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men's blue collared top near silver MacBook

Elevate CX Consulting

Helping businesses optimize operations and improve customer happiness.

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person using MacBook pro

Our Services

We offer a range of services to help businesses improve their customer experience.

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person using MacBook Pro
Helpdesk Set-Up/Optimization
CS Team Optimization/Mentorship

Optimize your helpdesk and provide mentorship to your customer service team.

Improve your customer journey and optimize your operations.

Customer feedback essential
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three men laughing while looking in the laptop inside room
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yellow Awesome-printed signage

Helpdesk Set-Up / Optimization

Dashboard Optimization

-Tags / tracking

-Views / folders / ticket categories

-Backend helpdesk “rules” and system intelligence

Automations

-Implementation

-Chatbots

-Flows / Multi-step automated interactions

-Self-help for customers to manage orders, track order, report order issues, etc

-Self-help for FAQs

-Contact Form backend automations for ticket organization

-Performance Auditing

-Analyze/Assess performance of automations

-Strategize for increased automation rate (% of tickets handled without agent interaction)

Interactive FAQs/Help Center

-FAQ Content

-Audit existing FAQs

-Adjust for efficiencies and Brand Voice

-Create New FAQs

-Implementation

-Create Interactive Help Center for increased resolution/self-help

“Macros” (if Gorgias) / Templated/Canned Responses (if other helpdesk)

-Audit Existing

-Adjust for SOPs, efficiencies and Brand Voice

-Create New Macros

-Import to helpdesk, introduce merge tags

CSAT (Customer Satisfaction Surveying)

-Implement/Optimize CSAT Survey Request for increased response rate

-Analyzing/using data collected

Assess Integration Potential / Facilitate Integrations

-Shopify

-Amazon

-Walmart

-TikTok Shop

-& more!

Custom Ticket Fields

-Tracking

-Auditing

-Action Plan / Consulting based off data and ticket trends


CS Team Optimization / Mentorship


-Assess agent workload, determine how to keep a lean, efficient team

-Train your team to be data savvy

-How to collect, interpret and utilize data

-Track and report customer concerns

-Effective Communication

-Within the CX/CS team

-Across company sectors (reporting customer trends/patterns)

-Between CX/CS team and their superior (founder, C-level, etc)

-Optimize team tasks (outside of tickets) based on individual skills, workload

-Recurring meetings with the CX/CS team

-Process Changes

-Prioritization of tickets

-Workflow

-Training in using and creating Automations, Macros, etc

-Feedback Loops

-Team building

CX Standard Operating Procedures

-Audit existing SOPs

-Adjust for efficiencies

-Create new SOPs

-Implementation Strategy

Data / Operational Deep Dives
Returns Deep Dive

-Turning Returns into Returning Customers

-3rd Party Returns vs. In House

-Discovering/data analysis

-Action Plan

Cancellations Deep Dive

-Assess loss v non-loss refunds

-Discovery/data analysis

-Action Plan