A common challenge we see customers face when executing projects is that they struggle to capture the full picture of their users' experience, as they rely solely on post-launch feedback. This can leave you in the dark since you never get clarity on the customer’s journey and their experiences at every milestone. The key to solving this is to gather feedback at the right moments during your project.

Here are two quick tips you can implement today in Rocketlane to stay ahead and ensure your projects deliver world class customer experience:

• Use a Milestone-Based CSAT Tracker: Monitor customer satisfaction at crucial stages of your project by leveraging Rocketlane's CSAT tracker for milestone tasks. Make sure to enable CSAT in any of these milestone tasks to ensure customers receive a notification on their homepage to rate each task upon completion (on a scale of 1 to 5). This approach allows you to gather detailed, real-time feedback throughout the various phases of your project, helping you identify and address any issues promptly.

To do this, navigate to: Templates>Project templates>select a Milestone task>Task details>Additional info>toggle on CSAT

• Detailed Feedback Post-Launch: Use a comprehensive CSAT form to collect in-depth insights about the entire project by including relevant questions that cover various processes throughout the project such as ease of setup, support quality etc. You can also capture pain points, and areas of improvement throughout each phase. This allows you to gain a better understanding of the overall customer experience, similar to this form.

To create a form, follow these steps and then attach the form to your project, so that customers can fill it out after project completion.

Implementing these tips will ensure a smoother customer journey and stronger relationships.