Customer Touchpoint Audit
Author:
Shiloh Barnat
Tools used:
Digital cameras, voice recorders, Excel, Word & Powerpoint
Time needed:
2 weeks (80 hrs)
Tags:
channels, touchpoints, user experience
Why?
Customers don’t just interact with a company online. True user experience is impacted by what happens at every point where a person attempts to communicate or transact with a company. So, we sent spies (like secret shoppers) to try out every channel of interaction recording their experiences along the way. Then we rated each experience for quality according to a pre-set list of comparison factors within the client’s priority areas for measuring brand perception.
How?
- Agreed upon channels / touchpoints to be compared, priority metric areas and comparison factors
- Scripted taskflows for secret shopper spies and scheduled their sessions
- Assigned 5-point rating for each comparison factor tallied into overall ratings per metric in Excel
- Compiled all scores, narrative analysis of issues encountered and recommendations for improvements illustrated by screenshots into full report in Word
- Summarized combined scores and main findings / recommendations presented to executive management in PPT
So What?
Extremely well-recieved, this at-a-glance visualization got passed through many hands and motivated budget approval for implementing recommended improvements to customer experience both off- and online.



This looks like a really useful deliverable! I think I would try to find a way to modify it to work with my analytics deliverables.