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How to Create and Manage a Helpdesk That Actually Trains People Too

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Manage episode 485495976 series 3548710
Content provided by Larry Bailey. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Larry Bailey or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Let us know what questions you have. Give us feedback too.

🎧 This is the audio-only version of our podcast!
To watch the full video with screen sharing, visit https://masteringencompass.com — it’s completely free to join!

Remember to join us live every other Tuesday at 4 PM ET at https://masteringencompass.com — it’s the best time to ask questions and connect in real-time.

This week, we dug into how to build and manage a help desk that actually helps—not just resolve issues, but train your team, uncover trends, and streamline workflows. We shared why defining your help desk's scope and hours is critical, how to create smart intake forms and escalation workflows, and how to use AI to identify common support patterns. We also discussed tiered support, searchable knowledge bases, and the metrics that matter most.

👉 Visit our Linktree

Larry Bailey - Your Community Advocate
© 2025 Mortgage Workflow Partners Inc. All Rights Reserved.

  continue reading

216 episodes

Artwork
iconShare
 
Manage episode 485495976 series 3548710
Content provided by Larry Bailey. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Larry Bailey or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Let us know what questions you have. Give us feedback too.

🎧 This is the audio-only version of our podcast!
To watch the full video with screen sharing, visit https://masteringencompass.com — it’s completely free to join!

Remember to join us live every other Tuesday at 4 PM ET at https://masteringencompass.com — it’s the best time to ask questions and connect in real-time.

This week, we dug into how to build and manage a help desk that actually helps—not just resolve issues, but train your team, uncover trends, and streamline workflows. We shared why defining your help desk's scope and hours is critical, how to create smart intake forms and escalation workflows, and how to use AI to identify common support patterns. We also discussed tiered support, searchable knowledge bases, and the metrics that matter most.

👉 Visit our Linktree

Larry Bailey - Your Community Advocate
© 2025 Mortgage Workflow Partners Inc. All Rights Reserved.

  continue reading

216 episodes

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