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Last edited: Jul 18, 2023

Nikhil TidkeMember of Technical Staff

Define your customer support goals

Before creating a customer support playbook, it's essential to define your customer support goals. The following are some steps to help you define your customer support goals.

Understand your customer's needs

The first step to providing excellent customer support is deeply understanding your customers and their needs (duh). Knowing what your customers want helps you tailor your support services to their specific needs. To understand your customers' needs, you can:

Explore different channels

To determine your customer support channels, you need to explore the different options available. Each channel has pros and cons, and you should choose the one that best suits the majority of your customers.

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Choose the right channels

After exploring the different options available, you need to choose the right channels for your business. Factors to consider when choosing channels include:

Conduct Surveys
Monitor social media
Track customer complaints and feedback
Analyze customer behavior on your website or app

Integrate channels

Once you have chosen your customer support channels, you need to integrate them into your playbook. Your playbook should include guidelines for each channel, such as response times, escalation procedures, and tone of voice.

Communicate the playbook

Finally, you need to communicate the playbook to your team. The following are some steps to help you communicate the playbook effectively.

Understand. Your team should be aware of the playbook and know how to use it. Consider providing training or conducting team meetings.
Update. Consider setting up a process for updating the playbook, such as quarterly reviews or after significant changes to your products or services.
Implement

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