Checklist Before Auditing VIP CX/CRM Structure

Summary

To standardize customer experience, consultation, membership, retention, and training/QA standards must be reviewed collectively.

Details

• Key inquiries by customer type
• Frequently encountered questions during initial consultations
• Guidance standards for pre-booking, during visit, and post-visit
• Operational status of membership, retention, and referral programs
• Consultant training standards and QA methods
• Customer feedback collection methods

Next Steps

Schedule a diagnostic session where consultation, CRM, and operations managers can participate together.

Caution

Customer data must be shared within the minimum scope in accordance with privacy protection standards.