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Practical material for planning a support operation

This section collects the reference material we use in scoping conversations - the things worth reading before you brief a supplier, not after.

We are building it deliberately rather than quickly. Publishing thin articles to fill a content calendar wastes your time, so material appears here when it says something specific enough to act on.

Start with the pages that answer most questions

What to bring to a first conversation

The single most useful thing is data, and it does not have to be tidy. Three things let us say something concrete rather than generic:

  1. Contact volume by hour and weekday, for a representative month. This is what determines the shift pattern, and it is where the surprises usually are.
  2. Your current speed of answer and abandonment rate, by time slot if you have it. Abandonment concentrated in one window is a rostering problem, not a headcount problem.
  3. The three contact reasons that generate the most repeat contact. Repeat contact is the clearest signal that something upstream is broken.

From those three we can usually tell you whether your problem is headcount, rostering, routing, knowledge or process - and which is least expensive to fix first.

Guides and articles

Longer-form guides and articles are in preparation and will be listed here as they publish. Rather than announce an empty library, we would rather point you at the pages above, which already contain most of what a first conversation covers.

If there is something specific you want written about, tell us - questions we are asked repeatedly are how we decide what to write next.