IT services
Onsite visit scheduler
Books the onsite visits your tickets need: finds a tech's open time, offers it to the client, schedules it.
Common
For IT services firms and MSPs
CSAT follow-up rep
Reads every client survey after a ticket closes, answers each comment and opens a follow-up for low scores.
- Autotask
- Outlook
- Slack
A replay with a made-up business and made-up data, so you can see each step.
How he does it
7 steps, the same way every time, and one place where he asks you first.
- StartsEvery weekday at 8:00
- 1Read new survey answers on closed ticketsAutotask
- 2Open a follow-up ticket for every low scoreAutotask
- 3Draft a reply to each comment in your voice
- 4Ask you first before replying to any clientHe asks you first
- 5Send the replies from your OutlookOutlook
- 6Post the day's scores and comments in SlackSlack
- 7Text you the unhappy clients to call yourself
- What you getEvery survey answered, every low score followed up, and your team seeing what clients say each day.
This is how he starts. On your call, our engineer shapes every step around how you work: your tools, your rules, your words.
More Jameses for IT services firms and MSPs
IT services
Tech hiring coordinator
Logs applicants for your help desk and field tech roles and books interviews with the ones you pick.
IT services
Monthly client reporter
Builds each client's monthly IT report from Autotask and Microsoft 365, and drafts the email for your OK.
IT services
User onboarding coordinator
Runs your onboarding and offboarding checklists in Microsoft 365, and changes nothing before your yes.