Customer service tools

Diagnose, structure, and document your own support.

For the founder, owner, or ops lead who wants to fix the operation themselves. Each one is a one-time purchase with an immediate download – right-sized to your stage, not a cut-down version of something bigger.

Customer service metrics, KPIs, SOPs, and the playbook – sized to your stage. Pay once, download straight away. Secure checkout, no subscription.

Customer service consulting for small business, with a defined deliverable at the end.

Every review ends with something you keep — a written plan and the tools bundled in — so even if you never work with us again, you leave with more than notes. That’s the difference between this and a discovery call: you’re not being qualified for a pitch, you’re getting a deliverable. It suits a growing team of roughly 15 to 80 that’s past do-it-yourself but not ready to hand support over entirely. If you want someone to read your situation and point you at the highest-leverage fix, this is the shortest way to do it.

The customer service tools in the WPG toolkit

Two lanes, not one long ladder.

Start with a diagnostic to know where you stand – then pick the right instrument to run the function. A ten-person team usually starts with the Health Check, moves to the Solo Metrics Dashboard, and stops there. A forty-person team more often runs the Audit Kit first, then installs the Playbook or the Operating System. Either way, the diagnostic tells you which lane you’re in. The metrics that actually matter for customer service are a small, non-negotiable set – these tools help you track them without the noise.

Diagnose

Where does the function actually stand? Start free, go deeper when you need to.

Free

12-Point Health Check

For any operation. Ten minutes, twelve questions – the honest place to start when you’re not sure what’s actually working. Get it free

Founder pricing · first 100 €49 €29

CS Audit Kit

For any operation ready to diagnose deeper. 120 questions across eight pillars, a Gap Severity Matrix that turns scores into a prioritised fix list, and a 30-day quick-win roadmap. Find out more

Running a function of 20 or more?

Most operations of that size don’t start with a downloadable. If you’re leading an established support team, an Operating Review or a conversation about Support Solutions is usually the shorter path.

Run

Measure the function, build the pieces, or install the system that runs without one person holding it together.

€39

Solo Metrics Dashboard

For teams of under ten. Eight customer service metrics that each point at a decision you can make this week – the helpdesk metrics and customer support numbers you’d otherwise assemble by hand. Right-sized, not stripped down. Find out more

€89

SME Metrics Dashboard

For teams of 10–80. The full 24-metric customer service dashboard – customer care metrics, response performance, and agent scorecards in one operating picture. Built for the ops lead who needs to see the whole function at once. Find out more

€129

CS Playbook

For teams ready to build. Eight pillars, forty-plus ready-to-deploy templates, and a 90-day install plan – the how-to handbook for a growing support function. Find out more

€249

CS Operating System

For the function that has to run without you. The full methodology – segmentation, health scoring, governance – with eight companion documents that install it into daily practice. Find out more

Rather have us run it?

Support Solutions is where our team takes it on.

Every tool on this page is self-guided – built for the operator who wants to fix things themselves. If installing this yourself sounds like the wrong use of your quarter, our team runs the support function directly. Same methodology, running as a service. See Support Solutions

Prefer to talk it through first?

Operating Reviews put a senior consultant on the other end.

Every product here is self-guided. If you’d like us to walk you through it instead, an Operating Review bundles the right downloadables with a defined call with a senior consultant and a written summary after. €299 / €449 / €749 – the cheapest way to get expert eyes on your operation. See Operating Reviews