Use this CES template to measure and reduce customer effort, thus increasing customer retention.
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Customer Effort Score (CES) is metric that measures how easy or difficult was it for customers to accomplish any task in your product or interact with the customer facing teams. It’s based on the idea that customers are more loyal to a product or company when the experience requires less effort.
CES surveys should be sent soon after a specific interaction or experience. Ideal times include:
The key is to send the survey when the experience is still fresh in the customer’s mind, typically within 24 hours of the interaction.
What constitutes a “good” CES can vary by industry and specific use case. However, the most important factor is often trend over time rather than absolute score. Consistently improving scores indicate you’re moving in the right direction.
CES has been shown to have a significant impact on customer churn rates:
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