Why do you need to do a customer audit?customer service audit

I recently decided to break up my Strategic Business Planner into smaller modules, because it could be a little overwhelming to do an audit of every aspect of your business at one time.

The truth is, you do need to do an audit of all aspects of your business from time to time, in order to rethink your overall strategy, but you can focus just on the most urgent issues you have.

My Own Findings About My Customers

One of the first components I broke out is my Customer Audit. Now, I took the audit myself, and discovered some interesting things that I hadn’t realized because I hadn’t been taking the time to look at my business.

One thing I realized was that my male customers seemed to be lower than previous years. Also, I have less UK customers than prior years. I also seemed to be getting more customers in their early 20s. All of this is valuable information in terms of my marketing strategy.

It made be realize that I hadn’t updated my email opt-in incentive for a while, and that there was more I could be doing in terms of my pre-sales and post-sales customer experience, among many other things.

My Customer Audit consists of 8 very easy-to-follow worksheets that will help you ensure that you are targeting the right customer (in terms of age, income, gender, etc.) as well as identify new customer segments, and evaluate your customer service strategy as well. It also prompts you to examine what is your customer experience, both pre-sales and post-sales, what are you doing to retain customers, what are you doing to get referrals and more pressing customer questions.

So many times businesses come to me wanting to find new customers, but are you getting the most out of the customers you already have?

customer service audit

Click to download

If you are interested in analyzing your current customer base and improving your overall customer experience, download my Customer Audit.

More Customer Articles
About Me

Do you need your Brand Story written or an SEO-Optimized Blog Post or a Personalized Business Consultation? As a 20+ year marketing professional and small business consultant, all of my services are super affordable.

I have consulted for thousands of small businesses since 2012, and my advice has been featured in the NY Times, Success Magazine, Yahoo Business, American Express, Big Commerce, Business2Community to name a few – so this is professional advice you can trust! Be sure to read an article on Yahoo I was recently quoted in: “4 Businesses to Start in the Fall 🍂”.

My Publicity Pitch service has also gotten my clients featured in Real Simple Magazine, Apartment Therapy, House Beautiful, Vanity Fair, Houzz, Martha Stewart, Glamour Magazine, LONNY, DesignMilk, Emmaline Bride,– just to name a few.

 

 

 

©2022 Gail Oliver. All rights reserved. Customer Service Audit.