Support that's
just right.

A customer service & experience system for the team behind 3,000+ districts of little readers — built in 30 days, refined over 90, and staffed by people who care about literacy as much as you do.

Prepared for
Just Right Reader · Sara & Andrew
Service
Customer service & experience
Prepared
July 2026
"They are detail-oriented and function as an extension of your internal team. They helped us set up a thoughtful, data-driven system for managing customer support tickets & measuring brand sentiment."
How we got here Mackie · CEO, WOO More Play

Mackie runs support on the Charm system today, and made this introduction on June 24. Everything on this page is the same playbook — pointed at Just Right Reader.

Brands whose customers we answer
Jacuzzi Sutro UTV Source Airrack Channel 5 Solenis Merch Champ Highline Fiber + more

01 / Situation How we read Just Right Reader's moment.

Our homework · validated together in discovery

Why you'll win

1

3,000+ districts and ESSA Level II proof

The hard part — proving Take-Everywhere Literacy Packs accelerate student growth — is done. Districts trust you. The support experience behind that trust should be just as rigorous as the research.

2

Two audiences, one brand promise

A district literacy coordinator managing a 4,000-pack order and a parent tracking one Decodables box are wildly different conversations — but both decide whether Just Right Reader gets renewed, referred, and re-ordered. Support that serves both well is a moat.

3

Bilingual by design

You publish Spanish Decodables because families read in Spanish. Your support should too. We staff English/Spanish bilingual agents so every family gets an answer in the language they read in.

What's in the way

1

Back-to-school doesn't wait

Your busiest support window — summer shipping into August onboarding — is exactly when the stakes are highest. Fixed headcount either drowns in September or sits idle in January. The season is 8 weeks away.

2

The current resource isn't scaling with you

You're in the market for a new customer support partner — which tells us the current setup has a ceiling. Swapping vendors mid-year is risky. That's why our first 48 hours is a read-only audit, not a rip-and-replace.

3

Leadership is in the inbox

When the CEO and COO are the ones evaluating support partners, support is already taking leadership time. Every hour Sara and Andrew spend on escalations is an hour not spent on districts, curriculum, and growth.

Mackie on working with Charm
"I cannot emphasize enough how great the Charm team is — they are detail-oriented and function as an extension of your internal team."
Mackie · CEO, WOO More Play Intro email · Jun 24
Sara on priority
"Yes! Adding in our COO Andrew. We'll both be working on this together!"
Sara Rich · CEO, Just Right Reader Email · Jun 29
Reserved for today
This space is saved for what we hear from Sara & Andrew in discovery — the channels, the volumes, and what "great support" means for Just Right Reader.
Just Right Reader team Discovery · Jul 9

02 / Approach Less risk. Faster live. Not cheaper.

We don't sell seats. We rebuild the system — then staff it with people worth trusting your brand to.

A support partner swap usually fails one of two ways: the new team goes live before they understand the product, or the transition drags so long the old problems calcify. Our model is built against both. Setup runs 30 days. The full system build runs 90.

First we audit — helpdesk, macros, tags, routing, knowledge base — before touching anything. Then we rebuild the workflows, staff the team, and layer AI where it actually helps. By day 30 you're live. By day 90 the whole operation — systems, staffing, QA, reporting — runs without leadership in the inbox.

Charm has been running customer experience operations for roughly a decade. The reason to hire us isn't price. It's that this is the swap where nothing breaks — your CSAT doesn't dip, your season doesn't slip, and your families notice nothing except better answers, faster.

03 / The system Staffing. Management. Systems. AI.
Four pillars, one operation.

How the first 30 days actually flow. Audit to live.

Read-only first · live by week 4
Audit
48h · read-only
Systems
Views · macros · routing
Staff
Bilingual EN/ES agents
Train
Product + brand voice
QA loop
10 reviews/agent/wk
Live
Day 30
01
Staffing

People you'd hire yourself.
If you had time to screen 1,000.

Customer service representatives work 40 hours a week on your schedule — email, chat, voice, community. Our selection rate is roughly the top .01% of applicants, and for Just Right Reader we'd staff English/Spanish bilingual agents to match your Spanish Decodables families. Team leads are native-English subject-matter experts who take the hardest conversations. All hiring is globally compliant through Deel — EOR, HR, and payroll handled across 10+ countries.

+ 40 hrs/week · your timezone + Bilingual EN/ES coverage + Deel EOR compliance, 10+ countries
02
Management

Quality isn't a promise.
It's a weekly cadence.

Every agent gets 10 QA conversation reviews per week across all channels — graded, coached, and flagged before an issue becomes a pattern. Weekly 30-minute coaching sessions cover workflow, language, and performance plans when needed. New agents run a 1-week, 4-hours-a-day training program on your products and your voice, managed by a domestic account manager who knows Just Right Reader inside and out.

+ 10 QA reviews / agent / week + Weekly coaching sessions + Dedicated domestic account manager
03
Systems

The helpdesk, rebuilt around two very different readers.

We start with a full helpdesk audit — views, teams, macros, custom fields, integrations — then restructure it so district conversations and family conversations stop competing in one queue. Automation handles the routine: order status, address changes, reading-level questions with self-serve answers. Sentiment routing sends a frustrated parent or an at-risk district account straight to your most experienced agent before it escalates.

+ Full helpdesk restructure + District / family queue separation + Sentiment routing on every ticket
04
AI architecture

AI that answers like you.
Data that reads like a report card.

Helpdesk AI handles Tier-1 questions, auto-QA scoring, escalation protocols, and intelligent tagging. Charm AI goes deeper: custom brand-voice training so automated answers sound like Just Right Reader, real-time dashboards, and a knowledge-base build — centralized product documentation your agents (and the AI) can actually find. It's the same data-driven ticket-and-sentiment system Mackie described — tuned for literacy packs instead of wellness products.

+ Tier-1 automation + auto-QA + Brand-voice trained responses + Knowledge base built for you

04 / The math What one in-house CSR actually costs.

Per agent · fully loaded
Base salary
Full-time CSR with real product knowledge.
$2,500/mo
Benefits & payroll
Health, 401k, payroll taxes, workers comp.
$1,175–1,575/mo
Technology stack
Helpdesk seats, phone, chat, CRM, tooling.
$90–220/mo
Recruiting & hiring
Postings, screening, checks, interview time.
$100–160/mo
Training & onboarding
Product, brand voice, systems, upskilling.
$400–500/mo
Quality assurance
Ticket audits, CSAT monitoring, reviews.
$260–300/mo
Management & ops
Supervision, scheduling, escalations.
$750–900/mo
Attrition absorption
Turnover gaps, rehiring, lost knowledge.
$130–175/mo
Total monthly investment per CSR
In-house, fully loaded
$5,405–6,330/mo
VS
With Charm
from $3,000/mo

Recruiting, training, QA, coaching, management, and replacement — included.

05 / Timeline Thirty days, week by week.

Live before back-to-school
48h

Onboarding & audit

  • Systems audit complete — helpdesk, workflows, integrations
  • Access & permissions configured
  • Kickoff with your account manager
  • Staffing requirements finalized
W2

Systems optimization

  • Helpdesk restructured — views, teams, macros
  • Automation rules & triggers deployed
  • Sentiment routing configured
  • Recruitment in progress
W3

Team onboarded

  • CSRs hired and trained on your products
  • Knowledge base populated
  • Team lead assigned and briefed
  • QA process active
W4

Full operations

  • Team handling live tickets
  • Weekly coaching cadence set
  • Performance dashboards live
  • Sara & Andrew out of the inbox

06 / Proof One reference you already trust. Three with the same problem shape.

Consumer brands · seasonal surges · brand-voice support
Your reference · The one who introduced us

WOO More Play

DTC wellness brand · Mackie, CEO
Challenge

A consumer brand where support conversations require care, discretion, and a consistent brand voice — with ticket volume and sentiment worth measuring, not guessing.

Solution

A data-driven system for managing support tickets and measuring brand sentiment, run by a Charm team operating as an extension of theirs — Mackie's words, not ours.

The best diligence we can offer

Don't take this page's word for it. Mackie made this introduction because the system works — call him and ask what working with Charm is actually like, week to week.

Reference available on request · woomoreplay.com

Same shape · Support + product complexity

Sutro & Camereye

IoT water testing & safety · pool and spa industry
Challenge

Two hardware startups needed teams that could support and sell a technical product — and needed them deployed fast enough to keep pace with launches and customer growth.

Solution

Two-person teams live within 14 days, scaled to a 15+ person support-and-sales operation across chat, phone, and email — with automated reporting that flagged product issues before customers noticed them. The same shape as literacy packs: a physical product, a technical question, and a customer who needs a human answer.

14
Days to deploy
15+
Team members
1000+
Issues flagged early
700+
Partner stores supported
Same shape · Brand voice at enterprise scale

Mondelēz International

$26B confectionery corporation · Sour Patch Kids online store
Challenge

Scale customer support for a beloved consumer brand without ever breaking voice — enterprise quality standards, fast response times, complex order issues.

Solution

A 15+ agent team with AI/ML integration and support workflows that resolved complex order issues while staying perfectly on-brand. If we can protect the voice of a $26B candy brand, we can protect the voice a parent hears when they ask about their child's reading.

15+
AI/ML-supported agents
$500K
AI-driven revenue / yr
18%
Brand lift
9x
Attention burst
Same shape · Built from zero, scaled with season

Best of Hawaii

Vacation activities sales & support across the Hawaiian islands
Challenge

Build a sales and support operation from the ground up for thousands of families a year — in a business where demand swings hard with the season, just like the school calendar.

Solution

A 200+ person sales and support operation built through meticulous planning — retention, outbound planning, and inbound teams that flexed with seasonal demand instead of drowning in it.

200+
Person team built
$0→$5M
Revenue in 3 years
6.6x
YoY growth
3yr
Partnership

07 / Investment Three ways to staff it.

All tiers include management, QA & coaching
Staffing + management

Customer Service Rep

$3,000/mo
Per rep · all-in
  • 40 hrs/week on your schedule
  • Email, voice, chat & community
  • .01% talent selection rate
  • 10 QA reviews per week
  • Weekly coaching sessions
  • EOR compliance via Deel
Learn more
Recommended

CS Rep + Tech

$3,500/mo
Per rep · staffing + systems
  • Everything in the CSR tier, plus:
  • Helpdesk configuration & optimization
  • Automation rules & triggers
  • Sentiment routing setup
  • Systems audit & ongoing optimization
  • Performance reviews & dashboards
Get started
Pay per ticket

Flex

$2.50/ticket
+ $1,000/mo base retainer
  • No dedicated person staffed
  • SLAs guaranteed
  • Scale up for back-to-school
  • Scale down for the quiet months
  • Only pay for what's resolved
Learn more
The seasonal answer
Mix & match

Most seasonal brands run a dedicated core team year-round and layer Flex on top for the surge. For Just Right Reader that could mean dedicated bilingual reps who know your districts by name, with Flex absorbing the August–September wave — so nobody waits three days for an answer during the most important week of your year.

⬡ Zero-risk staffing

If anyone leaves, they're replaced in 48 hours.

If any CSR quits or needs dismissal: a trained replacement within 48 hours at no charge. No recruitment fees, no training delays, no coverage gaps — the risk of staffing sits with us, not with you.

Start with the audit →

08 / What happens next From today's call to live support.

01

Discovery — today

We map your channels, ticket volumes, current tooling, and what "great" looks like for districts and families. This page gets updated with what we hear.

02

48-hour audit

Read-only access to your helpdesk. We deliver a findings memo — what's working, what's leaking, and exactly what we'd change — before you commit to anything.

03

Scoped proposal → live in 30

Exact team size, tier mix, and pricing based on your real volumes. Sign, and the 30-day clock starts — live before the back-to-school wave.

"They are detail-oriented and function as an extension of your internal team." Mackie · CEO, WOO More Play · From the introduction that started this conversation
09 / Next step

Every parent. Every educator. Answered.

Say yes to the 48-hour audit and you'll have a findings memo on your helpdesk this week — before back-to-school, and before you commit to anything.

Book the follow-up with Chris