Case studies / Heat Geek

Utilities

Streamlining customer and engineer inquiries with Service Hub

Heat Geek trains and supports independent heating engineers to drive the energy transition. Growing inquiry volumes needed a system that could scale.

Heat Geek case study

Overview

Heat Geek is a platform supporting engineers who run independent businesses. They build community and deliver training focused on enabling the energy transition, having trained thousands of engineers to grow the sustainable-energy workforce.

The challenge

Managing growing inquiry volumes from both engineers and customers was becoming difficult. Their existing setup lacked the organisation and scalability they needed, leading to missed opportunities and slow response times, with poor visibility into interactions.

The strategy

I deployed HubSpot Service Hub to centralise and automate service-request management, creating a single hub for all incoming inquiries, automating ticketing, assigning tasks intelligently and enabling full tracking of customer and engineer interactions.

The results

With Service Hub, Heat Geek improved inquiry management, accelerated response times and lifted customer satisfaction. Automation freed the team from routine handling so they could focus on growing the platform and supporting the community.

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