Elevate Summit 2018 Philadelphia Presented by Whitney Puidokas of Lose It!

1. 6 ESSENTIALS OF
MARCH 2018
@whitklink
A BETTER HELP DESK

2. 35 MILLION+
MEMBERS
41K TICKETS
HANDLED BY SUPPORT IN 2017
OVER

3. THE PROBLEM:
Your current help desk just
isn’t cutting it.

4. How can you lock
down “the one”?

5. MY HELP DESK
EVOLUTION

6. THE BIG 6
Find a help desk that helps you
The direct support functionality
Above and beyond
A support team that wows you
Self service functionality
Get team buy-in

7. 1
GET BUY-IN

8. Can we spend more money
on support?
IN A PERFECT WORLD…
Sure!
1 | GET BUY-IN

9. KNOW YOUR WHY’S
1 | GET BUY-IN
Use data to identify & address problem
areas in support
Opportunities to extend brand
Gain efficiencies —> do more with less
Help more customers more quickly

10. 1 | GET BUY-IN
Invest in the right tools
and people, and
exceptional support
scales with you.

11. 2
CHOOSE A HELP DESK
THAT HELPS YOU

12. Features for the heavy lifting
2 | HELP US HELP YOU

13. 2 | HELP US HELP YOU
Integrations with tools
you love

14. 2 | HELP US HELP YOU
that grows
with you
A product

15. 2 | HELP US HELP YOU
your team and
your process
Data about

16. 3
A SUPPORT TEAM THAT
WOWS YOU!

17. 3 | A SUPPORT TEAM THAT WOWS YOU
If their customer support team
blows you off or skates around
your questions…

18. 4
AWESOME DIRECT SUPPORT
FUNCTIONALITY

19. Agent access level
4 | AWESOME DIRECT SUPPORT FUNCTIONALITY

20. Internal system integration
4 | AWESOME DIRECT SUPPORT FUNCTIONALITY

21. 4 | AWESOME DIRECT SUPPORT FUNCTIONALITY
Ticket reporting

22. customer-facing
ticket forms
4 | AWESOME DIRECT SUPPORT FUNCTIONALITY
Customizable

23. 5
SELF SERVICE
FUNCTIONALITY

24. 5 | SELF SERVICE FUNCTIONALITY
Self service reporting

25. 5 | SELF SERVICE FUNCTIONALITY
Strong
WYSIWYG editing

26. Support for multiple products
5 | SELF SERVICE FUNCTIONALITY

27. 5 | SELF SERVICE FUNCTIONALITY
Brand capabilities
& customization

28. 6
ABOVE AND BEYOND

29. 6 | ABOVE AND BEYOND
Elevate & Support
Driven Slack
communities

30. 6 | ABOVE AND BEYOND
Shout out to
ANTONIO!

31. 6 | ABOVE AND BEYOND
Pin your favorite
online help centers
for inspiration

32. 6 | ABOVE AND BEYOND
Product & marketing
team checks

33. 1 Get team buy in
6 ESSENTIALS OF A BETTER HELP DESK
2 Find a help desk that helps you
4 The direct support functionality
5 Self service functionality
6 Above and beyond
3 A support team that wows you
@whitklink

34. THANKS Y’ALL
@whitklink
loseit.live/elevate2018