Customer Experience
Design seamless, human-first journeys across every touchpoint so customers feel understood, supported, and excited to come back.
What We Offer
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Dashboard Optimization
Tags + tracking
Views, folders, and ticket categories
Rules, routing, and system intelligence
Automations
Chatbots
Flows + multi-step self-serve (orders, tracking, issues, FAQs)
Contact form automation + ticket organization
Performance audits + optimization (increase automation rate)
FAQs / Help Center
Audit and refresh existing FAQs (efficiency + brand voice)
Create new FAQ content
Build an interactive Help Center to increase self-resolution
Macros / Canned Responses
Audit existing macros (SOPs, efficiency, brand voice)
Create new templates
Implement merge tags + import into helpdesk
CSAT
Implement or optimize CSAT requests (increase response rate)
Analyze results + apply insights
Integrations
Shopify, Amazon, Walmart, TikTok Shop, + more
Assess integration potential + support implementation
Custom Ticket Fields
Set up tracking fields
Audit field usage + data quality
Action plan based on trends and ticket insights
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Assess workload + staffing to keep a lean, effective team
Train the team to be data-savvy (collect, interpret, and use insights)
Improve communication:
Within the CX/CS team
Cross-functional reporting (trends + patterns)
Upward reporting (founder/C-level)
Optimize non-ticket responsibilities by strengths + bandwidth
Establish recurring coaching + team cadences
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Audit existing SOPs (clarity + efficiency)
Build new SOPs where gaps exist
Implementation plan (training + adoption + upkeep)
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Returns Deep Dive
Turn returns into repeat purchases
3PL vs in-house returns comparison
Data analysis + insights
Action plan + next steps
Cancellations Deep Dive
Assess “loss” vs “non-loss” refunds
Data analysis + insights
Action plan + next steps
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Pre / Post Purchase Touchpoints
Website
Social media
SMS + email
Order confirmation
Tracking page
Landing pages
Returns / Exchanges Experience
Flow + friction points
Policies, messaging, and self-serve improvements
Reviews + Feedback
Review request strategy + timing
Process improvements for consistency + volume
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CX brand voice guide (easy for teams to apply)
Humanize and personalize the customer experience
Increase positive engagement + trust in support conversations
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Customer interviews + surveying
Feedback collection systems
Turning insights into actions (what to change + why)
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Helpdesk AI setup + optimization
Improve deflection + accuracy
Training, QA, and ongoing tuning