Retail & E-Commerce

Multi-Location Retail Services

Transforming a 12-location retailer's customer experience from reactive to proactive

4 weeks (1 week on-site, 2 weeks analysis, 1 week delivery)

Overview

A multi-location retail services company with both physical stores and e-commerce was hemorrhaging customers due to inconsistent service across channels.

The Challenge

12 locations with different processes, no unified CX strategy, 48-hour average email response time, and a returns process that required 7 steps across 3 systems.

Our Approach

  • Visited 4 of 12 locations for in-person observation
  • Analyzed 12,750 customer service interactions across all channels
  • Mapped complete customer journey across 12 touchpoints
  • Benchmarked against retail industry standards

Key Findings

  • 64% of call volume was automatable with existing tools
  • Returns process created 3x more support tickets than industry average
  • No proactive shipping notifications — driving 22% of inbound calls
  • Satisfaction drops below 2.0 at 3 critical touchpoints

Results

-60%
Call Volume
12,750/mo5,100/mo
-71%
Returns Processing
7 steps2 steps
-92%
Email Response
48 hrs4 hrs
+46%
CSAT
2.8/54.1/5

Audit Artifacts

Call Taxonomy Analysis

12,750 interactions classified across 15 categories

69%automatable
Inquiry Type
Volume
% Share
Avg Handle
AI Ready
Order Status Inquiry2,84722.3%4:12Yes
Return/Exchange Request1,92315.1%7:34Yes
Product Information1,65413%3:45Yes
Billing Dispute1,28710.1%11:20Human
Account Updates1,0988.6%5:15Yes
Shipping Issues9877.7%6:48Human
Technical Support8766.9%9:22Human
Loyalty Program6545.1%3:30Yes
Store Location/Hours4323.4%1:45Yes
Complaint/Escalation3983.1%14:10Human
Price Match Request2341.8%6:22Human
Gift Card Inquiry1871.5%3:10Yes
Warranty Claim1341.1%8:45Human
Accessibility Request560.4%5:00Human
Other230.2%4:30Human

Customer Journey Heatmap

Satisfaction scores across 12 touchpoints — gaps highlighted

Website Browse
4.1Good
Product Search
3.2Fair
Checkout
3.8Fair
Order Confirmation
4.4Good
Shipping Updates
2.1Critical
Delivery
3.6Fair
Returns Initiation
1.8Critical
Phone Support
2.4Critical
Email Support
2.9Critical
In-Store Pickup
3.9Fair
Loyalty Program
3.5Fair
Post-Purchase Follow-up
1.5Critical

Gap Analysis — Critical Touchpoints

Product Search (3.2/5) — Search relevance needs AI improvement
Shipping Updates (2.1/5) — Proactive notifications missing
Returns Initiation (1.8/5) — Complex multi-step process
Phone Support (2.4/5) — Long wait times, inconsistent quality
Email Support (2.9/5) — 48hr average response time
Post-Purchase Follow-up (1.5/5) — No follow-up exists
The customer journey heatmap was a wake-up call. We were blind to how badly we were failing at returns and post-purchase. The taxonomy analysis showed us exactly where to invest in automation.
Director of Customer Experience
Multi-Location Retail Services