How can I help you?
Fin Questions, Answered
£250 for 60 minutes of focused Fin answers. Click Book Now to find a time that suits you.
Get your Fin questions answered by someone who actually uses it.
You've got questions about Fin. Maybe you're deciding whether to turn it on, wondering why it's not performing as expected, or trying to figure out if a specific use case will work.
This isn't a strategy session or an audit. It's a straightforward Q&A where you bring your questions and I bring 15+ years of customer support experience plus hands-on Fin knowledge.
What you'll get:
60 minutes to ask anything about Fin
Direct answers based on real implementation experience
Practical examples from other teams (anonymised, of course)
A brief written summary of what we covered
Recording for your reference
This session works well if you:
Have specific Fin questions you need answered
Want a second opinion on your Fin approach
Are evaluating Fin and need clarity on what it can (and can't) do
Need quick guidance without a full engagement
This probably isn't right if you:
Need hands-on help implementing or fixing your setup (email me instead - conor@customersuccess.cx)
Haven't looked at Fin yet and need foundational education
Don’t use Intercom and Fin
After you book:
You'll receive a Calendly confirmation
I'll add you to my daily email list for ongoing Fin insights
You can share any more context you haven’t provided via Calendly
We'll meet, talk through your questions, and you'll get your summary and recording afterwards
Need to pay in USD instead of GBP?
Some credit cards only allow payments in USD, so I’ve set up a USD booking option for you here: Book in USD
Shayla Coffey (Manager, Support at CompanyCam) said:
We booked an Assess call with Conor and got more clarity in 67 minutes than we’d managed in weeks of poking around Intercom ourselves.
He helped us pinpoint why Fin wasn’t escalating properly (and where customers were getting stuck), then left us with specific, practical changes we could make immediately.
The time investment was small compared to the value, because we walked away with a clear, prioritised plan for workflows, guidance, and content. The only downside was we couldn’t fully finish the Stripe connector work in-session because I didn’t have the right admin access, but even that became a clear next step.
Nouran Smogluk (Director of Support at Hospitable) said:
We've had a great time working with Conor on our Intercom setup over the last months! I'd strongly recommend these calls.
I asked Maddy Lewis (Senior Customer Operations Manager at Expensify) if she could share some thoughts on working with me:
Conor’s wealth of experience and empathetic approach to mentoring have elevated my professional prowess and eased the challenges of navigating parenthood while maintaining a thriving career. His mentorship extends beyond the confines of the office, as he generously shares insights on achieving a harmonious work-life balance, crucial for any working parent. His sage advice and genuine encouragement have empowered me to embrace parenthood without sacrificing my professional ambitions.
Conor's impact resonates deeply, igniting a transformative journey of growth and fulfilment in my career and personal life.
Sasha Kluger (Senior Customer Success Manager at Expensify) said:
Conor has been a mentor and friend for a number of years now. What sets Conor apart is his emotional intelligence, empathy, and ability to build trust with both clients and colleagues. As a mentor, Conor helped me define my career goals and develop a plan to achieve those goals.
More generally, Conor is skilled and experienced in all aspects of customer success, from directly managing customers to building out our CS team. I would strongly recommend Conor as a resource to anyone looking for help building out their customer success program or advancing their career.
And here’s what Sofie de Vreese (Sales and Partnerships at Expensify) said:
During the peak of the Covid pandemic, Conor took on the role of my formal mentor, offering guidance and support when it was needed most. His experience, calm demeanor, and great sense of humour were invaluable during those uncertain times.
One of Conor's most notable traits is his unwavering dedication to customer satisfaction and retention. His commitment to delivering excellence in every interaction is commendable and sets a gold standard for customer service. Conor's genuine care and attention to our customers' needs have undoubtedly contributed to our team's success.
But what really sets Conor apart is just what a genuinely great person he is. Kind, empathetic, and always willing to lend a hand, he's made a positive impact not only on our team but on me personally. He's truly set an example.
Let’s hear from Gabi Horowitz (former Head of Marketing at Expensify):
Conor and I worked together for 8 years at Expensify, and over that time, he was always someone I could turn to for help on any problem: navigating challenging interpersonal dynamics, figuring out how to balance competing priorities, and persevering on difficult projects. He was a thoughtful and empathetic mentor to me and many others, and would always go the extra mile to help out a mentee or a teammate.
One of my favorite things about Conor is his level-headedness: he doesn’t get flustered or overwhelmed or stuck, he stays calm in the face of chaos, and he takes a measured approach to problem-solving. He was a rockstar at customer retention projects, led our CX team through some difficult reorgs, and was always a reliable leader, teammate, mentor, and friend.
Ok, just one more: Jason Li (Head of Onboarding, APAC, at Expensify):
During our time together at Expensify, I was lucky to have had Conor as a mentor. During a transitional period in my life, Conor was instrumental in supporting me as I built my confidence as a new parent and started a new generalist role. Through a deep understanding and respect towards my my personal situation, Conor was able to guide me in creating a set of achievable goals to aid in my transition back into a suitable work-life balance.
I was able to draw from Conor’s years of experience as an Account Manager to better understand how to support companies with varying needs, as well as how to set realistic expectations for customers with incompatible time zones. Conor’s advice also gave me the confidence to take a more considered approach in understanding the nuances of customer questions, which has helped further develop my critical thinking skills so I can make suitable recommendations and best support my customers.
I’d highly recommend Conor as both an incredible source of knowledge around customer support and as a supportive mentor who specialises in understanding the importance of work-life balance.