Implementation and Onboarding

Your Freshservice Onboarding Journey

A successful Freshservice implementation begins with a clear, structured onboarding process. The Zest approach helps clients move from uncertainty to clarity, providing a confident path from early discovery through to ongoing improvement. Our aim is to make every stage of the journey smooth, predictable, and aligned with the needs of your business. 

Discovery & Audit phase

We begin with a focused audit to understand your current processes, team structure, system usage, and service expectations. These insights shape the design of your Freshservice environment and ensure it supports long term growth. 

Service design & transition

Using the findings from discovery, we develop your workflows, catalogue structure, routing rules, and approval logic. This design phase ensures that Freshservice reflects how you operate rather than forcing your teams into rigid templates. 

Onboarding & Migration

We handle configuration, data transition, asset structure alignment, and user onboarding. Our goal is a clean, stable, well structured launch that sets your team up for success from day one. 

Ongoing Support and Optimisation

Once you are live, we remain at your side through early adoption, workflow refinement, and performance review cycles. This continuous improvement model ensures Freshservice keeps evolving as your needs change. 

Client responsibilities

We work collaboratively. Clear communication, timely decision making, and access to stakeholders help us deliver the best results.