Strategy & KPI Management
Develop a data-driven customer service strategy, track key performance indicators (KPIs), and make informed decisions to enhance efficiency and customer satisfaction.
Customer Service Consulting
Choose the right technology, leverage integrations, automation, and self-service solutions to enhance customer experience and streamline support operations.
Process Optimization, Knowledge & Training
Improve service workflows, reduce response times, and implement structured knowledge management and training to empower your team and maintain service excellence.
Team & Workforce Management
Optimize team structures, workforce planning, and shift scheduling to ensure efficient resource allocation and scalable customer service operations.
Technology, Data & Self-Service
Choose the right technology, leverage integrations, automation, and self-service solutions to enhance customer experience and streamline support operations.
HubSpot Services
I help you implement and optimize key areas of HubSpot Service Hub to maximize efficiency, automate workflows, and enhance customer experience. From helpdesk setup and ticketing automation to self-service portals and advanced reporting, I ensure you get the most out of HubSpot and turn your service team into a strategic asset.
Helpdesk Setup/Optimization
General setup of the Helpdesk
Chat & Chatbot Implementation
Setting up chat and automated routing.
Advanced KPI & Productivity Reporting
Tracking SLAs and service efficiency.
Message Filtering & Auto-Enhancement
Filtering irrelevant messages and enhancing tickets.
Knowledge Base Setup
Structuring content and analytics for self-service.
Ticket Enhancement
Automating categorization and workflows.
Automation
Automating service processes and workflows.
Customer Portal
Creating portals for customer requests.
HubSpot Onboarding
I guide you through a structured HubSpot Service Hub onboarding process to ensure a smooth implementation and full adoption. Through a series of tailored workshops and hands-on sessions, we define your customer service goals, configure your helpdesk, and implement automation and reporting. From initial strategy alignment to system setup and team enablement, I ensure your team is ready to leverage HubSpot Service Hub effectively.
Onboarding includes:
• Kickoff & Strategy Session → Understanding your service needs, workflows, and goals
• System Setup & Configuration → Implementing ticketing, inboxes, automation, and reporting
• Process Optimization Workshops → Ensuring best practices for SLAs, escalations, and routing
• Team Training & Enablement → Empowering your staff with hands-on HubSpot training
• Go-Live Support & Optimization → Continuous monitoring, adjustments, and troubleshooting