Client:
An e-commerce store with rapid growth in orders and inventory but struggling with scaling processes, leading to delays in order fulfillment and customer service issues.

Challenge:

• Order processing and inventory management were done manually, leading to fulfillment delays.
• Customer service was overburdened with repeated inquiries due to a lack of standardized responses and procedures.
• The business had no SOPs in place, making it difficult for the team to follow consistent processes.

Solution (Tools Used):

• Implemented ClickUp to create and manage Standard Operating Procedures (SOPs) for order fulfillment, inventory management, and customer service workflows.
• Integrated Shopify with ClickUp and Zapier to automate order processing and inventory tracking, reducing manual tasks.
• Set up an FAQ section and automated email responses for customer service inquiries, drastically reducing repeated inquiries.
• Used ClickUp for tracking the team’s adherence to SOPs and ensuring consistency in operations.

Outcome:

• Increased order fulfillment speed by 40% with automated workflows.
• Reduced customer service inquiries by 25%, thanks to automated responses and SOP-driven processes.
• Scaled the business by onboarding new employees faster with clear, documented SOPs in ClickUp.

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If you are in need of operational efficiency backed by systems and data that drive team and client success – Book A Call Today to learn more how we can help! 

Mari Torres at The Ops Flow