Turn Zendesk into a system that saves time, not creates work.
A deep, hands-on audit by a Zendesk Premier Partner to uncover inefficiencies, risks, and missed opportunities - with clear, prioritised actions you can actually implement.
Turn Zendesk into a system that saves time, not creates work.
A deep, hands-on audit by a Zendesk Premier Partner to uncover inefficiencies, risks, and missed opportunities - with clear, prioritised actions you can actually implement.
Turn Zendesk into a system that saves time, not creates work.
A deep, hands-on audit by a Zendesk Premier Partner to uncover inefficiencies, risks, and missed opportunities - with clear, prioritised actions you can actually implement.
Is This For You?
Why choose our Zendesk Optimisation Audit?
This is for you if:
Zendesk “works”, but feels heavier than it should
Support relies on workarounds, manual steps, or tribal knowledge
You’re scaling tickets, customers, or agents
You’re considering upgrades like AI, automations, or new channels
You want clarity before investing more time or money
This is not for:
Teams brand new to Zendesk
Businesses looking for generic setup guides
Anyone wanting a templated checklist
Is This For You?
Why choose our Zendesk Optimisation Audit?
This is for you if:
Zendesk “works”, but feels heavier than it should
Support relies on workarounds, manual steps, or tribal knowledge
You’re scaling tickets, customers, or agents
You’re considering upgrades like AI, automations, or new channels
You want clarity before investing more time or money
This is not for:
Teams brand new to Zendesk
Businesses looking for generic setup guides
Anyone wanting a templated checklist
Is This For You?
Why choose our Zendesk Optimisation Audit?
This is for you if:
Zendesk “works”, but feels heavier than it should
Support relies on workarounds, manual steps, or tribal knowledge
You’re scaling tickets, customers, or agents
You’re considering upgrades like AI, automations, or new channels
You want clarity before investing more time or money
This is not for:
Teams brand new to Zendesk
Businesses looking for generic setup guides
Anyone wanting a templated checklist
Zendesk saves time, money, and improves customer feedback.
But only when it's set up in the right way.
Lucky for you, as Scotland's #1 Premier Partner (and proud), we know exactly what you need to tweak to start seeing serious ROI.
Some of the things that might be slowing you down:
Overlapping workflows
Automations that grew organically
Permissions that don’t scale
Hidden security and compliance risks
Agents compensating for system gaps
The result of having those problems?
Slower responses, higher effort, and a platform that feels harder than it should.
Our Zendesk Optimisation Audit shows you exactly what to fix.
Zendesk saves time, money, and improves customer feedback.
But only when it's set up in the right way.
Lucky for you, as Scotland's #1 Premier Partner (and proud), we know exactly what you need to tweak to start seeing serious ROI.
Some of the things that might be slowing you down:
Overlapping workflows
Automations that grew organically
Permissions that don’t scale
Hidden security and compliance risks
Agents compensating for system gaps
The result of having those problems?
Slower responses, higher effort, and a platform that feels harder than it should.
Our Zendesk Optimisation Audit shows you exactly what to fix.
Zendesk saves time, money, and improves customer feedback.
But only when it's set up in the right way.
Lucky for you, as Scotland's #1 Premier Partner (and proud), we know exactly what you need to tweak to start seeing serious ROI.
Some of the things that might be slowing you down:
Overlapping workflows
Automations that grew organically
Permissions that don’t scale
Hidden security and compliance risks
Agents compensating for system gaps
The result of having those problems?
Slower responses, higher effort, and a platform that feels harder than it should.
Our Zendesk Optimisation Audit shows you exactly what to fix.
The Offer
What's included in our 40+ point manual audit?
Workflow & Automation Optimisation
We review your ticket workflows, triggers, automations, macros, views, SLAs, and routing logic to identify where Zendesk is creating unnecessary manual work or slowing agents down. The aim is to simplify how tickets move through the system so support runs faster, cleaner, and with less day to day friction.
Impact Led Recommendations
Every finding from the audit is ranked by impact as high, medium, or low, so you are not left guessing what to tackle first. This gives you a clear and practical action plan focused on the changes that will deliver the biggest improvements.
Security and Access Review
We assess roles, permissions, access levels, API tokens, and integrations to uncover hidden security risks and future compliance issues. This helps protect your data and ensures your Zendesk setup can scale safely as your team grows.
Benchmarking Against Similar Teams
Your Zendesk setup is compared against other companies of a similar size and complexity, giving you clear context on what is working well and where improvement is needed. This helps you understand what good looks like at your stage.
Clear Next Steps and Optimisation Guidance
You receive a mix of quick wins you can act on immediately and longer term strategic recommendations, including guidance on potential upgrades such as Zendesk AI or custom workflows. Follow up support is included so you are not left interpreting the findings alone.
The Offer
What's included in our 40+ point manual audit?
Workflow & Automation Optimisation
We review your ticket workflows, triggers, automations, macros, views, SLAs, and routing logic to identify where Zendesk is creating unnecessary manual work or slowing agents down. The aim is to simplify how tickets move through the system so support runs faster, cleaner, and with less day to day friction.
Impact Led Recommendations
Every finding from the audit is ranked by impact as high, medium, or low, so you are not left guessing what to tackle first. This gives you a clear and practical action plan focused on the changes that will deliver the biggest improvements.
Security and Access Review
We assess roles, permissions, access levels, API tokens, and integrations to uncover hidden security risks and future compliance issues. This helps protect your data and ensures your Zendesk setup can scale safely as your team grows.
Benchmarking Against Similar Teams
Your Zendesk setup is compared against other companies of a similar size and complexity, giving you clear context on what is working well and where improvement is needed. This helps you understand what good looks like at your stage.
Clear Next Steps and Optimisation Guidance
You receive a mix of quick wins you can act on immediately and longer term strategic recommendations, including guidance on potential upgrades such as Zendesk AI or custom workflows. Follow up support is included so you are not left interpreting the findings alone.
The Offer
What's included in our 40+ point manual audit?
Workflow & Automation Optimisation
We review your ticket workflows, triggers, automations, macros, views, SLAs, and routing logic to identify where Zendesk is creating unnecessary manual work or slowing agents down. The aim is to simplify how tickets move through the system so support runs faster, cleaner, and with less day to day friction.
Impact Led Recommendations
Every finding from the audit is ranked by impact as high, medium, or low, so you are not left guessing what to tackle first. This gives you a clear and practical action plan focused on the changes that will deliver the biggest improvements.
Security and Access Review
We assess roles, permissions, access levels, API tokens, and integrations to uncover hidden security risks and future compliance issues. This helps protect your data and ensures your Zendesk setup can scale safely as your team grows.
Benchmarking Against Similar Teams
Your Zendesk setup is compared against other companies of a similar size and complexity, giving you clear context on what is working well and where improvement is needed. This helps you understand what good looks like at your stage.
Clear Next Steps and Optimisation Guidance
You receive a mix of quick wins you can act on immediately and longer term strategic recommendations, including guidance on potential upgrades such as Zendesk AI or custom workflows. Follow up support is included so you are not left interpreting the findings alone.