Workflow Optimizations are designed to provide you with a roadmap that you can implement with or without us to improve your customer experience operations. This is the best way to learn and see how we work, with minimal commitment. 

Powerhouse Optimization includes the following:

  • Review of current workflow and organizational structure.

  • Identify opportunities to improve employee and customer experience with more efficient workflows.

  • Review of current tools and systems will provide recommendations on the best tools to do more with less (up to 5 tools assessed).

  • Roadmap for future organizational structure and design required for scaling Customer Success.

  • Documented workflows of customer experience, entry points, activities performed (including follow up and workshops), owners, outcomes and survey requirements.

  • Recommended Service Level Agreements for improved customer experience and better employee accountability.

  • Gap analysis on tools and processes (will include roles and expectations).

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