Add-On Services

Service Hub



Customer service software that makes it easy to manage and connect with customers, and truly help them succeed. You’ll make customers happier, keep them longer, and grow your business faster. With help desk, live chat, feedback surveys, knowledge base, and CRM – you’ll have everything you need to exceed customer expectations.

Tickets board view-8

More Revenue. Customer service isn’t a sunk cost. It’s an opportunity. B2B customers with high customer engagement scores achieve 50% higher revenue/sales (Gallup’s Guide to Customer Centricity Report, 2016). You need a proactive approach to helping your customers – and software that makes this possible.

Respond faster, and better. Using live chat, conversations inbox and HubSpot CRM, you’ll have all of your customers’ information at your fingertips. Use information about a customer’s history, service issues, and more to help guide conversations and support.

Improve team productivity. Use team-wide email aliases that automatically turn incoming emails into tickets, HubSpot video to record short help videos, customer templates and routing/automation to save your team time.

Service reporting dash
Customer Fit:

Service Hub is a great fit for current customers who are not entrenched in a helpdesk software solution already or non-customers who use HubSpot CRM and aren’t entrenched in helpdesk software

Explore _ Map-1
Foundational Services
  • Develop a customer journey map
  • Install HubSpot Service Hub
  • Reporting Setup
Account ready-4
Customer Experience Design Services
  • Add communication channels
  • Setup single inbox
  • Train client on single inbox
  • Setup ticket system
  • Train client on ticket system
  • Live chat and chatbot training
Content Strategy-4

Self-Service Solution Creation Services

  • Self-service as part of customers journey mapping
  • Knowledge base design and setup
  • Article creation
  • Continuously update knowledge base articles
  • Knowledge base reporting, assessment, and improvement
NPS Question-1
Feedback and Advocacy Services
  • Setup customer listening (NPS, CES, 3-point survey)
  • Analyze and share findings
  • Change management based on survey data
  • Advocate identification
  • Develop promoter advocacy programs

Customer Experience Design

  1. HubSpot Team Email (Shared Inbox)
  2. HubSpot Tickets
  3. HubSpot Conversations
  4. HubSpot Routing and Automation
  5. Facebook Messenger
  6. HubSpot Forms
  7. HubSpot Live Chat / Chat Bots
  8. HubSpot CRM
  9. HubSpot Reporting Dashboard

Self Service Solution Creation

  1. HubSpot Knowledge Base
  2. HubSpot CRM
  3. HubSpot Reporting Dashboard
  4. HubSpot Search Analytics

Customer Feedback and Advocacy Programs

  1. HubSpot Customer Support Surveys (CES)
  2. HubSpot Customer Loyalty Surveys (NPS)
  3. HubSpot Customer Satisfaction Surveys (CSAT)
  4. HubSpot Email
  5. HubSpot Live Chat and Chat Bots
  6. HubSpot Reporting Dashboard

Sales Hub

flywheel-animated (1)

Fighting Friction in the Flywheel

A successful inbound strategy relies on the momentum of happy customers to drive referrals and repeat sales.

The amount of momentum you have depends on two things: force (points of leverage) and friction (things that are holding you back).


Sales Hub is the all-in-one sales solution that helps small to medium sales teams grow their revenue by creating a human-friendly experience for sales reps and the people they’re selling to. HubSpot Sales Hub isn’t just a CRM. It’s not just a suite of sales acceleration tools. It’s a platform that enables teams to build a modern sales stack that uses our tools alongside our integration partners.


Automate outreach without being impersonal. Queue up a sequence of personalized follow-up emails and reminders that get delivered automatically at the right time.

Create and share email templates. Turn repetitive emails into templates, measure performance and share the best ones across the team.

Follow up flawlessly. Get notified the instant prospects open an email, click a link or open an attachment for timely, relevant follow up.

Land more meetings. Connect with prospects through live chat on your website, and stop back and forth emails and missed calls by sending a link that lets them pick the best time.

Track your entire pipeline. Sync with HubSpot CRM to track deals won, lost and in progress, and to see which reps are your best performers (and why).

Customer Fit:

Sales Hub is a great fit for companies with 10-2,000 employees that want to grow better in the new age of personal selling. The ideal customer is not heavily invested in a CRM.

Explore _ Map-1
CRM Implementation
  • Define deal stages and custom fields
  • Initial CRM data migration
  • Lead routing and ongoing audits
  • CRM data – ongoing cleanup
  • Build custom views for reps
  • Build custom reports for managers
Sales u0026amp; Marketing Alignment
  • Buyer profile creation
  • Buyer persona creation
  • Define MQL/SQLs
  • Define lead stages
  • Define SLAs and reporting
  • Develop a content plan
  • Establish feedback mechanism
Template Pack-1
Sales Enablement
  • Set up conversations tool
  • Set up calling tool
  • Set up workflows and automation
  • Email template creation and optimization
  • Sequence creation and optimization
  • Sales document library build out
  • Case study creation
  • Prospecting automation with ‘meetings’ link
  • Prospecting support
NPS Question-1
Sales Coaching
  • Sales rep coaching
  • Sales rep sales training
  • Sales leadership training
  • Create sales playbooks
  • General sales management activities
  • Sourcing and interviewing candidates
  • New hire onboarding
  • Exit interviews
CRM Implementation
  1. HubSpot CRM
Sales u0026amp; Marketing Alignment
  1. HubSpot lifecycle stages
  2. Goal setting
  3. HubSpot routing and automation
  4. HubSpot CRM
  5. HubSpot reporting dashboard
Sales Enablement
  1. Conversations
  2. Calling
  3. Workflows and automation
  4. Messages and round robin
  5. Reporting dashboards
  6. Templates
  7. Documents
  8. Sequences
Sales Coaching
  1. Playbooks
  2. HubSpot reporting dashboard