Segment sentiment audit checklist

When you’re crafting a winning go-to-market strategy, understanding how customers feel about your brand at every stage of their journey is essential.

The segment sentiment audit checklist helps you analyze customer sentiment across different touchpoints, ensuring you’re not only meeting expectations but exceeding them.

What is a segment sentiment audit checklist?

A segment sentiment audit checklist is a tool designed to help you assess how different customer segments perceive your brand, content, and overall experience. By breaking down sentiment at key stages like acquisition, onboarding, engagement, and retention, this checklist enables you to pinpoint areas where your messaging resonates—and where it falls flat.

It covers critical elements such as sales enablement materials, pricing pages, customer support channels, and competitive campaigns to ensure a consistent and effective experience across all touchpoints.

Who is it for?

This checklist is ideal for product marketers, growth teams, customer success professionals, and sales enablement teams who want to refine their messaging and customer journey.

• Product marketers can use it to assess brand positioning and ensure messaging aligns with customer expectations.
• Growth teams can analyze conversion points to identify where sentiment may be impacting adoption.
• Customer success teams can refine retention and re-engagement strategies based on real sentiment insights.
• Sales enablement teams can evaluate how well materials support prospects and customers throughout the buying process.

How to use the template

Using the segment sentiment audit checklist is simple:

1. Map out the key stages – Identify the core touchpoints in your customer journey, from acquisition to retention.
2. Evaluate relevance – For each segment, assess whether your messaging is highly relevant, somewhat relevant, or generic to different audiences.
3. Analyze sentiment – Look at how customers are responding at each stage and note patterns of positive, neutral, or negative sentiment.
4. Identify gaps – Spot inconsistencies, friction points, or areas where your messaging needs refinement.
5. Implement recommendations – Use the checklist insights to refine your content strategy, sales materials, and customer engagement tactics.

Download your segment sentiment audit checklist

Segment sentiment audit checklist

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