Gmail Support Workflow Setup
Budget: $250 – $750 USD
I provide customer support for a service-based business exclusively through email, using standard Gmail accounts. I need to turn that inbox into a simple, efficient help-desk so every message is acknowledged, categorised, and answered quickly.
Here’s what I want done:
• Review the current mailbox and identify the main types of enquiries that come in.
• Create filters, labels, and colour-coding rules that automatically triage new messages.
• Build a library of canned responses and signatures that keep our tone consistent while cutting reply time.
• Set up an auto-acknowledgement so customers know their email was received.
• Deliver a short SOP (step-by-step guide or quick screen-recording) my small team can follow to keep the system running.
Everything must live inside native Gmail; no paid third-party tools are planned, though lightweight solutions such as Filters, Google Apps Script, or a linked Google Sheet for basic metrics are welcome if they stay free and easy to maintain.
Acceptance criteria
– Incoming emails land in the correct label automatically.
– Canned responses cover at least 90 % of the common enquiries.
– The SOP is clear enough that a new team member can follow it without extra coaching.
Let me know the access you’ll need and your estimated timeline so we can get this inbox under control.
Here’s what I want done:
• Review the current mailbox and identify the main types of enquiries that come in.
• Create filters, labels, and colour-coding rules that automatically triage new messages.
• Build a library of canned responses and signatures that keep our tone consistent while cutting reply time.
• Set up an auto-acknowledgement so customers know their email was received.
• Deliver a short SOP (step-by-step guide or quick screen-recording) my small team can follow to keep the system running.
Everything must live inside native Gmail; no paid third-party tools are planned, though lightweight solutions such as Filters, Google Apps Script, or a linked Google Sheet for basic metrics are welcome if they stay free and easy to maintain.
Acceptance criteria
– Incoming emails land in the correct label automatically.
– Canned responses cover at least 90 % of the common enquiries.
– The SOP is clear enough that a new team member can follow it without extra coaching.
Let me know the access you’ll need and your estimated timeline so we can get this inbox under control.