Customer Support Scenarios
Augustina Ulumma Ukachukwu - Customer Support
Scenarios
Tool - Based Workflows Demonstrating Practical Expertise
1️⃣ Handling an Angry Customer (Ticket Management)
Tool Used: Freshdesk - ticketing software
Scenario: Customer upset about a billing issue.
Workflow:
1.Open the ticket in Freshdesk and review previous correspondence.
2. Acknowledge the customer’s frustration with empathy.
3. Investigate the billing record and verify charges.
4. Provide a clear explanation of the resolution (refund, adjustment, or credit).
5. Close the ticket and update notes for internal tracking.
Result: Customers felt heard and satisfied with resolution, reducing potential churn.
2️⃣ CRM Follow-Up & Customer Retention
Tool Used: HubSpot - crm platform
Scenario: Customer trial ended; no response to renewal email.
Workflow:
1. Check contact activity in HubSpot.
2. Send a personalized follow-up message highlighting product benefits.
3. Schedule a call if needed for questions or guidance.
4. Update the CRM with customer interactions and next steps.
Result: Increased chance of retention through proactive follow-up.
3️⃣ Order Issue / Refund Workflow
Tool Used: Shopify - ecommerce platform
Scenario: Customer reports a missing item from their order.
Workflow:
1. Locate the order in Shopify and review shipping status.
2. Confirm inventory and delivery tracking.
3. Communicate expected resolutions to customers (reship or refund).
4. Process refund or replacement as needed.
5. Document issue for future reference.
Result: Customer appreciated quick resolution; order workflow documented for team reference.
4️⃣ Team Collaboration & Internal Communication
Tool Used: Slack - messaging platform
Scenario: Escalation requires input from another department.
Workflow:
1. Create a clear message in the relevant Slack channel.
2. Tag the responsible team member with all necessary details.
3. Coordinate internally to resolve issues quickly.
4. Update the customer once the solution is ready.
Result: Efficient cross-team collaboration and fast customer response.
5️⃣ Calming an Angry Customer
Tools Used: Freshdesk - ticketing software, Slack - messaging platform
Scenario: Customer frustrated due to a billing or order issue.
Workflow:
1. Acknowledge and empathize – Respond promptly and show you understand their frustration.
2. Stay calm and professional – Keep your tone neutral and helpful.
3. Gather information – Ask clarifying questions to understand the root issue.
4. Provide a clear solution – Explain next steps, resolution, or alternatives.
5. Follow up – Ensure the customer is satisfied and document the interaction in Freshdesk.
Result:
The customer feels heard and valued, tension is diffused, and the issue is resolved efficiently. This
approach often turns potentially negative experiences into loyalty-building interactions.