Customer Service & Success


While getting new customers is important for brand growth, keeping existing customers is also a key component. It can be expensive to acquire new business. Growing companies prioritise keeping existing customers happy. Happy customers become your advocates.

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Process development

Whether you already have a formal customer service function or are considering developing one, we work with you to set up your process and tools to deliver the best experience for your customers.


Process review

How do you currently approach customer service? How do customers get in touch? Who fields those messages? How are they dealt with and tracked? At the outset we map out your current process and work with you to determine how things could be better. We look at how to best employ the tools available in HubSpot's Service Hub.

Helpdesk design

Your helpdesk is the system that lets you intake, triage, troubleshoot, and solve customer issues. What channels can customers use to alert you to issues? How quickly and efficiently are those issues addressed? A ticketing system helps your team keep track of issues until they are solved as well as reporting on every aspect of your process.

Communication channels

What are the right channels for customers to reach out to you? Telephone? Email? Live chat? Website forms? Whichever methods you choose, they need to feed into your helpdesk process efficiently. Support team inboxes that are connected to email, chat and forms can help keep interactions in a central place. We will help you set those channels up in HubSpot's Service Hub.

Customer journey mapping

What are the stages that a customer experiences with your company, from initial purchase to becoming a promoter for you? By mapping that journey we can identify what they are doing and feeling at each stage in order to improve their experience.

Knowledge base development

A knowledge base is a collection of articles answering questions about your product or service. It will help customers get self-service answers to common questions without taking up customer service team time. With HubSpot's Service Hub you can set up a support bot to direct customers to the relevant knowledge base articles.

Customer feedback & advocacy

Gathering customer feedback can help you understand what your customers are thinking and help you find meaningful ways to improve. Feedback tools like Net Promoter Score, Customer Effort Score, and Customer Satisfaction surveys give you actionable insights. And these tools can help you unearth potential advocates for your business. Advocacy can take the form of reference calls, testimonials, case studies, online reviews and more.

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Schedule a call with Chris our B2B Growth Plan consultant today.

Schedule a call with Chris

So you can stop losing time, missing goals and wasting money and start planning with confidence and making returns on your sales and marketing investments.

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