Customer Experience Audit Tool Kit: Audit, score and improve on your own.
Audit, score and improve CX without hiring us.
Everything you need to assess and improve your customer experience without hiring a consultant.
Delivering a great customer experience doesn’t have to be overwhelming, expensive, or vague. The CX Audit Toolkit by Summers Solutions Australia is a powerful, do-it-yourself solution designed to help you uncover blind spots, evaluate your performance, and take clear, strategic action all from inside your own business.
Whether you're a small business owner, operations leader, or customer experience manager, this toolkit empowers you with the structure, guidance and tools used by professional CX consultants at a fraction of the cost.
🎁 What’s Inside the Toolkit?
✔️ The CX Audit Framework
Segmented into 9 key areas of your customer journey—from first impression to post-sale support—this audit helps you map out where you’re thriving and where improvements are needed.
✔️ Audit Scorecard
Rate and score each area of your customer experience using our interactive spreadsheet, then see your results at a glance with automated summaries and insights.
✔️ Actionable Recommendations
Turn your audit scores into real impact. The toolkit guides you through interpreting your results and choosing practical, high-impact next steps tailored to your business.
✔️ Ready-to-Use Swipe Files
Bonus documents you can plug into your business immediately—email templates, feedback request scripts, customer journey outlines and more.
✔️ Visual Journey Mapping Tools
Includes a customer journey board and prioritisation matrix you can complete in Canva or Excel, helping you map out improvements visually and align your team.
✔️ User Guide (PDF)
Clear, concise instructions make it easy to navigate and get value from every section of the toolkit—even if you’re not a CX expert.
✋ Who is this for?
- Businesses with no internal CX team, but high standards for how customers are treated
- Leaders who want to make smart, customer-led decisions backed by data
- Founders, managers and team leads who are ready to streamline service, increase retention, and drive more referrals
- Anyone who wants to cut through guesswork and start improving CX immediately
⭐ Why you'll love it
Simple to Use – No technical skills needed.
Data-Driven – See where your customer experience is helping or hurting your business.
Cost-Effective – Get the impact of a $5,000 CX review for under $100.
Fast ROI – Start making improvements in as little as 1 hour.
Your customer experience is either building loyalty or costing you business. This toolkit helps you take control.