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.
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.
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.
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.
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.
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.
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 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.
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.
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.
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.
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.
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/hourSpecialists
~$50/hourFractional Executives
~$95/hourStarting at $1,000/month. One-time $300 onboarding fee includes your Strategic Delegation Plan.
Book a Discovery CallFrequently asked questions
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.