The Ultimate VoC Checklist for 2025 (In the Age of AI)

Discover the ultimate 2025 Voice of Customer (VoC) checklist—combining timeless CX best practices with cutting-edge AI strategies

Sean McDade, PhD

Sean McDade, PhD

Founder & CEO, PeopleMetrics

Over the past three months, I’ve written 41 blog posts — each revisiting a lesson from my book Listen or Die (along with the conclusion)— through the lens of what’s changed (and what hasn’t) in the age of AI.

What emerged is a modern roadmap for any company looking to build or evolve their Voice of Customer (VoC) program today.

This is the ultimate checklist based on that work — combining timeless VoC fundamentals with the incredible new possibilities AI brings to the table.

The Ultimate VoC Checklist for 2025 (In the Age of AI)

✅ Get executive buy-in. Still step one. No AI tool will save a program without leadership support.

✅ Know where you are on your VoC journey. Are you building from scratch? Or evolving a mature program?

✅ Work with a VoC partner who gets AI. It’s not just about software anymore — you need expertise in CX and AI.

✅ Start with clean, structured surveys. NPS, CSAT, key drivers — these are still essential for measurement and benchmarking.

✅ Use AI to deepen open-ended feedback. The game-changer right now is conversational AI follow-ups to customer comments.

✅ Don’t overcomplicate surveys. AI isn’t about making every survey a choose-your-own-adventure. Keep what works.

✅ Map your customer touchpoints — especially your Moments of Truth. These are still gold for VoC design!

✅ Get your customer list right. Automate it. This remains the #1 operational bottleneck in VoC.

✅ Close the loop on alerts — fast. Mobile-friendly alert management is table stakes now.

✅ Layer in root cause analysis (RCA). And yes — AI can help here too, by tagging and analyzing themes.

✅ Combine customer and employee feedback. Use the wisdom of the crowd (employees) to solve systemic CX issues.

✅ Use machine learning to surface insights operators care about. AI should help people know: "What happened? Why? And what should I do next?"

✅ Integrate VoC data with your CRM. Especially in B2B. Feedback should live where your people work.

✅ Consider in-moment feedback. If you can ask while the experience is happening — do it.

✅ Reward and recognize employees based on VoC feedback. AI can help identify unsung heroes faster.

✅ Tie VoC results to compensation — carefully. Benchmark first. Design thoughtfully.

✅ Use mobile — but primarily for alerts and quick actions. Leave heavy analysis to desktop.

✅ Experiment with conversational surveys. But right now — the best use of AI is enhancing open-ended feedback, not breaking your survey structure.

✅ Focus on systemic change. AI will help surface patterns. Your job is still to fix the root cause.

✅ Never lose sight of the big picture: Listen to customers → Act on feedback → Improve experiences → Drive business results.

Your Turn

Are you building your VoC program for the AI-powered world we now live in?

What’s working for you? Where are you experimenting? Where are you stuck?

I’d love to hear from you.

Comment Here!

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