Transform Zendesk Into a High-Impact CX Engine

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Jacob Woodward
Senior Solution Consultant
Get a 30-minute call to analyze your workspace, solve one key challenge, and identify realistic next steps to reach your goal.
Select a workflow that best works for your workspace goals!
- Event Planning Workflow
- Campaign Management Workflow
- Project Intake/Triage Workflow
Implement and view real-time changes in as little as 5 days!
Get a 30 minute call to analyze your current workspace
Immediate results to solve one challenge.
Assess realistic next steps to achieve your goal
Select a workflow that best works for your workspace goals!
• Event Planning Workflow
• Campaign Management Workflow
• Project Intake/Triage Workflow
Implement and view real-time changes in as little as 5 days!
Your Fast Lane to Better CX Starts Now
Here are a few of our 600+ customers that you may recognize…





Our Services
Get more from Zendesk with L5.AI’s expert-led services. From implementation to automation and ongoing strategic support, we help businesses scale efficiently. Whether launching or optimizing, our structured approach ensures seamless deployment, continuous improvement, and long-term ROI.
Advisory & Consulting
Our advisory engagements typically result in a roadmap or business case to support your Zendesk investment—enhancing customer and employee experience while maximizing ROI.
- Gap Analysis & Roadmap: Assess current capabilities, identify opportunities, and define a clear path to optimize service operations.
- Business Case Development: Build a data-driven case to support investment, gain leadership buy-in, and secure budget.
- Roadmap with Change Management & Best Practices: Our strategic roadmap includes proven best practices and change management strategies to drive adoption, streamline workflows, and ensure long-term success with Zendesk.
Pairing this service with implementation and Level-Up Services ensures a smooth transition from strategy to execution.
Implementation & Onboarding
Launch Zendesk quickly with L5.ai’s ACT methodology—our structured, high-impact approach. By focusing on your top two workflows and predefined integrations, we enable a 1-3 week go-live with minimal complexity.
L5.ai’s ACT Implementation Approach
- Discovery & Demo: Align on business objectives, review current processes, and showcase best practices in Zendesk.
- Offline Build: Configure the initial setup based on agreed scope, ensuring a structured and scalable foundation.
- Collaborative Build: Work closely with your team to refine workflows, integrate key systems, and optimize the user experience.
- Final Build & Admin Walkthrough: Validate the solution, train administrators, and ensure your team is equipped for long-term success.
With L5.ai’s ACT methodology, we go beyond implementation to build a focused, scalable foundation that delivers immediate and long-term value.
Level-Up Services
Keep Zendesk optimized, scalable, and aligned with your goals using Level-Up Services—a proactive approach to administration, automation, and continuous improvement. Whether you need day-to-day management or a strategic partner to drive evolution and efficiency, we ensure Zendesk delivers long-term value.
What’s Included?
- Platform Administration (Admin+): Hands-on support for system management, configuration updates, permissions, and troubleshooting.
- Continuous Evolution (Evolve+): Move beyond basic admin support with workflow enhancements, AI training, knowledge management improvements, and automation expansion.
- Experience Optimization: Improve agent and customer experience through portal enhancements, chatbot tuning, and smart self-service strategies.
- Cost & Performance Optimization: Reduce operational costs by optimizing automation, streamlining workflows, and proactively managing platform performance.
- Subscription-Based Flexibility: Available as a standalone package or bundled with Zendesk licensing for a seamless experience.
With Level-Up Services, L5.ai becomes your long-term Zendesk partner, ensuring your platform scales with your business and continuously delivers greater efficiency, automation, and ROI.
Smart Licensing
Smart, flexible Zendesk licensing with the added advantage of L5.ai’s expertise and bundled solutions. Whether you need Zendesk products, L5 solutions, or both, we simplify procurement to fit your business needs.
Why Choose Smart Licensing?
- Flexible Procurement: Purchase Zendesk products, L5.ai solutions, and services as a single package or separately.
- Same Zendesk Pricing, More Options: We partner closely with Zendesk sales, so whether you buy directly through Zendesk or through us, pricing remains the same—but with L5.ai, you also get the option to bundle implementation, strategic services, and pre-built solutions.
- Simplified Chargeback & Budgeting: Many of our clients need to charge back licensing and services to different departments; bundling them through L5.ai simplifies cost allocation and financial management.
- Strategic Guidance & Expert Support: Get advice from Zendesk-certified experts to ensure you select the right plan and add-ons for your business.
With Smart Licensing, you get the flexibility to buy Zendesk the way that works best for you—while unlocking additional value with L5.ai’s expertise, solutions, and services.
Advisory & Consulting
Our advisory engagements typically result in a roadmap or business case to support your Zendesk investment—enhancing customer and employee experience while maximizing ROI.
- Gap Analysis & Roadmap: Assess current capabilities, identify opportunities, and define a clear path to optimize service operations.
- Business Case Development: Build a data-driven case to support investment, gain leadership buy-in, and secure budget.
- Roadmap with Change Management & Best Practices: Our strategic roadmap includes proven best practices and change management strategies to drive adoption, streamline workflows, and ensure long-term success with Zendesk.
Pairing this service with implementation and Level-Up Services ensures a smooth transition from strategy to execution.
Implementation & Onboarding
Launch Zendesk quickly with L5.ai’s ACT methodology—our structured, high-impact approach. By focusing on your top two workflows and predefined integrations, we enable a 1-3 week go-live with minimal complexity.
L5.ai’s ACT Implementation Approach
- Discovery & Demo: Align on business objectives, review current processes, and showcase best practices in Zendesk.
- Offline Build: Configure the initial setup based on agreed scope, ensuring a structured and scalable foundation.
- Collaborative Build: Work closely with your team to refine workflows, integrate key systems, and optimize the user experience.
- Final Build & Admin Walkthrough: Validate the solution, train administrators, and ensure your team is equipped for long-term success.
With L5.ai’s ACT methodology, we go beyond implementation to build a focused, scalable foundation that delivers immediate and long-term value.
Level-Up Services
Keep Zendesk optimized, scalable, and aligned with your goals using Level-Up Services—a proactive approach to administration, automation, and continuous improvement. Whether you need day-to-day management or a strategic partner to drive evolution and efficiency, we ensure Zendesk delivers long-term value.
What’s Included?
- Platform Administration (Admin+): Hands-on support for system management, configuration updates, permissions, and troubleshooting.
- Continuous Evolution (Evolve+): Move beyond basic admin support with workflow enhancements, AI training, knowledge management improvements, and automation expansion.
- Experience Optimization: Improve agent and customer experience through portal enhancements, chatbot tuning, and smart self-service strategies.
- Cost & Performance Optimization: Reduce operational costs by optimizing automation, streamlining workflows, and proactively managing platform performance.
- Subscription-Based Flexibility: Available as a standalone package or bundled with Zendesk licensing for a seamless experience.
With Level-Up Services, L5.ai becomes your long-term Zendesk partner, ensuring your platform scales with your business and continuously delivers greater efficiency, automation, and ROI.
Smart Licensing
Smart, flexible Zendesk licensing with the added advantage of L5.ai’s expertise and bundled solutions. Whether you need Zendesk products, L5 solutions, or both, we simplify procurement to fit your business needs.
Why Choose Smart Licensing?
- Flexible Procurement: Purchase Zendesk products, L5.ai solutions, and services as a single package or separately.
- Same Zendesk Pricing, More Options: We partner closely with Zendesk sales, so whether you buy directly through Zendesk or through us, pricing remains the same—but with L5.ai, you also get the option to bundle implementation, strategic services, and pre-built solutions.
- Simplified Chargeback & Budgeting: Many of our clients need to charge back licensing and services to different departments; bundling them through L5.ai simplifies cost allocation and financial management.
- Strategic Guidance & Expert Support: Get advice from Zendesk-certified experts to ensure you select the right plan and add-ons for your business.
With Smart Licensing, you get the flexibility to buy Zendesk the way that works best for you—while unlocking additional value with L5.ai’s expertise, solutions, and services.
Why L5.AI for Zendesk?
Get Started with L5.AI and Zendesk
Transform your customer support experience today. Contact us to learn more about our Zendesk services and how we can help you achieve your customer service goals. With L5.AI, Zendesk becomes a strategic advantage—not just another tool.
Client Testimonials
Level Up your workflows with L5’s Accelerated Customer Transformation (ACT) journey, requiring as few as five (5) hours of your time. We have incorporated best practices and proven methodologies to move you from Level 1 (Siloed Work) to Level 2 (Focused Efforts) on the ClickUp productivity transformation roadmap. Read More Read Less

Erin
Oberon Fuels, Inc.
Our company recently made the transition into ClickUp from our previous task management system of 10+ years. L5 was the perfect company to walk us through this transition. The structured onboarding process was proof that L5 has the expertise to onboard companies well to ClickUp. The training hours had a near perfect balance of where we would spend our training time, and equipped us with the tools we needed to jump in and start trying things out on our own.
The experience of our trainer, Nick, instilled confidence that we, too, could learn to manage the system. Nick was essential to our smooth transition — we told him how we use our current system, and what we wanted to see as benefits and usability from ClickUp, and he was able to decipher what we needed despite us not knowing ClickUp well enough to know what that should look like. Nick’s personal guidance went beyond the typical support role by offering insightful tips and best practices tailored to our team’s needs. We would confidently recommend ClickUp as a task management system and L5 as a supportive onboarding partner. Read More Read Less

Natasha Fogg
PraiseCharts

Garrett
Justransform

Gaylene
Conexus Credit Union
The training was interactive and productive. We enjoyed training with L5. The one thing we want to address is Owners and Admins not having access to private folder. This will make hard to monitor work on ClickUp when the staff leaves. But this could be a improvement or upgrade that ClickUp can work on. Read More Read Less

Abzal
WFCU Credit Union