Guided Client Onboarding

HUBSPOT SERVICE PRO

Service Hub Pro

Help Connect Single Service Inbox
Help connect reps inboxes
Help reps create meeting links
Help Set-up and customise your support ticket pipeline and ticket stages
Advice on knowledge base (optional)
Help set-up NPS/Customer surveys
Help Create initial Service Workflows and pipeline/ticket automation
Help set-up Live Chat and Self Serve Chatbot
Help set-up Custom ticket properties (optional)
Advice on ticket import (optional)
Help Build service dashboard/reports
Help create automated emails
Help with Reporting on productivity and closed tickets

If you have bespoke requirements or your onboarding requires complicated migrations, implementations or integrations please contact us