Skip to main content

Prioritize Experience Improvement Areas: Know Exactly Where to Focus Your CX Efforts — and Why It Matters

TL;DR: What this template does

This template analyzes full-funnel customer feedback and highlights the top areas to improve based on impact, urgency, and sentiment.
Upload calls from across the journey and get a ranked list of high-leverage CX fixes with real quotes.

Why prioritizing CX is a leadership skill

Not all problems are equal.

This template helps you know which experience issues matter most — so you can stop spreading resources thin and start making real progress.

Definition: CX improvement prioritization is the process of ranking experience issues based on frequency, emotional weight, and customer impact — sourced directly from feedback.

How does this template work?

Step 1: Upload Full-Funnel Feedback
  • Use onboarding, support, sales, renewal, NPS calls
  • Accepts video, audio, or text
  • Recommended: 12–20 calls across lifecycle stages
Step 2: Extract Themes — Experience Mapping
  • AI identifies friction points, confusion, and unmet needs
  • Tags emotional tone and impact level
  • Groups related issues by product, service, or moment
Step 3: Output — CX Prioritization Report
  • Ranked list of CX problems with customer quotes
  • Tags for urgency, frequency, and effort-to-fix
  • Ready-to-present summary for product, CX, and leadership

What benefits does this template provide?

BenefitDescriptionImpact
Strategic FocusKnow where to deploy limited CX resourcesImprove ROI from improvements
Team AlignmentReduce opinion wars over what to fix firstFaster cross-team execution
Quote-Backed PrioritiesTie every issue to real feedbackBuild urgency + trust
Consistent FrameworkUse the same method quarter over quarterDrive compounding improvements

How do different teams use this template?

CX Strategy Teams — Plan roadmaps grounded in signal, not noise
Product Ops — Focus backlog on issues that reduce churn
Support + CS Leaders — Elevate high-friction moments to execs
Executive Sponsors — Align investment around what’s hurting loyalty most

Frequently Asked Questions

How does this differ from traditional CSAT data?

CSAT tells you if users are satisfied. This tells you why they’re not — and what to fix to improve it.

Do I need perfect tagging or CRM structure?

No. You can upload messy, unstructured conversations — the AI extracts themes regardless.

How do I act on the results?

Each issue includes severity + effort-to-resolve + representative quote — perfect for sprint planning and roadmap debates.

What Teams Are Saying

“Insight7 helped us move from vague experience feedback to a focused top-3 fix list every quarter. No more guesswork.”


— Hayden Emmett, Consultant

Want to know where your next 10% improvement is hiding?