Service Hub Implementation Checklist
HUBSPLANET
HUBSPOT
AGENCY
2025
www.hubsplanet.com
Build scalable, proactive customer service with automation and self-service.
OBJECTIVE
2025
www.hubsplanet.com
1
Ticketing System Setup
Phase 1
- Create ticket pipelines (Support, Onboarding, Renewals).
- Define stages, priority levels, and escalation SLAs.
- Automate ticket creation from emails, chats, and forms.
- Set routing by region, issue type, or priority.
2
Knowledge Base & Self-Service
Phase 2
- Build knowledge base structure (categories, tags).
- Publish 10–15 essential FAQ articles to start.
- Optimize articles with SEO metadata and internal linking.
- Enable AI chatbots for 24/7 support with fallback to agents.
3
Feedback & Retention
Phase 3
- Set up NPS, CSAT, CES surveys post-ticket or post-milestone.
- Create customer health score combining usage + feedback data.
- Automate renewal reminders and loyalty campaigns.
4
AI & Reporting
Phase 4
- Enable sentiment analysis on tickets and emails.
- Auto-categorize support tickets by issue type.
- Generate Customer Success Dashboard: ticket resolution time, NPS trend, churn prediction, agent productivity.
5
Post-Implementation & Change Management
Phase 5
- Conduct training on ticket management and chatbot routing.
- Gather user feedback on knowledge base usability.
- Schedule quarterly customer experience reviews.
- Continuously update SOPs for new issues or workflows.
Our
Contact
Let's Connect With Us!
+1 (365) 363-7100
info@hubsplanet.ca
www.hubsplanet.ca
300-181 University Ave Toronto, ON, Canada