solreliance
page-banner-shape-1
page-banner-shape-2

Scalable Email Support for a Subscription-Based Health & Wellness Platform

Project Overview

In 2019, we were approached by a leading subscription-based wellness platform offering online fitness classes, guided meditations, and meal planning services. Their user base had skyrocketed due to the pandemic and global shift to remote lifestyles.

However, this surge brought increased customer support challenges — especially over email. The client’s in-house team struggled to keep up with support requests related to subscription issues, login problems, and refund requests. As a result:

Our job was clear:

Build and manage a dedicated Email Support Team that could bring response times down, increase resolution quality, reduce churn, and provide a friendly, human tone to every customer interaction.

Project Info

  • đź“‚ Category:

    Email Support

  • đź•’ Duration:

    2019 – Present

  • 🌍 Client Location:

    Canada

  • đź”§ Services:

    Subscription Support, Technical Assistance, Refund Handling, Customer Retention Emails, Feedback Collection, Escalation Management, CRM Integration

Project Objectives

  • Respond to all customer emails within 6 hours (goal: < 2 hours for priority cases)
  • Resolve 90%+ of support tickets within the first reply
  • Implement a CRM-based escalation system
  • Reduce refund requests and cancellations by 30%
  • Maintain a positive brand voice in every customer interaction
  • Track trends and feedback for continuous improvement

Our Email Support Strategy

To meet the objectives, we built a specialized Email Support Team trained in health & wellness, subscription management, and compassionate communication. Here’s how we did it:

1. Team Formation & Brand Voice Alignment

We recruited email support agents with:

  • Excellent written English skills
  • A background or interest in health, wellness, or fitness
  • Familiarity with subscription-based products and SaaS models

We then conducted workshops with the client’s brand team to define their tone:

  • Supportive, friendly, and non-judgmental
  • Motivational rather than transactional
  • Empathetic responses for sensitive topics (mental health, weight loss, anxiety, etc.)

Each agent was trained with email templates for different scenarios but was encouraged to personalize replies with warmth and care.

2. Setup of Zendesk Email Ticketing System

We migrated the client from a cluttered Gmail inbox to Zendesk, enabling:

  • Auto-routing based on keywords/tags
  • Priority flagging (e.g., "Can't access account", "Urgent cancellation")
  • SLA tracking
  • Reporting dashboards for email volume, resolution time, and CSAT

This allowed us to streamline support, cut response times, and gain insights from every conversation.

3. Email Templates That Don't Feel Like Templates

We developed a set of flexible templates for common situations like:

  • Subscription renewals and billing concerns
  • Refund and cancellation requests
  • Technical issues with mobile apps or video playback
  • Onboarding welcome messages
  • Meal plan download assistance

However, unlike robotic auto-replies, our templates included:

  • Personalized names and greetings
  • Links to relevant knowledge base articles
  • Encouraging language (e.g., “We’re proud of your journey!”)
  • Friendly sign-offs like “Wishing you a calm and mindful day 🌿”

4. Customer Retention via Email

Instead of approving refund requests immediately, we designed a gentle intervention strategy:

  • Offer an extended free trial or 1:1 session
  • Ask what’s missing in their journey and suggest relevant content
  • Highlight upcoming wellness events or app features

This helped us retain over 28% of users who originally emailed to cancel — turning frustration into loyalty.

5. Feedback Loop and Trend Reporting

Each week, we submitted a “Voice of Customer” report with:

  • Top 10 recurring issues
  • Customer suggestions
  • Bug alerts or platform glitches
  • Positive feedback and testimonials

This helped the client’s product and marketing teams make data-driven decisions including launching new meditation series based on user demand.

Results Achieved

MetricBeforeAfter (6 Months)
Avg. Email Response Time48 hours2.3 hours
First Email Resolution Rate61%93%
Refund RequestsHigh volumeReduced by 34%
Cancellation Rate28%19%
Email CSAT (Satisfaction)74%98.2%
Emails Handled per Day50-70200+ across 3 shifts