Methodology

A structured framework for objective business intelligence

Customer Journey Intelligence is the methodology we use on every engagement. Where competitor comparison is required, the findings become the BTX Experience Index, our Independent Competitive Benchmark. Every engagement follows the same repeatable process, so leadership decisions rest on data rather than opinion.

01
Research

Sector, competitor and market research.

02
Independent Assessment

The customer journey evaluated end-to-end, objectively.

03
Operational Review

Structured review of process, consistency and delivery.

04
Five-Point Scoring

Consistent criteria applied to every touchpoint.

05
BTX Experience Index

A single metric linking journey performance to revenue.

06
Independent Competitive Benchmark

Delivered as the BTX Experience Index: position versus peers and category leaders.

The Journey

Where enquiries convert — and where they are lost

Each stage is assessed against a consistent, five-point framework so revenue leakage can be located precisely and quantified.

STAGE 01
Digital Research
STAGE 02
First Impression
STAGE 03
Customer Welcome
STAGE 04
Needs Discovery
STAGE 05
Sales Conversation
STAGE 06
Facility Experience
STAGE 07
Follow-up
STAGE 08
Benchmarking
Five-Point Scoring Framework

A consistent 1–5 model applied across every touchpoint, benchmark and sector — enabling reliable comparison of performance over time.

The BTX Experience Index

A single weighted metric that links customer journey performance directly to conversion, retention and commercial risk.

Independent Assessment

Assessments are conducted independently, as a prospective customer would experience them, so findings reflect reality rather than internal assumption.

Sector Calibration

Benchmarks and weightings are calibrated for each sector, so competitive comparisons are valid and decisions defensible.

Ready to see where your business is losing customers?