Free practitioner tool · guided audit

Relational service audit

List the steps of one service journey, from the first moment someone looks for help to the final outcome. The guided audit scores every step against the 12 relational checks, maps the whole journey on a heatmap, and suggests a concrete, positive next improvement for each gap.

Everything runs in your browser. Nothing you type is sent, stored or shared, and no AI service is used. The starting scores are a simple keyword guide; you adjust them to what you know happens in practice.

Tip: describe what the person does or receives at each step, for example “Wait for an email with a reference number”.

The 12 relational checks

The same 12 checks power the free 5-minute check, grouped by the four pillars.

1. Reaching Out

  • Proactive outreach at the right moment
  • Plain-language entry from the person’s need
  • Don’t ask twice (Once-Only, with consent)

2. Mutual Thriving

  • Room for the person’s own words
  • Clear two-way status
  • Feedback in the moment

3. Compassionate Efficiency

  • Good faith and proportionate checks
  • Forgiving corrections (herstel van verzuim)
  • Automation that saves the person effort

4. Technology that Weaves

  • Rules explained in plain language
  • Warm handoff to a person, with context
  • Inclusive and assisted access

Want a deeper, team-based review? The Relational Service Self-Assessment toolkit turns this into a 90-day plan.