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Free customer friction assessment

Make it easier to be your customer.

See where customers work around a process, and what that extra effort costs your team.

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Observations and hypotheses, not validated findings. No full audit or implementation.

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  1. 01Agree the focus
  2. 02Look at the journey
  3. 03Share observations
A closer lookExplore an illustrative assessmentA missing in-game purchase, and an intake form that asks for too much.

SupportLayer Advisory

Customer Friction Review

Illustrative example, not a client case study.

A missing purchase. More information than the ticket needs.

A customer reports a missing in-game purchase, provides purchase and account context and completes necessary verification. A broad, one-size-fits-all form also requires device, network and troubleshooting material that this initial investigation does not need. All submitted information reaches the agent, who sorts the excess before investigating and resolving the ticket.

Active step

Omitted step, bypassed

Current workflow

The customer gathers extra material upfront; the agent sorts it before investigating.

Current workflow: unnecessary information collected upfrontCustomer lane: Report missing purchase, Provide purchase and account context, Complete necessary verification, Gather device and network evidence, Submit all information. All submitted information reaches the agent. Agent lane: Receive all information, Sort excess material, Investigate ticket, Resolution.CUSTOMERAGENTAll informationreceivedReportmissing purchaseProvide purchase& account contextComplete necessaryverificationGather device &network evidenceSubmit allinformationReceive allinformationSort excessmaterialInvestigateticketResolution

Recommended workflow

Two steps are omitted. The customer does less work upfront, and the agent goes straight to investigating.

Recommended workflow: only the information needed upfrontCustomer lane: Report missing purchase, Provide purchase and account context, Complete necessary verification, Submit relevant information. Gathering device and network evidence is omitted and bypassed. Agent lane: Receive relevant information, Investigate ticket, Resolution. Sorting excess material is omitted and bypassed. Additional evidence is requested only if the investigation warrants it.CUSTOMERAGENTRelevant informationreceivedOMITTEDOMITTEDMore evidence onlyif warrantedReportmissing purchaseProvide purchase& account contextComplete necessaryverificationGather device &network evidenceSubmit relevantinformationReceive relevantinformationSort excessmaterialInvestigateticketResolution
Current and recommended workflows through Resolution. Dashed bypasses mark gathering and sorting steps omitted from the recommendation.

Why it matters

Customers spend time gathering information that isn’t needed to resolve their issue. Agents then have to sort through it. That extra work can slow resolution and increase the organization’s support costs.

That extra effort can frustrate customers or cause them to give up before getting help.

Illustrative example. These are potential impacts, not measured results.

What to fix first
Use contextual intake forms: questions tailored to the customer's specific issue, with additional information requested only when needed for investigation. Keep the necessary verification.
Who should lead:
The support operations owner, with Product and Engineering.
What needs a closer look

Compare what the form requires with what an agent actually uses to resolve the issue. Wherever those two lists differ, you have found work the customer should not be doing. Then measure what it costs in customer effort, agent handle time and satisfaction.

The advisory team

Boyd Beasley

Principal Advisor

Full profile

Mike Green

Principal Advisor

Full profile

Hap Campbell

Principal Delivery Advisor

Full profile

Tres Herndon

Principal Business Advisor

Full profile

For deeper work, a paid diagnostic is separately scoped around operational evidence, prioritized recommendations and validation. Scope, timing and fees are agreed before paid work begins.