Deliverables
Deliverables
Support Plan
We work to develop a custom help desk approach and methodology for your business, including definition of specific roles and responsibilities, and implementation HubSpot’s help desk and ticketing solutions.
Procedures
We help to develop your specific help desk procedures, including protocols related to caller and employee etiquette, transferring and escalating calls, and handling emergency calls.
Metrics
Excellent customer service depends on reliable metrics that can help to uncover trends and improve the quality and speed of service being provided to customers. We can work with your team to identify and track the metrics that are most relevant to your business.
Live Chat
We can help to set up and train employees on HubSpot’s live chat solution, to ensure that you can serve customers in real time on your website.
Chat Bots
Improve the efficiency of your operations and scale your communications by leveraging chat bot flows to route customers to the best channel to answer their question, from help documentation to a live agent.
Reporting
Measure the impact of your customer service efforts with built-in reporting tools that track knowledge base usage data, ticket volume and response time, customer feedback, and more.
process
Process
-
1Define Goals
& Metrics -
2Automate
Tickets -
3Reporting
Setup
Define Goals
We work with your team to define your help desk goals and metrics to ensure that you better serve customers while maintaining a positive, engaged service team that is focused on delivering excellent service.
Automate Tickets
Automate your customer service processes with ticket routing, escalation, and task creation. Use feedback responses to kick off automated customer marketing emails or internal notifications to your team.
Reporting Setup
We build custom reports based on your specific needs, along with sophisticated dashboards that will ensure you can always keep your eye on the metrics that matter most.
pricing
Pricing
For a custom pricing plan that’s right for your business, contact our team.
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Client Testimonials

Ashley Camire
Owner and Relationship Specialist
POQFL.com
I chose Learners for our CRM implementation because of their experience, CRM expertise, RevOps expertise, competitive pricing, and their focus on customer service. They provided a full audit of our CRM and then a complete overhaul of our CRM, from custom objects & properties, to completely new sales pipelines, workflow automation, lead scoring, reports & dashboards. I would absolutely recommend Learners - they are outstanding and are true experts. They take a true team approach to the project and are very flexible.

Cynthia LaRue
VP Marketing at ShipHero
Our team is using Learners.ai for a fairly complicated reimplementation of our HubSpot CRM and Marketing Hub. That said, working with them has been wonderful. They're basically a part of the team now! I never have any issues reaching out to them and receiving a reply, and a solution to whatever issue I've discovered. We've been working together for approximately three months and it's been nothing but wonderful. Projects like this are tough and time-consuming, but Learners.ai has continuously been up to the task and handled any and all of our requests. Shout out to Learners team! They've been terrific.

Brandon Palmer
Digital Marketing Manager at ShipHero
Learners did a fantastic job of understanding our perspective and at customizing an approach that met our needs, while still bringing much needed experience, structure and vision to our process. They clearly know their stuff when it comes to leveraging automation capabilities for financial services practices. It’s eye opening what automation can accomplish for our practices already, and I firmly believe that any RIA that hopes to stay relevant in the next decade ought to be investing in this critical area of technology NOW!

Jamal M.
Main Street Financial Solutions
Love working with the team at Learners! From day one, they really got our business and took the time to deliver a custom solution that our whole team can get behind!

Chris G.
Forum Financial Management, LP
Learners.ai has been an incredible partner for our HubSpot CRM rebuild and integration project. This has been a complex project completely rebuilding our CRM processes and workflows from the ground up while integrating numerous internal and external data sources. They have been incredibly responsive and provided great advice and best practices along the way. I'd definitely recommended working with the Learners team. Thank you!!

Brett Oliveira
ShipHero Sales



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