Skip to main content

Email

Hire a Front specialist to manage your shared inboxes and email workflows

You already know Front can handle your team's shared inboxes, assignments, and customer conversations. The gap is having someone who will actually build and maintain those workflows inside your account. Trusty Oak's fractional specialists work directly in your Front environment, setting up rules, tagging structures, and assignment logic so your inbox reflects how your team actually operates. This is ongoing, hands-on work in your account, not a one-time consultation.

What our team does with Front

Concrete work our fractional specialists take on inside your Front account. No vague promises.

Front icon

Build and Maintain Inbox Rules and Routing Logic

We configure Front's rules engine to route incoming messages to the right inbox, team, or individual based on sender, subject, tag, or message content. This includes building rule sequences with multiple conditions and actions, testing them against real message samples, and documenting the logic so your team understands what fires and why. When routing breaks or your team structure changes, we update the rules without requiring you to dig into settings yourself.

Front icon

Set Up and Organize Shared Inboxes and Teams

We create and configure shared inboxes in Front, assign teammates, set availability, and establish ownership conventions so messages don't fall through the cracks. This includes naming conventions for inboxes and teams, defining who can see what, and aligning inbox structure with how your support, sales, or ops workflows are actually divided. We document the setup so new teammates can be onboarded without confusion.

Front icon

Design Tagging and Conversation Categorization Systems

We build out Front's tag library to match your reporting and triage needs, whether that means categorizing by topic, urgency, customer segment, or pipeline stage. Tags are only useful if they're applied consistently, so we also configure auto-tagging rules and create internal guidelines your team can follow. The result is a tagging system that makes filtering, searching, and reporting on conversations actually reliable.

Front icon

Create and Manage Message Templates and Sequences

We write, format, and organize Front message templates for your most common reply types, whether those are support responses, sales follow-ups, or internal handoff notes. For teams using Front Sequences, we build multi-step outreach flows with appropriate delays, personalization variables, and exit conditions. Templates are stored in the right team folders with clear naming so the right person can find and use them without hunting.

Front icon

Integrate Front with CRMs, Help Desks, and Internal Tools

We connect Front to external tools using native integrations, Front's API, or middleware like Zapier or Make. Common integrations include syncing conversation data to HubSpot or Salesforce, pushing Front activity to Slack channels, or triggering tasks in Asana or ClickUp when a conversation is tagged or resolved. We map the data flow, build and test the connection, and document how each integration behaves so you know what's automated and what still requires a human.

Front icon

Audit Existing Front Setups and Clean Up Inherited Configurations

If you've inherited a Front account that's grown without a plan, we conduct a structured audit covering inbox structure, rule logic, tag usage, teammate permissions, and integration health. We flag what's broken, redundant, or inconsistently applied, then present a prioritized cleanup plan before touching anything. This is especially useful after team changes, a merger, or a period of rapid growth where the Front setup stopped keeping pace with how your team actually works.

How Trusty Oak supports Front workflows

How the Front handoff works

During onboarding, your dedicated Client Success Manager reviews your existing Front account alongside you, or starts from scratch if you're setting it up for the first time. We map your current inbox structure, rule logic, and integrations, then build a prioritized roadmap that sequences the highest-impact work first. Your assigned specialist works directly in your Front account and documents every rule, tag, template, and integration they configure, so you always know what exists and why. Before any workflow goes live, you review and approve it. If your team's needs shift or something breaks, your specialist is available on an ongoing basis to adjust, not just during an initial setup sprint.

Common Front workflows we build

A few of the most common workflows our team has deployed with Front.

1

New support email → auto-tag by topic → assigned to correct team inbox

Incoming messages are scanned for keywords or sender domain, tagged automatically with a topic label (billing, onboarding, technical, etc.), and routed to the appropriate shared inbox without manual triage. This replaces the step where someone reads every new email and decides where it goes.

2

Conversation resolved in Front → contact record updated in HubSpot

When a Front conversation is marked resolved and tagged with a specific label, a Zapier or native HubSpot integration logs the interaction on the contact record, updates a custom field, or creates a follow-up task. Sales and CS teams get a shared activity log without manually copying notes between tools.

3

Unassigned inbox message → Slack alert → SLA timer starts

Any message that sits unassigned in a shared inbox beyond a defined threshold triggers a Slack notification to the team lead with a direct link to the conversation. Combined with Front's SLA reminders, this creates a two-layer alert system so no message ages past your response target without someone noticing.

4

New lead form submission → Front conversation created → sequence enrolled

A form submission from Typeform, Gravity Forms, or a CRM triggers the creation of a new Front conversation in a designated sales inbox, pre-tagged and assigned to the right rep. If the lead meets qualifying criteria, they're automatically enrolled in a Front Sequence for follow-up, with the first message scheduled within minutes of submission.

5

Conversation tagged 'escalation' → manager notified → priority label applied

When any teammate applies an escalation tag to a Front conversation, the rule engine reassigns it to a senior inbox, applies a high-priority label, and sends a direct Slack message to the manager with context. This replaces informal escalation habits (forwarded emails, Slack DMs with no context) with a consistent, trackable process.

What Front support costs

Drag the sliders to build a monthly plan that fits your workload.

Executive Assistants
~$35/hour
10 hours $350
Specialists
~$50/hour
20 hours $1,000
Fractional Executives
~$95/hour
0 hours $0
Your monthly budget
$1,350

Starting at $1,000/month. One-time $300 onboarding fee includes your Strategic Delegation Plan.

Book a Discovery Call

Frequently asked questions

Yes, most of the configuration work (rules, inbox setup, integrations, team permissions) requires admin-level access in Front. You retain full ownership of the account at all times, and we recommend creating a named user seat for your Trusty Oak specialist rather than sharing credentials. We document everything we touch so you can review, modify, or remove our work at any point.
Most clients start with a setup phase and then retain the specialist on an ongoing basis for maintenance, updates, and new workflow builds. Front configurations tend to drift as teams grow or processes change, and rules that worked six months ago may need adjustment. Trusty Oak's monthly hour model is designed for this kind of ongoing relationship, with unused hours rolling over each month.
We can help you think through the fit based on your team size and use case, but we'll be honest: if your primary need is a customer-facing help desk with a knowledge base and bot flows, Intercom or Help Scout may serve you better. Front's strengths are in shared inbox collaboration, internal comments, and flexible routing for teams that handle a mix of email types. If you're not sure, your Client Success Manager can walk through the tradeoffs during the discovery call before any commitment is made.
After completing onboarding (which includes a $300 one-time fee and your first call with a Client Success Manager), most clients have a specialist working in their account within one to two weeks. The first deliverable is typically a documented audit or a prioritized build list, depending on whether you have an existing Front setup or are starting fresh.
Your specialist monitors and maintains what they build as part of your ongoing engagement. If a rule stops firing correctly after a Front update or an integration breaks due to a third-party change, fixing it falls within your monthly hours. We also document every workflow so that if you ever need to troubleshoot independently, you have a clear record of how each piece was configured and what it depends on.

Get a Front audit on your discovery call

On your first call, we review your current Front setup, identify the highest-priority gaps or fixes, and outline a realistic roadmap for the first 30 days. You'll leave with a clear picture of what your specialist would tackle first and what it would cost.