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How does this work?

Simple, stress-free, and tailored to you.

At HappyLeaf Support, I don’t believe in cookie-cutter solutions. Every business is different, and your support system should reflect that. Whether you’re a solo founder selling hemp topicals or a high-traffic dispensary managing multiple channels, I’ll work with you to build a support setup that makes sense now—and scales with you later.

Here’s what it looks like from start to finish:

Step 1: Free intro chat

You can reach out through the contact page to start the conversation. We’ll talk through things like:

  • What your business looks like (size, niche, product types)

  • What you’ve already got in place (if anything)

  • Where you're feeling stretched or overwhelmed

  • What your ideal customer experience would feel like

It’s relaxed, low-pressure, and designed to help us get on the same page.

Step 2: Needs Assessment & Custom Proposal
  • After our chat, I’ll put together a personalized proposal that outlines:

  • Which services are the best fit for you (solo support, team setup, or a hybrid)

  • The best channels to focus on (email, phone, chat, etc.)

  • Any helpful tools or platforms to consider

  • Timeline, pricing, and next steps

    Nothing moves forward until you’ve had time to review and approve everything.

Step 3: Pick Your Support Model

Once you’re ready, you’ll choose the model that works best for you:

  • Solo Support Management – I handle all customer support directly.

  • Team Model Building – I recruit, train, and manage a custom support team.

  • Custom Support Model – We build your support structure from scratch—together or with me consulting from the sidelines.

  • You can also add extras from the Support Stash (like scripts, training docs, onboarding videos, or temporary help during busy seasons).

Step 4: Setup & Onboarding

Now we get everything in place. I’ll:

  • Set up or optimize your CRM, helpdesk, or ticketing systems

  • Learn your brand—your tone, products, policies, and customer base

  • Build SOPs and communication flows

  • Recruit and train agents (if we’re going the team route)

  • Handle internal training so you don’t have to

I’ll keep you in the loop, but I won’t take up your time with unnecessary check-ins. This process is designed to be collaborative—but hands-off for you.

Step 5: Go Live & Start Supporting

Once we’re set up, we go live! I’ll jump in (or your full team will) and start handling your customer support across the channels you’ve chosen, such as:

  • Email

  • Chat

  • Phone

  • Text

  • Social media DMs

Every message is handled with care—aligned with your brand’s voice, backed by product knowledge, and focused on real solutions.

Step 6: Ongoing Optimization

This isn’t a one-and-done setup. I’ll continue to:

  • Monitor quality and customer feedback

  • Update SOPs and improve workflows

  • Keep your tools tidy and running smoothly

  • Recommend ways to boost satisfaction, retention, and efficiency

  • Add services, agents, or tools as your business evolves

We’ll have regular check-ins to make sure everything’s still working well for you.

Optional Add-Ons (aka The Support Stash)

You can grab these anytime you need them—no contracts, no pressure.

  • Seasonal pop-up support

  • Help articles or FAQs

  • Product guides and chat scripts

  • Team training or retraining

  • Customer service reports

  • Brand voice playbooks

  • …and more.

The Support Stash is always here when you need a little something extra.

Ready to Get Started?

Let’s make your support system just as thoughtful, consistent, and elevated as your brand.

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