Stages of building a helpdesk team`s journey – Deskflows

Stages of building a helpdesk team`s journey

Building a helpdesk team is a long journey. Over the past few years and talking to our customers, we have been able to define some major stages in this team development process. In general, this roadmap applies to any service team, especially for companies that have products. For teams that operate in different markets, especially where the service is ultra-personalized and the scope of work is very diverse, some of the concepts presented in this article may not apply.

To begin, it is important to make clear the mission of a company’s helpdesk team: to be the link between the product / service offered and the customer, especially at times when the experience with the product or service is not so satisfactory. In a more practical way, the team must be the “lawyer” of the relationship between the company and the customer, for both sides: defending the customer in internal discussions, bringing their vision and pain to the commercial or product teams; and positioning the company in front of the customer, within the defined behavior standard. For this, in general it is expected for the team to be empathic, positioning itself as the customer and thus understanding the best way to serve them.

It is also important to say that, since the beginning of the business, the helpdesk structure is really important to understand customer’s pain. If well used, this situation brings a great competitive advantage in the construction of products and its offer to customers.

Your team’s journey in service

So, let`s go to the stages:

“One-man army”

The first stage of this construction is when the team is very small, if not just a brave warrior. At this stage, the main objective is to deeply understand the customer’s pain, especially because at this stage the product or service is not yet mature enough to run solo. At this stage, the service usually plays the role of deployment and even Customer Success (after all, there are few people and a lot of work ahead).

A very common effect at this stage is the sensation of constant bottleneck in the process. Thus, it is very important to establish clear criteria for prioritizing work, defining which activity should be done first and monitoring the relationship with customers to assess the quality of this service.

Therefore, the main skill for the support leader in this phase is resilience. This is because at this stage the service team ends up being the lightning rod for problems, and still without an adequate service process structure for these customers.

Team building

Over time, the service leader finds himself in the situation of starting to make the first hires for the team. This moment is crucial for the definition of the professional profile and especially the culture standard of the helpdesk team. By definition of a professional profile, it is understood what are the desired skills and competences of a service agent, such as empathy, good communication, among others. As for the culture standard, it is understood as the set of behaviors desired by the service team, which has a clearer reflection mainly in the team’s form of communication internally and with the client itself. It is also necessary to think about whether the team will have a more technical or business profile, always observing what the customer expects.

An important aspect is already at this stage to start looking for a tool to minimally structure the Helpdesk process. In addition to keeping the service organized and giving a vision of service professionalism, using these tools will help the service leader to understand some concepts of the service process. This is because there are some of them embedded in these tools such as user groups, ticket status, priority level, among others.

For the start of team building, then the main characteristic desired is that of leadership with purpose. It is essential at this stage that this leader de facto position himself as such, considering mainly the subjective aspects related to the culture of the helpdesk team.

Team growth

When the company starts to have a higher rate of customer acquisition, it is also necessary to expand the service team. At this moment, all knowledge about the product and about the customers begins to spread throughout the team, mainly because the speed of learning is much greater than the speed of standardization or documentation. This implies structuring the diffused knowledge in playbooks and help center, for example.

At this stage, the service team also begins to have more experienced agents, with greater knowledge of the processes and also of the product. It is therefore important that, in the service process, these more experienced agents are involved only in the most complex issues or that demand more context. Then you start to think about the service levels.

By structuring these levels and mainly by analyzing the type of service, it is possible to assess which are the biggest points of doubt in service. This makes it more assertive to set up training scripts for the team, then analyzing the types of calls that are passed on to higher levels.

Note that these definitions apply to the structure of a helpdesk team, which has processes with relatively similar contexts, with variation only in the specialty of the execution of activities. That is why specializing in team growth makes sense.

Neste momento então, o líder de atendimento deve trabalhar bastante com a capacitação da equipe, e os principais desafios estão relacionados à comunicação. 

Professional management

Once the team is better structured, specialized and with a structured playbook, it is time to pay attention team`s management. With the process defined and more standardized, it is important to analyze the key indicators to monitor the progress of the process. These indicators can be defined between process standard (Service Level Agreement/Objective, Ticket Throughput, average service time) and quality indicators (Customer Satisfaction Score, Net Promoter Score, Customer Effort Score). The analysis of these indicators must be done not only globally but also segmented, whether by service group, category or other segmentation that can bring more insights into the productivity of the process.

With these KPIs defined, it is possible to structure periodic meetings with the team, to monitor them and define action plans for incremental improvements. It is very important that these meetings are held regularly, so that the pace of management is guaranteed.

At this stage, it is important for the service leader to develop data orientation skills, mainly to build an analytical view of the process. In addition, it is also crucial to have execution management skills to maintain the team’s pace of evolution. Knowledge of continuous improvement methodologies (PDCA, 6-Sigma, among others) can also help the service leader to have a professionally managed team. From the point of view of behavioral competence, it is crucial that the manager of the service team has discipline, both to maintain the pace of management and to monitor the team’s action plans.

Team Optimization

The last phase of structuring the support team is Optimization. At this stage, the processes are aligned and stabilized, so the manager begins to invest in the team to reduce the cost of service, always taking great care not to decrease the standard of service. Therefore, investments in new tools such as chatbots or RPA may make sense for some parts of the process.

At this stage, the manager of the helpdesk team must be able to have a systemic view, not only about his own team but also about the interfaces with other teams. This allows him to better identify the team’s efficiency levers and the contribution of this to the company’s results. In addition, it is also important to develop aspects of financial management, especially with regard to costs and dimensioning the return on investment. It is also desirable to develop skills in project management, to monitor the innovation projects that the team will work on.


Anyway, the journey of structuring a team is long, and it requires a lot of development from the people on the team, but mainly from the service leader. In any case, it is essential that the essence of customer-centered service is not lost, and that, in the end, the customer is responsible for the company’s success, and for this reason it must be treated in a productive and pleasant way.

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