Identify opportunities before you build.
A time-boxed engagement to audit your customer experience, align your team on priorities, and produce a roadmap — whether or not you build with us.
Four deliverables, one engagement
Everything you need to understand your current experience and decide what to do next.
Customer journey audit
We map your current experience end-to-end — not how you think it works, but how it actually works. Where customers drop off, where they wait, where they lose confidence.
Design thinking workshop
A structured working session with your team. We walk through findings, challenge assumptions, and align on what the experience needs to do differently.
Prioritized roadmap
Specific recommendations sequenced by impact and feasibility. Not a generic audit report — a practical plan your team can act on.
Executive presentation
Findings packaged for internal sign-off. Built for the stakeholder conversation you need to have before committing to a build.
Intake to roadmap in two to three weeks
Three phases, run in sequence. The output is yours to keep.
Intake and mapping
We start with a structured intake: your current ops platforms, customer touchpoints, business goals, and what you already know is broken. We use this to map your journey before the workshop.
Audit and workshop
The core engagement. We present our findings, facilitate the design thinking session, and align your team on priorities. Typically two days with key stakeholders on-site.
Roadmap delivery
We present findings to your executive team with recommendations prioritized by impact. You leave with a clear picture of what to build and in what order — regardless of what you decide next.
Not ready to commit to a full build. But ready to know what's broken.
The CX Assessment is the right starting point if any of these describe your situation.
- A multi-location network where customers could buy online but currently can't
- Internal stakeholders who need alignment before a major CX investment
- A suspicion that your experience is costing you conversions, but no clear data on where
- A need to build a business case before committing to a full engagement
What people usually ask
Why does the assessment cost money?
Paid discovery produces better outcomes than free audits. When both sides have something at stake, the work is sharper. If you engage BeForm for a full build, the assessment fee applies toward that engagement.
Does this commit us to a full build?
No. The CX Assessment is a standalone engagement. You keep the roadmap regardless of what you decide next. Many clients use it to build an internal business case before going to their board.
What's the time commitment on our side?
The workshop requires two days from key stakeholders — typically your Head of Digital, a technical lead, and a senior ops representative. We prepare everything else.
What happens after the assessment?
You'll have a prioritized roadmap with clear next steps. If those steps involve building with BeForm, we'll scope an engagement based on the findings. If they don't, you're not committed to anything — you have a plan you can take anywhere.
Start with the assessment.
30 minutes. No pitch deck. We'll talk through your current experience, what you already know is broken, and whether an assessment makes sense.