Segment sentiment audit checklist

Our segment sentiment audit checklist is a tool used to evaluate customer sentiment and experiences at different stages of the buyer's journey.

By analyzing the relevance and effectiveness of various touchpoints, businesses can identify areas where they excel and where improvements are needed.

The template focuses on key stages:

• Acquisition: Reviewing strategies like sales models, channel strategy, and website flow.
• Onboarding: Assessing the ease of onboarding, including product tours and customer support.
• Engagement: Evaluating engagement campaigns, customer education, and upsell opportunities.
• Retention: Monitoring strategies for winbacks, cancellations, and re-engagement.

This audit helps refine strategies to ensure relevance, improve customer experiences, and increase satisfaction across the journey.

Download your segment sentiment audit checklist

This template is only available to Pro and Pro+ Members. But if you’re not already a member, don't worry! We still have tons of templates and frameworks available for free in our Insider plan.

Segment sentiment audit checklist

Google Docs