Free Client Experience Resource

Client Experience Audit Checklist

40-Point Checklist Across 8 Categories

Evaluate and improve every touchpoint of your client experience. This comprehensive checklist helps agencies identify gaps and opportunities to deliver exceptional client experiences.

Identify gaps in your client journey
Benchmark against industry best practices
Prioritize improvements that matter most
Increase client retention and referrals
Onboarding process evaluation
Communication touchpoint analysis
Deliverable quality assessment
Client feedback systems

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What's Inside?

A sneak peek at what you'll get access to

1

First Impressions & Onboarding

5 actionable items

2

Communication & Responsiveness

5 actionable items

3

Project Management & Delivery

5 actionable items

4

Deliverable Quality

5 actionable items

5

Billing & Financial Experience

5 actionable items

6

Feedback & Continuous Improvement

5 actionable items

7

Technology & Tools

5 actionable items

8

Relationship & Account Management

5 actionable items