Zendesk Health Check

A powerful support team needs a finely tuned Zendesk. We specialize in comprehensive Zendesk audits that uncover hidden gaps, optimize what’s working, and ensure your system supports both your agents and your customers at scale.

Our Zendesk Audit includes:

  • Configuration Review (Views, Triggers, Automations)

  • Channel Setup Evaluation (Email, Chat, Voice, Social)

  • Chatbot & AI Flow Analysis

  • Agent Workspace & Roles Optimization

  • Group, Brand, & Ticket Form Assessment

    Help Center Structure & Branding Review

  • Reporting & Dashboard Effectiveness

  • App Integrations & API Use

  • Admin & Agent Best Practice Coaching

  • Scalability & Workflow Efficiency Recommendations

  • …and more, depending on your use case and tech stack!

What to Expect

Step 1: Discovery

We begin with a deep dive into your Zendesk instance, assessing system performance, configuration details, and workflow design while measuring how effectively each element supports your business strategy and customer experience goals.

Step 2: Audit & Gap Report

You’ll receive a thorough audit containing insights into strengths and weaknesses, along with clear, prioritized recommendations designed to drive measurable improvements. This gives your team a practical roadmap for both quick wins and long-term success.

Step 3: Action Plan

Whether you’d like us to handle every change directly or guide your admins step by step, we’ll design a clear, customized roadmap supported by expert recommendations to keep your Zendesk setup efficient and aligned.

Step 4: Ongoing Support & Check-Ins

Once improvements are in place, we stick around to ensure long-term success. We’ll provide optional monthly reviews, ad-hoc support, and proactive recommendations to keep Zendesk aligned as your business evolves.

Free Zendesk Health Check

What People are Saying:

After having a bad experience with a different Zendesk consultant we turned to SupportPie. They were organized, responsive, and honest, and completed the project in our agreed upon timeline and budget. They also did a great job at training up our staff internally so we could solve future issues on our own

Liz Sena

Senior Customer Growth Marketing Manager

Let’s start baking!

Contact us and figure out what’s best for your team

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