Customer Journey Assessment
From first click to happy client.
Score
57/100
Annual spend in this area
$26,400
Possible annual saving
$3,972
Hours back per month
2
This is an illustrative example for a typical small business. Your own numbers come from your answers to the 38 questions in this assessment.
What this report says
Customer Journey Assessment scored 57 out of 100 for this example business. First contact is already working well, while what you can measure today is the area costing the most time and money right now. Fixing the three items below is worth roughly $3,972 a year and 2 hours a month.
The score averages how you rated each area. You scored highest on first contact and lowest on what you can measure today.
What is working
- First contact is working well (75/100).
- After the sale is working well (58/100).
Where you are losing money
- What you can measure today is the weakest area at 50/100.
- Delivery is the weakest area at 50/100.
Scores by area
Quick wins
Fix the biggest gap in what you can measure today
One contained change that removes the most day-to-day friction.
Remove the duplicate step nobody owns
Work is being redone because two places hold the same information.
Write down how this should work
So it survives holidays, new staff and busy weeks.
Your 30/60/90 day plan
First 30 days
- • Fix the highest-impact issue in what you can measure today.
- • Cancel the overlapping subscription identified above.
- • Give every recurring task a named owner.
Days 31–60
- • Document the new way what you can measure today runs.
- • Automate the manual handoff between the two busiest steps.
- • Train whoever covers this area when you are away.
Days 61–90
- • Review the savings against the plan.
- • Re-run this assessment and compare your score.
- • Move on to strengthening first contact further.
What the full report also includes
- See the journey through their eyes
- Fix the drop-off points
- Improve retention and referrals
- A priority matrix of impact against effort
- Recommended tools and automations for your situation
- A tracked checklist you can tick off as you go
- PDF and spreadsheet export
Run Customer Journey Assessment on your own business
About 12 minutes of questions. Your report is ready the moment you finish. One-time $69.