A flat $500 read of the helpdesk you already have.

What you get for $500

Not a sales pitch dressed up as a consultation, and not three slides telling you to buy AI. A written document with real findings.

• Full configuration review of one helpdesk instance. Every setting, not the highlights.
• Routing logic: where tickets go, where they should go, and why they do not.
• SLA performance against your current targets.
• Macro hygiene: what contradicts what, what is outdated, what is missing.
• AI agent configuration: what it reads to learn answers, when it hands off to a human, and whether the guardrails actually catch anything.
• Reporting setup: does the data answer the questions you actually ask?
• Custom field, ticket form, and trigger inventory.
• Integration health across connected apps and APIs.
• Subscription tier evaluation. Are you paying for features nobody turned on?
• A prioritized fix-it list with effort estimates against every item.

Delivered as a written document, plus a 30-minute call where we walk you through it. If we do not think you should hire us, we say so on that call.

How the audit actually works

1. $500, paid upfront. Confirmation arrives immediately with next-step instructions.
2. Grant admin access. We send a checklist of what we need, plus context questions on team setup, ticket volume, and where it hurts.
3. We audit the instance. One to two weeks, depending on platform complexity and how much configuration history is buried in there. We do not bill you for the variance. The price is the price.
4. You get the deliverable. Written findings, prioritized recommendations, effort estimates against each fix.
5. A 30-minute review call. We tell you which fixes are quick wins, which are real projects, and what your team can run without us.

Not sure which one you are? Book the free call. We will tell you whether the audit is worth $500 to you before you spend it.

What $500 covers, and when it does not

$500 is flat, not a starting point, for a single helpdesk instance reviewed inside a one to two week window. Most teams, from founder-led through mid-market, get a complete audit at that price.

Larger or multi-instance setups get quoted on the call, typically $1,500 to $3,500. The same credit applies at every tier: whatever you pay for the audit comes off the project invoice if you book within 30 days. Running a stack across helpdesk, voice, and CRM at once? Say so on the booking form and we will tell you which it is before you pay anything.

Questions we get asked

Is the audit refundable if we do not book a project?

It is not refunded, it is credited. Book any project within 30 days of delivery and the $500 comes off that invoice. If you do not book, you keep the report and the fix-it list, and your team runs it without us.

How long does it take?

One to two weeks from kickoff to the written deliverable, depending on platform complexity and how much configuration history is buried in the instance. We do not bill you for that variance.

What access do you need?

Read-only admin or full admin depending on the platform. We send a checklist once you book, along with context questions about team setup, ticket volume and where it currently hurts.

Is this a sales call in disguise?

No. The deliverable is a written document with findings and effort estimates, and on the walkthrough call we tell you which fixes your own team can run without us. If we do not think you should hire us, we say that.

What if we run more than one helpdesk?

$500 covers a single instance. Multi-instance and larger setups get quoted on the call, typically $1,500 to $3,500, and the credit applies at every tier.

Which platforms do you audit?

All twenty we build on, including Zendesk, Gorgias, Intercom, Pylon, Aircall, Zoho Desk, HubSpot Service Hub, Help Scout, Front, Kustomer, Re:amaze, Richpanel, eDesk, Gladly, Tidio, Helpshift, RingCentral, Talkdesk, ServiceNow and Zoom Contact Center. Freshdesk, Salesforce Service Cloud and HappyFox are in scope too. We no longer configure Drift, we only migrate teams off it.