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Customer Journey Audit

Understand where opportunities stop progressing.

We analyze the business journey, including the customer journey, with a defined sample and scope. Mystery shopping and authorized records help document obstacles in customer service, proposals and follow-up.

A no-cost starting point

Free Sales Test

What it includes

One contact through one channel: WhatsApp or telephone. Feedback documents the interaction and its limitations.

How it starts

The person responsible requests the test. We then confirm authorization, the scenario and scheduling.

What it does not include

It is not a full audit. It does not include training, a purchase, automatic recording or a verified estimate of lost revenue.

Full project

An audit with a tailored scope.

What we assess

Customer service, proposals and follow-up in the agreed channels. We use mystery shopping and authorized records as set out in the proposal.

What we deliver

Contextualized records, facts distinguished from hypotheses and gaps, priorities, and a feedback meeting. The diagnosis states the sample and its limitations. Implementation and reassessment depend on the contracted scope.

Timeline and fees

The proposal sets the price and timeline. We do not publish a range before validating the effort your case requires.

Questions

What you need to know.

Will my team know about the test?

Scenarios are agreed with the business. Execution follows the contract and the rules applicable to the people assessed.

How long does it take?

We agree on the timeline before the assessment. The number of channels, locations and scenarios determines the schedule.

Do I need a CRM?

No. We can start with customer service and available records, without requiring a specific tool.

What does it cost after the free test?

A full audit requires a proposal. The fee depends on the scope, channels and depth of analysis.

Does the test prove lost revenue?

No. One contact reveals facts about that interaction. Financial estimates require additional data and explicit assumptions.

Let's talk about your business.

Tell us the context and we will agree on the next step. A conversation, an initial test and a service contract are separate stages.

Discuss my business
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