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How to Create Your Punch List for Quick CX Wins

Quick CX Wins

Have you ever lived through a major renovation project or lived through construction of a house or condo? I say “lived through” because it can be harrowing, on a #firstworldproblems level for sure, but harrowing nonetheless.

First of all, selecting the right shade of gray or arguing with your spouse about 1-inch or 1.5-inch tile becomes exhausting. And then when it all comes together, you need to walk through your new home or renovated first floor and create a final “punch list” with the contractor.

quick CX wins

I have no idea why it’s called a punch list. It’s really just a final checklist of what needs attention. Here’s an example.

I remember creating our punch list moving into a new home in 2007. My husband and I scoured each room, looking for imperfections which needed fixing before we took final ownership of the house. There were a few big things – lights installed incorrectly, for example. But mostly the list was a litany of small to medium items.

  • Corner of living room ceiling requires touch-up.
  • Pencil marks on wall in upstairs bathroom.
  • Broken tile in corner of hallway

I’m pretty sure it took 1-2 days to complete the repair of every single item on our punch list.

Customer experience can be a lot like this!

There are some big things, but within the customer journey there can be a crazy amount of small things.

One exercise I’ve done with clients is to create a CX Punch List. Make it a mission to correct or repair every small thing that’s preventing your customers from completing their task or creating unnecessary effort for them. Here’s how to do it.

Gather up a group of either your department or several others, if you can. Challenge the group with the question: what can we do something about in the next month?

Crack the Customer Code #236: Customer Experience Sprints

Crack the Customer Code #236: Customer Experience Sprints

Adam and Jeannie share 3 powerful ideas to make quick progress with customer experience sprints.

Make it a sprint.

Make it easy. Reward those “fixes” that are the easiest and simplest to attack. The goal is to under-complicate the entire process.

Here’s an example of some of quick CX wins, thanks to a CX Punch List.

  1. Stop the duplicate mailing – send the new business welcome letter from salesperson only.
  2. Get phone number on mobile home page of site.
  3. Correct typo on invoices.
  4. Provide customer service number on delivery forms.
  5. Create template for “problem order” emails from account reps.
  6. Share Jane’s technique for speedier transactions via quick video.
  7. Dust the lights over display!

It’s not about making huge, dramatic impacts.

Rather, it’s about small things that add up to a better experience for your customers. But want to know the real secret to this technique?

You will find some big things. You will discover what should be a priority. You’ll fix a small thing and pull the thread a little more and realize there is something to correct upstream that makes everyone’s lives easier.

Are punch lists important when you are signing off on a new home? Yes, absolutely. Are they important to your customer journey? Yes, they are.

Put on your hardhat, grab that clipboard, and get to work!


Need help creating your CX Punch List?

There’s no better way to boost customer satisfaction quickly than to attack a list of things you can do right now to improve the experience you deliver!

But it’s too easy to go off the rails and create a list that becomes too big to tackle or doesn’t rank as high on customer priorities as you think. Jeannie will help you address your challenges head on and zero in on some quick wins that will have a positive impact on the customer experience right away.

This can be done through executive coaching, workshops, or as part of a more intensive Customer Experience Investigation™ program. Get in touch to schedule a coaching session with Jeannie or create a program that fits your situation.

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