Customer Satisfaction Measurement Checklist for Marketing & Digital Agencies
A checklist for systematically measuring customer satisfaction through surveys, feedback analysis, and quality metrics to drive service improvement.
Includes provisions for Australian Consumer Law (ACL), Privacy Act compliance for customer data, and ACMA spam regulations.
Complete Checklist
- 1Distribute customer satisfaction surveys to recent customersCritical
- 2Calculate the overall customer satisfaction score for the periodCritical
- 3Calculate the Net Promoter Score and compare to previous periods
- 4Analyse survey responses by category: deliverable, service, value, and communication
- 5Review all customer complaints received and their resolution statusCritical
- 6Track the complaint resolution time against the service level target
- 7Analyse customer retention and churn rates for the period
- 8Review online reviews and ratings across all platforms
- 9Identify the top three drivers of satisfaction and dissatisfactionCritical
- 10Compare satisfaction metrics across different service areas or deliverables
- 11Assess whether previous improvement actions have positively impacted satisfaction
- 12Identify new improvement opportunities based on the latest data
- 13Share satisfaction results with the team and celebrate positive trends
- 14Create or update the customer satisfaction improvement action plan
- 15Prepare the customer satisfaction report for management review
Frequently Asked Questions
What is the best way to measure customer satisfaction for a small business?
A simple post-service survey with a satisfaction rating and an open-ended comment field is effective for most small businesses. The Net Promoter Score question, asking how likely they are to recommend you on a scale of 0 to 10, is widely used and benchmarkable. Complement surveys with monitoring of online reviews and direct verbal feedback. The key is to measure consistently and act on the results.
How do we encourage more customers to provide feedback?
Make it easy by keeping surveys short, timing requests close to the service experience, and offering multiple feedback channels. Explain briefly why their feedback matters and how it will be used. Personalise the request where possible. Consider offering a small incentive for survey completion. Most importantly, demonstrate that you act on feedback by communicating changes you have made based on customer input.
What is a good Net Promoter Score for an Australian business?
NPS ranges from minus 100 to plus 100. A score above 0 is generally positive, above 20 is good, above 50 is excellent, and above 70 is world-class. However, scores vary significantly by industry. The most meaningful comparison is your own NPS over time. Consistent improvement matters more than the absolute number. Focus on converting detractors to passives and passives to promoters.
Need help implementing these checks into your daily operations?
Our team can build custom checklists integrated into your daily operations workflow.