Customer Insights Setup in HubSpot

NPS (Net Promoter Score)

We'll help you set up and automate NPS surveys in HubSpot so you can continuously measure customer loyalty and identify both advocates and at-risk customers.

Feedback Flows

We set up automated feedback processes that gather customer feedback at the right moments in the customer journey. This could be after onboarding, project completion, support interactions, or other important milestones.

Customer Satisfaction Surveys (CSAT)

We help you measure customer satisfaction based on specific interactions, so you can gain insight into where the customer experience is working well—and where it can be improved.

Customer Effort Score (CES)

It’s rarely the major mistakes that cause customers to leave. It’s the small bumps along the way that keep happening over and over again. CES shows you where the collaboration feels cumbersome, so you can eliminate the obstacles to customer retention.

Reporting and Insights

Feedback is only valuable if it’s put to use. We compile all the data in HubSpot dashboards so you can continuously track progress, identify patterns, and take action on what actually impacts the customer experience.

Growth & Retention

Part of your growth platform

Customer feedback isn't just relevant to customer service.

The insights can be used by marketing, sales, management, and customer success to create better experiences, improve processes, and strengthen relationships with existing customers.

That’s why we view Customer Insights as an ongoing foundation for better decisions and stronger customer relationships.

Mapping the Customer Journey

We start by understanding what your customer journey looks like today. When do you interact with customers? What touchpoints already exist? And where do you lack insight into what customers are experiencing? This is the foundation for everything we build afterward.

Kickoff Meeting

Review of the Current Setup

Identification of Feedback Points

Based on the customer journey, we identify the key points where it makes the most sense to collect feedback. This could be after onboarding, at the end of a project, following a support process, or upon contract renewal. We prioritize the points that provide you with the most valuable insights.

Workshop

Feedback Strategy

Setting Up Metrics and Surveys

We set up NPS, CSAT, and CES in HubSpot and build automated workflows that ensure feedback is collected at the right times. Surveys are sent automatically based on customer behavior and lifecycle stage, so you can continuously gather your data without any manual effort.

HubSpot Setup

Automated Workflows

Reporting and Dashboards

We build dashboards in HubSpot that consolidate all feedback data in one place. You’ll get an ongoing overview of NPS trends, CSAT scores, and CES metrics, and we’ll ensure that the reports are set up so they’re easy to read and act on.

Dashboard

Ongoing reporting

Follow-up and Improvements

As the data starts coming in, we’ll help you turn those insights into concrete improvements. We’ll review the results on an ongoing basis, identify patterns, and prioritize the areas where improvements will make the biggest difference to the customer experience and retention.

Strategy Meeting

Ongoing optimization

Book a meeting

1 Mapping the Customer Journey

2 Identification of Feedback Points

3 Setting Up Metrics and Surveys

4 Reporting and Dashboards

5 Follow-up and Improvements

automated customer feedback at the right moments in the customer journey

NPS, CSAT, and CES correctly configured and enabled in HubSpot

ongoing insight into what your customers are actually experiencing

early identification of high-risk customers, so you can take proactive action

a clear basis for decision-making across marketing, sales, and management

a stronger foundation for customer retention, upselling, and long-term growth

Our Prices

We start with your business

No two companies are alike, and the same goes for the solutions they need. Some companies already have processes, systems, and activities in place that need to be optimized and built upon. Others are starting from scratch and need to establish a more structured approach from the very beginning.

That’s why we always set our price based on a detailed discussion of your needs. Book a meeting with us, and we’ll provide you with an estimate tailored to your specific situation.

Customer Insights Setup

Data tells you what customers do

Here's how we help you

NPS (Net Promoter Score)

Feedback Flows

Customer Satisfaction Surveys (CSAT)

Customer Effort Score (CES)

Reporting and Insights

Part of your growth platform

Marketing Case Studies

Versalift

Ballisager

Master Danmark

Årets SMV