The Friction Audit: Finding What Frustrates Customers

When Friction Becomes Familiar

Customer frustration does not always begin with a major service failure. It can build through smaller obstacles: a form that asks for information the customer has already provided, instructions that leave an important question unanswered, a handoff that requires someone to repeat the situation, or a digital process with unnecessary steps. Each may seem minor on its own, but the effort accumulates as the customer tries to move forward.

These problems can be difficult for organizations to recognize because they have become part of how work gets done. Employees know which form to use, which department handles an issue, what internal terminology means, and what happens after a request is submitted. Customers do not have that context. A policy, communication, or process that seems straightforward internally can create unnecessary effort for someone trying to navigate it from the outside.

Reducing customer friction therefore requires more than responding to the most visible complaints. Organizations need to look deliberately for unnecessary effort, including the small obstacles customers may tolerate without ever reporting them. A friction audit provides a practical way to find those problems before they become accepted parts of the customer experience.

Where Customer Friction Hides

Some sources of customer friction are easy to recognize: a broken link, an excessive wait, or a process that repeatedly fails. Others are less obvious. Customers may have to search for information, interpret unclear instructions, provide the same details more than once, switch channels, or figure out which part of the organization can help them. Individually, these obstacles may seem minor, but together they can make a straightforward task unnecessarily difficult.

The key word is unnecessarily. Not every step that requires effort creates friction. Some processes require verification, some decisions take time, and some customer needs are genuinely complex. The goal is to identify effort that does not add meaningful value, serve an important requirement, or help the customer achieve the desired outcome.

Friction can also occur between channels and processes that work well individually. A customer may begin on a website, receive an email, call for clarification, complete a form, and then interact with an employee. The individual components may function as intended, while the transitions between them require customers to repeat information, search for answers, or determine what to do next.

Finding these problems means looking for places where customers compensate for how the organization operates. Where do they have to remember information the organization already knows, translate internal language, chase an update, repeat a request, or find a workaround? Those behaviors can reveal sources of friction that are easy to miss when each process or channel is evaluated on its own.

Conduct a Friction Audit

A friction audit examines an experience through the lens of unnecessary customer effort. While it can cover an entire journey, starting with a defined process or customer objective—such as making a purchase, getting started with a service, resolving a problem, or submitting a request—creates a clearer scope for examining what customers must do from beginning to end.

The audit should follow the customer’s path rather than the organization’s structure. Walk through the experience in sequence, noting the actions customers take, information they receive, decisions they make, channels they use, and handoffs they encounter. Customer research, behavioral data, service records, and frontline observations can help reveal where actual customer effort differs from what teams assume.

At each point, look for five common forms of friction:

Repeat

Where are customers being asked to provide information, explain a situation, or complete work they have already done?
Repetition often appears at handoffs between systems, channels, or teams. Asking a customer to repeat something once may seem insignificant internally, but repeated requests signal that the organization is transferring the burden of disconnected processes to the customer.

Search

Where do customers have to hunt for information, status, instructions, or the right place to go?
Customers should not need extensive knowledge of the organization to figure out how to accomplish a routine objective. Searching becomes unnecessary effort when information is difficult to locate, terminology is unfamiliar, or organizational structures determine where customers must look.

Interpret

Where does the customer have to figure out what the organization means or what they are supposed to do next?
Instructions, forms, policies, emails, error messages, and service conversations can all create interpretive effort. Information can be technically accurate and still create friction if customers have to translate internal terminology, infer the next step, or determine which details apply to them.

Wait

Where is the customer waiting, and do they understand why?
Some waiting is unavoidable, but uncertainty can make it more frustrating. Examine not only how long customers wait, but whether expectations are clear, whether progress is visible, and whether the organization is asking customers to wait because of a requirement that genuinely needs to exist.

Work Around

Where are customers creating their own solution because the intended process does not work for them?
Customers may call after trying unsuccessfully to complete something online, keep their own records because they cannot easily check status, use an unintended channel to reach the right person, or develop other ways to navigate around a difficult process. Workarounds are particularly useful signals because they show where customers are doing additional work to compensate for the experience.

A friction audit should not end with a list of everything that could be easier. Teams need to prioritize what deserves action based on how often the problem occurs, how much effort it creates, where it appears in the journey, and whether multiple obstacles compound one another. Even a minor issue may warrant attention if it affects many customers or occurs at a high-stakes moment.

Before removing friction, teams also need to understand what is causing it. The source may be a policy, technology constraint, process, communication, handoff, or outdated internal requirement. Fixing the visible problem without addressing its cause may simply shift the effort elsewhere. The goal is to understand why unnecessary effort exists and address it at the source.

Make Every Step Earn Its Place

A friction audit can uncover dozens of opportunities, but the goal is not to eliminate complexity indiscriminately. Leaders need to distinguish between effort that serves a legitimate purpose and effort created by outdated processes, disconnected systems, unclear communication, or internal convenience. The focus should be on removing effort that does not need to be there.

Small changes can have a meaningful cumulative effect. Prepopulating information the organization already has, clarifying what happens next, eliminating an unnecessary handoff, or giving employees greater authority to resolve common problems can each make it easier for customers to move forward.

More importantly, a friction audit can reveal where the organization has transferred its own complexity to the customer. Customers should not have to understand internal structures, systems, or processes to do business with an organization. Finding and removing that unnecessary effort creates an experience that is clearer, easier, and more responsive to what customers are trying to accomplish.

Customers should not have to understand an organization’s internal complexity to do business with it.

Questions like this one are what Strategalytics™ was built to answer. It combines qualitative insight with quantitative analysis to uncover growth opportunities, and determine what they’re worth before you commit.

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