This is a detailed and comprehensive analysis of the onboarding process for customer support clients. Objectives Understanding Client Needs: Through the onboarding process, we seek to gain a deep understanding of our clients' needs, preference ...
This article provides an in-depth guide on the procedures involved in enrolling a client for Intercom as well as the setup processes to follow. Objectives Providing a concise outline of the Intercom onboarding process: By adhering to the presc ...
This document outlines the training process for our Customer Support team when onboarding new clients and how to familiarize them with their content. Objectives Training the customer support team to understand the client's tone and app: Ensure that ...
This is the last step of onboarding, where we gather feedback to improve our customer support. Objectives Optimizing Customer Support by Gaining Feedback: Obtaining feedback from clients is a crucial aspect of improving the quality of our services. ...
In the event of a user error being identified as a bug, this is the specific outline we must follow. Objectives Differentiate between user error and bugs: This protocol aims to clarify the process for determining whether an issue reported is a resul ...
These are the instructions to follow when receiving tickets in the ''Support'' Slack channel that require reporting in the corresponding Plutio project. Objectives Navigate and Organize Tickets in Plutio: Our ticket management process will b ...
When a new maintenance project comes in, set up a Google Sheet to track timesheets for weekly breakdowns. Note that design hours are billed at half the tracked hours, indicated by the DESIGN tag. Step by step Create Google Sheet: Set up a new Google ...
This SOP provides a step-by-step guide on how to locate the Ticket Number for any given task or issue using the provided resource link. Key Steps Access the Resource: Click on the following link to access the instructional video: How to Find the Tic ...
This SOP outlines the steps for Project Managers to classify new QA or Client Testing tasks/reports assigned to developers.
Plutio is our project management tool, everyone on the team should use Plutio on a daily basis, in this SOP you will find some step-by-step guides on how to use Plutio. Why it's such an integral part of our workflow: Centralized Project Hub Progres ...
In the following document, you will find our process outlined as it is mapped on our project management tool, Plutio.
Core Focus: Lowcode solutions in different platforms, custom-made apps. Not only developing but helping ideas come to life through a process hand in hand with a team and the client, building a well-rounded product and growing it. Solving REAL problem ...