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Go-to-Green Continuously Improve Your Customer Experience 1

Go to Green Plan

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Page 1: Go to Green Plan

Go-to-GreenContinuously Improve

Your Customer Experience

1

Page 2: Go to Green Plan

2

Step 1 - Identify

By Total Business

Identify the lowest-rated phase of your CX:

By Customer Profile

Page 3: Go to Green Plan

Step 2 - Consult

Consult customer-facing employees for insights:

Some customers

rate us low on

________.

Wow.

Really?

Yep.

Any thoughts

on why?

Actually,

I do…

Interesting.

Thoughts on

a solve?

1. Insight

2. Insight

3. ……..

Actually,

I do…

4. Insight

5. Insight

6. ……..

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Step 3 - Prioritize

Prioritize CX insights by common themes:

1. Assign a risk factor

to each theme.

Low Risk Medium Risk High Risk

Low

FrequencyA

Medium

FrequencyC

High

FrequencyB

2.Rank themes based on

frequency mentioned.

Theme A:1. Insight 1

2. Insight 5

3. Insight 7

Theme B:1. Insight 2

2. Insight 4

3. Insight 8

4. Insight 9

5. Insight 10

Theme C:1. Insight 3

2. Insight 6

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Step 4 - Communicate

Communicate the continuous improvement plan:

Improvement

Plan

Initiatives

Actions

Timeframe

Contact(s)

Share with

Employees

Share with

Customers« »

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Step 5 - Monitor

SayDo Health Score

Highest CX Phase

Lowest CX Phase

Strongest Customer Profile

Weakest Customer Profile

Monitor the health of your customer relationships:

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Five steps to continuously improve your CX.

1. Identify the lowest rated phase of your CX.

2. Consult customer-facing employees for insights.

3. Prioritize CX insights by common themes.

4. Communicate CX performance improvement plans.

5. Monitor the affect on your customer health score.

Repeat the Go-to-Green process.

Page 8: Go to Green Plan

getSayDo makes vendor feedback

easy to share.

Page 9: Go to Green Plan

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Request

a free [email protected]