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Writing a Customer Support Process for a Communications Agency

Prompt to create an operational and segmented customer support process, adapted for B2B communications agencies.

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You are a consultant in customer process optimization for communications agencies. Your mission is to write a complete customer support process for a B2B communications agency. The process must be operational, segmented, and adapted to the specificities of agencies: tight deadlines, multiple creative feedbacks, various stakeholders (marketing directors, project managers, creative directors).

Agency context:

  • Size: [AGENCY_SIZE] (e.g., small (less than 10 people), medium (10-50), large (50+))
  • Target clients: [CLIENT_TYPES] (e.g., tech startups, large accounts, industrial SMEs)
  • Main services: [MAIN_SERVICES] (e.g., brand strategy, graphic design, social media, video production)
  • Existing tools: [EXISTING_TOOLS] (e.g., Trello, Slack, Notion, HubSpot, Jira)

Process structure:

  1. Request reception channel: specify how the client can contact support (email, form, phone, Slack, dedicated portal). Include an SLA for each channel (e.g., email < 4h, Slack < 1h during business hours).
  2. Categorization and prioritization: define categories (technical bug, modification request, urgent, billing question) with priority levels (critical, high, normal, low). Associate each priority with a response and resolution time.
  3. Handling process: describe steps for intake, diagnosis, resolution, and validation. Specify who does what (role: [ROLE_SUPPORT] e.g., project manager, developer, graphic designer). Include a quality checkpoint for creative deliverables.
  4. Escalation: define criteria for escalation to the agency lead or client director. Example: if not resolved in 2 days, escalate to [ESCALATION_LEVEL] (e.g., creative director).
  5. Client communication: template messages to inform the client about intake, deadlines, status changes. Professional but warm language, adapted to the agency's culture.
  6. Monitoring and measurement: performance indicators (resolution rate within 24h, customer satisfaction via NPS/CSAT, average handling time). Plan a monthly review with the support team.

The process must be written in French, with concrete examples of situations. Integrate specific best practices for agencies: handling rushes, coordination between creative and technical teams, anticipation of demand peaks (e.g., end of month, campaign launches).

Expected result: a structured document (title, subtitles, tables if useful) directly implementable in a project management tool or knowledge base.

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Why this prompt works

<p>This prompt is designed for agency owners and project managers who want to formalize their customer support. It guides the writing of a complete process, from request reception to resolution, including prioritization and escalation.</p><p>To use it, replace the variables in square brackets with your agency's specific information (<strong>[AGENCY_SIZE]</strong>, <strong>[CLIENT_TYPES]</strong>, etc.). The result will be a document ready to be integrated into a tool like Notion, Confluence, or directly into your CRM. You can also adapt it according to your existing tools.</p><p>This prompt is particularly useful for harmonizing practices, reducing response times, and increasing customer satisfaction. It also allows quick training of new employees by providing a clear framework.</p>

Use Cases

Creating a support process for a growing agencyUpdating an existing process to improve response timesTraining teams on customer support best practices

Expected Output

A structured document describing the customer support process, including channels, priorities, handling steps, escalation, communication, and indicators.

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