Customer Feedback

Run this checklist when looking to gain an insight into your customer's thought process

Introduction

Data Extraction:

Record customer's details

Look through your CRM

Record the Reasons given for not ordering

Introduction

Customer feedback is a method of obtaining a customer's opinion about a business, product or service. Customer comments and complaints given to a company are an important resource for improving and addressing the needs and wants of the customer/user.

Customer feedback is important because it provides business owners with an insight they can use to improve their business, products, services or their business in general.

'Make a customer, not a sale' ~ Katherine Barchetti

Over at Process Street, we created this Customer Feedback Checklist, to help you improve your overall business experience for customers/users. This checklist can be used for every customer to categorize why they chose your business.

Data Extraction:

Record customer's details

First up, you're going to need to record the customer's details this checklist is being carried out on. Record their information using the form fields below.

Customer Name

Customer Phone Number

Customer's Address

Look through your CRM

The first method of data extraction is by using your company's Customer Relationship Management(CRM) software. If there is any key information from the source, note it down in the form field below.

Key Information