IT services
Quote follow-up rep
Follows up on every quote you sent from ConnectWise until the client signs or says no.
Rare
For IT services firms and MSPs
Ticket triager
Sorts every new ConnectWise ticket, answers the common ones from your runbook and routes the rest to a tech.
- ConnectWise
- Notion
- 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 15 minutes
- 1Read new tickets on your ConnectWise service boardConnectWise
- 2Set type, priority and company on eachConnectWise
- 3Find the fix in your runbook for the common onesNotion
- 4Draft a reply to the client with the runbook steps
- 5Ask you first before replying to the clientHe asks you first
- 6Send the replies and assign the rest to a techConnectWise
- 7Post anything urgent in Slack and text youSlack
- What you getEvery new ticket sorted, the common ones answered from your own runbook, and the rest with the right tech.
This is how he starts. On your call, our engineer shapes every step around how you work: your tools, your rules, your words.
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CSAT follow-up rep
Reads every client survey after a ticket closes, answers each comment and opens a follow-up for low scores.
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Onsite visit scheduler
Books the onsite visits your tickets need: finds a tech's open time, offers it to the client, schedules it.