up. I train your service team on its own tickets, in 1.5-2 hour sessions, and leave a basic report with ticket volume, response time and open requests.
What you get
- Inboxes, chat and forms connected to HubSpot
- A ticket pipeline with statuses from the implementation document
- Routing that gives every ticket an owner
- Properties for request categories
- A ticket volume and response time report
- Training for your service team on its own tickets
What usually goes with this service 3
HubSpot Ticket Pipelines and SLAs
A separate pipeline for each request type, and response targets that HubSpot tracks and flags before they are missed.
Learn more
HubSpot Ticket Routing and Service Automation
Tickets reach the right person with no manual sorting, and the customer gets a confirmation right away.
Learn more
HubSpot Help Desk Implementation
Your service team sees tickets from email, chat and forms, the SLA deadline and customer history in one view.
Learn moreLet’s check whether this service fits your situation
After you submit the form, you pick a time in my calendar. I prepare the scope and a quote after the call.