Fractionalized HubSpot Marketing & Revenue Operations
Cut Support Costs While Driving 39% Faster Customer Support Ticket Resolution
The new HubSpot Customer Agent automates high-volume customer conversations live within the platform, delivering instant, accurate, on-brand responses 24/7 and escalating issues to humans when needed, resolving 50% of conversations automatically.
Trusted By Leading SaaS & Tech Teams Globally
Manual Customer Support Is Costing You Lifetime Value
Slow Response Times
Slow customer support response times frustrate platform users and drive SaaS churn, with average annual churn rates reaching 10-14% for SaaS brands that fail to meet customer expectations.
Rising Overhead Costs
As you add customers, overhead costs like staffing and training rise, directly reducing profit margins. Overhead can consume up to 35% of revenue for brands, significantly impacting profitability.
Platform Service Gaps
Customer support often encounters issues where documentation lacks clear solutions. Meanwhile, CS Directors remain unaware of these gaps, as problems are not systematically communicated.
Creating Better Customer Support With HubSpot Customer Agents
Our goal when working with you to build your HubSpot Customer Agents is to streamline this process as much as possible. We'll have a handful of conversations with whoever leads your customer service department, so we understand the current situation, and then we'll set up the following:
Audit And Prepare Your Content
The first step involves auditing and preparing your content by ensuring your knowledge base, FAQs, and support documents are accurate, comprehensive, and up-to-date.
This foundational work guarantees the Customer Agent chatbot can access reliable information, improving its ability to provide precise, helpful, and relevant responses to customers.
Intial HubSpot Customer Agent Setup
The second step focuses on configuring the Customer Agent within HubSpot. This involves navigating to "Service > Customer Agent" and selecting "Create Agent."
You'll then define the agent's name, its specific role (support, marketing, or sales), and its personality to align with your brand's voice and customer experience goals.
Integrate And Train The Customer Agent
Connect the Customer Agent chatbot to your knowledge base, website, and other relevant resources so it can access accurate information.
Use HubSpot's tools to train the agent on this content, ensuring it provides helpful, source-cited answers that reflect your brand and address customer needs effectively from the start.
Strategically Deploy The Customer Agent
Strategically deploy the Customer Agent chatbot by selecting the most valuable channels, such as website chat or messaging apps.
Set up routing and escalation rules for complex issues, and thoroughly test the agent before launch to ensure accurate responses, smooth handoffs to humans, and an optimal customer experience across all touchpoints.
Monitor, Optimize, And Train Your Team
The fifth step is to monitor Customer Agent chatbot performance, track metrics like resolution rates and customer sentiment, and update content as needed.
Continuously optimize the agent's knowledge and train your support team to collaborate effectively with the Customer Agent chatbot, ensuring ongoing improvement and a seamless customer support experience.
Drive Better Customer Support & Reduce Churn Rates
Customer agents deliver fast, accurate, and personalized responses around the clock, boosting customer satisfaction scores every day, all year long.
Customer agents manage many inquiries at once, allowing brands to expand support efficiently without increasing overhead costs or resources.
Automating support allows agents to reduce operational costs by minimizing the need for a human support during and after core business hours.
Bring Order To Support Chaos With Customer Agents
Let's build a better customer support experience and reduce churn while driving higher retention and LTV.
Customer Support Strategy
$3,500
+ HubSpot
Accept This Offer
Brainstorming
- Miro Session
- Meeting Recordings + Notes
Visualization
- Figma Board
- Handoffs + Triggers
- Meeting Recordings + Notes
Content Operations
- Google Sheet Template
- Known Content & Gaps
- Knowledge Base Article Template
- Knowledge Base Video Explainer Template
- Meeting Recordings + Notes
Google Docs
- Documentation For Implementation
Help When You Need It
- Meetings & Slack
HubSpot Implementation
$6,000/mo
+ HubSpot
Accept This Offer
Platform Setup
- HubSpot Customer Agent Setup*
- Customer Support Inbox*
- Contact Record Customer View
- Meeting Bookers
- Feedback Surveys*
- Customer Success Workspace*
- Support Progress Reporting
- CSM Task Assignments
- Customer Update Notifcations
Knowledge Base
- Identify And Prioritize Key Topics
- Manage Content Operations
- Repurpose Content
- Upload Content
- Monitor For Response Gaps
Google Docs
- Documentation For Execution
- Loom Video Process Documentation
Coaching
- Change & Adoption Management
- Meeting Recordings + Notes
Help When You Need It
- Meetings & Slack
Get Everything You Need To Create Great Customer Support
1. Miro brainstorming session plan and audio recording of strategy and outcomes.
2. Figma journey map of the customer onboarding plan with contact handoffs and triggers.
3. Implementation of the customer agent and knowledge base in HubSpot.
People Have A Lot To Say About Contineofy
Who Is Josh Hines?
And why should you work with him to build marketing, sales, and customer success systems within HubSpot?
Josh Hines
Founder @Contineofy
Hello motivated professional! 👋
I'm Josh Hines, the founder of Contineofy.
For the last 15 years, I've worked with numerous SaaS brands and Big Tech, like IBM and Red Hat, being a one-man show to managing global marketing teams.
As an INTJ personality type, I'm in the search of building the perfect marketing, sales, and customer success systems, leveraging HubSpot and their integrated marketplace apps.
As a Certified Hubspot Partner, and many other platforms to name, my purpose is to come alongside SaaS brands to build amazing customer experiences regardless where the contact is in the customer lifecycle.
On a personal note, I live in Raleigh, North Carolina, with my little pug Luna.
How To Get Started With Contineofy's HubSpot Fractional Marketing & RevOps
Book A 30-Minute Call
Schedule a call to talk through the proposed plan, who would be involved, timeline to completion, metrics for success, and milestones.
Determine Your Timeline
After the call, deliberate internally with your team to determine when you want to start the project and organize anyone for the kickoff meeting.
Kickoff Meeting
Rally the troops, assign next steps and get the machine warmed up to ensure the timeline is met, milestones are reached, and the project is within budget.
You'll Know We're A Great Fit
After Just One Call
* Customer Agent, Customer Success Workspace, Knowledge Base, Workflows, & Feedback Surveys require HubSpot Professional Platform.