πŸ“š [Support] How to build a great knowledge base

How to use πŸ‘‡

Thoughts on how to create a great knowledge base to enable self-serve help for your customers.

Template πŸ‘‡

Due Date
Status
Done
Category
πŸ“ž Support
Sellability Impact
Medium

πŸ’‘Β What?

πŸ’‘
A knowledge base is a collection of documents that cover issues and questions people might run into while using your product. The more areas you cover and the easier it is for people to understand your knowledge base, the better it is.

❓ Why?

πŸ’‘
A great way to cut operational costs and deliver a great experience is to make it as easy as possible to help customers find help on their own. Most people don’t want to write you and wait for an answer for hours but rather fix it themselves. For you this means you can have more customer without hiring more support staff.

πŸ’ͺΒ How?

Create

Decide for a type of knowledge base and pick a tool
0-10 customers β†’ Crude (barebones to get started e.g. Notion)
10-100 customers β†’ Standalone (Has search and more functionality than crude but isn’t integrated into your
πŸ†
Customer Success
toolset e.g. HelpKit)
>100 customers β†’ Integrated (Automatically recommends articles and embeds into your
πŸ†
Customer Success
tool, e.g Crisp)

Seed

Create a knowledge base with your chosen tool
Add your most common user flows and questions + answers to it

Improve

Whenever someone writes your support team, try to find an existing article that covers this topic (this will be automated with an integrated knowledge base)
If yes: Send them the link (or let your tool do it)
If no: Document it like outlined in
πŸ“
How to write a great knowledge base article
and add it, but also check if this can be solved on the product level, the best knowledge base is one that is never needed!

Maintain

When you launch a new feature, seed the knowledge base with the most common user flows and questions that could arise using this feature, then improve through customer support over time
When your UI/UX changes, update the according articles in your knowledge base

πŸ› Β Resources & Tools

Deep dive

Crude

Standalone

Integrated

Β 

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