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

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