How does this work?
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:
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What your business looks like (size, niche, product types)
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What you’ve already got in place (if anything)
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Where you're feeling stretched or overwhelmed
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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
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After our chat, I’ll put together a personalized proposal that outlines:
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Which services are the best fit for you (solo support, team setup, or a hybrid)
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The best channels to focus on (email, phone, chat, etc.)
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Any helpful tools or platforms to consider
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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:
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Solo Support Management – I handle all customer support directly.
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Team Model Building – I recruit, train, and manage a custom support team.
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Custom Support Model – We build your support structure from scratch—together or with me consulting from the sidelines.
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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:
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Set up or optimize your CRM, helpdesk, or ticketing systems
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Learn your brand—your tone, products, policies, and customer base
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Build SOPs and communication flows
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Recruit and train agents (if we’re going the team route)
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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:
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Email
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Chat
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Phone
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Text
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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:
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Monitor quality and customer feedback
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Update SOPs and improve workflows
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Keep your tools tidy and running smoothly
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Recommend ways to boost satisfaction, retention, and efficiency
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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.
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Seasonal pop-up support
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Help articles or FAQs
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Product guides and chat scripts
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Team training or retraining
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Customer service reports
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Brand voice playbooks
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…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.