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experience-audit

experience-audit

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".

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name: experience-audit description: > 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". argument-hint: "[product, channel, journey stage, or competitor to benchmark against]" user-invocable: true

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

ParameterDescription
Audit typeFull experience audit, channel-specific, journey-specific, or competitive
ChannelsWebsite, mobile app, email, phone/IVR, in-store, chat, social
Journey stagesAwareness, consideration, purchase, onboarding, usage, support, renewal
PersonasWhich customer types to evaluate as
Competitors2-3 competitors for benchmarking (if applicable)
StandardsWCAG 2.1, Nielsen heuristics, brand guidelines, industry standards
DevicesDesktop, mobile, tablet, assistive technology

Step 2: Heuristic Evaluation

Evaluate each touchpoint against established usability heuristics.

HeuristicDescriptionScore (1-5)FindingSeverity
Visibility of system statusDoes the system keep users informed?
Match between system and real worldDoes it use language users understand?
User control and freedomCan users undo, go back, escape?
Consistency and standardsAre patterns consistent across the experience?
Error preventionDoes the design prevent errors before they happen?
Recognition over recallAre options visible rather than memorized?
Flexibility and efficiencyAre there shortcuts for experienced users?
Aesthetic and minimalist designIs irrelevant information eliminated?
Error recoveryAre error messages helpful and actionable?
Help and documentationIs help available and easy to find?

Scoring guide:

ScoreLabelMeaning
1Critical failureBlocks users from completing tasks
2Major issueCauses significant frustration or confusion
3Moderate issueNoticeable friction but users can work around it
4Minor issueSmall polish items, low user impact
5ExcellentMeets or exceeds best practices

Step 3: Cross-Channel Consistency Check

Evaluate whether the experience is consistent across channels.

DimensionWebsiteMobile AppEmailPhoneChatConsistent?
Brand voice and toneYes / No
Visual identityYes / No
Information accuracyYes / No
Feature parityYes / No
Pricing displayYes / No
Account accessYes / No
Support availabilityYes / No
PersonalizationYes / 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.

CriteriaStatusFindingImpactRemediation
Color contrast (4.5:1 text, 3:1 large)Pass / Fail
Keyboard navigationPass / Fail
Screen reader compatibilityPass / Fail
Alt text for imagesPass / Fail
Form labels and error messagesPass / Fail
Focus indicatorsPass / Fail
Text resizing (up to 200%)Pass / Fail
Captions for video/audioPass / 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.

MetricMeasured ValueBenchmarkStatusImpact
Page load time (LCP)[s]< 2.5sPass / Fail
Time to interactive (TTI)[s]< 3.8sPass / Fail
Cumulative layout shift (CLS)[score]< 0.1Pass / 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]100Pass / Fail

Step 6: Competitive Benchmarking

Compare key experience dimensions against competitors.

DimensionYour ProductCompetitor ACompetitor BGap
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

  • Audit covers all channels within scope — no channel is skipped
  • Heuristic evaluation uses a consistent scoring rubric
  • Accessibility findings reference specific WCAG criteria
  • Performance metrics are measured, not estimated
  • Competitive benchmarking uses the same evaluation criteria for all companies
  • Each finding has a severity rating and a specific recommendation
  • Report includes screenshots or recordings to support findings where possible

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
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