Before diving into the setup, we take time to understand your business, customer support processes, and goals. Through deep discovery, we map out:

• Your team’s service workflows
• Key customer touch points
• Any existing challenges in your current system

From there, we create a clear roadmap for implementation, ensuring every detail aligns with your needs.

A strong foundation ensures a seamless service experience. Our team configures your account to support your service team’s efficiency from day one.

• User roles & permissions – Ensuring the right team members have the right access
• Service pipelines – Setting up stages and required fields
• Knowledge base migration – Transferring and auditing support documentation
• Email & calendar integrations – Enabling automatic activity tracking and seamless scheduling

Your service platform should fit your business, not the other way around. We make sure your most important customer data is structured properly within HubSpot.

• Custom properties – Track key business information beyond standard fields
• Custom objects – Store unique data like resellers, suppliers, equipment, or service parts
• Associations – Connect objects to map out customer relationships
• Ticket pipelines – Reflect the different stages of your service process

Your service platform shouldn’t exist in a silo. We ensure HubSpot is fully connected to your existing tools, so customer data flows seamlessly across your business.

• Billing & ERP systems – Sync customer, order, and payment data
• CRM integrations – Connect Salesforce or other external CRMs
• Field service tools – Integrate with Servicenow, Zuper, or mobile service solutions
• Custom API integrations – Need something unique? We’ll build it for you.

Centralizing customer resources improves efficiency. We migrate and optimize all your existing support documentation so your team can deliver faster, more consistent service.

• Email templates & response snippets – For quick, standardized support replies
• Knowledge base articles – Moved seamlessly with redirects in place to prevent broken links
• Product guides & troubleshooting documents – Track which assets customers use most
• Automated workflows – Ensure follow-ups and escalations happen without manual intervention

Without tracking performance, there’s no way to improve. We build custom reports and dashboards to give you full visibility into your service operations.

• SLA tracking – Monitor response times and meet service commitments
• Time-to-resolution analysis – Optimize staffing and automate where needed
• Customer satisfaction metrics (NPS & CSAT) – Gauge how well your team is performing
• Custom reports – Track non-standard KPIs unique to your business

The best implementation is useless if your team doesn’t know how to use it. We provide targeted training and documentation to ensure everyone is confident navigating HubSpot.

• Expert trainers – Available to guide you through every feature
• Role-specific training – So each team member learns what’s most relevant to them
• Live exercises – Hands-on practice sessions to reinforce learning
• Full documentation – A resource for ongoing reference and new team members