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Ticketing System Review for Customer Support

$1,395.00

15 days

2 revisions

Description

This review aims to optimize your customer service helpdesk ticketing system by conducting an in-depth assessment and evaluation. I will assess the current state of your ticketing system and offer recommendations on how to improve settings for team performance and data accuracy and also optimize it for a better customer service delivery. This project is ideal for businesses that have been using a helpdesk platform for a minimum of nine months.

What's included

  • Introduction and Establish Goals call (1st business day - 60 min)
    • We will discuss your current helpdesk ticketing state, any customer or team pain points you may have with your current system, and how you would like to see your system improve.
  • Review Period (deliver recommendations in 7 business days)
    • Here I will review your helpdesk ticketing system and identify areas for improvement to optimize and streamline your customer support operations.
  • Review Audit and Recommendations call (9th business day - 60 min)
    • We will review all the findings of the review and the recommendations for improvement of your system. We will then establish a roadmap to implement the recommendations.
  • Implementation of recommendations (deliver in 5 business days)
    • All recommendations and changes discussed will be implemented and established by your team or collaboratively
  • Final Call to review helpdesk changes (15th business day - 60 min)
    • We will review all changes made and discuss any outstanding concerns or questions regarding the improved system.
 

Description

This review aims to optimize your customer service helpdesk ticketing system by conducting an in-depth assessment and evaluation. I will assess the current state of your ticketing system and offer recommendations on how to improve settings for team performance and data accuracy and also optimize it for a better customer service delivery. This project is ideal for businesses that have been using a helpdesk platform for a minimum of nine months.

 

What's included

  • Introduction and Establish Goals call (1st business day - 60 min)
    • We will discuss your current helpdesk ticketing state, any customer or team pain points you may have with your current system, and how you would like to see your system improve.
  • Review Period (deliver recommendations in 7 business days)
    • Here I will review your helpdesk ticketing system and identify areas for improvement to optimize and streamline your customer support operations.
  • Review Audit and Recommendations call (9th business day - 60 min)
    • We will review all the findings of the review and the recommendations for improvement of your system. We will then establish a roadmap to implement the recommendations.
  • Implementation of recommendations (deliver in 5 business days)
    • All recommendations and changes discussed will be implemented and established by your team or collaboratively
  • Final Call to review helpdesk changes (15th business day - 60 min)
    • We will review all changes made and discuss any outstanding concerns or questions regarding the improved system.
 

About the seller

Customer Experience and Success Strategist

Hello! I help businesses elevate their CX experience, operations & systems to serve their customers with ease.

I have extensive experience, over 20 years, in delivering outstanding customer service and designing customer service operations, plans, and workflows across a range of industries, including government organizations, startups, e-commerce businesses, and small to mid-size corporations.   

With expertise in various e-commerce CRM platforms and a deep understanding of CX standard operating procedures, I have the skillset to evaluate customer system operations, recommend best practices and create streamlined workflows and implementation strategies. My clients have seen improved efficiency and better customer experiences as a result of these efforts, both for their internal teams and clients/customers. 

 

Portfolio

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FAQ

What if I have questions?

Please feel free to contact me via email or chat with any questions you may have on my services. I typically respond same day or next business day.

How will I receive my transcripts/resources after our meeting?

You will receive your transcript and documents post session via email.

What if I need to reschedule?

I will allow a one time reschedule to the initial session date/time in advance only. I understand life happens and the need to be flexible.

What if I need more help with my CX system after the session?

If this should come up during our meeting I'm happy to offer additional resources needed or explore ways to collaborate and work together post session.

 

How it works

IFundWomen's ServicesX is the business services marketplace that connects vetted, independent business service providers to the entrepreneurs who want to hire them.

  1. Discover: Browse ServicesX to find a service that meets your needs, budget, and timeline.
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  4. Collaborate: Share materials, schedule calls, and get your task done! Once your service has been delivered, the seller will be paid by IFundWomen.