Customer Touchpoint Audit

Author:
Shiloh Barnat

Tools used:
Digital cameras, voice recorders, Excel, Word & Powerpoint

Time needed:
2 weeks (80 hrs)

Tags:
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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.



One Response to “Customer Touchpoint Audit”

  1. Sarah DeAtley Says:

    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.

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