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Customer
service audit
checklist.
BEGINNING WITH INTENTION
Start with
the basics.
Do you have the infrastructure
you need to deliver on the
promise of your service?
Think: technolog...
Stay true to
your word.
Do what you say you’ll do!
Follow up with customers
when an issue has been
resolved or an order ha...
Foster
happiness.
BY LEADING WITH EMPATHY
Create
experiences.
From the very first “hello,” your business
has the opportunity to make the kind of first
impressions t...
Anticipate
needs.
Give your customers what
they don’t even know they
want. Conduct interviews
and send surveys to better
u...
Make meaningful connections.
Perform a thorough customer service audit and
844-311-ruby (7829)
Contact us!
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Customer Service Audit

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Customer Service Audit

  1. 1. Customer service audit checklist. BEGINNING WITH INTENTION
  2. 2. Start with the basics. Do you have the infrastructure you need to deliver on the promise of your service? Think: technology, processes, people, and training.
  3. 3. Stay true to your word. Do what you say you’ll do! Follow up with customers when an issue has been resolved or an order has been fulfilled to ensure you’re hitting the mark.
  4. 4. Foster happiness. BY LEADING WITH EMPATHY
  5. 5. Create experiences. From the very first “hello,” your business has the opportunity to make the kind of first impressions that lead to lasting loyalty. Consider your customer touchpoints. Are they being greeted with warmth? Is the experience personalized? Who is answering your phone? Responding to emails? Are clients comfortable in your office?
  6. 6. Anticipate needs. Give your customers what they don’t even know they want. Conduct interviews and send surveys to better understand who your customers are, and how you can better serve them. Use this information to improve your processes.
  7. 7. Make meaningful connections. Perform a thorough customer service audit and
  8. 8. 844-311-ruby (7829) Contact us!

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