Fix List Audit

A flat $750 helpdesk audit of the setup you already have

One help desk plus your phone or AI stack, reviewed end to end in 5 business days, ending in a ranked written fix list you keep whether or not you hire us. Paid upfront.

Zendesk Advanced Partner. Open since 2020. 23+ platforms. See all pricing

What you get

What the $750 helpdesk audit covers

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

The review

  • Full configuration review of one help desk plus your phone or AI stack. 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.
  • Saved reply hygiene: what contradicts what, what is outdated, what is missing.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.

The inventory and the list

  • 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 list, ranked by what it costs you to leave alone.
How it works

How the audit works, step by step

  1. Pay $750 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 your setup. You get the written fix list in 5 business days. The price is the price.
  4. You get the deliverable. Written findings and prioritized recommendations.
  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.

Then, if you want hands: your fix list becomes the Fix Sprint plan. Up to 8 fixes, each 2 hours or less (16 hours total), in 10 business days, for $2,200. See the Fix Sprint.

Fit

Who the audit is for, and who should skip it

Best for

  • Teams who are not sure where to start.
  • Operations making small changes for months without the problems getting better.
  • Buyers considering a project who want scope verified before signing.
  • Teams who inherited a setup and want a second opinion on it.
  • Operators whose AI agent is live but whose actual impact is unclear.
  • Leadership who want a roadmap and a cost before approving a rebuild.

Not a fit if

  • You already know what is broken and just need execution. Book the project and skip the audit.
  • You are standing up a brand new helpdesk with nothing configured. That is an implementation.
  • Your problem is one specific thing a short call would solve faster.
  • You cannot grant admin access yet. Sort that first.

Not sure which one you are? We will tell you whether the audit is worth $750 to you before you spend it.

Book a free 15-minute call
The price

What $750 covers, and when it does not

$750 is flat, not a starting point, for one help desk plus your phone or AI stack, delivered in 5 business days. Most teams, from founder-led through mid-market, get a complete audit at that price.

$750 one time
  • One help desk plus your phone or AI stack
  • Written fix list in 5 business days
  • 30-minute walkthrough call
  • AI usage and bill check included

Running more than one help desk? It is quoted on the free 15-minute call before you pay anything.

Our Zendesk project was wildly complicated due to the nature of our business. Jay and team helped simplify knowing when to bring in specific resources. Our Zendesk deployment has been super beneficial to the organization, this happened because Jay was on the team. Money WELL spent.

Kirk S., American Expediting. Enterprise build across email and voice for time-critical courier and medical logistics, with 15-minute response and resolution SLAs configured across email and voice.

Book a free 15-minute call
FAQ

Questions we get asked about the audit

What happens if we do not book a project?

You keep the written fix list, and your team can run it without us. If you do book, the fix list becomes the plan for the Fix Sprint.

How long does it take?

5 business days to the written fix list. The clock starts once payment is in and we have verified admin and API access.

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 ranked by priority, 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?

$750 covers one help desk plus your phone or AI stack. More than one help desk is quoted on the free 15-minute call before we start.

Which platforms do you audit?

All 23+ 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, Zoom Contact Center and Zapier. Freshdesk, Salesforce Service Cloud and HappyFox are in scope too. We no longer configure Drift, we only migrate teams off it.

Book

Book a free 15-minute call

Owl in a detective cap with a magnifying glass

No charge, and you leave knowing whether the audit is worth it. If we are not the right people for the job, we will say so.

  • Bring the problem: a queue, a report, an employee request flow or an AI transcript.
  • We tell you which package fits and the fixed price, or that you do not need us.
  • The invite has the video link. That is the whole process.
Rather write or call? email@smartinstinct.com +1 (800) 969-4803 Led by founder Jay Biros, 16 years in helpdesk and contact center implementation.
Free 15-minute call

Times show in your own time zone on the booking page. Pick one, add your name and email, and the invite arrives with the video link.

Book a free 15-minute call