4 Steps to Build a Customer Support Ticketing Process

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Attracting new customers takes time, money, and energy. All of which can be in limited supply when you’re a small business owner! It also costs more to attract new customers than to retain existing ones, so solid after-purchase support is even more vital.

In this video, I talk about creating a winning support workflow, providing options for different business styles, and sharing how member support is handled right here in my company, ProcessDriven.

Here's what we'll cover:
00:00 Introduction
01:02 Step 1: Define Your Resolution Process
03:48 Step 2: Define Your Metrics
05:20 Step 3: Define Your Channels
08:41 Step 4: Pick a Program
10:14 Option 1: Communication Platform
11:30 Option 2: Ticketing Platform
12:36 Option 3: Spreadsheet Database
13:54 Option 4: Work Management Software
15:32 Option 5: Analog
16:19 ProcessDriven's Customer Support Workflow
16:57 ClickUp to Manage Tickets
17:32 Missive to Track Email-Based Inquiries

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