Simplified Workflows for Customer Support Workshop

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Play, Work or Dash (Upstairs)

8214 Old Courthouse Road


Vienna, VA 22182

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Event description


The quality of customer support can make or break a business.

It's hard to have a business without customers so we all know that Customer Support is one of the most important aspects of runnign a business. However, it can be time consuming and costly. Streamlining and organizing Customer Support processes will keep your customers and your bottom line happy!

What this workshop will do

This workshop is designed to help start-ups, entrepreneurs, and established small businesses create or improve processes, templates, and workflows for their Customer Support activities.

Our Sales Processes Workshop is a great fit for business owners and customer support team memebers who want to spend less time on Customer Support activiites without sacrificing quality of support.

What this workshop won't do

We won’t cover specific Customer Support platforms and tools. However, we will provide you with the templates and framework to create and improve your customer support processes, workflows, and templates. This will include making sure customers and clients know how to reach you and that your Customer Support Team has the information and tools they need to resolve any issues quickly and easily.

What you'll get

Expertise, Knowledge, and Guidance

The workshop leader, Lisa Shaughnessy, has over 20 years' experience creating Customer Support proceses, workflows, and supporting documents for government agencies, companies, and small businesses. So you won't get some generic workshop where you just write down what you're already doing. You'll get Lisa's collective knowledge and expertise to help you create your Customer Support processes as well as ideas on platforms and tools to help you grow your business. Every time Lisa holds a workshop or works with a client she gains new knowledge that you'll benefit from.

The Business Process Guide

The day before the workshop one of our team members will email you a Business Process template so you can start thinking about the type of information you need to create an effective workflow. The more thought you put into this guide, the more productive the workshop will be. This guide is yours to keep, and can be used when determining other workflows for your business.

Membership to Simplified Workflows for Business Success!™ Private Workgroup

Processes are, well, a process. Membership to our private participant workgroup helps you further tailor and create your workflows, systems, and strategies with the help of fellow business owners and guidance from Lisa Shaughnessy herself.

Process Driven Success

By the end of this workshop, you’ll have at least one completed Customer Support process under your belt tailored specifically to your company’s needs. You’ll also head back to your office with a better grasp of how you can further streamline your support team's tasks to keep your costs down.

Class size is limited to provide sufficient one-on-one guidance for each participant. Sign up now to reserve your spot and eliminate lost sales opportunities as soon as possible.


What is the refund policy?

This is a non-refundable ticket and isn't transferrable to another workshop.

Is there available parking at the event?

There is plenty of parking in the onsite lot.

Testimonials from previous workshops

"Thanks to Lisa Shaughnessy for giving of her time, talent, and positive energy as she lead us through a process to create funnels and systems within our businesses! I left with 4 funnels! That is the furthest I have gotten in almost 5 years in business. THANK YOU, Lisa!!" ~ Heather Myklegard, owner, Social Moxie

"The brainstorming segment and being able to dial in on the small segments was a valuable part of the workshop. I have already put into practice the system-building project [I created during the Simplified Workflows for Marketing Process Workshop] and am EXCITED!" ~ Naomi Hattaway, owner, 8th and Home Realty


“In life and in business, we are often told to ‘trust the process", I’ve found the best way to do that is to create the best processes possible. Everything I do and teach is grounded in real-time and real people, so that businesses and their owners alike can get real results.” ~ Lisa Shaughnessy

Lisa Shaughnessy has over 20 years’ experience creating and implementing processes and workflows for government agencies, corporate offices, and small businesses. After working for others for many years, she started her own consultancy helping small businesses increase growth and revenue. Through her Simplified Workflows for Business Success workshops and consulting services, Lisa’s clients successfully get business activities out of their heads and into written, repeatable processes, enabling them to easily hand off tasks to others, open more time for clients, and prevent costly mistakes. She is also a speaker and writer on a variety of small business topics. When she's not helping small businesses reach their full potential, Lisa loves to travel, golf, and hang out with her husband Rob, family, and friends.

Other Process Workshops to Consider

Simplified Workflows for Training a Virtual Assistant
Simplified Workflows for Invoicing and Expenses

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Play, Work or Dash (Upstairs)

8214 Old Courthouse Road


Vienna, VA 22182

View Map

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