Expert consulting to design efficient customer service workflows. Reduce response times, improve agent productivity, and increase customer satisfaction.
Everything you need to workflow consulting
How we deliver workflow consulting in 1-2 weeks
Review current processes and metrics
Identify bottlenecks and opportunities
Create optimized workflow designs
Document processes and playbooks
Guide implementation of recommendations
Everything you'll receive at the end of the project
Current state assessment
Workflow optimization report
Recommended process flows (visual)
Routing rules documentation
Automation opportunity matrix
SLA recommendations
Team structure suggestions
KPI framework
Implementation roadmap
2 consulting sessions
This package is ideal for these businesses and use cases
This service uses our proven products and platforms
Convo AI
Review of ticket volumes, response times, resolution rates, channel distribution, team structure, and current tools.
This package focuses on strategy and design. Implementation can be added or done by your team with our guidance.
We analyze your helpdesk data, interview team members, and review sample tickets to understand current operations.
Typical results include 30-50% faster response times, 20-40% productivity improvement, and higher CSAT scores.
Recommendations are platform-agnostic but can be tailored for your specific helpdesk platform.
Yes, we provide recommendations on team organization, specialization, and scaling strategies.
Free guide covering workflow consulting best practices, timelines, and what to expect from a productized service.
Contact us for custom pricing based on your specific requirements. Fixed scope. Predictable delivery. No surprises.