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For customer success teams, HubSpot Service Hub is the key to not just deliver personalized customer experience, but also break silos with revenue teams to drive expansion. Here’s how we make it work for you:

A good great Service Hub implementation should:

Enable Proactive Support That Prevents Issues Before They Happen
Establish Knowledge Base That Reduces Support Tickets
Drive Playbooks for Expansion & Retention Conversations
Enable Expansion-Focused Service Reporting & Dashboards
Enable Proactive Support That Prevents Issues Before They Happen

Move from reactive ticket handling to proactive customer care

Set up automated check-ins based on usage data, past support history, or renewal timelines. Use health scores to identify customers at risk of churn and trigger preemptive outreach. Assign dedicated CSMs for high-value accounts to monitor engagement and provide strategic guidance. Ensure support teams collaborate with sales and product teams to anticipate customer needs before they escalate into problems.

Centralize all customer support inquiries into a single, unified system for real-time tracking, ensuring no ticket goes unresolved. This results in happier customers → more retention → higher LTV. 

Streamline Ticketing and Case Management
Establish Knowledge Base That Reduces Support Tickets

With live chat, knowledge base, and customer self-service

Equip your customer-base with tools that offer immediate support—whether through live chat, self-service options, or a comprehensive knowledge base. Open a communication line with your customers without employing a full time resource on tasks that can be outsourced to HubSpot.

We assist in setting up self-service solutions – AI-based Chatbot, Knowledge Base, Omnichannel messaging – that reduce the burden on your support team, allowing customers to resolve simple issues on their own while your team focuses on high-impact tasks.

Enhance Customer Engagement
Drive Playbooks for Expansion & Retention Conversations

Equip customer success teams with structured playbooks

Enable playbooks that guide renewal, upsell, and expansion conversations. Automate reminders for reps to engage customers before renewal deadlines. Embed value-based storytelling in Playbooks to help CSMs position additional services based on customer pain points. Use automated surveys to identify areas where customers might need more support, then trigger tailored Playbooks accordingly.

Build Proactive Support Strategies
Enable Expansion-Focused Service Reporting & Dashboards

Build dashboards that track customer expansion potential, not just support metrics.

Monitor engagement with knowledge base articles and product features to spot interest in new solutions. Track which support touchpoints lead to expansion conversations and optimize those interactions. Measure CSM-led expansion revenue to ensure that service teams are contributing to growth goals. Set up alerts for accounts showing high engagement but low product penetration to trigger proactive outreach.

Automate Reporting and Analytics

We’ve been in it long enough, to know that a goodgreat Service Hub implementation requires a thoughtful process to deliver solutions that your marketing teams love.

Need to get your HubSpot audited?

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Here's a quick case study :)

Payal Jeswani

The OneMetric Team demonstrated a deep understanding of HubSpot’s capabilities and tailored the implementation to our specific business needs. They took the time to understand our processes and challenges, ensuring the CRM was customized to enhance our workflow efficiently. We highly recommend them to any business looking for optimizing HubSpot Solutions.

Payal Jeswani

Customer Success Manager

LottoShield

Relatable? We should definitely talk.

All that we’ll cover when we speak:

  • Opportunities to increase the ROI of your HubSpot investment
  • Your current GTM motions and future roadmap
  • Challenges that you face with your overall revenue stack
  • Missed revenue opportunities due to gaps in your funnel
  • What would "wins" look like for you?
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