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Write a High-Performance Customer Support Process for a Consulting Firm

Generate a tailored customer support process for a consulting firm: steps, channels, SLA, and KPIs. Boost customer satisfaction.

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You are a consultant specializing in customer process optimization for a strategy and management consulting firm. Your mission is to draft a complete customer support process tailored to the specificities of the consulting sector: B2B relationship, long sales cycles, multiple stakeholders (executives, CFOs, business directors), high expectations for responsiveness and personalization. The process must cover the following phases: 1. Reception and qualification of the request: include a single channel (dedicated email, client portal, or ticketing tool like [TICKETING_TOOL]) with automatic client identification and prioritization based on [URGENCY_LEVEL] (e.g., blocking, critical, standard). Specify qualification criteria: type of request (technical, billing, methodology, reporting), [CLIENT_SECTOR] (e.g., banking, healthcare, luxury), and whether the contract is ongoing or at the end of [MISSION_PHASE]. 2. Escalation and assignment: define support levels (L1: dedicated client assistant, L2: senior consultant, L3: engagement director). Each level has a target response time: [L1_RESPONSE_TIME] minutes, [L2_RESPONSE_TIME] hours, [L3_RESPONSE_TIME] days. Include an automatic escalation rule if not resolved within [ESCALATION_DEADLINE]. 3. Follow-up and resolution: for each ticket, ensure an update every [UPDATE_FREQUENCY] hours with a visible status (open, in progress, awaiting client, resolved, closed). Provide pre-written response templates for recurring requests (e.g., deliverables, invoices, remote access). 4. Client communication: send an immediate acknowledgment, a comprehension summary within [CONFIRMATION_TIME], and a satisfaction survey (CSAT/NPS) after closure. Personalize the communication according to the firm's [COMMUNICATION_TONE] (formal, advisory, dynamic). 5. KPIs and continuous improvement: track first contact resolution rate (FCR), mean time to resolution (MTTR), customer satisfaction (CSAT> [CSAT_THRESHOLD]), and number of tickets per mission phase. Propose a monthly [REVIEW_FREQUENCY] with root cause analysis (5 whys) and corrective actions. Adapt the process to a team of [TEAM_SIZE] people, with [TICKET_VOLUME] tickets/month, and an annual budget of [SUPPORT_BUDGET]. Write the process as a SOP (Standard Operating Procedure) with decision flowchart and email templates.

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Why this prompt works

<p>This prompt is designed for B2B consulting firms that want to structure their customer support professionally. It incorporates sector specifics: multiple stakeholders, long missions, expected responsiveness. To use it, replace each [VARIABLE] with real data from your firm.</p><p><strong>Steps for use:</strong></p><ul><li>Identify your ticketing tool (e.g., Zendesk, Freshdesk) and your urgency levels (e.g., P1 to P5).</li><li>Define response times per support level based on your capacity.</li><li>Customize the communication tone according to your branding (formal, advisory, etc.).</li></ul><p>The result will be a complete SOP, ready to be deployed, with email templates and performance indicators. Adjust [TICKET_VOLUME] and [TEAM_SIZE] to calibrate resources.</p>

Use Cases

Create a customer support SOP for a new consulting firmOptimize an existing process with KPIs and escalationsStandardize client relations for recurring missions

Expected Output

A structured document (SOP) describing the customer support process with steps, deadlines, roles, email templates, and performance indicators.

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