The Toolkit / Service / The Pulse
The board
Ten sections on one page
Print it, fill it in, and score each section from 1 to 5. Your score is out of 50.

How to use it
The ten sections of the Pulse
What to do in each section, and what a 1, a 3 and a 5 look like. Score yourself honestly; the low scores tell you where to work next.
- 1
What we promised
From the Handshake.
List the commitments from the Handshake.
- 1Started
- Some of them.
- 3Good
- All of them.
- 5Excellent
- All of them, with each first moment of value.
- 2
Promises kept
Delivered on time, as written.
Count how many promises were kept on time, as written.
- 1Started
- A feeling.
- 3Good
- A count.
- 5Excellent
- A count for every promise, with each one that slipped and why.
- 3
People served
This month, and last month.
Count the people served this month and last month.
- 1Started
- A guess.
- 3Good
- Both months.
- 5Excellent
- Both months, with who joined and who left.
- 4
Came back unprompted
Real adoption.
Count who came back without being reminded.
- 1Started
- Sign-ups.
- 3Good
- A count.
- 5Excellent
- A count of unprompted, repeated use, measured the same way each month.
- 5
What they do now
That they didn't before.
Write what people do now that they didn't do before.
- 1Started
- Assumed.
- 3Good
- A few changes.
- 5Excellent
- Real changes in what people do, with examples.
- 6
Who left, and why
Ask every leaver.
Ask everyone who leaves why, and write what they actually did.
- 1Started
- Not asked.
- 3Good
- Some asked.
- 5Excellent
- Every leaver asked, with what they did, not just what they said.
- 7
Their words
Quotes worth keeping.
Save what they say, with who and when.
- 1Started
- Paraphrases.
- 3Good
- Several quotes.
- 5Excellent
- Quotes from stayers and leavers, sourced and dated.
- 8
What they ask for next
New wants.
Write what they ask for next, in their words.
- 1Started
- Our roadmap.
- 3Good
- Their requests.
- 5Excellent
- Their requests in their words, grouped by what comes up again and again.
- 9
Signals for the Compass
What goes back to the Compass.
Write what customers now do and ask for, and send it to the Compass to start the next turn.
- 1Started
- Kept to ourselves.
- 3Good
- Some signals sent.
- 5Excellent
- Clear signals sent to the Compass, dated, with their sources.
- 10
What we'll change
In how we serve them.
Write what you'll change in how you serve them.
- 1Started
- Discounts to stop leavers.
- 3Good
- A few changes.
- 5Excellent
- Changes that answer why people left and what they asked for.
How it works
- Made inStep 16 · ExperiencesServe what was promised, again and again. That is Adoption, and what it teaches feeds Trends.
- What it's forKeep every promise, see who keeps coming back and who leaves, and send what you learn to the Compass to start the next turn.
- It feedsThe CompassFind the signal in the noise.

