Free Printable Customer Experience Profile

I. Customer Overview
Name: Jake Willms
Age: 29
Location: Arlington, TX 76001
Occupation: Marketing Manager
Income: $75,000 annually
Preferred Channels: Mobile App, Email
Engagement Frequency: 3 times per week
Preferred Communication: Personalized, Informal
II. Customer Journey
Stage | Touchpoint | Experience | Pain Points |
|---|---|---|---|
Awareness | Social Media (Instagram Ad) | Clicked through to website | None |
Consideration | Website (Product Pages) | Browsed product reviews, added items to cart | Product information was unclear |
Purchase | Mobile App | First purchase with a 10% discount code | Minor confusion about shipping fees |
Post-Purchase | Email Communication, Customer Support | Efficient communication; responsive customer support for return | Long wait time for live chat assistance |
III. Feedback and Metrics
NPS Score: 7/10
CSAT Score: 85%
Key Feedback:
Satisfied with the product range but felt the mobile app could be more user-friendly.
Highly appreciated the follow-up emails and personalized offers.
IV. Behavioral Insights
Average Order Value: $150
Repeat Purchases: 3 within the last 6 months
Return Rate: 15%
Referral Activity: Referred 2 friends who made purchases.
V. Recommendations
App Usability Enhancements: Simplify navigation and improve product filtering on the app.
Customer Support Optimization: Reduce response time for live chat, particularly during peak hours.
Personalization: Use purchase data to offer more relevant product recommendations.
VI. Next Steps
Implement app improvements by Q1 2055.
Train customer support teams to handle peak hours better.
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Capture key insights with Template.net’s Printable Customer Experience Profile Template. Fully editable and customizable, this template helps you document customer experiences for better service strategies. Use our AI Editor Tool to tailor the template to your business needs, ensuring a comprehensive, ready-to-use format for improving customer satisfaction. Try it today!