Agile Plan Group
How we work with clients

A clear process, and a document that proves it.

Every engagement follows the same four steps — and ends with a Statement of Work that tracks each change from first finding to done. It's your proposal up front and your completion record at the end, so you always know exactly where your Zendesk stands.

Book a call See your Statement of Work
Audit → Align → Execute → Hand off
The engagement

Four focused steps

One connected track from kickoff to handoff — with a clear marker for where things stand today.

2 of 4 complete · sample engagement
Done 2
STEP 01
Zendesk Audit

We map your whole instance — triggers, automations, routing, AI, SLAs — and what's quietly costing time.

⚑ Findings report
STEP 02
Review & Align

We agree scope, priorities, and what “done” means — before any work begins.

⚑ Agreed scope
In Progress 1
STEP 03Active
Execute

Each item implemented exactly as agreed. Clear owners, clear timelines, no surprises in production.

⚑ The changes, live
Up Next 1
STEP 04Planned
Train & Hand Off

Docs and a hands-on walkthrough so your team runs it confidently. The SOW stays as your record.

⚑ Docs + the SOW

A sample engagement, mid-flight — audit and alignment done, execution in progress.

The deliverable

What your Statement of Work looks like

Every engagement produces the same clear document. It opens with context, moves through findings and status, and closes with scope and sign-off — nothing vague, nothing hidden.

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Completed Pending Recommended
Statement of Work — Sample v1.1
# Item Status Notes
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The status column tells the whole story at a glance — green is done, red still needs attention, amber is recommended for later.

Why Agile Plan Group

Focused expertise, no fluff

We don't try to be everything. We specialize in Zendesk — and that singular focus means better outcomes for your team.

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Get in touch

Ready to see where your Zendesk stands?

Start with a short conversation about your instance today and where it should be. Book a time directly, or send a note and we'll get back to you.

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