Customer Agent Implementation | Deploy HubSpot Customer Agent

Unlock the Full Potential of HubSpot AI in Your Customer Experience

Worried about burning through HubSpot AI credits and not seeing the amazing results you were promised?

We're all about strategically using HubSpot Customer AI Agents to seriously boost your customer experience and your bottom line.

Our secret? We start where it counts: with your existing customers. We focus on delighting them first, then work our way up. Plus, with our CLEAR Framework, we make sure your AI is armed with the perfect content for every customer, every time.

Whether you're just dipping your toes into AI or ready to go all-in, we've got a plan to help you make your AI investment work harder. We're talking tangible results, smarter spending, and a customer experience that truly stands out.

Our Core Philosophy: Strategic AI Deployment

We believe AI Customer Agents are most powerful when implemented with precision:

Start with Your Customers:
Focus on "Deliver & Delight" stages first.
Maximize Existing Touchpoints:
Integrate into knowledge bases, customer portals (including our custom-designed portals), and deal rooms all in HubSpot!
Calculated Mid-Funnel Engagement:
Use lead scoring, intent signals, and qualification to engage high-potential prospects without wasting resources.
Smart Top-of-Funnel Interaction:
Leverage conditional logic and conversational marketing flows to engage broadly while conserving AI credits for high-value interactions.
Content is King (for AI too!):
Our CLEAR Framework tailors AI content to user context and journey stage.

Step 1:
Diagnostic & Goal Workshop

Acme Co came to Impulse Creative with an annual revenue goal and an inconsistent marketing plan. During onboarding, our team identified five key areas of improvement to help them reach that goal:

Improving website traffic quality by refining the company’s SEO strategy
Improving website conversion rate with conversion-centric content opportunities at all stages of the buyer’s journey
Automating persona segmentation and lead qualification for nurturing and sales handoff
Introducing upsell and cross-sell campaigns via email and CSM outreach
Reaching new audiences with partner co-marketing

Step 2:
Campaign Buildout

Based on budgets and capacities, the team developed a plan to launch six campaigns per year, each consisting of:

Centralized, ungated content in the form of a pillar page
Short blog posts targeting longtail keywords and questions
Toolkits, checklists, and templates as downloadable content assets
Promotional emails for target database segments
Organic social and paid social media campaigns
Campaign-specific lead nurturing campaigns
Bottom-of-the-funnel consultation requests for sales-ready leads
Performance dashboard in HubSpot

Step 3:
Measure, Analyze, Repeat

On a monthly and quarterly basis, the Impulse Creative team reviewed campaign performance and made strategic adjustments for future campaign launches, staying agile.

In month three, the first campaign is outperforming expectations, so the team recommended adding additional supporting blog posts to bring in more traffic.

In month six, they recognized that the Google Ads had started bringing in very expensive leads and recommended reallocating that budget to paid LinkedIn.

AI Customer Agent
- Launchpad -

$7,000

Ideal for businesses new to AI Customer Agents or those looking to optimize a specific bottom-of-funnel use cases.

Discovery & Strategy Session (Bottom-Funnel Focus):

Identification of 1 key customer-facing scenario (e.g., logged-in support in knowledge base/portal, post-purchase FAQ)

Initial content audit for this scenario

Basic Setup & Configuration of Your HubSpot Customer Service Agent:

Configuration of 1 HubSpot AI Customer Service Agent for the chosen scenario

Targeting rules to ensure it appears only to logged-in customers or specific segments

Basic Content Integration:

Populating the agent with foundational content up to 15 FAQs and knowledge base articles relevant to the chosen scenario

Initial Training & Handover:

Guidance on monitoring customer agent performance and credit usage in HubSpot

Key Benefits:

Quickly see value from your AI investment
Reduce repetitive queries for your support team
Improve customer satisfaction for existing clients
Establish HubSpot agent credit management

Talk to A Growth Strategist

AI Customer Agent
- Accelerator-

$16,000

Ideal for businesses ready to expand AI agent use to active opportunities and cautiously explore mid-funnel opportunities.

All services from the AI Customer Agent Launchpad Package

Expanded Strategy Session:

Identification of up to 2 additional use cases (e.g., contacts with active deals, specific service page engagement)

Introduction to the CLEAR Framework for content strategy

Customer Agent Advanced Configuration:

Configuration of up to 2 additional AI Customer Agent instances or targeted chat flows with 20-25 knowledge base articles or FAQs

Integration with opportunity lifecycle stage to provide context-specific FAQs

Setup for mid-funnel engagement based on lead score or page intent (with careful credit monitoring strategies)

CLEAR Framework Content Workshop:

Workshop to define content needs based on buyer journey stages for selected use cases

Guidance on structuring content for optimal AI agent understanding

30-Day Performance Monitoring & Iteration:

Support in analyzing agent interactions and suggesting refinements

Key Benefits:

Support prospects with active deals, reducing sales friction
Begin leveraging AI for lead qualification
Develop a more sophisticated content strategy for your AI
Greater ROI on Breeze credits by targeting mid-funnel

Talk to A Growth Strategist