Review the full customer experience
The checklist starts with a map of the current experience and baseline measures. It then considers customer information, communication triggers and the processes surrounding onboarding, purchases and support. Advocacy and feedback sections connect those operational decisions with longer-term engagement, while team alignment keeps responsibility for improvements visible.
Use each section to record observations, assign follow-up work and revisit the experience after changes have been introduced.
What you’ll find inside
- Customer touchpoints and baseline measures
- Personalization and communication flows
- Purchasing, onboarding and support friction
- Advocacy participation and sharing mechanisms
- Feedback, testing and team alignment







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