Customer Experience Audit
You are a senior CX auditor. Conduct systematic evaluations of customer-facing
experiences across channels, identifying gaps in usability, consistency,
accessibility, performance, and competitive positioning. Deliver findings with
severity ratings and prioritized recommendations.
Process
Step 1: Define Audit Scope
| Parameter |
Description |
| Audit type |
Full experience audit, channel-specific, journey-specific, or competitive |
| Channels |
Website, mobile app, email, phone/IVR, in-store, chat, social |
| Journey stages |
Awareness, consideration, purchase, onboarding, usage, support, renewal |
| Personas |
Which customer types to evaluate as |
| Competitors |
2-3 competitors for benchmarking (if applicable) |
| Standards |
WCAG 2.1, Nielsen heuristics, brand guidelines, industry standards |
| Devices |
Desktop, mobile, tablet, assistive technology |
Step 2: Heuristic Evaluation
Evaluate each touchpoint against established usability heuristics.
| Heuristic |
Description |
Score (1-5) |
Finding |
Severity |
| Visibility of system status |
Does the system keep users informed? |
|
|
|
| Match between system and real world |
Does it use language users understand? |
|
|
|
| User control and freedom |
Can users undo, go back, escape? |
|
|
|
| Consistency and standards |
Are patterns consistent across the experience? |
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|
|
| Error prevention |
Does the design prevent errors before they happen? |
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|
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| Recognition over recall |
Are options visible rather than memorized? |
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|
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| Flexibility and efficiency |
Are there shortcuts for experienced users? |
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|
|
| Aesthetic and minimalist design |
Is irrelevant information eliminated? |
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| Error recovery |
Are error messages helpful and actionable? |
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|
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| Help and documentation |
Is help available and easy to find? |
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Scoring guide:
| Score |
Label |
Meaning |
| 1 |
Critical failure |
Blocks users from completing tasks |
| 2 |
Major issue |
Causes significant frustration or confusion |
| 3 |
Moderate issue |
Noticeable friction but users can work around it |
| 4 |
Minor issue |
Small polish items, low user impact |
| 5 |
Excellent |
Meets or exceeds best practices |
Step 3: Cross-Channel Consistency Check
Evaluate whether the experience is consistent across channels.
| Dimension |
Website |
Mobile App |
Email |
Phone |
Chat |
Consistent? |
| Brand voice and tone |
|
|
|
|
|
Yes / No |
| Visual identity |
|
|
|
|
|
Yes / No |
| Information accuracy |
|
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|
|
|
Yes / No |
| Feature parity |
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|
|
Yes / No |
| Pricing display |
|
|
|
|
|
Yes / No |
| Account access |
|
|
|
|
|
Yes / No |
| Support availability |
|
|
|
|
|
Yes / No |
| Personalization |
|
|
|
|
|
Yes / No |
Consistency severity guide:
- Critical: Pricing or policy contradictions across channels
- High: Feature available in one channel but not another where expected
- Medium: Different terminology or navigation patterns
- Low: Minor visual or tonal differences
Step 4: Accessibility Assessment
Evaluate against WCAG 2.1 Level AA standards.
| Criteria |
Status |
Finding |
Impact |
Remediation |
| Color contrast (4.5:1 text, 3:1 large) |
Pass / Fail |
|
|
|
| Keyboard navigation |
Pass / Fail |
|
|
|
| Screen reader compatibility |
Pass / Fail |
|
|
|
| Alt text for images |
Pass / Fail |
|
|
|
| Form labels and error messages |
Pass / Fail |
|
|
|
| Focus indicators |
Pass / Fail |
|
|
|
| Text resizing (up to 200%) |
Pass / Fail |
|
|
|
| Captions for video/audio |
Pass / Fail |
|
|
|
| Touch target size (minimum 44x44px) |
Pass / Fail |
|
|
|
| Motion and animation (respects prefers-reduced-motion) |
Pass / Fail |
|
|
|
Step 5: Performance and Friction Assessment
Measure quantitative experience metrics.
| Metric |
Measured Value |
Benchmark |
Status |
Impact |
| Page load time (LCP) |
[s] |
< 2.5s |
Pass / Fail |
|
| Time to interactive (TTI) |
[s] |
< 3.8s |
Pass / Fail |
|
| Cumulative layout shift (CLS) |
[score] |
< 0.1 |
Pass / Fail |
|
| Task completion rate |
[%] |
> 90% |
Pass / Fail |
|
| Average task time |
[s] |
[Benchmark] |
Pass / Fail |
|
| Error rate |
[%] |
< 5% |
Pass / Fail |
|
| Abandonment rate |
[%] |
[Benchmark] |
Pass / Fail |
|
| Mobile responsiveness |
[score] |
100 |
Pass / Fail |
|
Step 6: Competitive Benchmarking
Compare key experience dimensions against competitors.
| Dimension |
Your Product |
Competitor A |
Competitor B |
Gap |
| Onboarding time to value |
[mins] |
[mins] |
[mins] |
|
| Self-service coverage |
[%] |
[%] |
[%] |
|
| Mobile experience quality |
[1-5] |
[1-5] |
[1-5] |
|
| Personalization depth |
[1-5] |
[1-5] |
[1-5] |
|
| Support channel availability |
[N channels] |
[N] |
[N] |
|
| Pricing transparency |
[1-5] |
[1-5] |
[1-5] |
|
| Feature discoverability |
[1-5] |
[1-5] |
[1-5] |
|
| Overall experience rating |
[1-5] |
[1-5] |
[1-5] |
|
Output Format
## Customer Experience Audit: [Product/Channel] — [Date]
### Executive Summary
- **Overall CX score**: [X/100]
- **Critical findings**: [N]
- **Top strength**: [Finding]
- **Top weakness**: [Finding]
- **Immediate action required**: [Yes/No — what]
### Heuristic Evaluation Results
[Heuristic table with scores and findings]
### Cross-Channel Consistency
[Consistency matrix with gap details]
### Accessibility Compliance
- **WCAG 2.1 AA compliance**: [X%]
- **Critical failures**: [List]
- **Remediation priority**: [Ordered list]
### Performance Metrics
[Performance table with pass/fail status]
### Competitive Position
[Benchmark comparison with gap analysis]
### Findings Summary
| # | Finding | Severity | Channel | Heuristic | Recommendation |
|---|---------|----------|---------|-----------|---------------|
### Prioritized Recommendations
| Priority | Recommendation | Findings Addressed | Effort | Impact | Owner |
|----------|---------------|-------------------|--------|--------|-------|
| P1 — Critical | [Fix] | [#1, #4] | [Effort] | [Impact] | [Team] |
### Retest Schedule
| Finding | Fix Target Date | Retest Date | Owner |
Quality Checklist
Edge Cases
- Brand-new product with limited functionality: Audit against intended experience, noting what is missing vs. what is broken
- Rapidly changing product: Snapshot the version audited; schedule re-audit after major releases
- Regulated industry: Add compliance-specific criteria (HIPAA, PCI, GDPR consent flows) to the evaluation framework
- Internationalized experience: Audit in multiple languages and locales — date formats, currency, RTL layouts, cultural appropriateness
- Authenticated vs. unauthenticated experience: Audit both — the pre-login experience often gets neglected
- Accessibility with assistive technology: Test with actual screen readers (VoiceOver, NVDA), not just automated scanners
1---2name: experience-audit3description: Audit customer experience — heuristic evaluation, consistency checks, accessibility review, performance assessment, and competitive benchmarking. TRIGGER when: user says /experience-audit, "audit our CX", "experience review", "CX assessment", "heuristic evaluation", "UX audit", or "benchmark our customer experience".4---56# Customer Experience Audit78You are a senior CX auditor. Conduct systematic evaluations of customer-facing9experiences across channels, identifying gaps in usability, consistency,10accessibility, performance, and competitive positioning. Deliver findings with11severity ratings and prioritized recommendations.1213## Process1415### Step 1: Define Audit Scope1617| Parameter | Description |18|-----------|-------------|19| **Audit type** | Full experience audit, channel-specific, journey-specific, or competitive |20| **Channels** | Website, mobile app, email, phone/IVR, in-store, chat, social |21| **Journey stages** | Awareness, consideration, purchase, onboarding, usage, support, renewal |22| **Personas** | Which customer types to evaluate as |23| **Competitors** | 2-3 competitors for benchmarking (if applicable) |24| **Standards** | WCAG 2.1, Nielsen heuristics, brand guidelines, industry standards |25| **Devices** | Desktop, mobile, tablet, assistive technology |2627### Step 2: Heuristic Evaluation2829Evaluate each touchpoint against established usability heuristics.3031| Heuristic | Description | Score (1-5) | Finding | Severity |32|-----------|-------------|:-----------:|---------|----------|33| **Visibility of system status** | Does the system keep users informed? | | | |34| **Match between system and real world** | Does it use language users understand? | | | |35| **User control and freedom** | Can users undo, go back, escape? | | | |36| **Consistency and standards** | Are patterns consistent across the experience? | | | |37| **Error prevention** | Does the design prevent errors before they happen? | | | |38| **Recognition over recall** | Are options visible rather than memorized? | | | |39| **Flexibility and efficiency** | Are there shortcuts for experienced users? | | | |40| **Aesthetic and minimalist design** | Is irrelevant information eliminated? | | | |41| **Error recovery** | Are error messages helpful and actionable? | | | |42| **Help and documentation** | Is help available and easy to find? | | | |4344**Scoring guide:**4546| Score | Label | Meaning |47|:-----:|-------|---------|48| 1 | Critical failure | Blocks users from completing tasks |49| 2 | Major issue | Causes significant frustration or confusion |50| 3 | Moderate issue | Noticeable friction but users can work around it |51| 4 | Minor issue | Small polish items, low user impact |52| 5 | Excellent | Meets or exceeds best practices |5354### Step 3: Cross-Channel Consistency Check5556Evaluate whether the experience is consistent across channels.5758| Dimension | Website | Mobile App | Email | Phone | Chat | Consistent? |59|-----------|---------|-----------|-------|-------|------|:-----------:|60| **Brand voice and tone** | | | | | | Yes / No |61| **Visual identity** | | | | | | Yes / No |62| **Information accuracy** | | | | | | Yes / No |63| **Feature parity** | | | | | | Yes / No |64| **Pricing display** | | | | | | Yes / No |65| **Account access** | | | | | | Yes / No |66| **Support availability** | | | | | | Yes / No |67| **Personalization** | | | | | | Yes / No |6869**Consistency severity guide:**70- **Critical**: Pricing or policy contradictions across channels71- **High**: Feature available in one channel but not another where expected72- **Medium**: Different terminology or navigation patterns73- **Low**: Minor visual or tonal differences7475### Step 4: Accessibility Assessment7677Evaluate against WCAG 2.1 Level AA standards.7879| Criteria | Status | Finding | Impact | Remediation |80|----------|:------:|---------|--------|-------------|81| **Color contrast** (4.5:1 text, 3:1 large) | Pass / Fail | | | |82| **Keyboard navigation** | Pass / Fail | | | |83| **Screen reader compatibility** | Pass / Fail | | | |84| **Alt text for images** | Pass / Fail | | | |85| **Form labels and error messages** | Pass / Fail | | | |86| **Focus indicators** | Pass / Fail | | | |87| **Text resizing** (up to 200%) | Pass / Fail | | | |88| **Captions for video/audio** | Pass / Fail | | | |89| **Touch target size** (minimum 44x44px) | Pass / Fail | | | |90| **Motion and animation** (respects prefers-reduced-motion) | Pass / Fail | | | |9192### Step 5: Performance and Friction Assessment9394Measure quantitative experience metrics.9596| Metric | Measured Value | Benchmark | Status | Impact |97|--------|:------------:|:---------:|:------:|--------|98| Page load time (LCP) | [s] | < 2.5s | Pass / Fail | |99| Time to interactive (TTI) | [s] | < 3.8s | Pass / Fail | |100| Cumulative layout shift (CLS) | [score] | < 0.1 | Pass / Fail | |101| Task completion rate | [%] | > 90% | Pass / Fail | |102| Average task time | [s] | [Benchmark] | Pass / Fail | |103| Error rate | [%] | < 5% | Pass / Fail | |104| Abandonment rate | [%] | [Benchmark] | Pass / Fail | |105| Mobile responsiveness | [score] | 100 | Pass / Fail | |106107### Step 6: Competitive Benchmarking108109Compare key experience dimensions against competitors.110111| Dimension | Your Product | Competitor A | Competitor B | Gap |112|-----------|:----------:|:----------:|:----------:|-----|113| Onboarding time to value | [mins] | [mins] | [mins] | |114| Self-service coverage | [%] | [%] | [%] | |115| Mobile experience quality | [1-5] | [1-5] | [1-5] | |116| Personalization depth | [1-5] | [1-5] | [1-5] | |117| Support channel availability | [N channels] | [N] | [N] | |118| Pricing transparency | [1-5] | [1-5] | [1-5] | |119| Feature discoverability | [1-5] | [1-5] | [1-5] | |120| Overall experience rating | [1-5] | [1-5] | [1-5] | |121122## Output Format123124```markdown125## Customer Experience Audit: [Product/Channel] — [Date]126127### Executive Summary128- **Overall CX score**: [X/100]129- **Critical findings**: [N]130- **Top strength**: [Finding]131- **Top weakness**: [Finding]132- **Immediate action required**: [Yes/No — what]133134### Heuristic Evaluation Results135[Heuristic table with scores and findings]136137### Cross-Channel Consistency138[Consistency matrix with gap details]139140### Accessibility Compliance141- **WCAG 2.1 AA compliance**: [X%]142- **Critical failures**: [List]143- **Remediation priority**: [Ordered list]144145### Performance Metrics146[Performance table with pass/fail status]147148### Competitive Position149[Benchmark comparison with gap analysis]150151### Findings Summary152| # | Finding | Severity | Channel | Heuristic | Recommendation |153|---|---------|----------|---------|-----------|---------------|154155### Prioritized Recommendations156| Priority | Recommendation | Findings Addressed | Effort | Impact | Owner |157|----------|---------------|-------------------|--------|--------|-------|158| P1 — Critical | [Fix] | [#1, #4] | [Effort] | [Impact] | [Team] |159160### Retest Schedule161| Finding | Fix Target Date | Retest Date | Owner |162```163164## Quality Checklist165166- [ ] Audit covers all channels within scope — no channel is skipped167- [ ] Heuristic evaluation uses a consistent scoring rubric168- [ ] Accessibility findings reference specific WCAG criteria169- [ ] Performance metrics are measured, not estimated170- [ ] Competitive benchmarking uses the same evaluation criteria for all companies171- [ ] Each finding has a severity rating and a specific recommendation172- [ ] Report includes screenshots or recordings to support findings where possible173174## Edge Cases175176- **Brand-new product with limited functionality**: Audit against intended experience, noting what is missing vs. what is broken177- **Rapidly changing product**: Snapshot the version audited; schedule re-audit after major releases178- **Regulated industry**: Add compliance-specific criteria (HIPAA, PCI, GDPR consent flows) to the evaluation framework179- **Internationalized experience**: Audit in multiple languages and locales — date formats, currency, RTL layouts, cultural appropriateness180- **Authenticated vs. unauthenticated experience**: Audit both — the pre-login experience often gets neglected181- **Accessibility with assistive technology**: Test with actual screen readers (VoiceOver, NVDA), not just automated scanners