Skip to content

Solutions

Customer operations: customers fall through the gaps between stages

A customer doesn't see your booking tool, your job system and your review app. They see one business that either remembers them or doesn't. Each system in this family owns one handoff, from the first request to the next visit, and they share one customer record, so nothing about the customer gets lost on the way round.
communicationorchestrationSelf-serviceportalNew accountOnboardingRequestIntakeBookedSchedulingVisitSupport OperationsPaidReview & ReferralDue againReactivation

Where customers fall through

Each of these is a handoff between two stages. Each has an owner in this family.
Channel → requestThe same customer calls and fills in the form, and becomes two jobsIntake
Request → bookingThe time they asked for is mistaken for a time you promisedScheduling
Booking → visitThe appointment moves, and the old reminder still goes outCommunication Orchestration
Visit → follow-upSomething isn't right afterwards, and nobody owns the call backSupport Operations
Paid → reviewThey're asked at the wrong moment, or not at allReview & Referral
Last visit → nextThey forget the service is due, and so do youReactivation

What they all share

  1. One customer record

    Not one per tool

    Customer, property, equipment and jobs in one place every system reads.

  2. State, not messages

    What's actually true

    Each system acts on the job's real state, so a change reaches everything that depends on it.

  3. An owner for every handoff

    Never “the office”

    When a person is needed, a named person is told, with the context.

  4. Consent and quiet hours

    Every channel

    One set of preferences, respected by every system that sends a message.

Find where your customers get lost

Tell us how a customer moves from first request to repeat visit today. We'll show you which handoff to fix first.

Start a project