This is how to handle customer surveys properly - CX lessons learned from TESO

As CX professionals, we often send out customer surveys. Or maybe we don't even send them, but we use the content for customer insights or reporting. Or to learn from it where we can improve our customer journeys.

I know a lot of CX professionals aren't responsible for closing the loop. That's a shame because it's actually a very important part of CX. You can really impact customer experiences and make a difference in your customers' lives. This is exactly where too many companies go wrong. So, if you do it right, you'll stand out from the crowd.

Lessons to be learned and actions to be taken:

A. The Strategic Lens:

  1. Responsibility. Find out who is responsible for closing the loop. If no one is responsible, make sure you discuss this and arrange responsibility.
  2. Leadership engagement. Align leadership on the topic. Does management think it's acceptable for you not to respond to surveys or reviews? Let them put it to the test themselves, so that they can experience for themselves how your company deals with feedback. That's how you create the buy-in you need.
  3. Future experiences. Determine how closing the loop fits in with your company's strategic goals and how you want to act on them. Are there certain customer segments that you do or don't want to respond to? Do you focus on transforming detractors into neutrals, or neutrals into promoters? Use your strategic lens and have those valuable conversations.
  4. Business case: Yes, you have to calculate what it will cost to be able to process all the feedback. Or start a pilot first to see what the impact is, so that you can calculate the ROI later.

B. The Tactical Lens:

  1. Why – Clearly describe why you do what you do. This way, you can explain to the team members how closing the loop fits into the company's strategy. What the benefits are. What went wrong in the past. How this will contribute to the future.
  2. Who – Who is actually going to take action based on the feedback? Is it the webcare team or the customer contact centre? Schedule time and, if necessary, have a conversation with HR about workers to be deployed. The who is often ignored. But also think about the who in customers. Is it the zeros and ones that you come back to? The neutrals? Or just the people who complain? Make it very specific.
  3. What – Describe what you need to do. Maybe a short script is needed. Always apologize, fix the problem, and go the extra mile. What kind of small gift can your colleagues give? Help them by outlining a framework about what you expect from them. Arrange for them to log into the CRM system.
  4. When – Do you call the customer the day after the feedback? Do you do that in the morning? How often do you try? But do you also have to report on progress? Describe everything, so that you organize it well in the long run.

C. The Operational Lens:

This is simply about implementation: concrete action. Calling customers. Troubleshooting. Celebrating successes. Involve others.

I suggest you think big and start small. Choose a pilot project. Experiment. In the long run, this will lead to your great success.

At the ferry service, they gave feedback their primary focus (I checked that afterwards). Employees have been trained to deal with feedback and have turned it into a game. They prided themselves on being able to solve problems and contact customers. They arranged it and acted accordingly. As a customer, I felt the same way. Now it's up to you to do the same!

Want to make sure you don't miss any more CX classes? Then sign up for my monthly CX Greetz, in which I share many CX experiences, inspiration and lessons with you.