Call Today! 877-310-9575

How to Develop an Inbound Customer Support Campaign

Critical planning considerations you must know to create a successful inbound customer support program.

Image of call center representatives working on an inbound customer support campaign

You have a product or service. You have customers. Now, you are thinking about the best way to support those customers. But what’s the best way to do so? There are many planning considerations and decisions that must be made prior to developing an inbound customer support program. As much as you may want to just throw money at a solution like a call center and hope for the best, there is a practical, cost-effective way to create a strong customer service image and superior support.

Here is how you can develop an inbound customer support campaign along with some of the questions you must ask to achieve the best results.


You must understand who your customers are, or you cannot develop support programs that suit them. For example, if you sell dietary supplements to the elderly community, do you really think they are going to want to web chat every time they have a question? Probably not. Customers in the 50+ age range prefer to call customer support representatives on the phone. What if you sell hip cell phone covers to teens and young adults? It would probably be wise to offer both web chat and texting as a way of contacting you for support. When you know who your customers are, you know how they use customer support. Then you can respond accordingly. Here are a few things to consider when planning your inbound customer support:

  • Phone Support – Just about everyone wants live answer phone support. Live support is “king.” Customers tend to feel most assured when they speak with a competent live representative. It’s not always the first method of contact that customers will try, but it is the one they lean on the most when they are serious about getting their issues resolved.
  • Email Support – Email has a bad rap in the service industry. Mostly, because many businesses are ill-equipped to respond to email in a timely manner. Customers are often left waiting for days to get an email response. Then they can never be sure their email won’t be added to a spam list. If you can respond quickly and professionally to email, you will endear your customers to you.
  • Web Chat – Getting more popular each year, web chat is  a nice blend between ‘live answer’ and ‘email.’ When you implement chat correctly, customers feel very well served, questions are quickly answered and proper service is ensured.

Speak to your prospective outsource vendor about the different types of support they offer. Make sure they understand your customer and how you need to support them. A great outsourcer will be able to offer much insight here, because they have a track record of helping all different kinds of businesses in different ways. Don’t be afraid to find out if your customers are ready for new kinds of support channels that you are not currently offering them.


Seems like a silly question, but go ahead and ask it. You need to figure out why you need to offer support in the first place. There are many reasons why your customers may need to contact you. You must anticipate those reasons in advance so you can create a meaningful response program.

This is much easier to do if you already have a product or service you are offering customers and you have support processes in place. When this is the case, you are normally just enhancing or expanding the service that you currently provide. However, when new businesses are taking a swing at customer support, everything must be planned out in advance on paper. It is necessary to look into the future to anticipate how your new customers will require your assistance.

In either case, you need to think through a variety of customer support scenarios in advance so you can effectively plan for the desired service response. The easiest way to do this is to write down a list of “what if” questions for scenarios that could occur during your inbound customer support program so you can plan initial strategy. Here is a short list for you:

  • What if my customers need us after-hours?
  • What if my customers have lots of questions on a regular basis?
  • What if I need to capture sales opportunities during a customer service transaction?
  • What if my customers need technical support?
  • What if my customers call me and I am unavailable during the day.
  • What if my customers would be more quickly served by web chat or email response?
  • What if my customers have complaints?
  • What if my customers need to set appointments with us?
  • What if my customers find it difficult to use our website?
  • What if my customers want to place orders around the clock?
  • What if….. (you get the point)


Are you? Most companies do in some way. But what will be the result of your advertising? What is your “call-to-action?” If you advertise, and you likely will, you are going to have a call-to-action. And what is it?

  • Call now!
  • Email us immediately!
  • For best service, chat with our representatives 24/7!
  • Come visit our website!
  • Email us at…..

Every time you create a call-to-action, you create a required customer service response. So plan for it now and think it through in advance so when the calls and emails arrive, you will be ready.

Now, don’t forget to keep your call center team in the loop. They need to understand your marketing strategy thoroughly for a successful inbound customer support campaign. Why? Because you will hopefully develop high volumes of customer response. And if you want good service, you have to make sure representatives are ready to handle that volume. So it is best to share at least a top level overview of your marketing plans, strategies, cycles and content with your chosen business process outsourcer (BPO).

There are a number of considerations here pertaining to your advertising and marketing efforts that must be reviewed in advance:

  • What geographic region are you advertising in?
  • What time zone?
  • Are you sending out a catalog? When and to whom?
  • Are you using direct mail? When? And what does it say?
  • Are you advertising on local or cable TV? When? And what does your ad look like?
  • Are you setting up any billboards? Where?
  • Are you publishing ads in magazines or newspapers?
  • Are you issuing a press release?
  • Will you be on the radio? When?
  • Are you doing any non-traditional types of advertising? What’s the expected response?

Every ad cycle creates a unique response. Plan these responses with your call center BPO so they can be ready to support you.


Do you have the ability to handle a flood of inbound customer calls? Can you handle email response in a timely manner on a 24/7 basis? Are you equipped to keep the wheels turning to run your own business while your customers are repeatedly calling you for sales and service issues? If the answer is ‘no’ then you are very likely ready to outsource. The decision to outsource can be a relatively simple one. You just need to ask yourself if you have the bandwidth to handle all of the additional tasks required to keep your growing customer base happy. If you decide to keep your inbound customer support in-house, then you need to also be prepared to:

  • Purchase more computers, telephones, phone lines and Internet access
  • Hire more staff and be ready to manage them
  • Hire more managers and be ready to manage them
  • Increase your payroll costs
  • Increase your facilities (and possibly lease more square footage)
  • Increase the work load on your HR department
  • Learn how to run a call center (if you don’t already know how)
  • And so on….

If you are already running a successful call center or customer service department in-house, then expanding it just a little bit may not be that hard to do. In fact, sometimes it makes sense to keep some of this work in-house so you can actually see if your marketing is going to create the flurry of activity that you expect it will. Once you prove out the results of your marketing campaign, you can accurately assess how much additional support you are going to need moving forward. The last thing you want to do is throw a bunch of money at a BPO outsourcer thinking that your television ads are going to create thousands of calls, only to find out the phone doesn’t ring even one time.


Now you are starting to see the plan come together. But how will the calls get from you to your call center? Ahh. Telephony. Are you giving your customers a local number or toll free number to call? Do you even have a local or a toll free number? You will need to get those calls forwarded from one place to another and you need to make 100% sure you don’t have any blockages along the way.

A good BPO can provide you with either a local or toll free number for your inbound customer support program if you don’t already have one. If you do have one, you need to get on the horn with your service provider and ask them about call forwarding. Why? First, you need to make sure you know how to enable it. Then you need to make sure that your service provider is able to call forward a large volume of calls. Yes, some service providers have restrictions on the number of calls that can be forwarded at one time. The last thing you need is to have a bunch of busy signals offered to callers just when the marketing starts to kick in.

You can also order special numbers call vanity numbers from different service providers. Vanity toll free numbers, for example, are numbers that have repeating digits or an easily recognizable sequence of numbers. You can go online and Google “Vanity Toll Free Numbers” and find hundreds of vendors very quickly. Be careful to check pricing. Vanity numbers aren’t cheap.


If you currently have a customer service team in place – great! You probably already have processes you can enhance. If you don’t, then you need to walk through those processes in advance and plan out all the steps to make sure your inbound customer support program is a success. Either way, you still need to translate the process to your chosen call center service provider, because they now must be taught to do things the way that you want them done. Let’s say you have a product that you are selling and you need order processing assistance. Now is the time to develop every step necessary to efficiently process that order.

1.   What details must be gathered to process your order?

  • Name
  • Address
  • Phone number
  • Email address
  • Credit card information
  • Product information
  • Shipping requirements
  • SKU lists
  • Is there an upsell/cross-sell opportunity?
  • Etc…

You have to build out a step-by-step process for every question that needs to be asked of your customers.

2.  Do you have an online shopping cart? How will your call center capture order information?

If you have an online shopping cart, then your call center will need to “pop” to your website during a live order call and fill out the shopping cart for your callers. Your call center needs very explicit step-by-step instructions on exactly how to use your website and process orders online.

If you do NOT have an online presence, then your call center will need to develop an order entry form internally, capture your order data and then securely send that data to you or to your fulfillment provider. Nowadays, most folks have an online presence, so the real work here is mainly focused on developing the order processing steps, which is crucial for a great inbound customer support campaign.


You need an escalation plan. Yes, unintended things always happen to inbound call center programs. Even the best planned programs spin out unforeseen results. That is why the best planned programs have an escalation channel. An escalation channel provides your call center agents with a way to quickly obtain information and get it to someone that can made a decision on a situation in real-time. This is an absolutely necessary component of any customer service campaign. The goal here is to provide customer service even when you are not sure what to do. When you properly escalate a few of these one-off situations, you can then review what happened and develop a process for future occurrences.


Getting closer! Now you need to review the results. Well, what are you looking for? Reporting is a necessary post-game wrap up that will tell you many things about your call center’s performance and the quality that is being provided to your customers. That’s really it. You need to evaluate performance and quality. If these two components are in line, then all is well. If your performance and quality reports are poor, then you know where immediate improvements and adjustments need to be made to your inbound customer support campaign. Most call center services can provide you with more data than you could ever analyze in a lifetime. So get specific – don’t be over-the-top with your reporting requests before you’re familiar with the fundamentals. Start with the essentials and grow from there:

  • Total calls answered
  • Speed of answer
  • Average handle time
  • Abandonment rate
  • Call frequency and arrival patterns
  • Quality monitoring scores
  • Total conversions
  • Total escalations

These are just a few of the reports that you could be looking at. But this is a good group to start with when evaluating your new service program.


You know, it never hurts to be intimately involved in your call center’s training program. Often, you will get the best results when you participate directly in initial train-the-trainer programs or provide regularly scheduled phone or webinar training sessions. When you are hands-on, you will get to know the supervisors, trainers and agents that are on your call center team. When you have a personal relationship with your call center, you will develop better inbound customer support results. Don’t just be a backseat driver. Jump in the driver’s seat from time-to-time and work with your team. View your call center as an extension of your own company. The sooner you do this, the sooner you can help drive results that affect your bottom-line in a positive way. Even if you cannot get as much face-time as you would like, it is critical that you have regular contact with your call center to ensure that the relationship-management piece of the equation is not left behind.

Training is not a simple “one-shot” deal. It is a process. And quality training begins before a new hire ever walks through your doors. Training actually begins at the recruitment level. You need to make sure you are hiring the best candidates possible. A great BPO outsourcer will have all of this in place for you and will be ready to hire agents specifically to support your project. Hiring an outsourcer will make this process much easier for you. They have already worked out a lot of the details such as:

  • Proper recruitment channels
  • Rigorous testing, interviewing and hiring process
  • Comprehensive, progressive and ongoing training and testing
  • Career path development and campaign growth
  • Ongoing quality assessments and monitoring

When you are interviewing your potential call center partner, spend a good amount of time talking about their hiring and training processes.


To summarize, hiring a quality call center partner to take care of your inbound customer support is not impossible. There are many to choose from. However, the hard work must be done up front. You have decisions to make. You need to determine, realistically, if you need an outsource partner. Once you know that you do, it is imperative that you spend time on the front-end developing the relationship with your chosen partner. Dig in deep. Ask questions. Learn about their processes, procedures and people. Don’t stop revisiting subjects until you know you have a partner that is going to be a good fit for the type of product or service that you offer, and that you are confident they can deliver the service that they are promising.

And finally, don’t be afraid to ask for references. You need to talk to other businesses that have successfully (and even unsuccessfully) used your service provider’s support plans. Speaking to references will give you the additional perspective you need to make a final decision on choosing your outsource partner for a successful inbound customer support campaign.

Related Articles

The 10 Best Reasons to Outsource Telecom Services

8 Reasons Why USA Call Center Work Should Not Be Outsourced Overseas

10 Benefits of Live Chat for Ecommerce Companies

This entry was posted in Articles by Brian Gabriel. Bookmark the permalink.

About Brian Gabriel

As the Call Center Manager for Sound Telecom, Brian is responsible for overseeing the daily operations and long term success of the company while managing a variety of inbound customer support programs. He also has a hand in taking care of the Solaxis services division. Prior to joining Sound Telecom, Mr. Gabriel held management positions with several prominent Internet Services companies including and Brian started his career in advertising and sales before moving to Washington State. He joined AEI Music in 1995 and supervised their international customer service department and technical support call centers. Brian received a Bachelor of Arts degree in Journalism with a minor in Spanish languages from San Diego State University. Brian teaches adult education at his church and actively supports Christian ministries.