Description

CX Improvement Initiative Checklist

CX Improvement Initiative Checklist: Design for Impact. Improve for Loyalty.

The CX Improvement Initiative Checklist is your enterprise-grade roadmap for designing, measuring, and refining every element of your B2B customer experience. In complex buying environments with long sales cycles, multiple stakeholders, and high-value contracts, CX isn’t just about delight—it’s about differentiation. This checklist empowers marketing, customer success, and operations leaders to drive transformation with clarity and coordination.

Spanning 72 actionable tasks across strategic, operational, and technical dimensions, this checklist ensures you don’t miss a step—from journey mapping and VoC analysis to experience personalization and performance tracking. Whether you’re launching a new CX initiative or elevating an existing one, this tool helps align teams, optimize touchpoints, and turn customer experience into a measurable growth lever. It’s not just about improving experience—it’s about building experiences that retain, expand, and inspire.

Stratridge offers nearly 100 Marketing Checklists spanning every aspect of enterprise marketing. Paid members can download this and all the other marketing checklists.