FunnelBud Support Ticket System

What this solution gives you:

• Use FunnelBud forms to capture support requests.
• Generate a unique reference number for every form submission or support request.
• Create a Ticket to track support requests.
• Notify the customer and contact the owner when the Ticket is submitted and resolved.

How it works:

• A contact submits a form.
• An opportunity will be created in the support pipeline with a unique reference number.
• The support pipeline will have 3 stages by default [New, InProgress and Resolved ]
• A new Ticket/ opportunity will be assigned to the Lead owner.
• The system will email the contact and the user when the Ticket is created with ticket information.

Opportunity can also be assigned to a user with a specific tag. For example,  if you have users in FunnelBud with the tag “Support” then the opportunity can be assigned to those users based on a Round Robin method.

Information stored under

• Contacts
  • Latest unique ticket Id, created date, and the total count of tickets by the contact.
• Accounts
  • Total count of tickets for all contacts.
• Opportunities(Ticket)
  • Ticket Id, Form’s fields Summary.

How we will deliver this solution to you:

• Information gathering –  You should provide us with materials like Forms, emails and custom notifications.
• Scoping and materials – We will create a scoping document and send it to you for approval. The scope document includes the things we need from you and any specific details related to your product or service.
• Configuration – Based on the scope of work defined in step 2, our team set up the ticket system for you
• Testing – We will create a Test Case document based on the scope. Once we’re done with internal testing, we will send you the test cases and you will have at least 2 days to test the automation.
• Delivery – Once you’ve tested and everything is working properly, we will send you an Implementation Delivery document to sign off. After sign-off, the project is considered completed and delivered.
• Training – We will create a help doc for your future reference and provide solution training to your team over a video call.

Cost to implement:

One-Time Set-Up Fee

• One-time setup fee = $450
• Ongoing Support & Maintenance fee: $35/m (includes Zapier account by FunnelBud)

Solution Invoicing:

(as per your subscription)

• Upfront payment: Set up fee + maintenance (first month).
• Per month maintenance onwards.

Additional Services and Costs

• Any Outsourced Work – $65/hour. Outsourced work like Editing forms, creating forms, creating emails, landing pages etc. Check the pricing page for what’s included.