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CSAT, a tool for
day-to-day communication
it’s a widely used, reliable metric
for understanding recent
customer experiences.
Customer Satisfaction
CSAT =
After a lifecycle
stage is complete
After completion of
a service request
How would you rate the
support on this request?
When to use CSAT surveys?
How am I doing?
Customer Bias
Your own bias
Pros Cons
Easy to use 👌 short and
intuitive rating scale.
Adaptable to international
audiences 🌎 CSAT questions
are easy to translate.
CSAT metric is versatile;
experiment and discover ways
to reach customers.
👥 Customer bias
Avoiding getting the
service person in trouble
Cultural differences
Unintentional 👤own bias
NPS, the best way to
measure loyalty
Net Promoter Score is the metric built on
exploring that all-important question:
How do your
customers think of
your brand as a whole?
Promoters Passives Detractors
“How likely is it that you would
recommend our company to a friend?”
Give a rating of 9 to 10.
Your company is a
superstar in their eyes.
Customers who are either
satisfied or dissatisfied.
Give a rating of 8 to 7.
They are the spreader of
negative feedback and give
a rating of 6 below.
To gauge general first impressions
Send out quarterly or annual NPS emails
After a campaign or a new product/feature
release
When to use NPS surveys?
NPS points to people who
😡 might cancel soon
It identifies promoters
amongst your customers
NPS creates predictive data
that can help prevent churn
and be able to increase
retention rate. 🎊
Customer Bias
Your own bias
Pros Cons
A small change in phrasing can
influence people to change
their rating.
NPS data takes longer to turn
🐢 into useful insights
You may develop a false sense
of security 👎 if you rely on
NPS exclusively.
CES, a way to see
yourself from
the customer’s eyes
CES questions ask how easy
a task or experience was.
This metric uses a
7-point scale.
When to use CES Why CES matters
Used right after an
interaction 🤭 or transaction. It
can be from a purchase,
support request, or a self-
service experience.
CES places the focus 🔍 on
the customer effort
Understand why ❓ or why
not your customers are
happy with your service/
product
Do you need all three?
Some successful businesses
make do with CSAT alone.
Without it, you’re flying blind.
But in our experience, NPS is just
as valuable in the longer term.
It helps keep churn down and
gives you direction.
If you keep getting less-than-
impressive NPS results,
it’s time to take your CES
more seriously.
Thank you!

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A Beginner’s Guide to Customer Satisfaction Metrics

  • 1.
  • 2. CSAT, a tool for day-to-day communication
  • 3. it’s a widely used, reliable metric for understanding recent customer experiences. Customer Satisfaction CSAT =
  • 4. After a lifecycle stage is complete After completion of a service request How would you rate the support on this request? When to use CSAT surveys? How am I doing?
  • 5. Customer Bias Your own bias Pros Cons Easy to use 👌 short and intuitive rating scale. Adaptable to international audiences 🌎 CSAT questions are easy to translate. CSAT metric is versatile; experiment and discover ways to reach customers. 👥 Customer bias Avoiding getting the service person in trouble Cultural differences Unintentional 👤own bias
  • 6. NPS, the best way to measure loyalty
  • 7. Net Promoter Score is the metric built on exploring that all-important question: How do your customers think of your brand as a whole?
  • 8. Promoters Passives Detractors “How likely is it that you would recommend our company to a friend?” Give a rating of 9 to 10. Your company is a superstar in their eyes. Customers who are either satisfied or dissatisfied. Give a rating of 8 to 7. They are the spreader of negative feedback and give a rating of 6 below.
  • 9. To gauge general first impressions Send out quarterly or annual NPS emails After a campaign or a new product/feature release When to use NPS surveys?
  • 10. NPS points to people who 😡 might cancel soon It identifies promoters amongst your customers NPS creates predictive data that can help prevent churn and be able to increase retention rate. 🎊 Customer Bias Your own bias Pros Cons A small change in phrasing can influence people to change their rating. NPS data takes longer to turn 🐢 into useful insights You may develop a false sense of security 👎 if you rely on NPS exclusively.
  • 11. CES, a way to see yourself from the customer’s eyes
  • 12.
  • 13. CES questions ask how easy a task or experience was. This metric uses a 7-point scale.
  • 14. When to use CES Why CES matters Used right after an interaction 🤭 or transaction. It can be from a purchase, support request, or a self- service experience. CES places the focus 🔍 on the customer effort Understand why ❓ or why not your customers are happy with your service/ product
  • 15. Do you need all three?
  • 16. Some successful businesses make do with CSAT alone. Without it, you’re flying blind.
  • 17. But in our experience, NPS is just as valuable in the longer term. It helps keep churn down and gives you direction.
  • 18. If you keep getting less-than- impressive NPS results, it’s time to take your CES more seriously.