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Attracting new customers takes time, money and energy. If you are a small business owner, all of this may be in limited supply! It also costs more to attract new customers than it does to retain existing ones, so solid post-purchase support is even more important.

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

This is what we will 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: Choose a program
10:14 Option 1: Communication platform
11:30 Option 2: Ticket 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 queries

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