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Case Study · Real Estate Customer Experience & Digital Transformation

SODIC. Aprimorando a Experiência do Cliente (CX) por meio de Visitas ao Local e Auditorias de Cliente Oculto.

Descubra como a SODIC utilizou auditorias misteriosas e visitas in loco para identificar pontos de dor na jornada do cliente e implementar recomendações acionáveis para aprimorar a experiência do cliente em suas diversas unidades de negócio.

Mystery AuditingCustomer ExperienceJourney Mapping
Client
SODIC
Industry
Real Estate Customer Experience & Digital Transformation
Date
2024-11-05
Timeline

01The Impact

The results, up front.

Audited business assets
38
Across ten asset categories
Assessment Criteria
120+
Across eight detailed checklists
Outcome
13
Reports across business units

Detailed Reports: We delivered 13+ reports for the site visits and two detailed reports for the mystery shopping exercises. Actionable Recommendations: Each report included specific, actionable recommendations tailored to SODIC’s unique needs. Enhanced Customer Experience: Our findings and recommendations provided a clear path for SODIC to enhance the customer experience across all business units.

02 — The Challenge

Where they started.

Site Visits Assets Assessed: 5 Clubs (sports) 8 Commercial & Retail Centers 10 Community Areas Community Management Office Customer Centers EDARA (Maintenance Company) 5 Handover Shadowings 3 Mock-Up Unit Viewings 3 Sales Center Visits SODIC Call Center Methodology: Mystery Shopping Audits Conducted: We meticulously audited SODIC’s residential and commercial business units, simulating the entire customer journey to pinpoint friction points and areas for improvement. Similar checklists were utilized to ensure consistency and thoroughness in our assessments. Evidence such as photos, videos, and call recordings were included to substantiate our findings. Two detailed reports were created, one for commercial and one for residential units, each containing actionable recommendations and best practices to enhance the customer experience.

03What We Did

The work.

01

Customer Journey Mapping

We mapped the customer journey across different touchpoints, identifying moments of truth and potential pain points. This included analyzing the experiences at clubs, community areas, and customer centers.

02

Detailed Assessments

Each asset was assessed using our customized checklists, which included criteria for: Staff engagement and service quality

03

Data Collection

We gathered quantitative data (response times, service times) and qualitative data (customer sentiment, employee behavior) to provide a holistic view of the customer experience.

04

Competitor Benchmarking

Comparative assessments were conducted against industry standards and competitors to identify areas where SODIC could differentiate itself in the market.

05

Documentation and Reporting

All findings were meticulously documented, with evidence collected during audits, including photos and recordings, to support our recommendations.

04 — Approach & Methodology

How we got there.

CX Consultant

05In Practice

Project samples.

SODIC project sample 1
SODIC project sample 2
SODIC project sample 3
SODIC project sample 4
SODIC project sample 5
SODIC project sample 6

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SODIC. Aprimorando a Experiência do Cliente (CX) por meio de Visitas ao Local e Auditorias de Cliente Oculto. — Renascence