CX & Customer Success resources

When beginning a new project, do you ever feel like you don’t know where to begin? There are so many variables to consider, people to include, and mission-critical milestones to map out. NPS® and survey programs are no different — if you really want to improve your customer experience and success.
Having a handy checklist to make sure you cover all those steps would make your life a whole lot easier. Well it just so happens we have that very tool ready for those who want better survey results, richer data or may be embarking on customer feedback and voice-of-customer programs for the first time.
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Lots of companies conduct surveys. Most don’t get much value from the survey process.
That’s because for B2B companies, there are so many nuances to factor in to make the data really tell a story.

• Getting the right contact information for everyone within an account
• Recruiting internal stakeholders
• Segmenting your strategy by account tiers, product type, or however makes sense for your business

Download this checklist & map out all the activities your team needs to execute a true voice-of-customer program that produces meaningful insights. Simply put in the dates at the top for when you want to deploy the survey wave and the deadlines for all the following activities are filled in for you. Add in the owner or point person for each step and share it with the team!
We even put together this 90-second video explaining why this checklist will jump start your feedback process to begin producing results!

Have questions on how to execute some of the items? We’re here to help! Email us here .