Customer Service Excellence for SaaS
Seamlessly integrating leading platforms to elevate the customer experience.
Connect with Me
ABOUT CLARITYTOOLS
Innovating Productivity
ClarityTools is a leading SaaS startup dedicated to enhancing
team productivity, offers robust task management, seamless
collaboration tools, and insightful reporting dashboards,
empowering businesses to streamline workflows and achieve
their goals with clarity.
24/7 Email Support
Around-the-clock assistance for all your queries.
We understand that exceptional software demands exceptional
support. Our commitment to customer success is reflected in
our comprehensive support offerings and customer-centric
policies.
Live Chat
Real-time help available Mon3Fri, 9 AM35 PM EST.
Clear Policies
Transparent refund, troubleshooting, and FAQ guidance.
ZENDESK SIMULATION
Handling Inquiries with Precision and Empathy
This section demonstrates my proficiency in managing customer interactions within a Zendesk environment, showcasing my ability
to address diverse issues efficiently and professionally. Each scenario highlights clear communication, problem-solving, and a
commitment to customer satisfaction.
Ticket ID: #-
Ticket ID: #-
Priority: High | Channel: Email
Priority: Medium | Channel: Live Chat
Customer Message: "My team can't access the reporting
Customer Message: "Hi, I'm trying to invite a new team
dashboard. It keeps showing an error message 'Data Sync
member, but the invitation link isn't working. It just goes to
Failed'. This is critical for our daily stand-up!"
our login page."
Dear Jerry Mongan, I understand the urgency of
Hello! Thanks for reaching out. It sounds like the
accessing your reporting dashboard. The 'Data Sync
invitation link might be expired or incorrectly generated.
Failed' error usually indicates a temporary connectivity
Could you please confirm if you're using the "Invite New
issue. I've initiated a manual data refresh from our end,
Member" option from your team settings? I've also just
which should resolve this. Please clear your browser
regenerated a fresh invitation link for your account and
cache and cookies, then try accessing the dashboard
sent it to your registered email. Please try using that one.
again in 15 minutes. If the issue persists, please reply to
Let me know if it works, or if you encounter any other
this email, and I'll escalate it to our technical team for
issues!
deeper investigation. We apologize for any
inconvenience.
ZENDESK SIMULATION
Ensuring Seamless User Experience
Ticket ID: #-
Ticket ID: #-
Priority: Low | Channel: Email
Priority: High | Channel: Live Chat
Customer Message: "Do you have a feature that tracks
Customer Message: "The app is crashing every time I try
time spent on specific tasks? I can't find it anywhere."
to upload a large file to a task. This is really slowing down
Hi Tom Berry, Thank you for your inquiry! While
our workflow!"
ClarityTools doesn't currently have a built-in time-
I apologize for the disruption this is causing to your
tracking feature, many of our users successfully
workflow. Large file uploads can sometimes cause
integrate with third-party tools like Toggl Track or
issues. Could you please let me know the file size you're
Clockify, which offer robust time-tracking capabilities
attempting to upload and the file type? Also, please try
and often have direct integrations or easy export options
clearing your browser's cache and cookies, and ensure
compatible with our reporting. I've included links to both
your browser is updated to the latest version. In the
tools' websites and a brief guide on how our users
meantime, you can try uploading the file in smaller
typically leverage them with ClarityTools. We are always
chunks if possible. I'm also creating a bug report for our
looking to improve, and I've noted your interest in this
engineering team to investigate this further. Thanks for
feature for future development.
your patience.
SUPPORT LOG OVERVIEW
Comprehensive Ticket Management
This log provides a snapshot of various customer support interactions, showcasing my ability to track, prioritize, and resolve issues
effectively. Each entry represents a complete lifecycle from receipt to resolution, demonstrating diligent follow-through and
commitment to customer satisfaction.
Ticket ID
Date Received
Customer
Issue Type
Priority
Status
Resolution Notes
#--
-
Innovate Corp.
Dashboard
High
Resolve
Manual data refresh,
d
advised cache clear.
Resolve
Regenerated link,
d
confirmed user
001
#--
Access-
Growth Hub
Invitation Link
Medium
002
access.
#--
-
Synergy LLC
003
Feature
Low
Closed
Request
Provided third-party
integrations, noted
request.
#--
-
Apex Solutions
004
#--
App Crash
High
(Upload)
-
Zenith Brands
005
Password
Low
Reset
In
Collected details,
Progres
created bug report,
s
advised workaround.
Resolve
Guided through self-
d
service reset,
confirmed access.
#-
-
Future
Subscription
Forward
Upgrade
Medium
Resolve
Assisted with plan
d
change, confirmed
new features.
HUBSPOT CRM SIMULATION
Building Relationships Through Proactive
Engagement
My experience with HubSpot CRM enables me to manage customer profiles, personalize communications, and track satisfaction.
This demonstrates a proactive approach to customer relationship management, fostering loyalty and ensuring client success.
Customer Profile: Sarah Chen
Customer Profile: David Lee
Company: Agile Innovations
Company: Creative Edge Solutions
Plan Type: Premium
Plan Type: Basic
Contact History: Joined 6 months ago, positive onboarding.
Contact History: Recent support ticket for login issue.
Sample Follow-up Email:
Sample Customer Satisfaction Survey Email:
Subject: Checking in on your ClarityTools experience,
Subject: We'd love your feedback on your recent support,
Sarah!
David!
Hi Sarah, Just wanted to follow up and see how things are
Hi David, We hope your recent login issue with ClarityTools
going with ClarityTools at Agile Innovations. We noticed
was resolved to your satisfaction. Your feedback helps us
you've been actively using the collaboration features, which
improve! Would you mind taking a moment to complete a
is fantastic! Is there anything we can do to further enhance
quick survey about your recent support experience? It only
your team's productivity or answer any questions you might
takes 30 seconds. Link to Survey Thank you for helping us
have? We're here to help you get the most out of our
serve you better. Sincerely, The ClarityTools Support Team
platform. Best, Rainat Lawal
FRESHBOOKS BILLING SUPPORT
Managing Financial Inquiries with Clarity
Demonstrating my capability to navigate FreshBooks, I effectively handle billing inquiries and refund requests, ensuring financial
transparency and customer trust. This scenario showcases meticulous attention to detail and a customer-first approach to resolving
payment-related concerns.
Billing Inquiry Response
Customer Message: "I was charged $99, but I thought I was
on the Basic plan which is $49. Can you clarify this charge?"
Dear Innovate Corp., Thank you for reaching out regarding
your recent charge. I understand your concern. Upon
reviewing your account, it appears your subscription was
successfully upgraded to the Premium plan on June 28th,
2024, at your request. This upgrade activated the new
features immediately, leading to the $99 charge for the
Premium plan for July. We sent a confirmation email
regarding this upgrade to your registered email address on
June 28th. If you believe this upgrade was made in error or
have any further questions, please let me know, and I'll be
happy to assist further.
Sample Invoice: INVOICE #-
Client: Innovate Corp.
Date: July 1, 2024
Service: ClarityTools Premium Subscription (July 1 - July
31)
Amount: $99.00
Status: Paid
DEMONSTRATED SKILLS
Key Competencies in Action
This project underscores my comprehensive skillset in customer service operations within a SaaS environment, highlighting my
ability to seamlessly integrate and leverage multiple industry-standard platforms.
Zendesk Ticket
Handling
HubSpot CRM
Proficiency
FreshBooks Billing
Support
Proficiently managing diverse
Skilled in leveraging CRM for
Adept at addressing billing inquiries,
customer inquiries, from technical
customer profile management,
processing refunds, and ensuring
troubleshooting to feature requests,
proactive follow-ups, and gathering
financial clarity for customers,
ensuring timely and effective
feedback to nurture relationships
building trust and resolving payment
resolutions while maintaining high
and enhance the customer journey.
concerns efficiently.
satisfaction.
BEYOND PLATFORMS
Foundational Customer Service Qualities
Beyond technical platform expertise, my approach to customer service is rooted in core soft skills essential for building strong,
lasting customer relationships and resolving complex issues with grace.
Clear Communication
Problem-Solving
Conveying complex information
Empathy & Active
Listening
simply and effectively, ensuring
Understanding customer needs
causes, developing creative
customers feel heard and
understood, whether in writing or
verbally.
and frustrations, responding with
genuine care, and validating their
experiences to de-escalate
situations.
Systematically identifying root
solutions, and guiding customers
through steps to resolve their
issues effectively.
This project demonstrates my ability
to manage end-to-end customer
service operations for a SaaS
company.
Rainat Lawal | Customer Service Specialist- https://linkedin.com/in/rainat-lawal