Building a startup is tough, and handling customer support on top of everything else? That’s a whole new challenge. For early-stage SaaS companies, founder-led customer support is more than just necessary—it’s how you learn about your users, build relationships, and keep your customers happy.
In the beginning, nothing beats the connection you get when you're the one handling support. You hear customer issues firsthand and get a real sense of their struggles. But as the company grows, it becomes essential to scale without losing that personal touch.
In this article, we’re breaking down the best practices for managing customer support as a founder, how to scale it efficiently, and insights from leaders who’ve been there and done that.
One of the biggest mistakes founders make in customer support is being entirely reactive. Instead of waiting for issues to arise, take a proactive approach by empowering customers with self-service options.
For SaaS tools with many features or complex onboarding, in-app guides are perfect for walking users through tasks step by step. For tools aimed at developers, building a community can reduce direct inquiries by enabling peer support. And if your audience is less technical, videos and webinars are a great way to simplify the learning process and prevent common issues.
Dwayne Grant, VP of Customer Experience at EverCommerce, emphasized the value of automation:
"Look at the top inquiries and see what can be automated or preempted through webinars, video tutorials, or automated prompts."
Additionally, he pointed out that scaling support doesn’t always mean hiring more people:
“The initial support experience doesn’t always involve direct human interaction; it can take the form of a portal or interface where customers engage to find solutions tailored to their needs.”
With these resources, founders can start by automating simple tasks like password resets or onboarding instructions, freeing up time for high-touch customer interactions.
As you scale, tracking the right metrics helps ensure that support stays efficient and customers stay happy. Some key metrics include:
These metrics can reveal where your bottlenecks are. Slow response times? Maybe you need more automation or self-service options. Long resolution times? It might be time to develop tools for faster troubleshooting or bring in technical support. High escalation rates? High escalation rates? Invest in better training for your support team, or work with the product team to adjust features that release bottlenecks or revise workflows to be more intuitive for customers.
Tracking these metrics allows you to identify trends, spot inefficiencies, and improve the customer experience continuously.
As a founder, your time is limited, so efficiency is key. Here’s how you can handle support smartly:
Define service levels based on customer segmentation. Dwayne advises, "You can break up your response time or SLAs by the value of the customer." This allows for more efficient allocation of support resources.
Establish clear expectations with customers regarding support services. Lindsey LeFaivre, VP of Customer Success at AchieveIt, advises,:
"We implemented a statement of work because we had customers asking for more than what was agreed on. It helps set boundaries so customers know what's included and when they need to pay more."
By segmenting your customers and setting clear boundaries, you can avoid scope creep, allocate your resources more effectively, and keep your support strong without burning out your team.
At what point should you stop handling everything yourself and hire help?
James Green, Chief Customer Officer at SQUIRE, suggests that, for B2B companies, you should start thinking about bringing in dedicated support once you’re managing 20 to 50 customers:
"Typically, there are between 20 and 50 accounts or 7 to 10 employees when you make your first support hire - based on ACV and customer service level. You need someone who can handle the basics—onboarding, support —so you can focus on strategic growth."
If you’re feeling overwhelmed by routine tasks, that’s your sign to automate or hire.
Your first support hire is critical. You’ll need someone who’s flexible—a jack-of-all-trades who can juggle support tickets, onboarding, and account management. They don’t need to be an expert right away, but they should be a quick learner and great with people.
Deciding between hiring a support or customer success specialist depends on your product and customers:
Customer support is often viewed as a cost center, but when handled correctly, it can become a key driver of revenue. Your support team is on the front lines, hearing feedback directly from customers. This provides opportunities for upselling, cross-selling, and gathering product insights that can drive long-term growth.
As Lindsey noted, support teams can uncover huge opportunities:
"Support is a gold mine for identifying upsell opportunities or new product ideas. It’s not just about fixing problems but about driving value for the customer."
As founders, you should have a system for segmenting, tracking, and prioritizing feature requests based on customer demand and business impact.
As founders, we know that scaling support is about more than just handling tickets efficiently. It's about creating a support ecosystem that maintains the passion and dedication we've poured into our products from day one. I've been through this journey, and I understand the challenges we face in balancing growth with that personal touch. By thoughtfully implementing these practices, we can build support operations that not only handle increased volume but also enhance customer experience and drive loyalty. It's a challenging path, but one that's crucial for the long-term success of our businesses and the satisfaction of our customers.
Wanna bounce ideas on founder-led support or ready to scale your customer support with AI-powered tools? I’d love to chat!