CX Audit Template
A ready-to-use audit checklist and worksheets to find customer experience problems and decide what to fix first.
Coming SoonThis product is in development and is not available for purchase yet.
You don’t know where your customer experience is broken.
- Customer complaints point to problems, but not always their cause.
- You don’t have a consistent way to assess your service.
- You need to decide which improvements come first.
How it will work.
The audit template will help you review your customer experience in a structured way, one touchpoint at a time. The checklist will cover first contact, onboarding, service requests, complaints, and follow-up. Scoring worksheets will help you rate each area consistently, and the priority matrix will weigh customer impact against effort, so you can see which fixes matter most. A 30-day action plan will then turn your findings into owners, dates, and simple checks your team can repeat every quarter.
What’s taking shape.
PDF checklist + worksheets for your team to work through independently. Consultancy services are separate.
- Complete audit checklist
- Scoring worksheets
- Priority matrix
- 30-day action plan
For the people doing the work.
- Business owners reviewing their customer experience
- CX managers assessing service quality
- Operations leaders who want to find what’s broken
CX Audit Template
Need help with your customer experience before this launches? Let’s talk.