🏦 Branch Information
Institution name
Branch / location
Visit date
Branch type
Attendees present
🕐 When was this branch last renovated or rebranded?
Context only — not scored
Start here: what experience does your brand intend to deliver?
Complete first
▾
Before we assess anything in the branch, tell us what you're aiming for. Everything that follows is a conversation about how well this location is delivering on your own intentions — not ours.
How would you describe the brand experience you want customers to have here?
What three words best describe your brand?
Who is your primary customer at this branch?
Are there competitor institutions nearby you benchmark against?
Which qualities does your brand aspire to? Select all that apply.
How well is this branch currently delivering on your brand intentions?
Rate each dimension from your own perspective. There are no wrong answers.
Customer Experience Gauge
Rate items in each section to generate your score
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3.0 – 4.9
Needs attention
Brand significantly below intention.
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5.0 – 6.4
Developing
Foundation present. Meaningful gaps.
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6.5 – 7.9
Performing
Brand landing well. Targeted enhancements close the gap.
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8.0 – 9.0
Brand leader
Experience consistently matches intention.
🎯 Your score against your stated intentions
⚠️ What's driving the urgency?
Your score tells part of the story. What's creating pressure to act now?
↗ If you could address one thing tomorrow, what would it be?
Your answer becomes the lead finding in our recommendations — and the strongest argument you can take to your leadership or board for a budget conversation.