Revlyn
HubSpot · Service Hub · Implementation

Retention is a system, not a hope.

Tickets that route themselves. SLAs that actually hold. A knowledge base that deflects the boring stuff. And a health score CS, sales, and product all trust — before the invoice bounces. Wired end-to-end in 4-6 weeks by an operator who has done it a dozen times.

−38%
Median resolve
against last quarter
+22
NPS points
measured 90 days post-live
42%
L1 volume deflected
off the human queue
Portal schematic · Svc-Hub
live
LIVE · QUEUE.V2
Svc-Hub
Ticket
Subject
Pri
SLA
Owner
T-4821
Login loops on SSO
P1
12m
Priya
T-4820
Invoice line item wrong
P2
41m
Ravi
T-4819
Export as CSV — feature
P3
86m
KB · auto
T-4818
API 429 on batch push
P1
6m
Priya
T-4817
How to invite a viewer?
P3
92m
KB · auto
−38%
Median resolve
42%
Deflected
+22
NPS
94%
SLA held
Signed off, week 06Live
01
The problem in the room

You found out about churn from the invoice.

Every retention story we hear is the same shape. Support is drowning in a shared inbox. CS thinks the account is fine. Sales walks into the renewal blind. Product hears the complaints in Slack DMs. Four teams looking at four systems, none of them talking. That is not a Service Hub problem. That is a wiring problem.

FRIDAY 16:04 · CS LEAD'S DESK
before
"The invoice bounced. Turns out they filed six tickets last month. Nobody flagged it."
SYMPTOM
Tickets live in a shared inbox nobody owns
SYMPTOM
SLAs are a promise, not a system
SYMPTOM
Sales finds out from the invoice, not the record
02
Rebuild the front door

One queue. Three pipelines. No orphans.

Tickets are triaged by AI within seconds of landing, tagged, and routed by skill and load. L2 escalations carry context. Product feedback links to the roadmap. Billing flows to finance with the account attached. The shared inbox goes away, and nobody misses it.

before

One shared inbox, five brave humans

support@ — 341 unread
Slack DMs — 62 from customers
Intercom — nobody knows the assignee rules
Text messages — from the CEO's phone
A spreadsheet — 'don't forget these'
Everything is urgent. Nothing is owned.
after

One queue, three pipelines, zero orphans

  • 01TriageAI classifies + tags in 4s
  • 02L1 supportauto-routed by skill + load
  • 03L2 engineeringescalates with context
  • 04Product feedbacklinked to roadmap
  • 05Billingflows to finance with account
Every ticket has an owner within 60 seconds of arrival.
03
Promises kept

An SLA that alerts a human, not a spreadsheet.

Priority-tiered SLAs with real escalation ladders. Rep owns the ticket. Team lead pings at 15 minutes. Head of CS at 30. The CEO channel at 60 for P1 unresolved. Managers see breach risk on a dashboard before the customer picks up the phone.

SLA.LADDER · P1 INCIDENT
first response · 15m
15m
critical, revenue-impacting
1h
workaround exists
8h
how-to / low urgency
ESCALATION LADDER (auto-fires — no forwarding)
T+0m
Rep
owns the ticket
T+15m
Team lead
if P1 unacknowledged
T+30m
Head of CS
if breach imminent
T+60m
CEO channel
if P1 unresolved
04
The best ticket

The best ticket is the one your customer answered themselves.

A knowledge base tuned against real query logs. Chatbot for common intents. Suggested articles the second someone opens a ticket. Deflection is measured per article, per week, and pruned like a product feature — because it is one.

DEFLECTION.FUNNEL · 30-DAY WINDOW
42% off the queue
01
1,000 questions arrive
1,000
02
Chatbot handles common intents
−230
03
KB article resolves in-app
−190
04
Suggested reply on ticket open
−90
05
L1 human resolves
310
06
L2 engineering
120
07
Product / roadmap
60
RESULT
42%
of L1 volume never touches a human. Deflection tracked per article, per intent, per week.
05
One score, three teams

A health score CS, sales, and product all defend.

Usage, support load, billing signals, and sentiment collapsed into one model. Recalibrated every quarter against actual churn, not opinion. When the score moves, the playbook fires. When it does not, nobody is guessing.

Before
?/100
health score

CS opinion, sales gut, product's Slack complaints. Three scores. Zero owners.

After
82/100
health score

Usage × support × billing × sentiment. One model. Retuned every quarter against actual churn.

06
Voice of the customer, wired

Feedback that reaches an owner in thirty minutes.

CSAT after every ticket. Quarterly NPS by segment. CES on onboarding. Detractors alert the CS lead and the AE within thirty minutes with the ticket, the account, and the context. Promoters land in the referral workflow. Nobody's feedback dies in a report.

DETRACTOR.LOOP / T+00:00 → T+00:30
SLA to owner: 30m
CSAT
captured on 71% of resolved tickets
DETRACTOR
CS lead + AE alerted within 30 minutes
PROMOTER
referral + review workflow fires cleanly
07
From reporting to saving

The five accounts your CSM should open on Monday.

Health, usage, ticket volume, and sentiment feed a radar the whole GTM team trusts. Save plays fire on the accounts that need saving. Expansion signals route to AEs before they are stale. Renewal conversations start six months out with the evidence already in the record.

ACCOUNTS.RADAR · WEEK 32
The 5 accounts your CSM should open on Monday.
live
Account
Signal
Risk
Action
Northwind Co.
6 P1 tickets · usage −40%
82/100
SAVE
Vertex Labs
invoice bounced · low NPS
68/100
SAVE
Aurora HQ
flat usage · quiet on tickets
34/100
WATCH
Meridian Foods
+18% seats · promoter CSAT
12/100
EXPAND
Kepler Fin
renewal 60d · exec sponsor
8/100
EXPAND
Same record CS, sales, and product see. No dashboards to reconcile before the QBR.
08
Six areas we rebuild

Everything that ships in a Service Hub build.

01
V-01

Ticket pipelines that own themselves

AI triage tags every incoming ticket in seconds. Skill and load routing lands it with the right rep. No shared inbox, no forwarding, no orphans.

Module 01 of 06
02
V-02

SLAs that actually hold

Priority-tiered SLAs with automated escalation. Team lead pings at 15m, head of CS at 30m. Managers see breach risk before the customer does.

Module 02 of 06
03
V-03

A knowledge base that deflects

IA tuned to real queries, articles suggested inside chat and ticket, deflection reporting per article. 30-45% of L1 volume never touches a human.

Module 03 of 06
04
V-04

Portal + chat with a human on the other end

Branded customer portal for logged-in accounts. Chatbot handles common intents, hands off with context. Business hours, routing, and holidays all in one place.

Module 04 of 06
05
V-05

Feedback that reaches an owner

CSAT after every ticket, quarterly NPS by segment, CES on onboarding. Detractors alert the CS lead and AE in 30 minutes. Promoters land in the referral workflow.

Module 05 of 06
06
V-06

Health, churn, and expansion signals

One health score CS, sales, and product all trust. Churn playbook fires before renewal. Expansion signals route to AEs with the context they need to close.

Module 06 of 06
09
The plan

Six weeks. Fixed scope. Live on the last day.

Every workstream has a named owner on our side and a named owner on yours. Weekly demo, weekly decision log, one Slack channel. No surprises on week five.

Workstream
Week 1
Week 2
Week 3
Week 4
Week 5
Week 6
Discovery + CS interviews
Ticket pipeline design
SLA + escalation
Knowledge base + chatbot
CSAT / NPS / CES surveys
Health score model
Integrations (product + billing)
Enablement + training
Go-live + tune-up
10
What lands in your portal

Ten artifacts. Every one of them survives you.

01
Ticket pipeline design + routing map
02
SLA definitions + escalation ladders
03
Knowledge base with search-tuned articles
04
Chatbot flows + handoff rules
05
CSAT / NPS / CES survey suite
06
Customer health scorecard + model doc
07
Churn risk + expansion dashboards
08
CS + manager review dashboards
09
Loom walkthrough per automation
10
30-day post-launch tune-up
11
Wires, not duct tape

Connected to the rest of your stack.

We do not leave a hairball of Zaps. Product usage, billing, on-call, and comms integrations are configured natively where possible, versioned where they are not, and documented either way.

Service Hub
CONNECTS TO YOUR STACK · NO DUCT TAPE
Intercom (migration)Zendesk (migration)JiraLinearSlackPagerDutyStatuspageAircallTwilioGongSegmentMixpanelStripeChargebeeNotionConfluenceGoogle WorkspaceMicrosoft 365
12 · QUESTIONS WE GET

Five questions before you email us.

Q.01We are on Zendesk / Intercom. Can you migrate us without losing history?+
Yes. Tickets, macros, articles, and user history move in a mirrored sandbox. We cut over on a low-volume weekend and run both in parallel for a week to verify parity. No customer feels the switch.
Q.02How do you actually get 30-45% deflection?+
AI triage at the front door plus a KB tuned against real query logs. We wire suggested articles into the chat and the ticket-open moment, then measure deflection per article every week and prune what does not perform. It is a discipline, not a feature.
Q.03Does the health score really predict churn?+
Not on day one. It calibrates over two quarters as we learn which signals correlate with your churn. We rebuild the weightings each quarter against evidence, not opinion. Most teams get to a defensible predictive model by month five.
Q.04Can sales see support history?+
Yes, and product should too. Same record, permissioned views. That is the whole point of putting Service on the same platform. No more sales walking into a renewal blind to the six P1 tickets last month.
Q.05Do we need Service Hub Enterprise?+
Only if you need custom objects, playbooks, workflow limits at scale, or a customer portal with memberships. We audit against your motion and recommend the smallest tier that does the job. If Pro is enough, we say so in writing.
13 · Ready when you are

A Service Hub that keeps customers, and expands them.

Send us your portal, your ticket volume, and the account you are most worried about. We come back with a scoped plan, a fixed price, and a start date within a week.