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Services

How We Work Together

I help support teams improve by working through the support layers in the right order. The focus is on fixing what actually matters at your current stage, so progress sticks, platforms like Freshdesk or Zendesk deliver real value and AI works when you get there.

Every engagement is grounded in the 6 Layers of Support Maturity. Rather than jumping to tools or AI, we identify which layers are creating friction today and focus on improving the operational foundations that make any support system succeed, including setup, configuration, workflows, automation and knowledge management.

This approach works particularly well for small to medium businesses who are onboarding a new support platform, or trying to get more value from an existing one, without unnecessary complexity or long programmes.

The thinking behind this approach is documented in more detail in the Insights section.

No long contracts. No unnecessary complexity. Just practical, senior support tailored to your situation.

Discovery & Design

Getting Clear on the Right Layer First

The 6 Layers of Support Maturity

Improvements compound when tackled in the right order — from the foundations up.

01Context Framing
02Route and Automate
03Escalations Path
04Knowledge Capture
05Knowledge Governance
06AI Enhancements

Discovery & Design is the core engagement I run with teams.

This is a structured, low‑risk way to understand what is really happening inside your support operation before committing to implementation, automation, or AI.

We assess your operation against the support layers to determine:

  • Where friction and inconsistency are coming from
  • Which layers are holding you back right now
  • What needs fixing first to make progress stick

The output is clarity and direction, not a generic list of best practices.

What you get from Discovery & Design

Discovery & Design typically includes:

  • A focused discovery session to understand your current setup
  • Mapping how work flows across the relevant support layers
  • Identifying the gaps that actually matter for your stage
  • A clear, prioritised Support Ops plan aligned to your maturity

You will leave knowing:

  • Which layers need attention
  • Why those layers matter
  • What to do next, and what can wait

From here, teams usually engage through one of the two entry points below, depending on what is driving change.

Not sure which layer is holding you back?

Answer a few quick questions to see which support layer is currently causing the most friction.

Check Your Support Maturity

Packages / Entry Points

Two Ways to Start

Early‑stage & Growing teams

1) Support Foundations Discovery & Design

For teams building the foundations for scalable, consistent support.

This entry point focuses on strengthening the layers that typically cause early friction:

  • Context framing
  • Routing and automation
  • Escalation paths
  • Knowledge capture and governance, where needed

The outcome is a clearer, more predictable support operation with fewer repeat contacts, clearer ownership, and processes that scale as the team grows.

Most common for Established teams

2) AI Readiness Discovery & Design (Layers 3–5)

For teams planning to introduce AI or automation, or where AI has already underdelivered.
This is most useful when AI accuracy, adoption, or trust would be costly to get wrong.

This entry point focuses on the layers beneath AI:

  • Escalation paths
  • Knowledge quality and structure
  • Governance and ownership

The aim is to ensure AI has something solid to sit on, so it delivers value instead of creating noise.

This work is positioned before AI goes live to reduce risk and avoid expensive false starts.

How pricing works

I work on a fixed‑fee Discovery & Design engagement, scoped around the support layers involved.
For teams planning AI, it is positioned as a sensible upfront step to reduce risk and ensure the AI delivers value from day one, rather than exposing gaps later.

Next Step

The Intro Call

A short, no‑cost call to understand your situation and confirm whether Discovery & Design is the right next step.

No preparation required. No obligation.

This is simply the easiest way to get clarity.

Implementation & Ongoing Support

Putting the Improvements in Place

Discovery & Design provides clarity and direction. Where it makes sense, I can stay involved to help put those improvements into practice.

Ongoing support is flexible and focused on doing the work that will move things forward, rather than delivering a fixed programme. How this looks depends on what the operation needs next.

Implementation support

Implementation support focuses on delivering the specific improvements identified during Discovery & Design.

This often includes hands‑on setup and configuration of support platforms such as Freshdesk or Zendesk, aligned to how the team works.

Where teams are onboarding or migrating from another platform, I work alongside the sales process to ensure the system is configured properly from day one and delivers value quickly.

This may include:

  • Workflow and process changes
  • Knowledge structure and content improvements
  • Automation and tooling configuration
  • Team training and enablement

Implementation and training are offered on a flexible day‑rate basis, scoped to what will genuinely help rather than a one‑size‑fits‑all approach.

Fractional support leadership

Sometimes teams need more than delivery support. They need ongoing leadership to help embed changes into the organisation.

I can stay involved as a fractional, embedded support leader, typically 1–2 days per week. I work inside the business, take ownership of outcomes, and support the team as changes are implemented and embedded.

This can include acting as a fractional Head of Support or CX, supporting managers, clarifying ownership, and helping establish consistent ways of working across the operation.

Fractional leadership is most useful where:

  • There is no clear owner for support operations
  • The team is growing or changing quickly
  • New structures, tools, or ways of working need time to be implemented
  • A permanent leadership hire is planned, but not yet the right step

This model can follow Discovery & Design, or can be engaged directly where experienced support leadership is needed without committing to a full‑time role.

Better Support. Faster Answers.
Happier Customers.

Start delighting your customers by delivering effortless Support