Systems
We build the backend foundation your store runs on. Everything is set up inside your own tools and stays yours.
- 01
Custom onboarding
We start with an intake form about your store, your team and the tools you already use.
- Map your current channels, inbox and order flow
- Create your workspace and invite your team
- Schedule a 30-minute kickoff call to align priorities
- 02
Full CRM setup
We build the backend that holds every customer conversation and order source together.
- Connect every inbox, sales channel and support route
- Set up statuses, tags and routing rules
- Build views for open, escalated and resolved tickets
- 03
Clean up
Your workspace gets organised so nothing depends on memory or one person.
- Archive old threads and create a clear folder structure
- Standardise labels, priorities and SLAs
- Document who handles what and when
- 04
Email + Shopify connection
We link Shopify, your support email and any other channels so data flows in one place.
- Sync orders, customers and tracking into the workspace
- Route Shopify messages to the right queue automatically
- Connect any additional stores or marketplaces you use
- 05
Custom templates
Templates are built around what you sell and where you sell it — not generic copy.
- Replies for your most common pre-sale questions
- Refunds, returns and shipping templates in your tone
- Escalation and dispute templates ready to send
- 06
Country-specific playbook
A playbook written for the country you sell in, with local rules, language and expectations.
- Local shipping, return and consumer law notes
- Tone and phrases that fit your market
- Dispute and chargeback guidance for your region
- 07
Go live + handoff
We test, train and document everything so your team can run it without us.
- Live test of every workflow and template
- Recorded walkthrough for your team
- Final onboarding document delivered in your workspace
A backend that runs without you chasing it
- Onboarding document built for your store
- Sheets with live dashboard
- Workflows tied to your process
- KPIs that actually move the needle
- Live training for your team
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