Complete Customer Evaluation Setup

This guide walks you through setting up a customer evaluation in ScaleBoss. You'll learn how to assign a team lead, evaluate stages, provide feedback, and view your results.

1. Navigate to https://dev.develop.scaleboss.ai/evaluation

2. Click "Begin Evaluation."

3. Click "Next: Assign Team."

4. Click the "Responsible Team Lead" dropdown and select a team lead.

5. Select the appropriate team lead from the dropdown.

6. Confirm your team lead selection.

7. Review the selected team lead.

8. Verify the team lead assignment is correct.

9. Once the team lead is assigned, proceed to the next step.

10. Click "Next: Evaluate Stages."

11. Adjust the first range slider to your desired value.

12. Adjust the second range slider to your desired value.

13. Adjust the third range slider to your desired value.

14. Click the "What's working well at this stage?" field and enter your feedback.

15. Click the "What could be improved?" field and enter your feedback.

16. Adjust the range slider for the next stage.

17. Adjust the second range slider for this stage.

18. Click the "What's working well at this stage?" field and enter your feedback.

19. Click the "What could be improved?" field and enter your feedback.

20. Adjust the range slider for the next stage.

21. Adjust the second range slider for this stage.

22. Click the "What's working well at this stage?" field and enter your feedback.

23. Click the "What could be improved?" field and enter your feedback.

24. Adjust the range slider for the next stage.

25. Adjust the second range slider for this stage.

26. Click the "What's working well at this stage?" field and enter your feedback.

27. Click the "What could be improved?" field and enter your feedback.

28. Click "Create Raving Fans."

29. Adjust the range slider for this section.

30. Adjust the second range slider for this section.

31. Click the "What's working well at this stage?" field and enter your feedback.

32. Click the "What could be improved?" field and enter your feedback.

33. Click "View Results."

34. Click "Complete Setup."