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Next Street Scale is a startup small business advisor service, connecting small businesses with resources they need to succeed. Before launching their services, they came to us to stand up their CX department. They were in need of a complete configuration from scratch, including training materials, SOPs, a workforce management plan, and guidance for scaling.
As with all of our clients, we follow a 5-phase approach to CX implementation: Investigate, Intent, Implementation, Instructional Design, Integration. We started off by gathering their team’s requirements and wish list, offered our expert opinions and guidance on the planned approach, and came to shared vision with their leadership team before beginning on the build out.
Once we had built out their Zendesk instance with automations, macros, and FAQs, they were ready for Beta. Our initial embarkment was heavily focused on preparing for their 6 week Beta launch. During Beta, their team did not have enough capacity to handle tickets, so we happily stepped in to accomodate the need. Our findings from beta greatly contributed to the streamlined configuration of their CX platform. We helped source and vet potential support agencies so they could be confident in their end service.
Our client was ready to hire and train support agents with their fully customized Zendesk instance and CX Playbook by the end of our time together. From our Beta findings, we were able to estimate a workforce management plan that gave them options on outsourcing, hiring in house support agents, or a combination of the two.
A piece of advice we offered this client as well as our other clients is that with a limited team, it’s important to know how many channels can be properly supported (i.e. phone, chat, email). This client risked not having enough manpower to handle chat support within a reasonable amount of time, so we recommended sticking with email until the team could expand. The chat function was setup to direct customers to help articles and FAQs.
This client is a virtual healthcare company that provides targeted programs for the vulnerable patient population. They have two core teams. One is the clinical support team — they support internal members. Then, the patient support team, which supports customers. They turned to us to create efficiency in their tech stack, communications, and customer support.
Our client wanted more for their Customer’s Experience. They turned to us when their team reached their limit of experience when it came to transitioning help desks and all that comes with a large project of this nature.
Furtify, the pet supplement company, was just a few months away from launching their brand in the marketplace when they approached us to establish their CX processes. Being a newly established company with only two co-founders in place, we built their Support Team Operations from the ground up. Their project included newly established policies, procedures, systems implementation and SOPs. In the end, both co-founders were able to operate effectively in all aspects for customer experience.
Our client is a family-owned company that proudly carries a heritage spanning over 50 years. Recently, our valued client expressed their dissatisfaction with their existing Help Desk, which was falling short of their expectations. In order to address this issue, we made it a priority to thoroughly comprehend their viewpoint and identify any areas that may have been lacking. In the end, we were able to help them migrate to a new Help Desk and the results were amazing!
Focused on high quality natural ingredients, our client established itself as a force within the beauty industry in 2016. However, like everyone reading this, our client faced unprecedented times when the pandemic hit and was forced to evolve and provide a way for their customers to experience an in-store feel while shopping at home