Remove Account Management Remove Scaling Remove Workflows
article thumbnail

Small Business Customer Service Outsourcing: 4 Pitfalls to Avoid

Help Scout Leadership

Pitfall #1: Failing to take into account a solid management layer. A common mistake is to build a budget that accounts for the number of agents you need but doesn’t take into account management costs: Agents need someone to go to when they have a question about how to answer a ticket. The solution.

article thumbnail

Customizable client intake form template

Monday Task Management

They add order where there can be chaos, especially when you try to scale a business. When you automate repetitive parts of your workflow, you free up your time to complete more valuable tasks and maximize your revenue. That’s why you should automate your intake workflow by adding automations when someone completes an intake form.

article thumbnail

Customizable client intake form template

Monday Task Management

They add order where there can be chaos, especially when you try to scale a business. When you automate repetitive parts of your workflow, you free up your time to complete more valuable tasks and maximize your revenue. That’s why you should automate your intake workflow by adding automations when someone completes an intake form.