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2025-11-29 18:30:44 +08:00

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customer-trust-dashboard Reporting framework for monitoring trust, sentiment, and regulator-facing KPIs.

Customer Trust Dashboard Skill

When to Use

  • Tracking impact of communications, outages, or policy changes on customer trust.
  • Preparing exec/regulator updates on sentiment, complaints, and remediation status.
  • Coordinating GTM, support, and risk teams on follow-up actions.

Framework

  1. KPI Stack sentiment, NPS, complaint volume, escalation stage, resolution SLA, refund exposure.
  2. Segmentation audience (retail, SMB, enterprise), geography, channel, product.
  3. Signal Sources support tickets, surveys, social monitoring, regulator portals, payments data.
  4. Alerting Rules thresholds, triggers, routing to comms/legal/risk teams.
  5. Action Register log remediation tasks, owners, due dates, and status for transparency.

Templates

  • Dashboard layout with hero metrics, drill-down tabs, and commentary sections.
  • Incident log sheet tied to metrics for root-cause tracking.
  • Weekly trust report template for leadership + regulator sharing.

Tips

  • Blend quantitative trends with qualitative excerpts for context.
  • Keep a “regulator ready” version with evidence attachments and approvals.
  • Pair with manage-trust-communications and review-financial-campaign outputs.