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Initial-Setup & Strategy Development

Customer Support

Initial-Setup & Strategy Development

The right setup ensures fewer missed tickets, faster response times, and a better customer experience from Day One. A strategic foundation saves time, money, and customer frustration.


Before great customer support can scale, it needs a rock-solid foundation. Our initial setup phase ensures your support systems, channels, and strategy are aligned with your business goals, customer expectations, and future growth. We help you define workflows, select the right tools, and prepare for a seamless support experience across all channels.

What We Do:

Identify Customer Support Goals

Identify Customer Support Goals

πŸ“Œ Understand your current support pain points and expectations

πŸ“Œ Align support KPIs with your business objectives

πŸ“Œ Define success metrics such as response time, resolution time, CSAT, and NPS

Define Support Channels

Define Support Channels

πŸ“Œ Determine best-fit channels: live chat, email, phone, WhatsApp, social media

πŸ“Œ Plan for unified, omnichannel support experience

πŸ“Œ Prioritize channels based on customer behavior and volume

Select & Integrate Support Tools

Select & Integrate Support Tools

πŸ“Œ Choose the right helpdesk platforms (e.g., Zendesk, Freshdesk, Intercom)

πŸ“Œ Set up ticketing systems and routing logic

πŸ“Œ Integrate CRM and other tools for 360Β° customer view

Design Support Workflow

Design Support Workflow

πŸ“Œ Create SOPs (Standard Operating Procedures) for handling tickets

πŸ“Œ Define escalation paths and service tiers

πŸ“Œ Automate repetitive queries using AI bots and canned responses

Set Up Knowledge Base & Help Center

Set Up Knowledge Base & Help Center

πŸ“Œ Structure searchable knowledge base and FAQs

πŸ“Œ Prepare customer onboarding documentation

πŸ“Œ Optimize for self-service and reduced support load

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