Customer Experience Survey & Insights Toolkit
⭐ Customer Experience Survey & Insights Toolkit
Measure What Matters. Improve What Counts
📌 Product Overview
The Customer Experience Survey & Insights Toolkit is a complete, ready-to-use solution for measuring and improving customer experience. Built from proven CX best practices, this toolkit helps you capture actionable feedback, identify what truly drives satisfaction and loyalty, and translate insights into measurable improvements.
Whether you’re a small business, a CX leader, or a consultant, this toolkit saves you weeks of development time and gives you a professional, client-ready framework from day one.
Choose the package that fits your team’s needs.
🟢 Tier 1 – Survey Starter Pack
Perfect for small teams who want to launch quickly.
Includes:
- Key Impact Driver Survey – professionally structured, ready to deploy.
- Quick Start Guide – step-by-step instructions for sending the survey and collecting results.
👉 Best for businesses who just need the survey itself with basic setup guidance.
💰 Price: $29
🔵 Tier 2 – Survey + Analytics Pack
For leaders who need more than raw data — they want insights.
Everything in the Starter Pack, plus:
- Deployment & Best Practices Guide – 3–5 page playbook for strategy, sampling, and timing.
- Analytics Dashboard – automated scoring with drop-downs, live charts, and sample dataset included.
- Scoring Framework – built-in formulas for CSAT, CES, NPS, and a composite CX Index.
👉 Best for managers who want ready-to-use reporting and KPIs without building from scratch.
💰 Price: $79
🟣 Tier 3 – Full CX Toolkit (Premium)
The complete solution for turning survey results into real improvements.
Everything in the Analytics Pack, plus:
- Coaching Workbook – helps leaders turn survey data into advisor development plans.
- Executive Summary Report Template – leadership-ready deck with KPIs, category scores, voice of customer, and next steps.
- Action Planning Framework & Checklists – fillable tool for assigning actions, owners, and timelines.
- Leadership Readout Deck Template – reusable monthly/quarterly update deck.
- BONUS: AI Feedback Analysis Guide – plug-and-play ChatGPT prompts for summarizing customer comments.
👉 Best for CX leaders, consultants, and organizations who want a full end-to-end framework: data → insights → coaching → action → reporting.
💰 Price: $149
🎯 Which Tier Is Right for You?
- Starter Pack → You just need the survey & quick setup.
- Survey & Analytics Pack → You want automated KPIs and dashboards.
- Full CX Toolkit → You want the complete program, with coaching, planning, reporting, and AI-driven insights.
✨ Whichever tier you choose, you’ll save time, look professional, and gain a proven system for measuring and improving customer experience.
📂 File Formats
Each document comes in:
- macOS (Pages, Numbers, Keynote)
- Microsoft Office (Word, Excel, PowerPoint)
📥 Instant Download | Fully Editable | Use Forever
⚖ Legal & Privacy
By purchasing, you agree to:
- Opti3 Consulting's Terms & Privacy Policy
- Gumroad’s Privacy Policy: Gumroad's Privacy Policy
License – This product is licensed, not sold. Purchase grants a non-transferable license for the use selected at checkout (personal or business). Redistribution, resale, public posting, or reverse-engineering is prohibited.
Refunds – Due to the digital nature of this product, all sales are final. No refunds will be issued once the file has been delivered, except where required by law.
Payments – Payments are processed securely by Gumroad. We do not store your full payment details. Purchases provide us with your name, email, and transaction details to deliver your files and provide support. Data is stored securely and never sold to third parties.
Disclaimer – This toolkit is for operational guidance and informational purposes only. It does not constitute legal, financial, or professional advice. You are responsible for ensuring its applicability to your business.
📧 Support: digitalproducts@opti3consulting.com
By purchasing, you agree to our Terms of Use & Privacy Policy.
Read them here before completing your purchase.
📦 Survey Starter Pack —What’s Included 1. Customer Experience Survey (PDF/Numbers/Excel) Professionally designed Customer Experience survey with branching logic. Covers customer satisfaction, advisor skills, issue resolution, effort, and journey insights. 2. Quick Start Guide (PDF/Pages/Word) Step-by-step instructions for survey deployment. Best practices on timing, sampling, and increasing response rates. 📦 📦 Survey & Analytics Pack —What’s Included 1. Customer Experience Survey (PDF/Numbers/Excel) 2. Quick Start Guide (PDF/Pages/Word) 3. Analytics Dashboard (Excel/Google Sheets) Pre-built drop-downs for responses. Automated scoring for CSAT, CES, NPS, and Composite CX Index. Visual charts for category performance and key KPIs. (Includes sample dataset for instant demonstration). 4. Scoring Framework Weighted formulas for CSAT, CES, NPS. Composite Customer Experience Index for executive rollups. 5. Deployment & Best Practices Guide 3–5 page playbook with strategy, flow design, and data interpretation. How to avoid survey fatigue while driving high response rates. 📦 📦 📦 Survey & Analytics Pack —What’s Included 1. Customer Experience Survey 2. Quick Start Guide 3. Analytics Dashboard 4. Scoring Framework 5. Deployment & Best Practices Guide 6. Coaching Workbook Helps leaders translate results into development plans. Strengths/Opportunities worksheets, SMART goal templates, reflection prompts. 7. Executive Summary Report Template Ready-to-present slide deck for leadership or clients. KPI scorecards, category performance, voice of customer, action plan, and conclusion. 8. Action Planning Framework & Checklists Fillable tracker for gaps, root causes, actions, owners, and timelines. Built-in checklists for identification, prioritization, root cause, planning, and follow-up. 9. Leadership Readout Deck Template Reusable presentation for monthly/quarterly updates. Flexible structure for KPI results, insights, voice of customer, and roadmap. 10. BONUS: AI Feedback Analysis Guide How to use ChatGPT to summarize open-text comments quickly. Plug-and-play prompt recipes for theme analysis, root cause detection, and quote extraction. 🎯 Who It’s For CX & QA Leaders who need actionable insights to drive performance. Consultants who want a professional, white-label-ready toolset. Small Businesses ready to scale customer experience programs without investing in custom platforms. Team Leaders & Coaches who need a structured way to turn feedback into development. 🚀 Benefits Save Time: Get a survey + dashboard + templates ready to deploy immediately. Gain Clarity: Measure satisfaction, effort, and loyalty in one framework. Drive Improvement: Move from data → insights → action with coaching and planning tools. Look Professional: Executive-ready reports and decks included. Stay Scalable: Works for small teams or enterprise-level programs. 💰 Pricing & Format Delivered instantly as a downloadable bundle (PDF, Excel, PPTX, DOCX, Pages, Numbers, Keynote). All templates are fully editable and reusable. ✨ Stop drowning in survey data. Start turning insights into action with the Customer Experience Survey & Insights Toolkit.