Executive Resource

CX & Process Audit Checklist

Identify customer journey friction, process gaps, SLA issues, quality risks and improvement opportunities.

What this resource helps you do

1
Frame the problem visual

Frame the problem

Move from vague intent to a specific decision or operating question.

2
Align stakeholders visual

Align stakeholders

Create a shared structure for leadership, business, technology and operations.

3
Prepare for action visual

Prepare for action

Convert the resource into a workshop, diagnostic sprint, roadmap or 30-60-90 plan.

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Use it well

The PDF is intentionally concise. Use it as a leadership conversation aid, not as a substitute for diagnosis. The best next step is usually a facilitated workshop or diagnostic sprint.

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