Book a Zendesk Scoping Call

A short call to understand your goals, assess your current Zendesk setup, and recommend the best path: a project, a service plan, or admin-for-hire.

Request a scoping call Start with a free health check

What our customers say

“Amazing support through a major transition. A new Zendesk instance stood up in a very short timeframe and everything kept running smoothly.”

“True partners in our Zendesk implementation. Responsive, patient, and they explained everything clearly. Still supporting us to keep things running optimally.”

“Quick to resolve issues and the account health checks are incredibly helpful. They’ve helped us get Zendesk to exactly what we need.”

“Smooth implementation tailored to our needs. They didn’t just set it up — they empowered our team with best practices, training, and actionable insights.”

“Insanely fast turnaround — within minutes. From dashboards to custom triggers, CX Experts can do it all.”

“A complete game changer for our support operations: better visibility, faster service, happier customers, and a team running at peak efficiency.”

What we cover on the call

A focused 20–30 minute call to understand your Zendesk goals, confirm the quickest wins, and recommend the right next step.

Your goals and challenges

  • Channels, volumes and service goals
  • Current pain points (speed, routing, reporting, quality)
  • What “good” looks like for your business

Recommended next steps

  • Project scope (implementation, optimisation, integrations)
  • Ongoing service plan (annual commitment, set support hours)
  • Admin-for-hire (fractional or full time)
  • Add-ons: Copilot, WFM, QA, AI

To make the call productive, bring…

  • Basic context: team size, channels, peak times
  • Your key support metrics (if available)
  • Any upcoming deadlines (launch, seasonal peaks)
  • Notes on tools that must integrate with Zendesk

FAQs

Quick answers to common scoping call questions.

How long is the scoping call?

We keep it focused. We’ll confirm timing when we schedule it.

Do you support teams outside South Africa?

Yes. We regularly work with teams in the UK, US and Australia, and can align to your time zone.

Should we start with a health check?

If your Zendesk setup already exists, a health check is often the fastest way to identify priorities. If you’re starting from scratch, a scoping call is the best first step.

What happens after the call?

We’ll recommend the best engagement model and, if needed, follow up with a clear scope and next steps.

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Book a scoping call

Share a few details and we’ll come back with a clear recommendation and next steps.

Prefer a health check? Choose “Health Check” above and we’ll respond with scope and next steps.