| Area | Process | Format/Tool |
| Objective Setting | Set objectives for the audit to fit in with overall business and marketing objectives | Objective Prioritisation Chart |
| Understanding current SOPs | Detailed meetings with those handling the touchpoints to understand current SOPs, classification of calls, escalation processes etc | Current SOP summary document |
| Evaluation Parameters | Set evaluation parameters based on the objectives – e.g if lead generation is the objective, data capture of prospects becomes a key parameter | Parameter Listing |
| Assessment Strategy | Usually a statistically significant % of customer interactions at that touchpoint per day/week; time of day; contact pattern etc; | |
| Scoring Elements | Parameters are further broken down into scoring elements and a formal score card is created | Score Card |
| Assessment and Results | Conduct the assessment for client organisation, competitive organisations and relevant industry | Touchpoint Audit Competitive Touchpoint Audit |
| Customer Feedback | Get actual feedback of experience at the touchpoint by contacting a sample of customers who have interacted recently at that touchpoint | Voice Of Customer |
| Reporting | Results, analysis, report | Touchpoint Audit Report |