CUSTOMER SUCCESS
Building the Right Support Infrastructure
Selecting the Right Support Channels
Identify and implement support channels (e.g., email, chat, phone, social media) that best meet your customers' needs and align with your team’s capacity.
Why it's Important
Ensures customers can reach you through their preferred method.
Improves response times and customer satisfaction.
Builds a scalable system for growing customer demands.
How to Implement
Survey customers to understand their preferred communication methods.
Evaluate the complexity of your product and match channels to support needs.
Start with core channels (e.g., email and chat) and expand as necessary.
Implement tools to manage omnichannel support efficiently.
Train the team to handle inquiries across all chosen channels.
Available Workshops
Customer Preferences Survey: Collect data on customer communication preferences.
Channel Mapping Workshop: Identify the pros and cons of each channel for your product.
Scenario Testing: Simulate typical support cases across different channels.
Omnichannel Integration Session: Design workflows for handling cross-channel interactions.
Channel Expansion Plan: Create a roadmap for introducing new channels as you scale.
Feedback Collection Drill: Monitor the effectiveness of each channel and gather insights.
Deliverables
A prioritized list of support channels to implement.
Documentation of workflows for each channel.
Training plans for team readiness across all channels.
How to Measure
Customer satisfaction (CSAT) per channel.
Response and resolution times by channel.
Volume distribution across channels to ensure efficiency.
Real-World Examples
Slack
Provides in-app chat for quick troubleshooting and email support for complex issues.
Twitter Support
Uses social media channels like Twitter for real-time issue resolution.
Shopify
Offers phone, email, and live chat options tailored to merchant preferences.
Get It Right
Start small and expand channels based on demand.
Use tools that integrate all channels into one platform.
Regularly analyze channel performance and adapt as needed.
Train agents to handle multi-channel queries efficiently.
Prioritize customer accessibility and ease of use.
Don't Make These Mistakes
Offering too many channels without the capacity to manage them.
Failing to integrate channels, leading to fragmented customer experiences.
Ignoring customer preferences when selecting channels.
Over-relying on AI without a human fallback option.
Neglecting to monitor performance across channels.