playbook category

Actionable Insights for Smart Business Support

A wide range of businesses use HelpFlow Executive Assistant for AI empowered support on marketing, sales, customer service, project management, and more. Our blog shares insights, strategies, and real world examples across management, operations, AI integration, and more.

An image of Jon Tucker, CEO of HelpFlow
By Jon Tucker
CEO HelpFlow
our PROCESS

How We'll Work With You

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01
CX Strategy Planning

Before pitching anything, we'll work with you to assess your current CX efforts, including metrics, infrastructure, and workflow. From there, we'll create a CX Strategy together that will drive revenue and LTV, while having strong infrastructure and management.

02
Full Implementation

Based on the CX Strategy we develop together, we'll implement the technical infrastructure, analytics, and management framework needed to start driving results. This also includes the hiring, training, and integration of Agents as needed.

03
Management and Improvement

Once your CX Operation is launched, we can be accountable for managing the CX team. We'll also drive improvement with your marketing and operations team to drive more revenue, increase LTV, and leverage automation and AI to keep stay lean.

Ready to grow your company? Get in touch today!