You will get a customer support workflow audit and improvement plan
Project details
I help businesses improve their customer support operations by identifying inefficiencies in workflows and recommending practical improvements that make teams more efficient and responsive.
With over 10 years of experience in customer operations, CRM systems, and process optimisation, I analyse support workflows, routing logic, escalation paths, and operational structures to identify bottlenecks that impact response times, team productivity, and customer experience.
Through this project, I will review your current customer support processes and provide a clear set of actionable recommendations to streamline workflows, improve operational efficiency, and create a more scalable support operation as your business grows.
With over 10 years of experience in customer operations, CRM systems, and process optimisation, I analyse support workflows, routing logic, escalation paths, and operational structures to identify bottlenecks that impact response times, team productivity, and customer experience.
Through this project, I will review your current customer support processes and provide a clear set of actionable recommendations to streamline workflows, improve operational efficiency, and create a more scalable support operation as your business grows.
Project Type
Customer Support, OtherWhat's included
| Service Tiers |
Starter
$120
|
Standard
$250
|
Advanced
$500
|
|---|---|---|---|
| Delivery Time | 3 days | 5 days | 7 days |
Number of Revisions | 0 | 0 | 0 |
Frequently asked questions
About Rosie
Customer Operations Consultant |CRM, CX Workflow & Process Improvement
Northampton, United Kingdom - 7:48 am local time
With 10+ years of experience across e-commerce, membership organisations, and high-growth businesses, I specialise in identifying operational bottlenecks and implementing practical systems that improve efficiency, customer experience, and team productivity.
Recent results include:
• Reduced customer service handling time by 18% through CRM workflow redesign
• Improved digital customer journeys and reduced abandonment by 10%
• Built Power BI dashboards to monitor operational performance and SLA adherence
• Supported operational systems across international teams
How I can help
Customer Operations Optimisation
• Support workflow audits and process redesign
• Customer journey and support experience improvements
• Operational efficiency and service performance improvements
CRM & Support Platform Optimisation
• CRM workflow configuration and automation
• Case routing and support process optimisation
• Customer data management and CRM setup
Operational Reporting & Dashboards
• KPI dashboards and reporting frameworks
• Power BI / Excel operational reporting
• Customer service and operational performance analysis
Business Operations Support
• Operational documentation and playbooks
• Project coordination and operational support
• Process design for growing teams
I work best with companies that want to streamline operations, improve customer experience, and build systems that scale with growth.
If you're looking for someone who combines operational thinking with hands-on implementation, I’d be happy to discuss your project.
Steps for completing your project
After purchasing the project, send requirements so Rosie can start the project.
Delivery time starts when Rosie receives requirements from you.
Rosie works on your project following the steps below.
Revisions may occur after the delivery date.
Initial Project Review
You’ll share details about your current customer support setup, including your support channels, workflows, and any key challenges your team is experiencing.
Workflow & Process Analysis
I will review your current support processes, ticket routing logic, escalation paths, and operational structure to identify inefficiencies or bottlenecks.