CX & Customer Success resources

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!