Health check
We walk you through the findings, outline priority recommendations, and help you understand the impact of any inefficiencies. If you choose to move forward, we can support implementation, optimisation or further transformation work — at your pace.
Just a short discovery call and temporary admin-level access to your Zendesk instance. We don’t require documentation, process maps or deep CX strategy inputs — the health check focuses strictly on how your platform is configured today.
Most health checks are completed within 3 to 5 working days, depending on the size and complexity of your Zendesk instance. We’ll agree timelines upfront and keep you updated throughout the review.
No. We only review technical configuration information. We do not access ticket messages, customer PII, organisation records or any sensitive commercial data. Your operational and customer data remains untouched.
Our specialists review your Zendesk configuration, workflows, routing, triggers, automations, macros, fields and overall platform structure. You’ll receive a clear report outlining what’s working, what isn’t, and where optimisation will deliver the biggest impact.