Voice of Customer (VOC) Best Practices Checklist

VOC Program Checklist

VOC Program Foundations

  • Assign a program owner
  • Secure executive sponsorship and embed feedback into leadership and review processes
  • Allocate sufficient resources (budget, people, time)
  • Build internal branding for awareness and sustainability
  • Train customer-facing teams to engage with and act on (customer) feedback
  • Educate customers on the program’s purpose and benefit

Survey Sample & Contact List

  • Source contact data from a centralized CRM system
  • Include multiple contacts per account to ensure comprehensive feedback
  • Tag contacts with appropriate demographic data for individual and account level analyses

Survey Questionnaire Design

  • Keep survey completion time to around 10 minutes
  • Limit to fewer than 30 data points / questions
  • Tailor questions to each respondent’s role
  • Allow participants to opt out of irrelevant questions
  • Key areas of measurement:
    • Team performance
    • Product / Service evaluation
    • Organizational alignment
    • Competitive alignment
    • Short / Long term goals and priorities

Launch & Communication Process

  • Launch surveys at scheduled intervals (e.g. annually or semi-annually)
  • Send pre-survey notifications outlining purpose and benefits
  • Survey invite should include specifics on time commitment and closing date
  • Follow-up with reminders to non-completes
  • Craft unique subject lines to boost response and avoid SPAM filters
  • Establish survey alerts to notify appropriate team members of feedback that requires their (immediate) attention
  • Send a Thank You message post survey completion
  • Close the loop communication(s) to customers that shares relevant learnings and actions from the survey.

VOC Analytics

  • Calculate ratings at both question and topic levels
  • Enable real-time access to results
  • Ensure cross-functional visibility for customer-facing teams via shared platforms and tools
  • Apply advanced analytics to uncover drivers of customer commitment and satisfaction
  • Present and distribute findings to internal stakeholders and business units

General VOC Practices

  • Use identifiable, web-based surveys to link data to individuals/accounts (when appropriate)
  • Conduct personal interviews for select high-level customers
  • Incorporate results into internal and external planning processes.
  • Create action plans based upon survey results
  • Use customer feedback (and insights) to celebrate customer wins and fuel improvements

Learn more about VOC Program Best Practices

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