When to use it
Send a CES survey right after a customer completes a task that should be effortless: resolving a support issue, onboarding, using self-service, returning a product, or finishing a checkout. It is the ideal metric when your goal is to remove friction from a specific process. Use it to find the steps where customers struggle most and to validate whether a redesign actually made an interaction easier.
How it is measured
CES is usually based on a 5-point or 7-point agreement scale, from strongly disagree to strongly agree, on an ease statement. One common method reports the average score; another reports the percentage of respondents who agree or strongly agree (the easy responses). Higher agreement means lower effort, which is the desired outcome. Track the score by process step and over time, and pair low scores with the open-ended reasons to find exactly where friction lives.
Recommended questions
1
How much do you agree: the company made it easy to handle my request?
rating
2
How easy was it to complete what you needed to do?
rating
3
How many steps did it take to resolve your issue?
radiogroup
4
Did you have to contact us more than once to get this resolved?
boolean
5
Where did you experience the most difficulty?
dropdown
6
What would have made this process easier for you?
comment
7
Overall, how would you rate the effort this took?
rating
Frequently asked questions
On a 7-point ease scale, an average around 5 or higher is generally healthy, and on a percentage basis you want a large majority of customers choosing the easy end of the scale. As with other experience metrics, benchmarks vary by industry and by the exact statement you use, so your own trend matters most. Because the whole point of CES is reducing friction, the best target is continuous improvement: each redesign or process change should move more responses toward effortless over time.
Use CES when your goal is to make a specific process easier and to reduce friction, especially in support, self-service, onboarding, and checkout. CSAT tells you whether people were satisfied and NPS tells you whether they are loyal, but neither pinpoints effort as directly as CES. Research has shown effort to be a strong predictor of repeat business, so CES is particularly powerful for service and operations teams. Many companies use all three together, each answering a different question about the customer experience.
The modern CES question presents an ease statement and asks how strongly the customer agrees, for example: "The company made it easy for me to handle my issue," rated from strongly disagree to strongly agree. This agreement format is preferred over older phrasings that asked customers to rate effort directly, because it is clearer and less prone to confusion about whether high means good or bad. Keep the statement specific to the task you are evaluating, and use the same wording over time for comparable trends.
Start by reading the low-score comments to find the exact friction points, then map the steps customers take and remove or simplify the worst ones. Common wins include reducing the number of handoffs, anticipating the next question so customers do not have to ask again, improving self-service content, and pre-filling known information. After each change, re-measure CES on the same process to confirm the effort actually dropped. Treat CES as a loop: measure, fix the highest-effort step, then measure again.