No matter how good your product or service maybe, if you do not guide the customer, to realize the value, you risk losing to your competition. In that regard, a customer checklist is an important component of the onboarding process. This post elaborates on important tips for creating a great checklist.
● Ensure a Logical Structure
A top quality checklist is logically structured. The questions are in a logical order, separated into separate sections, presenting logical sets of questions to ensure it’s intuitive to use. Therefore, review the questions and rearrange them accordingly to ensure ease of answering.
● Questions Should Be Simple and Unbiased
Ensure the questions are in a language that is simple to read and understand. Otherwise, you will lose the customer, as they may not have the time to research the questions. Besides, ensure the checklist is informative, and not biased. Ask specific questions for the users to find it easier to respond to.
● Make the Goal Easy to Understand
What is the measurable result that you are trying to accomplish through the questions? Is the objective to improve the product quality or to gain more information on customer satisfaction? When the customer understands the objective, it becomes easier to give straightforward answers. Therefore, provide a short explanation of what you are trying to accomplish through the questionnaire.
● Provide Some Assistance
Offer helpful tips in the checklist. For instance, you could provide some images or instructions. Any useful ideas to the checklist will go a long way in helping the customer to provide truthful answers. The objective is ensuring the customer understands the questions, hence can provide the right answers. You can schedule a VOIP call with the customer to help him understand how to respond to the questions.
If you are in the process of creating a checklist, apply the tips outlined here. Excellent checklists provide the needed information without asking ambiguous questions.