{"id":27372,"date":"2021-08-13T13:28:50","date_gmt":"2021-08-13T13:28:50","guid":{"rendered":"https:\/\/www.process.st\/templates\/customer-feedback-10\/"},"modified":"2024-02-29T04:31:24","modified_gmt":"2024-02-29T04:31:24","slug":"customer-feedback-10","status":"publish","type":"post","link":"https:\/\/www.process.st\/templates\/customer-feedback-10\/","title":{"rendered":"Customer Feedback"},"content":{"rendered":"<section id=\"data-extraction\">\n<h2>Data Extraction:<\/h2>\n<\/section>\n<section id=\"record-customers-details\">\n<h2>Record customer's details<\/h2>\n<div class=\"text-content\">\n<p>First&nbsp;up, you're going to need to <strong>record<\/strong> the <strong>customer's details<\/strong> this checklist is being carried out on.&nbsp;<strong>Record<\/strong> their <strong>information<\/strong> using the <strong>form fields<\/strong> below.<\/p>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\"> <label> Customer Name <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\"> <label> Customer Phone Number <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> Customer's Address <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"look-through-your-crm\">\n<h2>Look through your CRM<\/h2>\n<div class=\"image-content\">\n<figure> <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/gOMOg0918etifYbmfEpKSA.png\" alt=\"Look through your CRM\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/gOMOg0918etifYbmfEpKSA.png\"> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>The first <strong>method<\/strong> of <strong>data extraction<\/strong> is by <strong>using<\/strong> your company's&nbsp;<strong>Customer Relationship Management<\/strong>(CRM) software. If there is any key information from the source, note it down in the <strong>form field<\/strong> below.<\/p>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> Key Information <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"read-social-media-posts\">\n<h2>Read social media posts<\/h2>\n<div class=\"text-content\">\n<p><strong>After<\/strong> you have <strong>checked<\/strong> the <strong>CRM<\/strong> for any <strong>information<\/strong> that your <strong>customer<\/strong> could've left, you now have to <strong>check<\/strong> to see if there is any <strong>information<\/strong> from <strong>social media<\/strong> posts by left by your <strong>customer<\/strong>.&nbsp;If there is any <strong>key information<\/strong> from the source, note it down in the <strong>form field<\/strong> below.<\/p>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> Key Information <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"check-support-software\">\n<h2>Check support software<\/h2>\n<div class=\"text-content\">\n<p><strong>Check<\/strong> your <strong>support software<\/strong> for any <strong>evidence<\/strong> of how your <strong>customer<\/strong> found you. Make sure you <strong>check support tickets<\/strong> or <strong>previous sales calls<\/strong> to find any of the <strong>information<\/strong>. If there is any <strong>key information<\/strong> from the source, note it down in the <strong>form field<\/strong> below.<\/p>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> Key Information <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"read-forum-posts\">\n<h2>Read forum posts<\/h2>\n<div class=\"image-content\">\n<figure> <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/rb0A7s4q_qYI0Grpd7BG5A.png\" alt=\"Read forum posts\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/rb0A7s4q_qYI0Grpd7BG5A.png\"> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>If you have a forum you should <strong>check<\/strong> if any <strong>information<\/strong> has been left on any <strong>forum posts<\/strong> by your <strong>customer<\/strong>. If there is any <strong>key information<\/strong> from the <strong>source<\/strong>, note it down in the <strong>form field<\/strong> below.<\/p>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> Key Information <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"check-reviews\">\n<h2>Check reviews<\/h2>\n<div class=\"text-content\">\n<p>The last <strong>source<\/strong> to <strong>check<\/strong>&nbsp;is to see if any <strong>reviews<\/strong> have been left on your <strong>product\/service<\/strong> on either your <strong>website<\/strong>, a <strong>review website<\/strong> or the <strong>app store<\/strong>. If there is any <strong>key information<\/strong> from the <strong>source<\/strong>, <strong>note<\/strong> it down in the <strong>form field<\/strong> below.<\/p>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> Key Information <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"ensure-the-data-is-accurate\">\n<h2>Ensure the data is accurate<\/h2>\n<div class=\"image-content\">\n<figure> <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/iiCoX6W-8xSfWErJ3CRMTA.png\" alt=\"Ensure the data is accurate\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/iiCoX6W-8xSfWErJ3CRMTA.png\"> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>When <strong>extracting<\/strong> data you must <strong>ensure<\/strong> that it is <strong>accurate<\/strong>. Otherwise, you will have <strong>false insights<\/strong> which could be <strong>misleading<\/strong> to people who <strong>run<\/strong> the <strong>reports<\/strong>.&nbsp;<\/p>\n<p>Many organizations don't make the effort upfront and end up with misleading data, which can lead to wrong decisions. Using the sub-checklist <strong>check off<\/strong> if you have <strong>double-checked<\/strong> that the data is <strong>accurate<\/strong> and not <strong>misleading<\/strong>.<\/p>\n<\/p><\/div>\n<div class=\"select-field-content form-field-content\">\n<div class=\"form-group\"> <label> Have You Checked Data Is Accurate <\/label> <select disabled class=\"form-control\"><option value=\"An option will be selected here\">An option will be selected here<\/option><\/select>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"organize-the-data\">\n<h2>Organize the data<\/h2>\n<div class=\"text-content\">\n<p>Once all of the <strong>data<\/strong> has been <strong>recorded<\/strong> and <strong>consolidated<\/strong>, you have to make the <strong>information easier to read<\/strong> for other <strong>members<\/strong> of your <strong>team<\/strong> who may be using the <strong>data<\/strong>. You can do this by <strong>exporting<\/strong> the information into a <strong>database<\/strong> or <strong>spreadsheet<\/strong>. Using the data that you have gathered, you will have an <strong>insight<\/strong> into what your <strong>customers<\/strong> wants and needs are.<\/p>\n<p>Using the <strong>form fields<\/strong> below, <strong>organize<\/strong> the data you <strong>found<\/strong> from your <strong>sources<\/strong>.<\/p>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> Where The Customer Found You <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> What Search Term They Used <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> Software They Used Before <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> Apps They're Currently Using <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> What Features They Want <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<\/section>\n","protected":false},"excerpt":{"rendered":"<p>Data Extraction: Record customer's details First&nbsp;up, you're going to need to record the customer's details this checklist is being carried out on.&nbsp;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&nbsp;Customer Relationship Management(CRM) software. If [&hellip;]<\/p>\n","protected":false},"author":3,"featured_media":8939,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"ep_exclude_from_search":false,"cover_icon_emoji":"","cover_icon_url":"","tasks_count":"9","template_description":"Run this checklist when looking to gain an insight into your customer's thought process\u200b","template_id":"v2JcYnhEYtbyDDnzrXhBwQ","task_0":"Data Extraction:","task_slug_0":"data-extraction","task_1":"Record customer's details","task_slug_1":"record-customers-details","task_2":"Look through your CRM","task_slug_2":"look-through-your-crm","task_3":"Read social media posts","task_slug_3":"read-social-media-posts","task_4":"Check support software","task_slug_4":"check-support-software","task_5":"Read forum posts","task_slug_5":"read-forum-posts","task_6":"Check reviews","task_slug_6":"check-reviews","task_7":"Ensure the data is 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