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Customer Experience Assessment


Delivering a superior customer experience goes beyond what happens in your Sales or Customer Service departments.  The customer experience entails every interaction that your customer has with your firm. 

Our Customer Service Assessment is designed to obtain a 360-degree review of your customer's experience, where we:

  • Observe what "really" happens at each of your customer touch-points (including Sales, Service, and Support) in terms of the interaction between the customer, your front-line personnel and other departments that are engaged to meet the customer's needs.

  • Review the processes and systems that are part of the customer experience.

  • Interview personnel from all levels of your organization (including front-line employees through senior management).

  • Review customer-related performance metrics, prior survey results, your website and marketing collateral.

  • Interview your customers.

This comprehensive review results in an executive-level read-out outlining what is working well (i.e., things your should continue doing), opportunities for improvement and a highly pragmatic and actionable roadmap to address the areas needing attention. 

To provide you with more information about how we have helped other organizations, we have provided links to project management related resources:

If you would like to learn more about our services or want to get started, please contact us.  We would be happy to discuss our capabilities and your business challenges to determine if we are a good fit for you. 


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