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Customer journey mapping in 2 and 1/2 days

How to create a customer journey map that improves customer success.

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There’s a common saying that you can’t understand someone until you’ve walked a mile in their shoes—and that’s exactly what customer journey maps do: they help you put yourself in different customers’ shoes and understand your business from their point of view.

Why should you do it? How should you do it? Find the answers in this guide, which we wrote after interviewing 10+ customer journey experts who shared methodologies, dos and don’ts, and pro tips with us. 

On this page:

What is a customer journey map?

How to create a customer journey map in 2 and ½ working days

4 benefits of customer journey mapping for your business

In later chapters, we dive deeper into customer journey analytics, workshops, and real-life examples.

Start mapping your customer journey

Hotjar lets you experience the customer journey through their eyes, so you can visualize what’s working and what needs improvement.

A customer journey map (CJM) is a visual representation of how customers interact with and experience your website, products, or business across multiple touchpoints.

By visualizing the actions, thoughts, and emotions your customers experience, a customer journey map helps you better understand them and identify the pain points they encounter. This is essential if you want to implement informed, customer-focused optimizations on your site.

#How the Hotjar team mapped out the ‘customer using a heatmap’ journey using sticky notes

Mapping the customer journey: narrow vs. wide focus

A customer journey map can have a very narrow focus and only look at a few, specific steps of the customer experience or buyer’s journey (for example, a product-to-purchase flow on a website), or it can take into account all the touchpoints, online and offline, someone goes through before and after doing business with you. 

Each type of customer journey map has its advantages:

A CJM with a narrow focus allows you to zero in on an issue and effectively problem-solve 

A CJM with a wide focus gives you a broader, holistic understanding of how customers experience your business

#A customer journey map example from Airbnb, starting when a user needs to book accommodation and ending after their stay in an Airbnb property

Regardless of their focus, the best customer journey maps have one thing in common: they are created with real customer data that you collect and analyze . The insights are usually organized into a map (hence the name), diagram, or flowchart during a group workshop, which is later shared across the entire business so everyone gets a clear and comprehensive overview of a customer’s journey.

How to create your first customer journey map in 2 and ½ working days

The process of creating a customer journey map can be as long or short as you need. Depending on how many people and stakeholders you involve, how much data you collect and analyze, and how many touchpoints there are across the business, you could be looking at days or even weeks and months of work.

If you’re new to customer journey mapping, start from a narrower scope before moving on to mapping every single customer touchpoint . 

Here’s our beginner customer journey mapping framework to help you create your first complete map in 2 and ½ working days:

Day 1: preliminary customer journey mapping work

Day 2: prep and run your customer journey mapping workshop.

Final ½ day: wrap up and share your results

Download your free customer journey map checklist  (as seen below), to mark off your tasks as you complete them.

#A visual recap of your 2 and 1/2 days working on a customer journey map

On your first day, you have three essential tasks:

Define the goal and scope of your CJM

Collect customer data and insights

Invite your team to a customer journey mapping workshop

Step 1: define the goal and scope of your CJM

Clarifying what part(s) of the journey you're looking at, and why, helps you stay focused throughout the mapping process.

If this is your first map,  start from a known issue or problematic area of your website. Keep the scope small, and focus on anything you can break down into four or five steps. For example:

If you have a high drop-off on a pricing page with five calls-to-action, each of which takes users to a different page, that’s enough for a mappable journey

If your purchase flow is made of five self-contained pages, each of which loses you potential customers, that’s a good candidate for mapping

✅ The output: a one- or two-sentence description of what your map will cover, and why, you can use whenever you need to explain what the process is about. For example: this map looks at the purchase flow on our website, and helps us understand how customers go through each step and the issues or obstacles they encounter. The map starts after users click ‘proceed to checkout’ and ends when they reach the 'Thank You' page .

Step 2: collect customer data and insights

Once you identify your goal and scope, the bulk of your first day should be spent collecting data and insights you’ll analyze as part of your mapping process. Because your map is narrow in focus, don’t get distracted by wide-scale demographics or data points that are interesting and nice to know, but ultimately irrelevant. 

Get your hands on as much of the following information as you can:

Metrics from traditional analytics tools (such as Google Analytics) that give you insight into what’s happening, across the pages and stages your customer journey map covers

#Website analytics from tools like Google Analytics are foundational to mapping customer journeys

Data from analyzing your conversion ‘funnels’ , which record how many visitors end up at each stage of the user journey, so you can optimize those steps for potential customers and increase conversions

Behavior analytics data (from platforms like Hotjar) that show you how people interact with your site. For example, heatmaps give you an aggregate view of how users click, move and scroll on specific pages, and session recordings capture a user’s entire journey as they navigate your site

Quantitative and qualitative answers to on-site surveys relevant to the pages you’re going to investigate, as customer feedback will ultimately guide your roadmap of changes to make to improve the journey

#Get real-time input from your website users with Hotjar Surveys

Any demographic information about existing user and customer personas that helps you map the journey from the perspective of a real type of customer, rather than that of any hypothetical visitor, ensuring the journey makes sense for your target audience

Any relevant data from customer service chat logs, emails, or even anecdotal information from support, success, and sales teams about the issues customers usually experience

✅ The output: quantitative and qualitative data about your customers' interactions and their experiences across various touchpoints. For example, you’ll know how many people drop off at each individual stage, which page elements they interact with or ignore, and what stops them from converting.

💡Pro tip: as you read this guide, you may not yet have most of this data, particularly when it comes to heatmaps, recordings, and survey results. That’s ok. 

Unless you’re running your CJM workshop in the next 12 hours, you have enough time to set up Hotjar on your website and start collecting insights right now. The platform helps you:

Learn where and why users drop off with Funnels

Visualize interactions on key pages with Heatmaps

Capture visitor sessions across your website with Recordings

Run on-site polls with Surveys

When the time comes for you to start your customer journey mapping process, this data will be invaluable.

Step 3: invite your team to a customer journey mapping workshop

In our experience, the most effective way to get buy-in is not to try and convince people after things are done—include them in the process from the start. So while you can easily create a customer journey map on your own, it won’t be nearly as powerful as one you create with team members from different areas of expertise .

For example, if you’re looking at the purchase flow, you need to work with:

Someone from the UX team, who knows about the usability of the flow and can advocate for design changes

Someone from dev or engineering, who knows how things work in the back end, and will be able to push forward any changes that result from the map

Someone from success or support, who has first-hand experience talking to customers and resolving any issues they experience

✅ The output: you’ve set a date, booked a meeting space, and invited a group of four to six participants to your customer journey mapping workshop.

💡Pro tip: for your first map, stay small. Keep it limited to four to six people, and no main stakeholders . This may be unpopular advice, especially since many guides out there mention the importance of having stakeholders present from the start.

However, when you’re not yet very familiar with the process, including too many people early on can discourage them from re-investing their time into future CJM tasks. At this stage, it’s more helpful to brainstorm with a small team, get feedback on how to improve, and iterate a few times. Once you have a firm handle on the process, then start looping in your stakeholders.

On workshop day, you’ll spend half your time prepping and the other half running the actual session.

Step 1: prepare all your materials 

To run a smooth workshop, ensure you do the following:

Bring stationery: for an interactive workshop, you’ll need basic materials such as pens, different colored Post-its, masking tape, and large sheets of paper to hang on the wall

Collect and print out the data: use the data you collected on Day 1. It’s good to have digital copies on a laptop or tablet for everybody to access, but print-outs could be the better alternative as people can take notes and scribble on them.

Print out an empathy map canvas for each participant: start the workshop with an empathy mapping exercise (more on this in Step 2). For this, hand each participant an empty empathy map canvas you can recreate from the template below.

#Use this empathy map canvas template to kick-start your customer journey mapping workshop

Set up a customer journey map template on the wall: use a large sheet of paper to create a grid you'll stick to the wall and fill in as part of the workshop. On the horizontal axis, write the customer journey steps you identified during your Day 1 prep work; on the vertical axis, list the themes you want to analyze for each step. For example:

Actions your customers take

Questions they might have

Happy moments they experience

Pain points they experience

Tech limits they might encounter

Opportunities that arise

#An example of a customer journey map template with different stages and themes

Step 2: run the workshop

This is the most interactive (and fun) part of the process. Follow the framework below to go from zero to a completed draft of a map in just under 2 hours .

Introduction [🕒 5–10 min]

Introduce yourself and your participants to one another

Using the one-two sentence description you defined on Day 1, explain the goal and scope of the workshop and the activities it will involve

Offer a quick summary of the customer persona you’ll be referring to throughout the session

Empathy mapping exercise [🕒 30 min]

Using the personas and data available, have each team member map their observations onto sticky notes and paste them on the relevant section of the empathy mapping canvas

Have all participants take turns presenting their empathy map

Facilitate group discussions where interesting points of agreement or disagreement appear

Customer journey mapping [🕒 60 min]

Using Post-its, ask each participant to fill in parts of the map grid with available information. Start by filling in the first row together, so everybody understands the process, then do each row individually (15–20 min). At the end of the process, you should have something like this:

journey map business

Looking at the completed map, encourage your team to discuss and align on core observations (and take notes: they’ll come in handy on your final half day). At this point, customer pain points and opportunities should become evident for everybody involved. Having a cross-functional team means people will naturally start discussing what can, or cannot, immediately be done to address them (35–40 min).

Wrap up [🕒 5 min]

Congratulations! Your first customer journey map is complete. Finish the session by thanking your participants and letting them know the next steps.

Final half-day: wrap up and share

Once you’ve gone through the entire customer journey mapping workshop, the number one thing you want to avoid is for all this effort to go to waste. Instead of leaving the map hanging on the wall (or worse: taking it down, folding it, and forgetting about it), the final step is to wrap the process up and communicate the results to the larger team.

Digitize the map so you can easily update and share it with team members: it may be tempting to use dedicated software or invest time into a beautiful design, but for the first few iterations, it’s enough to add the map to your team’s existing workflows (for example, our team digitized our map and added it straight into Jira, where it’s easily accessible)

Offer a quick write-up or a 5-minute video introduction of the activity: re-use the description you came up with on Day 1, including who was involved and the top three outcomes

Clearly state the follow-up actions: if you’ve found obvious issues that need fixing, that’s a likely next step. If you’ve identified opportunities for change and improvement, you may want to validate these findings via customer interviews and usability testing.

4 benefits of customer journey mapping

In 2023, it’s almost a given that great customer experience (CX) provides any business or ecommerce site with a competitive advantage. But just how you’re supposed to deliver on the concept and create wow-worthy experiences is often left unsaid, implied, or glossed over.

Customer journey maps help you find answers to this ‘How?’ question, enabling you to:

Visualize customer pain points, motivations, and drivers

Create cross-team alignment around the business

Remove internal silos and clarify areas of ownership

Make improvements and convert more visitors into customers

We’ve done a lot of customer journey work here at Hotjar, so we know that the above is true—but don’t just take our word for it: all the people we interviewed for this guide confirmed the benefits of journey mapping. Let’s take a look at what they shared.

1. Visualize customer pain points, motivations, and drivers

It’s one thing to present your entire team with charts, graphs, and trends about your customers, and quite another to put the same team in front of ONE map that highlights what customers think, want, and do at each step of their journey.

I did my first customer journey map at MADE.COM within the first three months of joining the company. I was trying to map the journey to understand where the pain points were.

For example, people who want to buy a sofa from us will be coming back to the site 8+ times over several weeks before making a purchase. In that time, they may also visit a showroom. So now I look at that journey, at a customer’s motivation for going to the website versus a physical store, and I need to make sure that the experience in the showroom complements what they're doing on-site, and vice-versa, and that it all kind of comes together.

The map helps in seeing that journey progress right up to the time someone becomes a customer. And it also continues after: we see the next touchpoints and how we're looking to retain them as a customer, so that they come back and purchase again.

A customer journey map is particularly powerful when you incorporate empathy into it, bringing to light specific emotions that customers experience throughout the journey.

journey map business

2. Create cross-team alignment around the business

The best, most effective customer journey maps are not the solo project of the user experience (UX) or marketing team (though they may originate there).

Customer journey maps are a quick, easy, and powerful way to help everybody in your business get a clearer understanding of how things work from a customers’ perspective and what the customers’ needs are—which is the first step in your quest towards creating a better experience for them.

Our first goal for preparing a customer journey map was to improve understanding customers across the company, so that every employee could understand the entire process our clients go through.

For example, people from the shipping department didn't know how the process works online; people from marketing didn't know how customers behave after filing a complaint. Everything seems obvious, but when we shared these details, we saw that a lot of people didn't know how the company itself works—this map made us realize that there were still gaps we needed to fill.

journey map business

If we discover that customers have a pain point in a specific section of the map, different teams can look at the same section from several angles; customer support can communicate why something is not possible, and engineering can explain why it’s going to take X amount of effort to get it done. Especially in cross-functional teams where we all come from really different disciplines, I find these maps to be an incredible way for us all to speak the same language.

3. Remove internal silos and clarify areas of ownership

As a company grows in size and complexity, the lines of ownership occasionally become blurry. Without clarity, a customer might get bounced like a ping pong ball across Sales, Success, and Support departments—not great for the seamless and frictionless customer experience we all want to offer.

A central source of ‘truth’ in the form of a customer journey map that everybody can refer to helps clarify areas of ownership and handover points.

We were growing as a team, and we realized we needed to operationalize a lot of the processes that, before then, had just been manually communicated. We did it through a customer journey map. Our goal was to better understand where these hand-off points were and how to create a more seamless experience for our customers, because they were kind of being punted from team to team, from person to person—and often, it was really hard to keep tabs on exactly where the customer was in that entire journey.

4. Make improvements and convert more visitors into customers

A customer journey map will take your team from 'It appears that 30% of people leave the website at this stage' to 'Wow, people are leaving because the info is incomplete and the links are broken.' Once everyone is aligned on the roadblocks that need to be addressed, changes that have a positive impact on the customer experience and customer satisfaction will happen faster.

The customer journey map brings it all together: it doesn't matter who you've got in the room. If you’re doing a proper journey map, they always get enlightened in terms of ‘Oh, my word. I did not know the customer's actually experiencing this.’ And when I walk out of the session, we have often solved issues in the business. Accountability and responsibilities have been assigned, and I find that it just works well.

<#Shaheema (right) working on a customer journey map

Shaheema (right) working on a customer journey map

Collect the right data to create an effective customer journey map

The secret of getting value from customer journey mapping is not just building the map itself: it's taking action on your findings. Having a list of changes to prioritize means you can also measure their effect once implemented, and keep improving your customers' experience. 

This all starts with collecting customer-centric data—the sooner you begin, the more information you’ll have when the time comes to make a decision.

Start mapping your customer journey today

Hotjar lets you experience your customer’s journey through their eyes, so you can visualize what’s working and what needs improvement.

FAQs about customer journey mapping

How do i create a customer journey map.

To create a useful customer journey map, you first need to define your objectives, buyer personas, and the goals of your customers (direct customer feedback and  market research will help you here). Then, identify all the distinct touchpoints the customer has with your product or service in chronological order, and visualize the completion of these steps in a map format.

What are the benefits of customer journey mapping?

Customer journey mapping provides different teams in your company with a simple, easily understandable visualization that captures your customers’ perspective and needs, and the steps they’ll  take to successfully use your  product or service. 

Consider customer journey mapping if you want to accomplish a specific objective (like testing a new product’s purchase flow) or work towards a much broader goal (like increasing overall customer retention or customer loyalty).

What is the difference between a customer journey map and an experience map?

The main difference between an experience map and a customer journey map is that customer journey maps are geared specifically toward business goals and the successful use of a product or service, while experience maps visualize an individual’s journey and experience through the completion of any task or goal that may not be related to business.

Customer Journey Maps: How to Create Really Good Ones [Examples + Template]

Aaron Agius

Updated: April 17, 2024

Published: May 04, 2023

Did you know 70% of online shoppers abandoned their carts in 2022? Why would someone spend time adding products to their cart just to fall off the customer journey map at the last second?

person creating a customer journey map

The thing is — understanding your customer base can be very challenging. Even when you think you’ve got a good read on them, the journey from awareness to purchase for each customer will always be unpredictable, at least to some level.

Download Now: Free Customer Journey Map Templates

While it isn’t possible to predict every experience with 100% accuracy, customer journey mapping is a convenient tool for keeping track of critical milestones that every customer hits. In this post, I’ll explain everything you need to know about customer journey mapping — what it is, how to create one, and best practices.

Table of Contents

What is the customer journey?

What is a customer journey map, benefits of customer journey mapping, customer journey stages.

  • What’s included in a customer journey map?

The Customer Journey Mapping Process

Steps for creating a customer journey map.

  • Types of Customer Journey Maps

Customer Journey Mapping Best Practices

  • Customer Journey Design
  • Customer Journey Map Examples

Free Customer Journey Map Templates

journey map business

Free Customer Journey Template

Outline your company's customer journey and experience with these 7 free templates.

  • Buyer's Journey Template
  • Future State Template
  • Day-in-the-Life Template

You're all set!

Click this link to access this resource at any time.

The customer journey is the series of interactions a customer has with a brand, product, or business as they become aware of a pain point and make a purchase decision. While the buyer’s journey refers to the general process of arriving at a purchase, the customer journey refers to a buyer's purchasing experience with a specific company or service.

Customer Journey vs. Buyer Journey

Many businesses that I’ve worked with were confused about the differences between the customer’s journey and the buyer’s journey. The buyer’s journey is the entire buying experience from pre-purchase to post-purchase. It covers the path from customer awareness to becoming a product or service user.

In other words, buyers don’t wake up and decide to buy on a whim. They go through a process of considering, evaluating, and purchasing a new product or service.

The customer journey refers to your brand’s place within the buyer’s journey. These are the customer touchpoints where you will meet your customers as they go through the stages of the buyer’s journey. When you create a customer journey map, you’re taking control of every touchpoint at every stage of the journey instead of leaving it up to chance.

For example, at HubSpot, our customer’s journey is divided into three stages — pre-purchase/sales, onboarding/migration, and normal use/renewal.

hubspot customer journey map stages

1. Use customer journey map templates.

Why make a customer journey map from scratch when you can use a template? Save yourself some time by downloading HubSpot’s free customer journey map templates .

This has templates that map out a buyer’s journey, a day in your customer’s life, lead nurturing, and more.

These templates can help sales, marketing, and customer support teams learn more about your company’s buyer persona. This will improve your product and customer experience.

2. Set clear objectives for the map.

Before you dive into your customer journey map, you need to ask yourself why you’re creating one in the first place.

What goals are you directing this map towards? Who is it for? What experience is it based upon?

If you don’t have one, I recommend creating a buyer persona . This persona is a fictitious customer with all the demographics and psychographics of your average customer. This persona reminds you to direct every aspect of your customer journey map toward the right audience.

3. Profile your personas and define their goals.

Next, you should conduct research. This is where it helps to have customer journey analytics ready.

Don’t have them? No worries. You can check out HubSpot’s Customer Journey Analytics tool to get started.

Questionnaires and user testing are great ways to obtain valuable customer feedback. The important thing is to only contact actual customers or prospects.

You want feedback from people interested in purchasing your products and services who have either interacted with your company or plan to do so.

Some examples of good questions to ask are:

  • How did you hear about our company?
  • What first attracted you to our website?
  • What are the goals you want to achieve with our company? In other words, what problems are you trying to solve?
  • How long have you/do you typically spend on our website?
  • Have you ever made a purchase with us? If so, what was your deciding factor?
  • Have you ever interacted with our website to make a purchase but decided not to? If so, what led you to this decision?
  • On a scale of 1 to 10, how easily can you navigate our website?
  • Did you ever require customer support? If so, how helpful was it, on a scale of 1 to 10?
  • Can we further support you to make your process easier?

You can use this buyer persona tool to fill in the details you procure from customer feedback.

4. Highlight your target customer personas.

Once you’ve learned about the customer personas that interact with your business, I recommend narrowing your focus to one or two.

Remember, a customer journey map tracks the experience of a customer taking a particular path with your company. If you group too many personas into one journey, your map won’t accurately reflect that experience.

When creating your first map, it’s best to pick your most common customer persona and consider the route they would typically take when engaging with your business for the first time.

You can use a marketing dashboard to compare each and determine the best fit for your journey map. Don’t worry about the ones you leave out, as you can always go back and create a new map specific to those customer types.

5. List out all touchpoints.

Begin by listing the touchpoints on your website.

What is a touchpoint in a customer journey map?

A touchpoint in a customer journey map is an instance where your customer can form an opinion of your business. You can find touchpoints in places where your business comes in direct contact with a potential or existing customer.

For example, if I were to view a display ad, interact with an employee, reach a 404 error, or leave a Google review, all of those interactions would be considered a customer touchpoint.

Your brand exists beyond your website and marketing materials, so you must consider the different types of touchpoints in your customer journey map. These touchpoints can help uncover opportunities for improvement in the buying journey.

Based on your research, you should have a list of all the touchpoints your customers are currently using and the ones you believe they should be using if there’s no overlap.

This is essential in creating a customer journey map because it provides insight into your customers’ actions.

For instance, if they use fewer touchpoints than expected, does this mean they’re quickly getting turned away and leaving your site early? If they are using more than expected, does this mean your website is complicated and requires several steps to reach an end goal?

Whatever the case, understanding touchpoints help you understand the ease or difficulties of the customer journey.

Aside from your website, you must also look at how your customers might find you online. These channels might include:

  • Social channels.
  • Email marketing.
  • Third-party review sites or mentions.

Run a quick Google search of your brand to see all the pages that mention you. Verify these by checking your Google Analytics to see where your traffic is coming from. Whittle your list down to those touchpoints that are the most common and will be most likely to see an action associated with it.

At HubSpot, we hosted workshops where employees from all over the company highlighted instances where our product, service, or brand impacted a customer. Those moments were recorded and logged as touchpoints. This showed us multiple areas of our customer journey where our communication was inconsistent.

The proof is in the pudding — you can see us literally mapping these touch points out with sticky notes in the image below.

Customer journey map meeting to improve the customer journey experience

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Journey mapping 101.

Portrait of Sarah Gibbons

December 9, 2018 2018-12-09

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Journey maps are a common UX tool. They come in all shapes, sizes, and formats. Depending on the context, they can be used in a variety of ways. This article covers the basics: what a journey map is (and is not), related terminology, common variations, and how we can use journey maps.

In This Article:

Definition of a journey map, key components of a journey map, journey-map variations, why use journey maps.

Definition: A journey map is a visualization of the process that a person goes through in order to accomplish a goal.

In its most basic form, journey mapping starts by compiling a series of user actions into a timeline. Next, the timeline is fleshed out with user thoughts and emotions in order to create a narrative. This narrative is condensed and polished, ultimately leading to a visualization.

Basic Journey Map

The terms ‘user journey map’ and ‘customer journey map’ can be used interchangeably. Both reference a visualization of a person using your product or service.

While the argument can be made that the term ‘customer’ does a disservice to the method (because, especially for certain business-to-business products, not all of end users are technically customers, i.e., product buyers), alignment on what you call the map is far less important than alignment on the content within the map.

Journey maps come in all shapes and sizes. Regardless of how they look, journey maps have the following 5 key elements in common:

Scenario + Expectations

Journey phases, actions, mindsets, and emotions, opportunities.

The actor is the persona or user who experiences the journey. The actor is who the journey map is about — a point of view. Actors usually align with personas and their actions in the map are rooted in data.

Provide one point of view per map in order to build a strong, clear narrative. For example, a university might choose either a student or a faculty member as actor — each would result in different journeys. (To capture both viewpoints, the university will need to build two separate maps, one for each of the two user types.)

The scenario describes the situation that the journey map addresses and is associated with an actor’s goal or need and specific expectations. For example, one scenario could be switching mobile plans to save money, and expectations for it include to easily find all the information needed to make a decision.

Scenarios can be real (for existing products and services) or anticipated — for products that are yet in the design stage.

Journey maps are best for scenarios that involve a sequence of events (such as shopping or taking a trip), describe a process (thus involve a set of transitions over time), or might involve multiple channels .

Journey phases are the different high-level stages in the journey. They provide organization for the rest of the information in the journey map (actions, thoughts, and emotions). The stages will vary from scenario to scenario; each organization will usually have data to help it determine what these phases are for a given scenario.

Here are some examples:

  • For an ecommerce scenario (like buying Bluetooth speakers), the stages can be discover, try, buy, use, seek support.
  • For big (or luxury) purchases (like buying a car), the stages can be engagement, education, research, evaluation, justification.
  • For a business-to-business scenario (like rolling out an internal tool), the stages could be purchase, adoption, retention, expansion, advocacy.

These are behaviors, thoughts, and feelings the actor has throughout the journey and that are mapped within each of the journey phases.

Actions are the actual behaviors and steps taken by users. This component is not meant to be a granular step-by-step log of every discrete interaction. Rather, it is a narrative of the steps the actor takes during that phase.

Mindsets correspond to users’ thoughts, questions, motivations, and information needs at different stages in the journey. Ideally, these are customer verbatims from research.

Emotions are plotted as single line across the journey phases, literally signaling the emotional “ups” and “downs” of the experience. Think of this line as a contextual layer of emotion that tells us where the user is delighted versus frustrated.

Opportunities (along with additional context such as ownership and metrics) are insights gained from mapping; they speak to how the user experience can be optimized. Insights and opportunities help the team draw knowledge from the map:

  • What needs to be done with this knowledge?
  • Who owns what change?
  • Where are the biggest opportunities?
  • How are we going to measure improvements we implement?

Customer Journey Map Example

There are several concepts closely related and thus easily confused with journey maps.

It is important to note that this section is only meant to help your personal understanding and clarification of these terms. It is not advised to debate or attempt to shift a whole organization’s language to abide by the definitions stated here. Instead, use these definitions to guide you towards aspects of another method that your team has not previously considered.

Journey Map vs. Experience Map

Think of an experience map as a parent to a journey map. A journey map has a specific actor (a singular customer or user of a product) and specific scenario (of a product or service), while an experience map is broader on both accounts — a generic human undergoing a general human experience.

The experience map is agnostic of a specific business or product. It’s used for understanding a general human behavior; in contrast, a customer journey map is specific and focused on a particular business or product.

For example, imagine the world before the ridesharing market existed (Uber, Lyft, Bird, or Limebike, to name a few). If we were to create an experience map of how a person gets from one place to another, the map would likely include walking, biking, driving, riding with a friend, public transportation, or calling a taxi. Using that experience map we could then isolate pain points: unknown fares, bad weather, unpredictable timing, paying in cash, and so on. Using these pain points, we would then create a future journey map for specific product: how does a particular type of user call a car using the Lyft app?

Journey Map vs. Service Blueprint

If journey maps are the children to experience maps, then service blueprints are the grandchildren. They visualize the relationships between different service components (such as people or processes) at various touchpoints in a specific customer journey.

Think of service blueprints as a part two to customer journey maps. They are extensions of journey maps, but instead of being focused on the user (and taking the user’s viewpoint), they are focused on the business (and take its perspective).

For the Lyft scenario above, we would take the journey map and expand it with what Lyft does internally to support that customer journey. The blueprint could include matching the user to a driver, contacting the driver, calculating fares, and so on.

Journey Map vs. User Story Map

User stories are used in Agile to plan features or functionalities. Each feature is condensed down to a deliberately brief description from a user’s point of view; the description focuses on what the user wants to do, and how that feature will help. The typical format of a user story is a single sentence: “As a [type of user], I want to [goal], so that [benefit].” For example, “As a checking account holder, I want to deposit checks with my mobile device, so that I don’t have to go to the bank.”

A user story map is a visual version of a user story. For example, take the user story above (“As a checking account holder, I want to deposit checks with my mobile device, so that I don’t have to go to the bank.”) and imagine writing out the different steps that the team plans for the user to take when using that functionality. These steps could be: logging in, beginning deposit, taking picture of check, and entering transaction details. For each step, we can document required features: enabling camera access, scanning check and auto filling numbers, and authorizing signature. In a user story map, these features are written on sticky notes, then arranged based on the product release that each functionality will be added to.

While, at a glance, a user story map may look like a journey map, journey maps are meant for discovery and understanding (think big picture), while user story maps are for planning and implementation (think little picture).

Although a journey map and user story map may contain some of the same pieces, they are used at different points of the process. For example, imagine our journey map for Lyft indicated that a pain point appeared when the user was in a large group. To address it, the team may introduce a multicar-call option. We could create a user story map to break this feature (multicar call) into smaller pieces, so a product-development team could plan release cycles and corresponding tasks.

The benefits of journey maps (and most other UX mappings ) are two-fold. First, the process of creating a map forces conversation and an aligned mental model for the whole team. Fragmented understanding is a widespread problem in organizations because success metrics are siloed; it is no one’s responsibility to look at the entire experience from the user’s standpoint. This shared vision is a critical goal of journey mapping, because, without it, agreement on how to improve customer experience would never take place.

Second, the shared artifact resulting from the mapping can be used to communicate an understanding of your user or service to all involved. Journey maps are effective mechanisms for conveying information in a way that is memorable, concise, and that creates a shared vision. The maps can also become the basis for decision making as the team moves forward.

Journey mapping is a process that provides a holistic view of the customer experience by uncovering moments of both frustration and delight throughout a series of interactions. Done successfully, it reveals opportunities to address customers’ pain points, alleviate fragmentation, and, ultimately, create a better experience for your users.

Additional articles are available, discussing: 

  • When to create customer journey maps
  • The 5-step process
  • Journey mapping in real life

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What is customer journey mapping?

Customer journey map template, the customer journey mapping process, data inputs for your customer journey map, why should you use customer journey maps, the uses of customer journey mapping, how to improve a customer journey, tools to help you with your journey mapping, see how xm for customer frontlines works, customer journey mapping 101: definition, template & tips.

22 min read Find out about how to start customer journey mapping, and how to improve it for the benefit of your customers and the business.

If you want to improve your customer experience you need to be able to understand and adapt the customer journey you offer when someone interacts with your organization. Whether their journey is entirely online , offline, or a blend of both, there are multiple journeys a customer might undergo.

Understanding the customer journey in depth helps you identify and take action on customer pain points and repeat what’s working. By doing this, you will improve the overall experience that your customers have, which will have better outcomes for your business.

Outlining the potential customer journeys your audience might go through requires a process called customer journey mapping.

Free Course: Customer journey management & improvement

Creating a customer journey map is the process of forming a visual representation of customers’ processes, needs , and perceptions throughout their interactions and relationship with an organization. It helps you understand the steps customers take – the ones you see, and don’t – when they interact with your business.

It enables you to assess:

  • Insights – from your existing customer journey, how to understand it better
  • Impact – how to optimize budgets and effort for changes we want to make to the customer experiences
  • Issues/opportunities – Diagnose the existing customer journey
  • Innovation – where you might want to completely change the existing customer experience

A customer journey map gives you deeper insight into the customer, so you can go beyond what you already know. Many brands see the customer journey as something that is visible – where the customer interacts with the brand. But in reality, this is not true, and only accounts for a percentage of the entire customer journey. Creating a customer journey map gets you thinking about the aspects of the journey you don’t see, but have equal weight and importance to the entire experience.

When mapping out the customer journey, you are looking for the moments that matter – where there is the greatest emotional load.

If you’re buying a car, then the greatest moment of emotional load is when you go to pick the car up because it’s yours , after picking the color, choosing the model, and waiting for it to be ready.

Ensuring these moments match your customers’ expectations of your product, brand and service teams are key to helping you reach your business goals. But you can only do that by understanding the journey your customers go on in order to get there, what they’re thinking and needing from you at that time. Developing a customer journey map puts you in their shoes so you can understand them better than ever before.

Getting started when creating a customer journey map template doesn’t have to be difficult. However, your customer journey map template will need to cover several elements in order to be effective.

There are several ingredients that make up the anatomy of a customer journey, all of which should be looked at carefully so that you can find out where the customer journey runs smoothly and meets customer needs at that moment in time – and where the experience does not, and needs some improvement.

Understanding their behaviors and attitudes also means you can fix bad experiences more effectively too because you know why you haven’t met your customers’ expectations and what you need to do to make amends. There may be times when things go wrong, but it’s how you adapt and what you do to fix these experiences that separates the best. Knowing how the customer will be feeling makes taking that decisive action much easier.

When exploring and visualizing the customer journey we are assessing:

  • Customer behavior What is your customer trying to do?
  • Customer attitudes What is your customer feeling/saying?
  • The on-stage experience Who/what is your customer directly interacting with? (This includes various channels, such as TV ads or social media)
  • The off-stage experience Who/what needs to be in place but which your customer is NOT directly aware of?

So what could the customer journey map examples look like when starting the process of buying a car?

customer journey steps

Customer journey vs process flow

Understanding customer perspective, behavior, attitudes, and the on-stage and off-stage is essential to successfully create a customer journey map – otherwise, all you have is a process flow. If you just write down the touchpoints where the customer is interacting with your brand, you’re typically missing up to 40% of the entire customer journey.

There is no single customer journey. In fact, there are multiple. The best experiences combine multiple journeys in a seamless way to create a continuous customer lifecycle as outlined below.

customer journey loop

Getting started with customer journey map templates

To begin, start by choosing a journey that you would like to create a customer journey map for and outline the first step that customers will take.

You can use this customer journey map template below to work out the customer behaviors, attitudes, the on-stage and off-stage processes – and the KPIs attached to measuring the success of this experience.

Download our free journey mapping template here

The step-by-step process of mapping the customer journey begins with the buyer persona .

Step 1 – Create a customer persona to test

In order to effectively understand the customer journey, you need to understand the customer – and this is where creating a persona really helps. You may base this around the most common or regular customers, big spend, or new customers you haven’t worked with before. This persona is beyond a marketing segment , but that can be a great place to begin if you’re just starting out on the mapping process for your organization.

What do you include? Start with these characteristics.

  • Family status
  • Professional goals
  • Personal goals

These personas help you gain a deeper understanding of your customers and can be derived from insights and demographic data , or even customer interviews . This works for both B2B and B2C business models, but in B2B especially you’ll have multiple customers for each opportunity so it’s recommended you build out multiple personas.

To begin, start with no more than three personas to keep things simple.

Create a diverse team

When creating a customer journey map, you also need to build out a diverse mapping team to represent the whole business. Include frontline staff , day-to-day management, corporate teams, HR, and business support functions. They will give you vital feedback, advice, and perspectives you hadn’t thought of.

Step 2 – Choose a customer journey for mapping

Select a customer journey map to construct, then build a behavior line. This might be a new customer journey, renewal, or fixing a product issue. You might also choose this based on the most frequent customer journeys taken, or the most profitable.

Step 3 – Work through the mapping process

Ask yourself the following:

  • Who are the people involved in this journey? E.g. if you’re in a car dealership, that might be the customer, the sales rep, and front-of-house staff.
  • What are the processes or the things that happen during this journey?
  • What are the customer attitudes ? What are they feeling at this time? Go beyond excitement or frustration. Bring these feelings to life. This car is my dream come true!
  • What is the moment that matters? Identify the greatest moment of emotional load. The make or break where everything could be good up until that point, but if you get that moment of maximum impact wrong, then all that’s good is forgotten. The best experience brands get this moment right and identifying it is an important first step to achieving that. In that moment, ask yourself what are the things/people/processes involved? Think about this for the whole business – across your product , brand , and service teams.
  • But beyond identifying this moment, you need to establish what your customers’ needs are. What are they getting out of this moment? How do their needs change if this experience goes badly? Knowing the answer to these questions can help you deliver experiences that will resonate , and respond quickly to unforeseen circumstances or issues.
  • And finally, how do you measure how effectively you are meeting customer needs throughout the journey? Set KPIs to put benchmarks in place for your customer journey map and customer experience and track your progress.

Step 4 – Innovate

When you are mapping out your customer journey, brainstorm ideas for how to improve that moment that really matters . These ideas don’t need to be practical, but by putting together a diverse mapping team from around the business you can begin to filter through these ideas.

Then, test it.

Ask yourself: Is it feasible? Is it viable? Is it desirable? Don’t ask can we do it, ask should we do it? Then you can start to differentiate yourself from your competitors.

Step 5 – Measure

Use the customer journey map to decide on your measurement framework.

Who are you measuring? What are you measuring? When on the journey are you measuring it? And why? And finally, what metrics and KPI’s are in place to measure this?

customer journey metrics

Your customer journey map process will require you to use several different data inputs to get an accurate picture of how your customers behave and where you can improve their experience.

A customer journey map is often developed using data gleaned from customer feedback you’ve requested . While this type of market research is useful, your research process needs to be deeper to gain a richer, more accurate understanding of your customer’s behavior.

To create a customer journey map that accurately reflects the truth of customer actions and intentions, you need to take into account both solicited and unsolicited data.

Use solicited data to understand the voice of the customer

Solicited data includes the customer feedback you gain when you conduct research through surveys such as Net Promoter Score (NPS) or ask customers for feedback on social media. This approach can be very useful for understanding your customer’s point of view , rather than just making assumptions about how they think and behave.

However, your target audiences won’t tell you everything about what they plan to do when undergoing their customer journey. Though they might tell you that they’ve had a great experience in a particular part of their customer journey, this type of feedback presents a few issues:

  • You have to know when to ask for feedback : You might already have a customer journey in mind when asking for feedback – but do you know all the routes a customer might take in your customer journey map?
  • It’s a snapshot: When you survey customers, you’ll likely only get insights into their experience at that particular moment about a specific touchpoint
  • It’s what customers say they think/will do, not what they actually think/will do: You’re relying on your customers to accurately reflect their sentiment and intentions in their responses, which isn’t always the case. For your customer journey map to be effective, you need to find the truth
  • Your sample size might be too small : If you’re trying to understand how a relatively niche customer journey is doing, you might find that the number of customers who have not only taken the customer journey but are willing to respond with feedback is very limited. You can’t risk survey fatigue by polling the same audience several times, so your insights are limited
  • You’re only getting part of the picture : You will likely have several types of useful customer data on file, but these are often not considered as part of the process when creating a customer journey design because solicited data takes precedence

You’ll need to infer how customers feel to be able to accurately predict the actions a customer takes. To do so, you’ll need to look at unsolicited data.

Unsolicited data

Unsolicited data covers everything your customers aren’t telling you directly when you ask them and contextual data that you likely already collect on them, such as purchase history. It can be taken from various sources, such as your website and social channels, third-party sites, customer calls, chat transcripts, frontline employee feedback , operational sources, and more.

This type of data is nuanced, but it allows you to establish the truth of your customers’ experience. The ability to gather unsolicited customer feedback from every channel enables you to see more than just what a customer tells you directly. Using real-time feedback gathering and natural language understanding (NLU) models that can detect emotion, intent, and effort, you’ll be able to understand your customers’ actions in a more profound way. Unsolicited data offers you a 100% response rate that better indicates what your customers actually think of each step in their customer journey.

Rather than be limited to a small sample size of customers who respond to surveys, you’ll be able to build an accurate picture of the average customer on each step of the customer journey map by using this richer insight data with your own operational data.

Why using solicited and unsolicited data is important data

With solicited data, you don’t always see why a customer behaves or thinks as they do. For example, a customer might tell you that they would recommend you to a friend or family – but they don’t renew their subscription with you. A customer might be an ideal candidate for a particular journey, but they abandon their basket when prompted to give their personal details. Understanding the why behind customer actions is key for designing a great customer journey, and that’s why both solicited and unsolicited data collection and evaluation are necessary for creating great customer journey maps.

Of course, knowing how customers will actually respond to your customer touchpoints is only part of the process. You may need to develop more than one customer journey map and create sub-audiences for your customer personas to accurately see where you can rectify pain points and improve outcomes. You will need to collect and analyze contextual data across all customer journey touchpoints and develop a highly detailed journey map that can unveil routes your customers might be taking without your knowledge.

Qualtrics’ Experience ID platform can overlay solicited and unsolicited data to provide an all-encompassing picture of your customer journey map, no matter how complex. Creating an effective customer journey map is easier with all your data collated and analyzed together, with actionable insights created automatically.

A customer journey map creates a common understanding for the organization of how a customer interacts during different stages of the customer lifecycle, and the roles and responsibilities of the different teams in charge of fulfilling that experience.

It will also bring an organization together, and foster empathy and collaboration between teams because people will know what is required from everyone in the business to deliver the experiences that customers expect. This will help you to develop a shared sense of ownership of the customer relationship, which ultimately drives a customer-centric culture . With everyone working towards a common goal, communication of what you learn about the customer and the journey they go through is vital in order to drive best practices throughout the organization.

Creating an accurate customer journey map will help your customer service team to focus on more specific issues, rather than handling problems generated by a less-tailored customer journey. Your customer experience will be improved with a customer journey that’s personalized to the specific personas you have generated. You’ll have put yourself in your customer’s shoes and adapted your strategy to reflect your customer’s perspective – which in turn will create more memorable experiences.

Creating a customer journey map will influence your journey analytics across the business. So for example, it will determine what you ask, who you ask, when you ask, why you ask it and how you ask questions in your Voice of the Customer Program .

So when should you use customer journey mapping?

There are four main uses:

  • Assess the current state of your customer journey Understand and diagnose the specific issues in current experiences
  • Understand what the future state of your customer journey should look like Design, redesign and create new experiences
  • Blueprints For implementing change
  • Communication Bringing teams together to train and scale up best practices.

Take stock and take action

To improve the customer journey you need a clear vision of what you want to achieve and you need to make a distinction between the present and the future.

  • What is your customer journey right now?
  • What does the future state of your customer journey look like?

This is why organizations blueprint their customer journey because they can see what works and act accordingly. By understanding your customers’ attitudes and needs at critical times in the journey, you can make amends to better meet them – and develop contingencies to cope when these needs aren’t or can’t be met. For example, during a sudden, unexpected surge in demand.

Orchestrate your customer journey

To offer your customers truly optimized experiences, you’ll need to go further than just creating a customer journey map. You’ll also need to orchestrate journeys using real-time customer behavior to adapt your strategy as your customers make choices. Orchestrating a journey means taking dynamic action towards optimizing your customer’s experience, using real-time customer behavior as informative data.

Improve your employee experience

Use your diverse mapping team to come up with ideas that incorporate experience from all aspects of the business to improve the customer journey – and remember that this has a significant payoff for your employees too. Improving the employee journey – by giving teams the tools to make a difference – can have a positive knock-on effect for the customer and improve their experience in those key moments. This is because employees have the autonomy and motivation in their roles to help their customers, and realize their own potential.

Your customer journey map isn’t just designed to improve the customer experience. Creating an accurate customer journey map can help you to improve your business outcomes.

Being able to link operational data to key touchpoints in a customer journey is transformative for organizations. This is because improving segments of the customer journey will see a direct impact on your business. The Qualtrics Journey Optimizer helps you do just that. By analyzing areas for improvement as outlined by your customer journey map, organizations can take actions that will have maximum benefit for their customers, and the business too.

With Qualtrics CustomerXM , you’ll:

  • Create a common understanding throughout your workforce of how a customer interacts with your organization, and you’ll know the roles and responsibilities of your different teams
  • Develop empathy and collaboration between teams, working together to achieve the same outcome
  • Develop a shared sense of ownership of the customer relationship which ultimately drives a customer-centric culture

Free course: Customer journey management & improvement

Related resources

Customer Journey

B2B Customer Journey 13 min read

Customer interactions 11 min read, consumer decision journey 14 min read, customer journey orchestration 12 min read, customer journey management 14 min read, customer journey stages 12 min read, buyer's journey 16 min read, request demo.

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How to Create a Customer Journey Map? Template, Examples

Appinio Research · 01.11.2023 · 32min read

How to Create a Customer Journey Map Template Examples

Are your customers truly at the heart of your business strategy? Understanding their experiences and interactions is key to success. In this guide, we'll navigate the intricate landscape of customer journey mapping, equipping you with the tools and insights needed to create exceptional customer experiences. From deciphering customer touchpoints to harnessing the power of emotions, we'll dive deep into every aspect of crafting an effective customer journey map. Let's explore how to transform your customer relationships and elevate your brand.

What is a Customer Journey Map?

A customer journey map is a powerful tool used by businesses to gain a holistic understanding of their customers' experiences throughout their interactions with the brand. It is a visual representation that illustrates the entire journey, from the initial awareness stage to post-purchase engagement.

Components of a Customer Journey Map

  • Stages:  A typical customer journey is divided into stages, including awareness, consideration, purchase, and post-purchase phases. These stages represent the key milestones in a customer's interaction with your brand.
  • Customer Actions:  Within each stage, customer actions are documented. These actions can include visiting your website, researching products, making a purchase, seeking customer support, and providing feedback.
  • Touchpoints:  Customer touchpoints are the points of contact where interactions occur. These can be digital, such as website visits and social media interactions, or physical, like in-store visits and phone calls.
  • Emotions and Pain Points:  Effective journey maps also incorporate the emotional aspects of the customer experience. They highlight where customers may feel frustration, delight, confusion, or satisfaction.
  • Moments of Truth:  These are pivotal moments in the journey that significantly influence a customer's perception of your brand. Moments of truth can be positive, such as exceptional customer service, or negative, like unresolved issues.

Importance of Customer Journey Mapping

Customer journey mapping is more than just a visual representation; it is a strategic tool with significant business implications. Here's why it's essential:

  • Enhanced Customer Experience:  By understanding the customer journey, businesses can identify pain points and areas for improvement, leading to a smoother and more enjoyable experience for customers.
  • Improved Customer Retention:  Identifying moments of truth and addressing pain points can foster customer loyalty and increase retention rates.
  • Higher Conversion Rates:  A well-optimized customer journey can boost conversion rates at critical stages, such as during the consideration and purchase phases.
  • Data-Driven Insights:  Customer journey maps are grounded in data and feedback, providing actionable insights that guide decision-making and strategic planning.
  • Cross-Functional Collaboration:  The process of creating a customer journey map encourages collaboration among different departments within a company, ensuring a unified focus on the customer.
  • Competitive Advantage:  A thorough understanding of the customer journey can differentiate your brand from competitors by delivering a superior and personalized experience.

In summary, customer journey mapping is a vital tool for businesses looking to deliver exceptional customer experiences, enhance brand loyalty, and remain competitive in today's market. It provides valuable insights that drive strategic decision-making and continuous improvement efforts.

How to Prepare for Customer Journey Mapping?

Once you've recognized the importance of customer journey mapping, it's time to prepare for the process ahead. Proper preparation lays the foundation for a successful journey mapping endeavor.

1. Define Your Goals and Objectives

Before diving into customer journey mapping, you must be clear about what you aim to achieve. Your goals and objectives should drive the entire process. Consider these questions:

  • What specific insights do you hope to gain from the journey mapping process?
  • Are you looking to improve specific touchpoints, reduce customer churn, or enhance the overall customer experience?
  • How will you measure the success of your journey mapping efforts?

By defining your goals upfront, you can focus your efforts and ensure that the resulting map aligns with your business objectives.

2. Identify Your Target Audience

Understanding your audience is at the core of effective customer journey mapping. Your customers are unique, and their experiences may vary widely. To create a customer journey map that resonates, you must define your target audience . Consider factors such as:

  • Demographics :  Who are your typical customers in terms of age, gender, location, and income?
  • Behavior:  What actions do they take when interacting with your brand?
  • Preferences:  What are their communication preferences and channels of choice?

The more detailed your understanding of your audience, the more accurate and actionable your customer journey map will be.

3. Gather Relevant Data and Information

Data is the lifeblood of customer journey mapping. To create a comprehensive map, you need to gather as much relevant data as possible. Sources of data may include:

  • Customer Surveys:   Collect customer feedback to understand their pain points, preferences, and expectations.
  • Customer Support Tickets:  Analyze support tickets to identify common issues and areas for improvement.
  • Website Analytics:  Dive into website data to see how customers navigate and interact with your online presence.
  • Sales Data:  Examine sales data to gain insights into the customer buying process.

Effective data collection is essential for a successful customer journey mapping initiative, and Appinio can be your trusted ally in this endeavor. Appinio empowers you to gather valuable customer insights swiftly and efficiently. With access to a diverse pool of respondents, you can tailor your surveys to target specific audience segments, ensuring that you capture a comprehensive range of perspectives.

Harness the power of data-driven decision-making with Appinio, and transform your customer journey mapping into a dynamic and responsive strategy. Dive into the world of insights – book a demo today!

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The depth and quality of your data collection will significantly impact the accuracy of your customer journey map. Remember to maintain data privacy and security throughout this process.

4. Assemble Your Team

Customer journey mapping is not a solo venture. It requires a cross-functional team with diverse perspectives and expertise. Assemble a team that may include members from:

  • Marketing:  Marketers can provide insights into customer segmentation and messaging strategies.
  • Sales:  Sales teams can shed light on the buying process and customer interactions.
  • Customer Support:  Customer support representatives can share knowledge about common customer issues and pain points.
  • Product Development :  Product teams can contribute insights into product-related touchpoints and improvements.

Collaboration across these functions ensures a holistic view of the customer journey. Remember that each team member brings a unique perspective that can lead to valuable insights.

With your preparations complete, you're now ready to embark on the journey mapping process.

What is the Customer Journey?

Now that you've laid the groundwork for your customer journey mapping project, it's time to delve into the core concepts that will enable you to create a comprehensive and effective customer journey map.

Customer Touchpoints

Customer touchpoints are the various interactions and moments of contact that customers have with your brand throughout their journey. These touchpoints can occur across multiple channels, both online and offline.

To effectively map the customer journey, it's essential to identify and analyze these touchpoints:

  • Website Visits:  Consider how customers navigate your website, which pages they visit, and where they drop off.
  • Social Media Engagement:  Examine how customers interact with your brand on social media platforms and the sentiment of their interactions.
  • Email Communication:  Evaluate the effectiveness of your email campaigns and the responses they generate.
  • In-Person Interactions:  If you have physical locations or provide face-to-face services, assess the customer experience during in-person interactions.

By mapping customer touchpoints, you gain insights into the various channels customers use to engage with your brand. This insight is invaluable for improving the overall customer experience.

Customer Emotions and Pain Points

Understanding customer emotions and identifying pain points are central to creating a customer journey map that resonates with your audience. Emotions play a significant role in shaping the customer experience, so consider the following:

  • Emotional Highs and Lows:  At which touchpoints do customers experience high levels of satisfaction, delight, or frustration?
  • Moments of Confusion:  Identify areas where customers might feel lost or encounter difficulties.
  • Customer Feedback:  Analyze customer feedback, reviews, and surveys to uncover recurring emotional themes.

By acknowledging and addressing these emotional aspects of the journey, you can take steps to enhance the overall experience and create more positive interactions.

Customer Needs and Expectations

To create a customer journey map that genuinely aligns with your audience, you must pinpoint your customers' specific needs and expectations at each stage of their journey.

Consider the following questions:

  • Desired Outcomes:  What are customers trying to achieve at each stage of their journey?
  • Expectations:  What do customers expect from your brand at different touchpoints?
  • Information Needs:  What kind of information are customers seeking, and where do they expect to find it?

Understanding customer needs and expectations allows you to tailor your map to meet those requirements effectively. It also helps you identify opportunities for proactive engagement and value delivery.

As you move forward with customer journey mapping, keep these three fundamental elements in mind. They will serve as the building blocks for creating a detailed and actionable map that will help you enhance the overall customer experience.

How to Create a Customer Journey Map?

Now that you've gained a solid understanding of the customer journey and its key components, it's time to roll up your sleeves and start crafting your customer journey map. We will guide you through the critical steps involved in the creation process.

1. Select the Right Template or Format

Choosing the appropriate template or format for your customer journey map is the first crucial step. The choice depends on factors such as the complexity of your customer journey and the level of detail you wish to include. Common formats include:

  • Visual Diagrams:  These are graphical representations of the journey, often resembling flowcharts. They provide a visual overview of the customer's path.
  • Spreadsheets:  Spreadsheets can be used to create detailed, data-driven customer journey maps. They allow you to input specific metrics, timelines, and customer actions.
  • Specialized Software:  Various software tools are available specifically designed for customer journey mapping. These tools often come with pre-built templates and features for collaboration.

Consider your team's familiarity with the chosen format and ensure it aligns with your objectives. The chosen format should facilitate the clear communication of insights.

2. Map the Customer Stages

To create an effective customer journey map, you need to identify and define the stages your customers go through when interacting with your brand. These stages typically include:

  • Awareness:  The initial stage where customers become aware of your brand or product.
  • Consideration:  Customers evaluate your offerings, comparing them with alternatives.
  • Purchase:  The stage where customers make a buying decision and complete a transaction.
  • Post-Purchase Experience:  After the purchase, customers assess their experience with your product or service.

Understanding these stages helps you structure your map and align it with the customer's journey from discovery to satisfaction.

3. Document Customer Actions

At each stage of the customer journey, document the specific actions customers take.

  • Visiting your website:  Track the pages they view and interactions they make.
  • Engaging on social media:  Note the types of engagement, such as likes, comments, or shares.
  • Making a purchase:  Record the product or service bought and the transaction details.
  • Providing feedback:  Document instances where customers offer feedback, whether positive or negative.

By documenting these actions, you create a roadmap illustrating how customers engage with your brand throughout their journey.

4. Identify Key Touchpoints

Key touchpoints are the critical moments of interaction between your brand and the customer. These touchpoints significantly influence the customer's perception of your brand. Examples of critical touchpoints might include:

  • Homepage visit:  The first impression customers have of your website.
  • Customer support interaction:  How effectively and empathetically your support team handles inquiries.
  • Checkout process:  The ease and efficiency of the purchasing process.
  • Product delivery or service fulfillment:  The customer's experience after making a purchase.

Identifying these touchpoints allows you to prioritize them when making improvements to the customer journey.

5. Incorporate Customer Emotions and Pain Points

As mentioned earlier, emotions and pain points are integral to understanding the customer journey fully. When creating your map, consider:

  • Emotional Impact:  Include icons or indicators that represent the emotional highs and lows experienced by customers at different stages and touchpoints.
  • Pain Points:  Highlight areas where customers might feel frustration, confusion, or dissatisfaction.

By visualizing these emotional aspects, your map becomes more empathetic and actionable.

6. Highlight Key Moments of Truth

Moments of truth are pivotal points in the customer journey that significantly impact the overall experience. These moments can be both positive and negative. Examples of moments of truth include:

  • Resolution of a customer issue:  How effectively a problem is resolved can create a lasting impression.
  • Personalized recommendations:  Providing tailored suggestions can enhance the buying experience.
  • Timely communication:  Prompt responses to inquiries or order updates can boost customer satisfaction.

Identifying and emphasizing these key moments on your map helps ensure they are addressed and optimized.

With these steps, you're well on your way to creating a detailed and insightful customer journey map that will serve as a valuable tool for enhancing the customer experience.

Customer Journey Map Template

Creating a customer journey map begins with a well-structured template that serves as the foundation for your visualization. While every map should be customized to fit your specific business and industry , here's a basic template to get you started. You can adapt and expand upon it as needed.

1. Customer Persona

  • Name:  Give your customer persona a fictional name to humanize the journey.
  • Demographics:  Include details such as age, gender, location, and occupation.
  • Goals:  Outline the main objectives and needs of this persona in their interactions with your brand.

2. Stages of the Journey

  • Awareness:  Describe how the customer becomes aware of your brand or product.
  • Consideration:  Detail the process of the customer evaluating your offerings.
  • Purchase:  Explain the steps leading to a successful transaction.
  • Post-Purchase:  Highlight the experiences and interactions that occur after the purchase is made.

3. Customer Actions

  • List the actions:  Within each stage, enumerate the specific actions the customer takes. This could include visiting your website, subscribing to your newsletter, or contacting customer support.
  • Timeline:  Create a timeline for each action to show the sequence of interactions.

4. Touchpoints

  • Identify touchpoints:  For each action, identify where the interaction takes place. It could be your website, social media, email, phone, or in-person.
  • Channels:  Specify the channels used, such as website, mobile app, social platforms, or physical locations.

5. Emotions and Pain Points

  • Emotions:  Capture the emotional state of the customer at each touchpoint, whether it's frustration, delight, or satisfaction.
  • Pain Points:  Document areas where the customer might encounter difficulties or experience frustration.

6. Moments of Truth

  • Highlight moments:  Identify the pivotal moments that significantly impact the customer's perception of your brand, both positive and negative.
  • Importance:  Indicate the level of significance or influence each moment holds.

7. Opportunities for Improvement

  • Actionable insights:  Based on the journey map, list potential improvements and opportunities to enhance the customer experience.
  • Responsible Parties:  Assign responsibility for each improvement to relevant departments or team members.

8. Monitoring and Measurement

  • Key Metrics:  Define the key performance indicators (KPIs) that will help you measure the success of your journey map.
  • Frequency:  Specify how often you will revisit the map and update it based on new data and insights.

Remember that this template is a starting point. You can customize it to align with your specific industry, customer segments, and objectives. As you gather data, engage with customers, and analyze feedback, your customer journey map will evolve and become a dynamic tool for improving the overall customer experience.

How to Interpret the Customer Journey Map?

With your customer journey map in hand, it's time to roll up your sleeves and extract valuable insights. Let's explore how you can analyze and interpret your map effectively.

1. Identify Opportunities for Improvement

Your customer journey map is a treasure trove of insights waiting to be uncovered. Start by closely examining the map and identifying areas where improvements can be made. These opportunities might include:

  • Pain Points:  Pinpoint where customers encounter frustration, delays, or roadblocks. These are prime areas for improvement.
  • Communication Gaps:  Identify instances where customers may not receive clear or timely information.
  • Missing Touchpoints:  Check for stages in the journey where there might be gaps in engagement or opportunities to connect with customers.

By identifying these opportunities, you set the stage for enhancing the overall customer experience and increasing customer satisfaction.

2. Address Pain Points and Friction

Once you've identified pain points in the customer journey, it's essential to take action to address them. Consider implementing the following strategies:

  • Streamlining Processes:  Simplify and optimize processes to reduce friction and make interactions smoother.
  • Improving Communication:  Enhance communication channels to ensure customers receive timely and relevant information.
  • Offering Solutions:  Develop solutions that directly address the specific pain points identified in the map.

Addressing pain points and friction not only improves the customer experience but also contributes to customer loyalty and retention.

3. Leverage Positive Touchpoints

Your customer journey map is not just about identifying issues—it's also about recognizing what's working well. Leverage the positive touchpoints to your advantage by:

  • Replicating Success:  Identify elements of these positive interactions that can be applied to other stages or touchpoints in the journey.
  • Enhancing Personalization:  Use insights from positive touchpoints to tailor your messaging and offerings to individual customer preferences.
  • Fostering Engagement:  Encourage more frequent and positive interactions by amplifying the aspects customers enjoy.

By amplifying positive touchpoints, you can create a consistently delightful customer journey that strengthens brand loyalty.

4. Align with Customer Needs and Expectations

Your customer journey map should be a reflection of your customer's needs and expectations. To ensure alignment, take the following steps:

  • Regularly Review and Update:  Keep your map current by revisiting it periodically to account for changes in customer behavior and market trends.
  • Customer Feedback Integration:  Continuously gather and incorporate customer feedback to adjust your map as necessary.
  • Measure Performance:  Use key performance indicators (KPIs) such as Customer Satisfaction (CSAT), Net Promoter Score (NPS), and Conversion Rates to evaluate how well your map aligns with customer needs and expectations.

Alignment with customer needs and expectations is the cornerstone of a successful customer journey map. It ensures that your efforts are customer-centric and result in a more satisfying experience.

With your insights gained and improvements identified, it's time to move on to the next step: implementing changes based on the customer journey map.

How to Implement Changes Based on the Customer Journey Map?

After thoroughly analyzing and interpreting your customer journey map, it's time to put your insights into action. Implementing changes based on your map is critical to enhancing the customer experience and achieving your goals.

  • Cross-Functional Collaboration:  Collaborate across departments, including marketing, sales, customer support, and product development. Effective communication and teamwork are essential for successful implementation.
  • Prioritize Actionable Insights:  Not all insights from your map may be equally actionable or impactful. Prioritize changes that align with your objectives and have the potential to make the most significant difference in the customer journey.
  • Develop an Action Plan:  Create a detailed action plan that outlines the specific changes, responsibilities, timelines, and resources needed for implementation. This plan will serve as your roadmap for executing improvements.
  • Test and Iterate:  Before making broad changes, consider conducting pilot tests or small-scale implementations to assess their effectiveness. Continuously gather feedback and refine your approach based on results.
  • Monitor and Measure Impact:  Implement key performance indicators (KPIs) to measure the impact of your changes. Monitor metrics such as Customer Satisfaction (CSAT), Net Promoter Score ( NPS ), and Conversion Rates to gauge success.
  • Feedback Loop:  Maintain an open feedback loop with customers to gather their thoughts and reactions to the implemented changes. Customer feedback is invaluable for fine-tuning your efforts.
  • Documentation:  Keep detailed records of all changes made based on your customer journey map. This documentation helps track progress and serves as a reference for future initiatives.

Examples of Effective Customer Journey Maps

To gain a deeper understanding of how customer journey mapping can be applied in real-world scenarios, let's explore some examples of companies that have successfully leveraged this strategy to enhance their customer experiences.

Example 1: Airbnb

Airbnb, the global vacation rental platform, excels at using customer journey mapping to create a seamless user experience. Their journey map spans from the moment a traveler starts searching for accommodation to the post-stay phase. Airbnb identified vital touchpoints, including website navigation, host communication, the booking process, and the stay itself.

How Airbnb Uses Journey Mapping:

  • Personalization:  Airbnb tailors its website content based on user preferences and search history, ensuring a personalized experience.
  • Clear Communication:  Hosts and guests can communicate through the platform, streamlining interactions and reducing friction.
  • Post-Stay Engagement:  After a stay, Airbnb encourages guests to leave reviews, fostering trust and transparency.

By mapping the entire journey and optimizing each touchpoint, Airbnb has become a customer-centric platform known for its user-friendly experience.

Example 2: Disney

Disney, a pioneer in the realm of customer experience, utilizes customer journey mapping extensively to create magical moments for visitors at their theme parks and resorts. Their journey map covers everything from planning a trip to the actual park experience and beyond.

How Disney Uses Journey Mapping:

  • Pre-Visit Engagement:  Disney engages customers even before they arrive by providing tools like the "My Disney Experience" app for planning and reservations.
  • In-Park Experience:  The company uses RFID technology for seamless entry, mobile food ordering, and interactive experiences within the park.
  • Post-Visit Connection:  Disney continues to engage with customers through personalized emails, offers, and surveys to gather feedback.

Disney's commitment to understanding and optimizing every stage of the customer journey contributes to its reputation as a world-class destination for families.

Example 3: Amazon

Amazon, the e-commerce giant , relies on customer journey mapping to enhance the online shopping experience. Their journey map encompasses the entire shopping process, from product discovery to delivery and customer support.

How Amazon Uses Journey Mapping:

  • User-Friendly Interface:  Amazon's website and mobile app are designed for ease of use, allowing customers to browse and purchase products effortlessly.
  • Recommendation Engine:  The company employs advanced algorithms to suggest products based on a customer's browsing and purchasing history.
  • Efficient Fulfillment:  Amazon's streamlined logistics and delivery services ensure prompt and reliable product deliveries.

Amazon's commitment to creating a frictionless shopping journey has made it a trusted and customer-centric e-commerce leader.

These examples showcase how diverse industries, from hospitality to entertainment and e-commerce, utilize customer journey mapping to create exceptional experiences. By examining their approaches, you can draw inspiration and adapt similar strategies to cater to your unique customer base and industry demands.

Remember, successful customer journey mapping is an ongoing process, so continue to refine and optimize based on customer feedback and evolving trends.

Continuous Customer Journey Optimization

Creating a customer journey map is not a one-and-done task; it's an ongoing process. To ensure your map remains relevant and effective in improving the customer experience, consider the following practices for continuous optimization:

  • Regularly Update the Customer Journey Map:  As your business evolves and customer preferences change, revisit and update your customer journey map accordingly. New touchpoints may emerge, and existing ones may evolve.
  • Gather Customer Feedback and Data:  Continue to collect feedback from your customers through surveys, reviews, and other channels. Use this data to refine your map and stay aligned with customer needs and expectations.
  • Adapting to Changing Customer Behaviors and Trends:  Keep a close eye on emerging trends, technologies, and shifts in customer behaviors. Be agile and ready to adjust your customer journey map to stay competitive and customer-focused.
  • Benchmark Against Competitors:  Analyze the customer journeys of your competitors to identify areas where you can differentiate and excel. Learn from both their successes and their mistakes.
  • Employee Training and Awareness:  Ensure your team members across various departments are well-trained and aware of the customer journey map. Encourage a customer-centric culture within your organization.
  • Regularly Review and Revise Metrics:  Assess the KPIs you use to measure the effectiveness of your customer journey map. Make sure they remain relevant and align with your evolving goals.
  • Experiment and Innovate:  Don't be afraid to experiment with new strategies, technologies, or approaches to enhance the customer journey. Innovation can lead to breakthrough improvements.

By continuously optimizing your customer journey map and staying attuned to your customers' evolving needs, you'll be better equipped to provide exceptional experiences that drive loyalty and business growth. Remember that customer journey optimization is an ongoing journey in itself.

Conclusion for Customer Journey Maps

Customer journey mapping is your compass to providing remarkable experiences for your customers. Following the steps outlined in this guide, you can now create effective maps, identify opportunities, and continuously optimize the journey. Remember, it's all about putting your customers first and making their interaction with your brand a journey they'll cherish. As you embark on your journey mapping endeavors, remember that the customer experience is ever-evolving. Stay agile, gather feedback, and adapt to changing customer behaviors and expectations. By doing so, you'll not only meet but exceed your customers' needs, fostering loyalty and driving your business toward long-term success.

How to Create a Customer Journey Map in Minutes?

Unlock the full potential of customer journey mapping with Appinio , the real-time market research platform that empowers businesses to harness real-time consumer insights for smarter, data-driven decisions. In just minutes, you can conduct your market research effortlessly, making it an integral part of your daily decision-making process.

  • Instant Insights:  Move from questions to actionable insights in a matter of minutes, ensuring you have the most up-to-date information to shape your customer journey map.
  • User-Friendly:  No need for a PhD in research – our intuitive platform is designed for anyone to use, making it accessible to every member of your team.
  • Global Reach:  With access to over 90 countries and the ability to define the right target group from 1200+ characteristics, Appinio enables you to reach your desired audience wherever they are.

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Customer Journey Mapping: How to Understand Your Buyers and Enhance Their Experience

  • 14 min read
  • 14 Dec, 2023
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The recent State of the Connected Customer Report  by Salesforce revealed that for 80 percent of people, the experience a brand provides is as important as its product . With customer expectations at an all-time high, businesses must deliver the best service  possible to satisfy consumers and stay competitive. For that, it’s crucial to understand what customers want and anticipate their actions.

A customer journey map is vital in this context. It helps businesses understand and manage interactions with their clientele at every touchpoint, from the first encounter to the final transaction. So this post is all about the tool that guides you in creating exceptional customer experiences and how you can get the most out of it.

What is customer journey mapping?

Customer journey mapping is creating a visual story of customers' interactions with the brand or product. It's like drawing a route people usually take from the moment they first become aware of your product or service all the way through to purchasing and even after-sales support.

A customer journey map includes all the touchpoints the customer can have with your brand, such as seeing a social media ad, visiting a store, calling customer support, and so on. Also, it should reflect the customers’ pain points , emotions, and reactions at every stage of the journey so that you understand them better and see how to improve their experience.

Why is customer journey mapping important?

Before we delve into the details of customer journey mapping, let’s say a few words about why do it at all. Here are some of its benefits.

Understand your customers better . Customer journey mapping helps you see your business through your customers' eyes. You get to understand what they like, what bothers them, and what makes them happy.

Find problems . Sometimes, there are bumps in the road that can make your customers unhappy, like a confusing website or long wait times. Journey mapping helps you spot these problems so you can address them.

Adjust your strategy . As you get to understand your customers better, you might realize that you have to tailor your offerings, pricing range, marketing campaigns, support team workflows, etc.

Improve customer experience and foster loyalty . When you know what your customers go through, you can make their journey smoother and more enjoyable. This means increased conversion  and retention  rates. Happy buyers are likelier to keep returning and recommend your brand to others. Research states that 88 percent  of customers repeat the purchase if they like the customer service.

In essence, customer journey mapping is a tool that helps businesses empathize with their customers and improve their interaction journey, leading to better customer-brand relationships and business success.

Customer journey stages

As we start exploring a customer journey map, let’s first look at what a common customer journey looks like. Here are its main phases.

journey map business

Awareness . This is the initial stage where potential customers realize they have  a need or a problem that requires solving and become aware  of a product or service.

Potential touchpoints at this stage: social media, industry events, online/offline ads, search results, etc.

Consideration . At this stage, customers look for solutions. They are considering  different products or services and are researching to find the best option.

Potential touchpoints at this stage: your website, blog, knowledge base , reviews, testimonials, case studies, etc.

Decision . This is the point where the customer decides  on a solution that best fits their needs.

Potential touchpoints at this stage: email newsletter, pricing information, your website, physical store, sales reps, etc.

Purchase . The customer buys the product or service and starts using it.

Potential touchpoints at this stage: customer support (phone, messages, chatbots), help desk/FAQ sections, etc.

Retention . A fter the purchase, the focus shifts to keeping the customer happy and engaged with the product or service. This stage is about building loyalty and encouraging repeat purchases.

Potential touchpoints at this stage: email, newsletters, sales reps, etc.

Please note that this is the typical scenario but not the only one. The stages can vary across industries and product types, so you might want to include other phases in your customer journey map. Or else, you might need to map out only one part of the journey, for example, pre-purchase, to better understand how your marketing campaigns work.

What’s included in a customer journey map?

When creating a customer journey map, you’ll evaluate your buyer’s interactions with your brand and look for opportunities to enhance their experience. So here are the main elements of a customer journey map.

journey map business

Elements of a customer journey map

Buyer/user/customer persona  – a prototype of your target audience.

Scenario  – a short description of the interaction story.

Customer’s goals/needs/expectations  – why people turn to your brand.

Stages  – the phases your customer goes through in the interaction scenario.

Actions and touchpoints – what customers do and where the interaction happens.

Emotions and experiences  – what customers feel and think as they interact with your brand.

Emotional curve  – the visual line of how the customer sentiment changes depending on their experience.

Opportunities  – how you can improve the customer experience at each touchpoint or stage.

You can also include other elements like KPIs to track, designated people responsible for implementing improvements, and so on. T he complexity and elements of a customer journey map can vary based on the nature of your business, the type of customers, and your goals.

journey map business

A simple example of a traveler journey map that an OTA or a hotel could create

The components of the customer journey map also depend on its type. There are many different modifications you can create for various business goals, so let’s talk about some of them.

Customer journey map types

Each customer journey map has its own focus and purpose. The choice of which one to use depends on your specific objectives, the complexity of your customer experience, and the information you want to capture. Here are some of the main types.

Current state journey maps provide a detailed view of the existing customer experience (just like in the illustration above). It’s the most basic map that documents touchpoints, interactions, and emotions “as is.”

Future state journey maps  envision the ideal customer journey after implementing improvements or changes. They serve as a roadmap for designing and delivering a better customer experience and help teams set goals and prioritize initiatives to reach the desired state.

Day-in-the-life journey maps  focus on a specific persona or customer segment's daily activities and how they interact with a product or service throughout their day. These maps help businesses understand a customer's routines and identify opportunities to provide value.

Channel-specific journey maps  concentrate on a particular customer interaction channel, such as a website, mobile app, social media, or in-store experience. They help businesses optimize touchpoints within a specific channel.

Service blueprints  go beyond the customer perspective and provide a comprehensive view of the entire service ecosystem. They include the customer journey, frontstage interactions (visible to the customer), and backstage processes (invisible to the customer). Service blueprints help improve alignment and coordination within an organization.

journey map business

An example of a service blueprint for visiting a restaurant. Source: Miro

Some other types are emotional journey maps, lifecycle journey maps, cross-channel journey maps, etc. You can focus on a specific category or use a combination of these maps to better understand your customer journey and drive improvements in the customer experience.

How do you create and use a customer journey map ?

There’s no single best format for a customer journey map. It can be a linear timeline, flowchart, or any other visual representation that best suits your needs. You can draw it on paper, put sticky notes on a whiteboard , or design it in specialized software (we’ll talk about digital tools further on).

Since customer journey mapping is part of market research, usually, it’s the marketing or sales department that’s responsible for creating it. However, it’s worth engaging different teams in this process.

Define objectives

First of all, you have to decide on your goals – or why you want to analyze your customer journey. For example, it can be something as specific as checking how a particular marketing project works, i.e., how effective ad retargeting is. Or it can be a strategic business objective like attracting more customers, increasing sales volume per customer, or improving retentio n.

Pro tip: Make a customer journey map for a specific interaction scenario for a certain customer segment. This way, it won’t be too generic, so you’ll be able  to explore your buyers’ sentiments  more deeply at each stage of their way and get more concrete results to work with.  

Create a buyer persona

As we said, you must create a fictional representative of your target audience. To understand their needs and pain points, design a persona with a specific traits -- professional background, motivations, lifestyle, goals, and so on.

Pro tip : Add as many details as possible to make the most accurate representation of your customer. Later on, it will help you better understand their perspective.

Identify touchpoints and map the customer journey

As we said, you have to define the ways customers interact with your brand at each stage. Make a list of all the potential touchpoints and then map them out on the customer journey stages.

Use various data sources such as website analytics, customer feedback, social media interactions, and sales data to gather information about where and how customers interact with your brand. Also, engage teams from various departments (sales, customer support, marketing) and encourage their input.

Pro tip : Look at your competitors to see where they engage with customers. This can provide insights into touchpoints you haven’t considered.

Understand the customer's perspective

As you record your customers' actions at each stage, remember to make the  map from the customer's point of view. It must show what they think and feel  at each touchpoint, what they're trying to achieve, and any challenges they might face.

journey map business

Watch our expert explain customer research in product discovery

Get feedback directly from your customers  through surveys, interviews , or email questionnaires to understand their  experience at different touchpoints. Ask about their motivations  and any difficulties they encountered.

Pro tip : Tools like website heat maps, open rates for emails, and engagement rates on social media can help you understand your customers’ behavior better.

Highlight emotions and experiences

A customer journey map goes beyond the actions customers take. It dives into their emotional experience, whether they're happy, frustrated, or confused at different stages.

It’s important to record both positive and negative emotions. The former exhibits opportunities to enhance the experience or exceed customer expectations, while the latter highlights pain points or bottlenecks where customers face challenges or frustrations.

Pro tip : Ask your customer support which questions they get most often. Also, pay attention to what customers say about your brand on social media, online review platforms, or other resources.

Identify opportunities for improvement

By mapping this journey, you can see where you're providing a great experience and where you fall short. This helps you find ways to enhance your strong sides and improve the weak ones. For example, some reasons for poor customer experience include long waiting times to get to customer service, unintuitive website interface, missing app functionality, high prices, and so on.

Pro tip : Conduct brainstorming sessions with different teams and encourage active cross-department collaboration. Also, try to go through the journey that you’ve depicted yourself to get first-hand experience.

Create a better customer experience

Ultimately, the goal is to use this map to make strategic decisions that enhance the customer experience, leading to higher satisfaction and loyalty. Develop strategies and initiatives to address the pain points, optimize touchpoints, and leverage opportunities identified in the customer journey map.

Pro tip : Focus on your business goals when you analyze the impact of customer experience and prioritize your activities.

B2B customer journey map

If your company doesn’t work with individual customers but deals with other businesses, you can still take advantage of a customer journey map. A B2B customer journey map is a useful tool for managing client relationships. Just like the B2C analog, it visualizes the process they go through and experiences they have when interacting with your company. However, there are certain differences that impact the components of the customer journey map. 

The complexity of the decision-making process . In the B2B context, there’s a more complex decision-making process, often with multiple stakeholders. The journey may include stages like RFP (Request for Proposal) submission, detailed product evaluations, approvals from different departments, and a longer negotiation phase. In B2C, the decision-making process is usually simpler and quicker, often involving only the individual consumer or their immediate family.

Length of sales cycle . B2B sales cycles are typically longer, sometimes lasting months or even years, as they involve higher-value transactions and more deliberation. B2C sales cycles are shorter, often concluding within a few days or even instantly.

Touchpoints . B2B touchpoints include industry events, professional networks, detailed product demos, and extensive follow-up communications. B2C touchpoints often focus more  on mass marketing channels like social media, online ads, reviews, and retail environments.

Customer goals and expectations . Business customers often have specific, pragmatic goals like improving efficiency, increasing ROI, or integrating with existing systems. Meanwhile, individual consumer goals may be more diverse, including personal enjoyment, convenience, price, and brand alignment.

Relationship and engagement . B2B focuses more on building long-term relationships and ongoing engagement.   In the B2C model, while repeat business is also important, engagement is often more transactional and less personalized unless it’s a high-value product or a niche market.

Just like in a B2C context, delivering a positive experience to your business clients is important. Customer journey mapping helps you understand how you can enhance your relationships.

Customer journey mapping softwa re

As we said, you can certainly map your customer journey on a sheet of paper, but we recommend you use a specialized digital tool instead. The software helps automate this process, allows for convenient collaboration, and enables easy editing, sharing, and so on. Besides, most platforms offer several editable templates for different purposes.

There are multiple tools available to help you with customer journey mapping. A simple online search will give you a list of relevant platforms. Some are designed specifically to manage customer experience, while others are more general-purpose and can be used for different scenarios.

When choosing a tool, we recommend you consider the following factors:

  • available templates,
  • integration options,  
  • interface intuitiveness,
  • customization options,
  • collaboration features, and
  • customer support and training.

We’ll take a look at some of them to give you an idea of what’s out there. Please note that we don’t promote any of the tools; the choice was based on their popularity.

journey map business

Customer journey mapping tools compared

Smaply  is a specialized, user-friendly tool for journey mapping. It allows businesses to create detailed customer personas,  journey maps, and other related visuals. It’s particularly good for visualizing complex customer interactions over multiple channels.

Miro  is a multipurpose online collaborative whiteboarding platform. It offers numerous templates and tools for creating detailed customer journey maps, making it easier to visualize the customer experience.

UXPressia  is specifically designed for creating customer journey maps with 100+ templates and customization options. It offers a persona creation feature, impact mapping, and the ability to integrate real data into your maps. You can also connect it to Jira, Google Analytics, and other external apps to add information to your maps.

Lucidchart is a diagramming app that helps create flowcharts, organizational charts, customer journey maps, etc. Besides creating visuals, it offers integration options with popular business tools like Google Workspace, Atlassian, and Slack.

Custellence  is another focused customer journey mapping app. It has numerous templates for different industries and an intuitive, drag-and-drop user interface.

Customer journey map templates

As we’ve already mentioned, most software tools provide interactive templates for different scenarios. But if you don’t want to work on any focused platform, here are some downloadable templates for you:

  • the most basic PDF template  from Nielsen Norman Group,
  • a collection of PowerPoint templates  from HubSpot,
  • an editable Google Docs template  from WordStream, and
  • a set of colored templates  available in Google Slides or PowerPoint from Slidesgo.

We realize it might be confusing at the beginning when you don’t have a clear idea of how to approach customer journey mapping. For inspiration, check out some examples of how it might look.

Customer journey map examples

Companies create customer journey maps for a wide range of scenarios and with different purposes. While the objective isn’t always about getting more profit, it’s always about enhancing customer experience.

M ultiple use cases. UXPressia has a big section with customer journey map examples  for many industries, including banking, travel, entertainment, and so on. Within each industry subsection, they cover multiple scenarios, plus they provide different user persona examples.

journey map business

A customer journey map for an airplane passenger. Source: UXPressia

Attending city tours . Mural, a visual planning and collaboration tool, has created a customer journey map  for travelers on guided city tours. The steps include browsing, booking, attending, and rating the tours.

Sharing music on Spotify . Meghana Bowen, a UX/UI designer, presented a customer journey map  of using the Spotify app and sharing music with others. The author has also defined a user persona and depicted the following process of creating the sharing feature design.

journey map business

Spotify customer journey map. Source: Meghana Bowen

New students coming to the university campus . Iris Wu and Mei Xue created a service to facilitate traveling to Carnegie Mellon for incoming students. As part of their research, they’ve designed current and future  customer journey maps  to better understand the difficulties that international students encounter.

Best practices

We’ve already included some pieces of practical advice in the previous sections, but we still have a few more final tips.

Collaborate . We’ve mentioned it above but still want to emphasize the importance of cross-department collaboration when creating and working with the customer journey map. And, of course, involve your customers as well. Only in this case you’ll be able to have the most detailed information about your customer experience and improve it throughout all touchpoints.

Designate . As you implement changes, it’s crucial to assign responsibilities so that everyone knows their roles and tasks in these projects.

Track . It’s also important to develop KPIs so that you can track progress. The metrics you choose will depend on your objectives, but some examples are customer satisfaction score, net promoter score , conversion rate, or churn rate.

Update . Remember that the customer journey is dynamic and can change over time. Regularly revisit and update your customer journey map to reflect any changes in customer behavior or market conditions.

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How to Create a Customer Journey Map: A Step-By-Step Breakdown

Nick Mann

There are often a lot of twists and turns in the customer journey, with each individual experience being unique.

That said, there is a predictable sequence of touchpoints throughout the sales funnel.

Mapping each customer touchpoint out effectively helps enhance the user experience and increases the chances of customer success.

What Is a Customer Journey Map?

Simply put, a customer journey map is a visualization of the process someone undertakes as they move through the various touchpoints of the customer journey.

It typically starts with the initial interaction they have, like visiting your website for the first time when gaining brand awareness, and then moves through the subsequent stages of consideration, purchase, retention, and advocacy.

Here’s an example of what a typical customer journey map may look like.

customer journey maps

Notice how it concisely outlines the touchpoints customers take as they move throughout the customer journey.

It starts in the awareness stage with touchpoints like search results or paid content, moves on to the consideration stage with social media or email, then to the purchase stage, and so on.

There are four main purposes of customer journey mapping.

  • Flesh out the step-by-step process someone takes from being a potential customer to a lead to an actual customer and ideally, a loyal advocate
  • Understand the customer’s perspective
  • Identify friction points that are causing issues with customer engagement
  • Discover opportunities to reduce pain points and improve the overall customer experience

By doing so, you set the stage for better product design, more effective customer journey marketing, increased customer satisfaction, better customer retention, and ultimately, greater customer success.

How to Create a Customer Journey Map

1. define business goals.

Before doing anything else, you’ll want to pinpoint exactly what you’re looking to accomplish with customer journey mapping.

Some common examples include:

  • Optimizing each touchpoint in the customer experience
  • Identifying areas with higher than average dropoff
  • Resolving issues that are leading to excessive dropoff
  • Improving the overall customer experience both during the buyer journey and post-purchase

Clearly articulating what you’re trying to achieve is essential because it will direct the path you take for subsequent steps of customer journey mapping.

Note that a big part of effectively defining business goals is getting input from multiple key stakeholders in your company who are responsible for different aspects of the customer experience.

For instance, you may want to get input from your marketing leaders when developing the awareness and consideration stages of your customer journey map, input from your sales leaders when ironing out the purchase stage, and input from your customer service leaders when constructing the retention and advocacy stages.

It’s also smart to perform extensive user research and incorporate customer feedback to ensure you address the right pain points and tackle the issues that are most pressing for creating a positive user experience and long-term customer loyalty.

This should make for cohesive CX journey mapping where touch points flow smoothly from one to the next.

2. Identify Key Stages in the Customer Journey

Next, you’ll want to pinpoint the exact sales funnel stages involved with the customer journey.

The sales funnel stages can vary slightly from company to company, but as we mentioned earlier, some common ones include:

  • Consideration

customer journey maps with box

Fleshing the key stages out like this will show you the path users take as they go from being a prospect to a lead to a customer to an advocate.

By visualizing the key stages like this, you’ll see how each stage flows into the next — something that’s vital for making the customer journey as seamless as possible, meeting customer needs, and improving overall customer experience quality.

This is also what the next step in constructing customer journey maps is built on, which brings us to our next point.

3. Define Customer Touchpoints

You can think of the key stages in the customer journey on the macro level and the next step in the process — defining customer touchpoints — on the micro level.

These are the smaller interactions that customers take as they move from stage to stage in the user journey.

This can include digital touchpoints like becoming aware of your brand through an online ad, a search engine, paid content, and so on.

customer journey map arrows

It can also include physical touchpoints like word-of-mouth.

customer journey maps arrow word of mouth

Customer touchpoints will account for the majority of your customer journey map and help you visualize how people interact with your brand.

The exact number of touchpoints can vary considerably, so defining them is highly individualistic.

When identifying them, you’ll want to carefully consider the typical customer journey and write down every step involved. Then, arrange each touchpoint sequentially so you can see the big picture.

4. Design a Visual Representation of the Customer Journey

After defining business goals, identifying key stages in the customer journey, and defining customer touchpoints, it’s time to actually create your customer journey map.

Here, you’ll create a visual representation of what your business’s specific customer journey looks like for a bird’s-eye view.

To do this effectively, it’s helpful to use strong visual elements like different colors, symbols, bullets, and emojis so you can easily see everything at a glance.

Here’s an example of what an online shopping customer journey map could look like.

online customer journey map

When it comes to customer journey mapping tools, there are several options available.

If you’re looking for something bare-bones and simple, you can use Microsoft Excel or Google Sheets.

customer journey spreadsheet

If you want something a bit more advanced, you can use HubSpot’s Customer Journey Map Template , which includes seven free templates (more on this later).

customer journey map hubspot template

Or, if you want software with extensive features that are specifically designed for creating customer journey maps, you can find a list of the top 10 products here .

Note that most companies have more than one customer persona. Therefore, you may need to create multiple customer journey maps while targeting each individual buyer persona.

Customer Journey Map Templates

When most people think of customer journey mapping, they think of the classic buyer’s journey.

And they wouldn’t be wrong.

Generally, that’s the most commonly used customer journey map and the type of mapping we used in the customer journey map examples above.

But it’s certainly not the only type of mapping you can use.

As we’ll learn in a moment, there are also customer journey maps that target specific segments of the buyer’s journey and customer journey maps that focus on what you want your ideal journey to be like.

For the rest of this post, we’ll cover four of the most popular customer journey map templates you can use for different situations.

That way you can cover all the angles and increase the chances of customer success every step of the way.

Buyer’s Journey

As we just mentioned, this is widely considered the most classic type of customer journey mapping.

When mapping the buyer’s journey, you follow the key stages in the customer journey (awareness, consideration, purchase, etc.) like we outlined above, along with customer touchpoints.

Here’s a simple template journey map example for the buyer’s journey from HubSpot, which you can find for free here .

customer journey map buyers journey from hubspot

The default starting point is extremely simple. It includes just three stages and a handful of questions to understand customer interaction.

However, you can easily add more stages, questions, and additional information to fully customize the buyer’s journey so that it’s specific to your business.

customer journey map buyers journey from hubspot write in

This template, admittedly, won’t provide the same depth as some of the more advanced tools for creating customer journey maps, but it should be adequate for many business owners.

If you don’t need anything fancy and are testing out customer journey maps for the first time, HubSpot should be more than sufficient.

Whatever template you use, buyer’s journey mapping tends to be a good starting point as it helps you visualize the entire process from someone entering your sales funnel to converting to becoming a loyal customer.

This is integral for optimizing every aspect of the customer experience end-to-end, and from a product standpoint, is essential for achieving UX mastery.

It’s also worth mentioning that if you’re looking to improve your UX design skills, The Interaction Design Foundation is an excellent resource for doing so. They offer a wide variety of courses from the beginner to expert level and only charge a flat monthly fee for access to all courses.

Now that we’ve tackled buyer journey mapping, let’s look at three other popular types of customer journey map template options that are also available.

Future State

In most cases, the buyer’s journey is the current journey customers are taking.

While there will likely be several areas you’re satisfied with, your existing customer journey probably won’t be ideal and likely isn’t meeting customer expectations 100%.

For example, there may be friction points along the way where customers are attempting to accomplish a goal. Or, there may be higher than acceptable dropoff in a particular area like using core features or becoming a paid customer after using a free product version.

customer journey analytics dashboard

By the way, if you want to holistically understand the customer journey and generate objective customer data, you can use a customer journey analytics platform like Woopra . This enables you to analyze essential customer journey metrics so you can see what it looks like end-to-end.

With future state customer journey mapping, you design a new map with new touchpoints and engagements based on your ideal vision.

That way, you’ll know what needs to be done to create the optimal customer journey.

If you’ve already experimented with creating customer journey maps and are looking to take the next step to refine the customer experience, you’ll likely be interested in future state mapping.

HubSpot offers a free future state template as well, which allows you to outline the series of steps that need to be taken to make the customer journey as perfect as possible. And it’s completely customizable.

customer journey future state

You simply list the steps you want to take to create an amazing customer experience and ask key questions regarding customer behavior.

It’s nothing over the top, but it should get the job done for many business owners.

Lead Nurturing

Although technically part of the buyer’s journey, some marketers choose to create a lead nurturing customer journey map because of the extreme importance of lead nurturing.

After all, any major holes in the lead nurturing process can disrupt sales as a whole. And no matter how good your marketing team is at generating leads, the impact will be negated if you can’t successfully nurture them.

To optimize this area of sales, you can create a lead nurturing map using a template like this one.

customer journey lead nurturing

Here, the default starts with someone being a stranger, then moves on to them being a subscriber/lead, then a marketing qualified lead (MQL), a sales opportunity/demo, then a deal closed/handoff.

Again, everything is customizable, so you can adjust the lead nurturing customer journey to your exact specifications. And, it too, is available for free from HubSpot .

Customer Service and Support

Once again, a truly rewarding user experience goes beyond the purchase and ensures a customer is satisfied well after they’ve bought a product.

Like lead nurturing, customer service and support are also technically part of the buyer’s customer journey map.

However, it dives deeper into this area of the sales funnel with the intention of increasing customer retention and advocacy.

And I think we can all agree that this is incredibly important given that “Happy and satisfied customers are 87% more likely to purchase upgrades and new services.”

Here’s yet another free customer journey map template you can get from HubSpot that focuses specifically on customer service and support.

customer journey service and support

With it, you can follow how a customer goes from engaging in the normal use of a product to noticing an issue/having a complaint to asking for help/contacting customer support to speaking with support to conflict resolution.

Having a clear overview of the touchpoints involved with this process should help you fully understand the flow so you can 1) see things from a customer’s point of view and 2) identify issues that may be detrimental to customer support.

For inspiration from real-life major brands like Spotify, TurboTax, and Amazon, here’s a list of customer journey map examples you can learn from.

Crafting an Exceptional User Experience with Customer Journey Maps

Customer journey mapping is a simple yet effective way to visualize each touchpoint in the user journey holistically for each buyer persona.

From the initial moment someone becomes aware of your brand to the time of purchase and beyond, customer journey maps allow you to see how users move throughout the entire lifecycle.

And as we’ve learned, this serves several important purposes, including seeing the buying process from a customer’s point of view, identifying customer pain points, and unearthing opportunities to improve the customer experience end-to-end.

It’s just a matter of following the correct customer journey mapping guidelines and using the appropriate template to outline the buying process.

Then, tracking key customer journey metrics like engagement, churn rate, and customer satisfaction with an analytics platform like Woopra or Google Analytics should help you refine your customer journey mapping to fully optimize the customer experience.

Full insight into the customer journey. No SQL required.

Get started with Woopra for free to see who your customers are, what they do and what keeps them coming back.

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How to create an effective user journey map

how to create a user journey map

No matter what you’re working on, the key to customer satisfaction and business growth is understanding your users. A user journey map helps you uncover pain points, explore the touchpoints from their perspective, and learn how to improve your product.

Imagine you just launched a new ecommerce platform. Shoppers fill their carts with products, but they abandon their carts before checkout. With a user journey map, you can pinpoint where the customer experience is going wrong, and how to enable more successful checkouts.

Read on to find out:

  • What is a user journey map, and how it captures user flows and customer touchpoints
  • Benefits of user journey mapping to refine UX design and reach business goals
  • How to make user journey maps in five steps, using FigJam’s user journey map template

What is a user journey map?

Think about the path a user takes to explore your product or website. How would you design the best way to get there? User journey maps (or user experience maps) help team members and stakeholders align on user needs throughout the design process, starting with user research. As you trace users' steps through your user flows, notice: Where do users get lost, backtrack, or drop off?

User journey maps help you flag pain points and churn, so your team can see where the user experience may be confusing or frustrating for your audience. Then you can use your map to identify key customer touchpoints and find opportunities for optimization.

How to read a user journey map

Most user journey maps are flowcharts or grids showing the user experience from end to end. Consider this real-life journey map example of a freelancing app from Figma's design community. The journey starts with a buyer persona needing freelance services, and a freelancer looking for a gig. Ideally, the journey ends with service delivery and payment—but customer pain points could interrupt the flow.

Start your user journey map with FigJam

5 key user journey map phases.

Take a look at another Figma community user journey template , which uses a simple grid. Columns capture the five key stages of the user journey: awareness, consideration, decision, purchase, and retention (see below). Rows show customer experiences across these stages—their thoughts, feelings, and pain points. These experiences are rated as good, neutral, and bad.

To see how this works, consider a practical example. Suppose a new pet parent wants to learn how to train their puppy and discovers your dog-training app. Here's how you might map out the five key user journey stages:

  • Awareness. The user sees a puppy-training video on social media with a link to your product website. They're intrigued—a positive experience.
  • Consideration. The user visits your product website to preview your app. If they can't find a video preview easily, this could be a neutral or negative experience.
  • Decision. The user clicks on a link to the app store and reads reviews of your app and compares it to others. They might think your app reviews are good, but your price is high—a negative or neutral experience.
  • Purchase. The user buys your app and completes the onboarding process. If this process is smooth, it's a positive experience. If not, the customer experience could turn negative at this point.
  • Retention. The user receives follow-up emails featuring premium puppy-training services or special offers. Depending on their perception of these emails, the experience can range from good (helpful support) to bad (too much spam).

2 types of user journey maps—and when to use them

User journey maps are helpful across the product design and development process, especially at two crucial moments: during product development and for UX troubleshooting. These scenarios call for different user journey maps: current-state and future-state.

Current-state user journey maps

A current-state user journey map shows existing customer interactions with your product. It gives you a snapshot of what's happening, and pinpoints how to enhance the user experience.

Take the puppy training app, for example. A current-state customer journey map might reveal that users are abandoning their shopping carts before making in-app purchases. Look at it from your customers' point of view: Maybe they aren't convinced their credit cards will be secure or the shipping address workflow takes too long. These pain points show where you might tweak functionality to boost user experience and build customer loyalty.

Future-state user journey maps

A future-state user journey map is like a vision board : it shows the ideal customer journey, supported by exceptional customer experiences. Sketch out your best guesses about user behavior on an ideal journey, then put them to the test with usability testing. Once you've identified your north star, you can explore new product or site features that will optimize user experience.

How to make a user journey map in 5 steps

To start user journey mapping, follow this step-by-step guide.

Step 1: Define user personas and goals.

Gather user research and data like demographics, psychographics, and shopping behavior to create detailed customer personas representing your target audience.  In your dog-training app example, one key demographic may be parents. What’s their goal? It isn't necessarily "hire a puppy trainer"—it could be "teach kids how to interact with a puppy."

Step 2: Identify customer touch points.

Locate the points along the user journey where the user encounters or interacts with your product. In the dog training app example, touchpoints might include social media videos, app website, app store category search (e.g., pets), app reviews, app store checkout, in-app onboarding, and app customer support.

Step 3: Visualize journey phases.

Create a visual representation of user journey phases across key touchpoints with user flow diagrams , flowcharts , or storyboards .

Step 4: Capture user actions and responses.

For each journey stage, capture the user story: at this juncture, what are they doing, thinking, and feeling ? This could be simple, such as: "Potential customer feels frustrated when the product image takes too long to load."

Step 5: Validate and iterate.

Finally, show your map to real users. Get honest feedback about what works and what doesn’t with user testing , website metrics , or surveys . To use the dog-training app example, you might ask users: Are they interested in subscribing to premium how-to video content by a professional dog trainer? Apply user feedback to refine your map and ensure it reflects customer needs.

Jumpstart your user journey map with FigJam

Lead your team's user journey mapping effort with FigJam, the online collaborative whiteboard for brainstorming, designing, and idea-sharing. Choose a user journey map template from Figma's design community as your guide. With Figma's drag-and-drop design features, you can quickly produce your own professional, presentation-ready user journey map.

Pro tip: Use a service blueprint template to capture behind-the-scenes processes that support the user journey, bridging the gap between user experience and service delivery.

Ready to improve UX with user journey mapping?

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A Guide to Creating a Customer Journey Map for Your Brand

author image

Table of Contents

The key to determining what turns a prospect into a first-time customer is to create a customer journey map that reflects the needs and experiences of your real-life customers. This tool helps you visualize how various types of customers engage with your brand and whether their experience ultimately encourages a sale. Here’s how to develop a customer journey map for your small business.

What is a customer journey?

A customer journey describes how your prospects engage with your brand, from the moment they become aware of it to the time they become a customer and beyond.

“The customer journey is essentially the complete experience your customer goes through when interacting with your company,” said Nell Lanman, senior vice president of product and marketing for SquareFoot. “Instead of just looking at the transaction itself, it’s looking at the full experience and every touchpoint along the way.”

That means the customer journey starts before they are even aware of your brand and extends well past their first purchase. It includes how you acquire new leads and how you retain existing customers .

The 7 steps of a customer journey

To better understand the various phases of a customer journey, it helps to break it down into seven general steps. Think carefully about your unique circumstances and the circumstances of your buyer personas to craft a detailed and effective plan for each stage of the customer journey. Start with these seven steps as a general framework, and then adapt them to the realities of your brand.

According to Lauren Patrick, director of community and customer marketing at Uptycs, the customer journey includes the following seven steps:

  • Introduction: This is the first time a potential customer interacts with your brand. This should be an opportunity to provide some introductory information about your company , as well as gather some basic information about the prospect.
  • Discovery: This is where a lead and your brand learn more about each other. Prospects might read blog posts on your website or search for customer reviews of your company on Google or Yelp. Meanwhile, your brand can gather data on customer behavior if you’ve implemented tracking through tools such as cookies and pixels.
  • Purchase: At this stage, a prospect becomes a customer. They have purchased one of your goods or services.
  • Adoption: This stage could also be called “onboarding.” It occurs when a customer is first using your product or service. It includes elements such as implementation assistance or installation guides. For example, a software-as-a-service business might include a welcome guide covering the major features available on the platform. For more complicated software, a company might offer one-on-one training. It is also an opportunity to solicit feedback on how well your brand supported a customer in their early experience.
  • Engagement: This stage occurs after your customer has spent time with your product or service. You might choose to keep them engaged by extending special offers or discounts to them, or you might decide to tease upcoming new releases. You want to stay relevant to a customer by providing value at this stage.
  • Renewal/churn: At this stage, you will see which customers renew their subscription or make an additional purchase and which customers do not. Both types of customers are essential. Consider what the repeat customers liked about your process and product or service. Find out what dissuaded the customers who dropped out. This information will help you refine your buyer personas and adapt your customer journey map.
  • Advocacy: Advocacy includes providing customer service and technical support to customers, as well as supporting the business beyond the immediate product or service. Advocacy is about cultivating and strengthening an emotional tie between the customer and the brand . For example, offer genuine responses to negative comments or critical reviews online, and do something meaningful to resolve the issue.

Importantly, “purchase” is only the third step on the customer journey. That’s because driving a customer to a sale is only part of the journey, Lanman said.

“You don’t want to forget the customer journey doesn’t end at the initial transaction,” she said. “Stay in front of the customer and nurture them. It’s easy to say you’ve succeeded in reaching the clear objective you’ve set, but that success can happen more than once — in an ideal world, it would.”

The importance of a customer journey

The customer journey is important because understanding how and why a prospect engages with your brand helps you serve them the right information, which, in turn, improves your odds of ultimately making a sale. That usually takes some time, but every step of the customer journey should be tailored to supporting your prospects on their path to becoming paying customers.

To better understand your typical customer journey, and thus how to move prospects through your sales funnel , it is helpful to create a visualization known as a customer journey map.

Building customer loyalty is essential to the long-term success of your business.

What is a customer journey map?

A customer journey map is a visualization that tracks the various ways a customer might encounter your brand and the experience that follows.

“A customer journey map helps you understand all the ways in which your ideal customer can find you or enter your sales funnel,” said Heather Sutton Lodge, owner and chief strategy officer at Werkflow Digital.

These entry points could be an advertisement that a customer clicks through to land on your website, a post you made on Facebook, or an introduction email you sent after a prospect subscribed to your newsletter. Customer journey maps are unique to each business and largely depend on the types of customers being targeted and their specific needs.

“When you think of a customer journey, you should think about something visual,” Lanman said, adding that businesses should literally map their customer journey. “Especially in today’s digital environment, there are so many different channels at the top of the sales funnel. Visualizing it really does help.”

So, what should a customer journey map entail? It starts with understanding the seven steps of a customer journey listed above.

How do you create a customer journey map?

If you are creating a customer journey map for the first time, here are five easy steps to get started:

1. Set your objective.

The first step you should take when creating your customer journey map is to determine your objectives, Lanman said.

“Before you even [create a map], set your objectives,” she said. “What is the end goal? What are you trying to accomplish?”

Your goal might be as simple as driving sales , but a customer journey map can articulate many types of conversions. For example, a conversion could be a phone call to book an appointment, or it could be a response to a survey. Clearly define your goals upfront and allow them to inform the development of your customer journey map.

2. Develop buyer personas.

Next, identify and describe in detail the type of customer you are targeting.

“The process starts with knowing your target customer really well,” Lodge said. “Build out a buyer persona to understand their challenges, pain points and needs.”

A buyer persona is a fictional representation of your ideal customer or customers. According to Lanman, buyer personas are fictional characters with names, occupations, hobbies and specific needs. She recommended developing a thorough persona for your single most important type of customer.

3. Identify the touchpoints between the persona and your brand.

Think about how your business first comes into contact with a given persona. Maybe your buyer persona is active on Facebook and saw an advertisement, or maybe they’re most likely to encounter you through a web search. Consider as many channels as possible by which a given persona might find your brand. Once you highlight the ideal persona, you can list the potential touchpoints you think your customer will engage with.

Consider how a customer might continue interacting with your brand from each of these starting points. For example, a potential customer sees your Facebook advertisement with the call to action (CTA) “Shop now.” The potential customer clicks the advertisement and lands on your company’s homepage. Where do they go from there? Was that the best landing page for them to arrive on?

4. Track user behavior in the real world.

The answer lies in data. Maybe you find that the click-through rate of the Facebook ad is high, but so is the bounce rate on your homepage. What would happen if you had users who clicked the ad land in your e-commerce store instead of on your homepage? Would the bounce rate decrease?

Ask these types of questions for each stage of your customer journey map, and realize that the answers might change over time. [Read related article: How to Keep Customers on Your Site and Boost Sales ]

“Once you’ve created a buyer persona, you can know a bit about your audience,” Lodge said. “If it’s moms between 35 and 50, you can assume they’re on Facebook. … Take yourself through that process. How might they find you on Facebook? What actions do they take? Once they find you, how do you learn about them? Do you create a chatbot? Do you have an ad they see and fill out their info?”

5. Refine your customer journey map.

In asking these questions, refine your customer journey map over time. Never assume your customer journey map is finished.

“Something that’s very common, even for myself, is you assume too much about your customer,” Lodge said. “An educated assumption about your target audience is fine … [but it’s] important to get feedback from loyal customers or people you know.”

When you receive customer feedback , document it, and use it the next time you revisit your customer journey map.

Here are five simple ways to pinpoint your brand’s target audience .

What is an example of a customer journey map?

When you’re considering your customer journey map, it can be helpful to review a case study. Nextiva, a top business phone system provider focused on providing cloud-based communications, maintains more than 150,000 customers. [Learn more in our full review of Nextiva .]

Yaniv Masjedi, chief marketing officer at Nextiva, said the process of mapping the customer journey has been underway since 2009 and has undergone many iterations. Nextiva’s customer journey has seven steps that are unique to the company’s client base and business model:

  • Exploring and engaging
  • Convincing and captivating
  • Buying your product/service
  • Using the product
  • Getting help
  • Building brand enthusiasm

Nextiva has five buyer personas, each of which articulates a specific job or task that Nextiva can help a client accomplish. Each buyer persona navigates these seven steps differently, Masjedi said. Determining whether your personas, and the assumptions behind them, are accurate takes time.

“We started to profile customers based on the size of their business but quickly realized size, location and industry don’t really tell you what the customer is looking to do with your product,” Masjedi said. “We adjusted our personas to really align with the objective a customer has in working with us. What’s the job they want to accomplish?”

The company continually refines the personas, but Nextiva now has a clearer picture of how its customers approach the company before making a buying decision, Masjedi said, adding that the best way to do that is to put yourself in customers’ shoes.

“What we do is we personally go through the customer journey and experience it ourselves,” he said. “We literally shop our own product and go through the experience. That’s something we consistently do — not just at the beginning, but as an ongoing effort to consistently evaluate what the experience is like.”

The company regularly solicits customer feedback to ensure the accuracy of its assumptions and to identify gaps in its model and areas of improvement.

What are some customer journey map templates and tools?

These customer journey map templates and digital marketing tools can improve your visibility into how your customers engage with your brand .

  • Funnelytics : This tool has a free plan that you can use to map customer journeys and sales funnels with easy-to-use drag-and-drop functionality.
  • Google Analytics : You can use this free tool to examine internet users’ search patterns. What are your customers searching for on Google, and how can you use that information to reinforce the customer journey?
  • Hotjar : This company offers website heat maps to show which areas of your webpage users view and which elements they are most engaged with. For example, you can see which links are clicked the most and determine whether your CTAs are in the optimal locations.
  • Lucidchart : With the free version of this simple visualization tool, teams can use a virtual whiteboard to start mapping.

These tools can inform your decision-making and make it easier to create your customer journey map. However, you can also map a customer journey using a physical whiteboard, markers and sticky notes. Employ a method that works for you and your team. After all, if you want to do it right, you’ll be revisiting and revising your customer journey map time and again.

Skye Schooley contributed to this article. Source interviews were conducted for a previous version.

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Strategic Management Insight

Customer Journey Map (CJM)

Customer journey map

People expect some benefit when they use the products and services an organization provides. They want to get some job done, solve a problem, or experience a particular emotion.

It is only when they perceive this benefit as valuable they’ll give something in return – money, time, or attention.

To survive, organizations need to capture some value from their offerings. And value creation lies at the intersection of human interaction with the provider of a service.

Customer Journey Map

What is a Customer Journey Map

A Customer Journey Map (CJM) belongs to a class of diagrams called Alignment Diagrams [2] that help visualize the story of interaction between individuals and an organization.

They visually illustrate an individual customer’s needs, the series of interactions that are necessary to fulfill those needs, and the resulting emotional states a customer experiences throughout the process.

CJM shows the steps customers go through in engaging with a company, whether it be a product, an online experience, a retail experience, a service, or any combination.

Customer journey

CJMs are also called “cradle-to-grave maps” as they look at the entire arc of engagement. The more touchpoints a company has, the more complicated and necessary they become.

While the exact origin of the term customer journey map (CJM) is unclear, the basic idea of looking across touchpoints has its roots in Jan Carlzon’s concept of moments of truth. [3]

Importance of customer journey map

When most companies focus on customer experience, they think about individual touchpoints – the transactions through which customers interact with parts of the business.

While this is a logical approach and is relatively easy to build into operations, its siloed nature misses the bigger and more important picture – the customer’s end-to-end experience. [4]

A customer’s journey includes many things that happen before, during, and after the experience of a product or service. This journey can be long, stretching across multiple channels and touchpoints, and often lasts days or weeks.

Consider an example of a smartphone purchase, the CJM of which is as shown below.

Touchpoints that left negative emotions are depicted on the bottom of the vertical axis while positive ones are shown above. Each phase of the customer journey is indicated along the horizontal axis and moves from awareness to after-sale:

Customer journey map for smartphone ordering

Notice how the customer’s journey involves interactions across multiple touchpoints such as adverts, physical stores, websites, emails, and (sometimes) sales/post-sales support.

A great sales process with a timely delivered smartphone could still lead to a bitter experience if the post-sales support (in case of a defect, for example) is not effective.

Likewise, a poorly designed advert may discourage a customer from considering the purchase in the first place.

Thus, only by looking at the customer’s experience through their own eyes along the entire journey taken can companies begin to understand how to meaningfully improve the overall performance.

Shown below is another, more complex CJM which details the process of installing a broadband and internet service:

CJM for a broadband provider

It focuses on the emotional aspects while highlighting the thoughts and feelings a customer typically goes through.

Since creating great experiences is not about individual touchpoint optimization but rather how touchpoints come together into a unified whole, CJMs play a crucial role as a strategic tool to visualize touchpoints and manage them more effectively.

What makes them much more powerful than simply delivering personas and scenarios is their ability to highlight the flow of the customer experience from the ups and downs along the way to those critical pain points where an organization’s attention and focus are most essential.

CJMs help better understand customer loyalty and improve customers’ experiences by answering questions such as:

  • How can an organization better engage customers?
  • How can it provide value so that customers keep coming back?
  • How can it make services more relevant?

Components of a customer journey map

CJMs can range from very simple to complex illustrations that include personas, motivations, emotions, and key activities. To be effective, a CJM must be visually appealing, comprehensive, and understandable.

A CJM consists of the following key elements:

  • Customer stages (or timeline) : identifies the stages in the customer journey. At a minimum, there are four stages: enquiry, comparison, purchase, and usage. Alternatively, this could also be a finite timeline (e.g., A week, month, year).
  • Persona(s) : archetypal representations of existing subsets of the customer base who share similar goals, needs, expectations, behaviors, and motivation factors.
  • Touchpoints : These are points of contact or interaction between a business and its customers. Information exchange at a touch point could be both unidirectional (e.g.: a banner advert) or bidirectional (physical store). To align the customer experience and identify pain points between channels and touchpoints, the map should also specify which channels are in focus.
  • Emotions : CJMs must predict and specify customers’ emotions and feelings. This makes them useful for pinpointing potential pain points and successes.
  • Channels : These are means by which interaction takes place. e.g. website, native app, call centre, in-store etc. This is where customers interact.

Optionally, they could also include:

  • Barriers and pinpoints : These are areas where a customer is experiencing difficulties or issues with the product or service. This is more relevant when a CJM is developed for “as-is” conditions.
  • Customer goals : a customer goal may not always remain constant throughout the journey. Identifying changing goals offers opportunities for improvements in the service.
  • Positive experiences : Highlighting what is done well helps stakeholders understand which activities create a positive customer experience and add value.

Creating a customer journey map

While organizations use creative ways to develop customer journey maps, broadly the process includes the following steps:

1. Set objectives

Having a clear goal is a prerequisite to customer journey mapping. A company needs to first decide what it hopes to accomplish through the map, which customers to target (customer segmentation), and which types of experiences it expects the maps to highlight.

Objectives of the map are driven by the company’s strategic goal (e.g., increased revenue or improved customer retention).

For example, if the strategic goal is to improve customer experience, then the objective for the map could highlight key touchpoints, such as website interactions, customer support interactions, and post-purchase experiences, to identify areas for improvement and ultimately improve customer retention.

It is also important to decide on relevant metrics that can be tracked once the customer journey map is created and put to use. Without proper tracking, setting goals doesn’t mean much.

2. Collect customer data and insights

Firms should start the process by taking inventory of the customer knowledge they already have. Data must be gathered from every customer interaction. A marketing automation solution is a great way to collect this information.

For companies that do not have sufficient customer data, Voice of Customer (VoC) is an effective method to gain insights. [7]

Other methods could include mining databases and gathering reports, but the most significant insights will come from the stakeholders themselves. Valuable insights emerge when cross-functional groups are brought together to offer different perspectives on observations and ideas about customers and their experiences.

Data collected at this stage could be both qualitative and quantitative.

3. Distill customer segments into personas and define their goals

With internal and external research in hand, journey mapping leaders need to distill their findings about how customers interact with the company, their expectations from each interaction, and how they feel about each interaction.

Developing a customer persona helps capture the needs, goals, and value a customer brings to a company. Depending on the number of customer segments identified, more than one persona (and by extension, more than one customer map) might be developed.

This helps a company to successfully design experiences that support the specific needs of behaviorally distinct customers.

The benefits of a customer persona over typical customer models are as shown:

The more accurate a persona is, the more effective the CJM will be.

4. Identify touchpoints

Identifying touchpoints involves generating a list of customer touchpoints and the channels on which those touchpoints currently occur.

For example, the touchpoint could be “pay a bill”, and the channels associated with it could be “pay online”, “pay via mail” or “pay in person”.

Additionally, touchpoints could also be indirect, for example, reviews of a brand that customers read on third-party sites. As each touchpoint can drive customer conversion, it is critical to represent all possibilities.

5. Construct an empathy map

An empathy map is a collaborative visualization used to articulate what is known about a particular type of customer/user.

It externalizes knowledge about them to create a shared understanding of their needs, thereby aiding in decision-making.

Shown below is an example of an empathy map for a customer looking to purchase a television:

empathy map for a customer

Empathy maps provide a foundation of material to fuel CJMs. They give a well-rounded sense of how it feels to be a particular persona in their experience, specifically focusing on what customers are thinking, feeling, seeing, hearing, saying, and doing.

6. Map the customer journey

This involves putting together all the pieces: timeline, touchpoints, channels, emotions, and even new ideas on how to improve the future customer journey.

The goal is to translate the analysis into a simple visual representation of customer processes, needs, and perceptions. With each interaction, the map should also define customer needs and identify how well the company currently meets those needs.

There are no standard rules or layouts to create a CJM. Even the timeline need not be a standard left-to-right. It could be circular or helical.

The below example shows the LEGO Group’s “experience wheel” which is a CJM built around the three basic stages of an executive’s visit to LEGO offices and the individual experiences that make up each stage.

LEGO Group’s “experience wheel

Notice how it starts with the description of a customer persona in the center (Richard, a senior executive in this case). It recognizes the timeline spread across three stages – before, during, and after the flight. It is easy to use and simple to understand.

Also at each interaction, the map defines customer needs and identifies how well the company currently meets those needs (in the form of smileys)

In terms of format, CJMs can be presented as either a comprehensive visual map in print/image form or an interactive digital form featuring clickable elements and embedded videos.

Steps to extract maximum value from CJMs

Developing CJMs won’t automatically realign an organization or improve customer experiences. Most lose momentum and are forgotten along with other research outputs.

To extract value, companies need to follow three practices: [8]

1. Share widely

To set the stage for broad customer experience improvements, the insights from CJMs must be shared with stakeholders across the company. This involves the following steps:

Involve internal stakeholders throughout the CJM process

Executives are more likely to buy into projects that they’re personally involved with. Hence, companies should actively engage decision-makers in the effort.

Those involved in the process early on are also more receptive to final conclusions (even if they are unpleasant) while those who stay out ultimately ignore recommendations.

Highlight key strengths

By design, CJMs are meant to identify problem areas where companies can make improvements. However, too many negatives can leave stakeholders choking.

Hence, to keep executives receptive, and not discourage efforts, a CJM should highlight both strengths as well as weaknesses.

Over time, as companies make improvements in their experiences, they can enjoy watching positive indicators overtake negative ones on their journey maps.

Use the organization’s native language

Companies aren’t accustomed to evaluating themselves from customers’ perspectives. To avoid resistance, it is necessary to tie CJMs to important elements of the existing corporate culture.

For example, explaining to stakeholders how new personas complement rather than replace existing segments.

Bring customer data to life

Engaging presentation techniques can bring CJMs to life.

This could include directly presenting the voice of the customer, showing videos of customers interacting with products or talking about their relationships with the company or audio recordings of customer service calls.

Some companies and consulting firms have used strategies like bringing persona cutouts into review meetings, building up physical rooms with customer research and even getting customers to participate in company meetings.

2. Act on insights

Since customer experience executives don’t manage all the organizational functions affected by the improvements identified in a CJM, this should be driven by leadership.

This calls for methodical identification and prioritization of opportunities while drawing on executive support and past successes. The following steps are important:

Exercise and expand executive support

Leadership should mandate that managers spend time interacting with customers and adopt

customer-focused metrics to measure performance. Without this level of support, customer experience leaders often face resistance from territorial channel and line-of-business leaders.

Another way of gaining executive buy-in is by competing pilot projects that demonstrate the process’s value.

Identify broken moments of truth

CJMs inevitably show companies the areas where they fail to meet their customers’ needs. But having a long list of poor experiences doesn’t tell what’s worth improving.

Companies need to focus on key moments of truth for customers – the interactions that they see as most important.

One way to prioritize is to plot interactions on a simple matrix, showing how important the quality of interactions is for customers:

Framework for identifying broken moments of truth

The importance of interaction can be decided through customer research or from simple surveys asking customers to rate experiences in terms of importance and quality.

Companies can also use the Kano Model [11] , which is an insightful way of understanding, categorizing, and prioritizing customer requirements.

The model shows the relationship between customer satisfaction and the attributes of products or services being (or to be) offered. It categorizes these attributes into five types:

  • Threshold attributes (must-be qualities) : These attributes are taken for granted when fulfilled but result in dissatisfaction when not fulfilled. Customers expect these attributes and view them as basic; it is unlikely that they are going to tell the company about them when asked about quality attributes. For example, brakes in a car are a basic requirement which goes without saying.
  • Performance attributes (one-dimensional qualities) : These attributes result in satisfaction when fulfilled and dissatisfaction when not fulfilled. These are attributes that are spoken about and the ones in which companies compete. A good suspension in a car that leads to a comfortable ride is such an attribute.
  • Excitement attributes (attractive qualities) : These attributes provide satisfaction when achieved but do not cause dissatisfaction when not fulfilled. They are not normally expected and thus often unspoken. Offering a broader choice of colors for a car can potentially delight certain customers, but its absence may not necessarily dissuade them from making a purchase.
  • Indifferent attributes : These aspects are neither good nor bad and have no effect, positive or negative, on customer satisfaction. For instance, a car equipped with heated seats in a region with a predominantly hot climate.
  • Reverse qualities : If these aspects exist, they lead to dissatisfaction; if they do not exist, they do not lead to satisfaction.
  • For example, in the case of customers primarily seeking a car for commuting on well-maintained roads, the presence of a four-wheel drive feature can lead to reduced fuel efficiency and discourage them from making a purchase.

The Kano Model

With time, attributes that customers see as excitement (threshold attributes) move down and convert to performance or basic attributes.

For example, a decade ago, a smartphone battery that could last 12 hours was seen as a great feature, but as battery tech improved across generations, that attribute has shifted from delighter to less than a basic need.

This also highlights the fact that what may not be a broken moment of truth today could possibly be one in the future.

Prioritize opportunities based on value to the company

Even after filtering out low-value opportunities based on customer preference, most companies still face long lists of initiatives.

This can be narrowed down further by balancing their value to customers with elements of business value such as increased revenue, reduced service costs, and differentiation from competitors.

Potential improvements can then be plotted on a simple matrix to highlight improvements with high potential impact.

Matrix For Prioritizing Customer Experience Improvements

3. Sustain learnings over time

Companies derive maximum value when they treat the journey mapping process as an ongoing strategic initiative rather than a finite project. The following practices provide discipline to keep journey maps alive over time:

Assign long-term ownership

CJMs need to be linked to the overall strategic planning process of a company with well-defined ownership. Only then, will they remain live and relevant.

Monitor customer feedback and organizational progress over time

CJMs need to be refreshed periodically to remain valid. One way to implement this is by using the maps as the foundation of customer experience data.

Instead of updating findings periodically, fresh customer feedback and performance metrics can be directly fed into the journey maps.

As pointed out by the Kano Model, customer expectations change over time and an updated CJM helps companies sense these shifts early on and take action.

1. “Mapping Experiences: A Complete Guide to Creating Value through Journeys, Blueprints, and Diagrams”. James Kalbach, https://www.amazon.com/dp/1491923539 . Accessed 27 Sep 2023

2. “Alignment Diagrams”. Jim Kalbach, https://boxesandarrows.com/alignment-diagrams/ . Accessed 27 Sep 2023

3. “Moments of Truth”. Jan Carlzon, https://www.amazon.com/Moments-Truth-Jan-Carlzon/dp/0060915803 . Accessed 25 Sep 2023

4. “From touchpoints to journeys: Seeing the world as customers do”. McKinsey & Company, https://www.mckinsey.com/capabilities/growth-marketing-and-sales/our-insights/from-touchpoints-to-journeys-seeing-the-world-as-customers-do . Accessed 27 Sep 2023

5. “Mobile Ordering Customer Journey Map Template”. Edrawsoft, https://www.edrawsoft.com/template-mobile-ordering-customer-journey-map.html . Accessed 27 Sep 2023

6. “The Value of Customer Journey Maps: A UX Designer’s Personal Journey”. UX matters (Joel Flom), https://www.uxmatters.com/mt/archives/2011/09/the-value-of-customer-journey-maps-a-ux-designers-personal-journey.php . Accessed 27 Sep 2023

7. “Voice of the customer”. Wikipedia, https://en.wikipedia.org/wiki/Voice_of_the_customer . Accessed 26 Sep 2023

8. “Mapping The Customer Journey”. Forrester (Bruce Temkin), https://www.forrester.com/blogs/10-02-10-mapping_the_customer_journey/ . Accessed 26 Sep 2023

9. “Empathy Mapping: The First Step in Design Thinking”. Nielsen Norman Group, https://www.nngroup.com/articles/empathy-mapping/ . Accessed 26 Sep 2023

10. “LEGO’s Building Block For Good Experiences”. Bruce Temkin, https://experiencematters.wordpress.com/2009/03/03/legos-building-block-for-good-experiences/ . Accessed 26 Sep 2023

11. “What is the Kano Model?”. KanoModel, https://kanomodel.com/ . Accessed 27 Sep 2023

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customer journey map template on a Miro board

Customer Journey Map Template

Map your customer journey and help your customers successfully get from A to B. Understand the reasoning behind their choices and design the best product experience and meet your customer's needs.

Trusted by 65M+ users and leading companies

About the Customer Journey Map Template

A customer journey map, also known as a user journey map, is a visual representation of how customers experience your brand and company across all its touchpoints. In a customer journey map template, interactions are placed in a pre-made timeline to map out the user flow.

Since customers are the backbone of your business, it is important to understand their pain points, desires and needs so that you can create a customer-centric experience for them.

Many teams use customer journey mapping tools to visually represent customers' thought processes and emotions from their initial interaction until the end goal. This practice enables businesses to assess whether they are meeting their objectives. Doing so can improve their conversion rates and enhance the overall customer experience.

How to use Miro’s customer journey map template

Here are 6 steps to create a successful CJM using the customer journey mapping template. In each section, we will dive a little deeper, but remember, every customer journey map is different, so you may spend more time on one step compared to another.

1. Set clear objectives for the map

Identify your goal for the map. Identifying your ideal outcome will help set the foundations for a successful project.

Ask yourself some of these questions:

Why are you making a customer journey map?

Who is it specifically about?

What experience is it based upon?

Based on this, you may want to create a buyer persona. This is a fictitious customer with all their demographics and psychographics representing your average customer. Having a clear persona is helpful in reminding you to direct every aspect of your customer journey map toward them.

2. Identify your user personas and define their goals

Use the Game-Changer container on the template to identify your persona.

Answer these three questions:

What are their key goals and needs?

What do they struggle with most?

What tasks do they have?

Conduct user research to help you in this process. Survey customers to understand their buying journey, or ask the sales team or customer service representatives for feedback or the most frequently asked questions. You would want to hear the experience of people who are interested in your product and who have interacted with it to understand their pain points and what can be done to improve.

3. Highlight target customer personas

Once you’ve discovered all the different buyer personas that interact with your business, you will need to narrow the list down and select one or two to focus on.

A customer journey map is a specific journey one customer takes, so having too many personas on one map will not be a precise indication of their journey and not a reflection of their true experience.

4. Identify all possible customer touchpoints

Based on your research, you can now use this information to map out all the possible customer touchpoints your customer will face. Use the User Journey Map Template to add the outcomes you want your customer to achieve, and then map all the steps they need to take in order to achieve these outcomes.

List out all of the touchpoints your customer currently has, and then make another list of where you would like your customers to have additional touchpoints. Then check if there are any overlaps.

This step is vital as it can show you whether you have too few or too many touchpoints and gives you a rough idea of your current customer journey experience.

Touch points are not limited to just your website. Look at other areas such as:

Social media channels

Email marketing

3rd party reviews or mentions

Pro Tip:  Run a quick Google search of your business and identify all the pages that mention your brand. Verify this using Google Analytics to see what brings in the most traffic.

This step is very important as it can help you understand things like, are the lack of touchpoints the reason why my customers are turning away? If there are more than expected, are they getting too overwhelmed?

5. Build the customer journey map and try it yourself!

Once you have gathered all the necessary information and identified all the touchpoints your customer will experience, it will finally be time to start building your own customer journey map.

Ensure that you note down every point your customer will touch your business. Remember to add their actions, needs, pains, and feelings to your customer journey map.

Creating the map alone isn’t the end of the process. You will need to go through the journey yourself and analyze the results. By going through the journey first-hand, you will see the areas where expectations might not have been met.

For each persona, go through every journey from beginning to end and take notes.

6. Adjust as needed

Once you have gone through each persona map, you will get a clearer understanding of what your customers are experiencing.

Ensure that all the needs are met and pain points are addressed. No matter how big or small the changes are, every single change has an impact. And this small impact could be the deciding factor for purchase, signup, or download.

Add all the opportunities and improvements you could introduce to your User Journey Map Template . Brainstorm with your team ideas to implement changes, and make sure you assign the right team members to each process.

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What should be included in a customer journey map template?

Every customer journey map will be different. No map is linear, so it is okay not to have a direct A to B Journey. Below we have compiled a number of points that may be included in a customer journey map template:

1. Significant milestones

In order to begin with a successful customer journey map, it is important to draft a path your customer will be journeying through to reach your business’s goal. This step is also useful as you can preemptively identify potential hiccups that might ensue here.

2. User engagement

This element is where you map out the details of how your customer will interact with your site or product. Think of how you would like this to be in order for you to achieve your goal.

3. Emotions

As we seek positive experiences, it is also important to ensure our customers feel relief, excitement, and happiness. Therefore, to mitigate any negative emotions, ensure you have a clear and concise process with appropriate branding to avoid creating negative opinions.

4. Pain Points

When your customers are experiencing a negative emotion, there is a reason why. Adding pain points to your customer journey map will help you identify the reasons behind them and come up with a solution to fix them.

5. Solutions

And finally, add solutions. Once you and your team have identified the pain points, brainstorm and implement solutions to improve your user experience.

How do I use a customer journey map template?

You can create your CJM with Miro’s free Customer Journey Map Template and customize it according to your brand or product needs. When using your own CJM template, remember to define the scope, what touchpoints you want to analyze, and who inside your organization has ownership of which step.

What are the benefits of customer journey mapping?

Using a user journey map template can be key to better understanding your customers. Customer journey mapping puts you and your team in the mind of the customer and helps you to visualize what they are experiencing at each stage and touchpoint with your business or product. Outlining the stages of interaction, while keeping the customer front and center, allows you to identify any pain points that could be improved. This will better not only the customer experience but will help with customer retention in the long run.

What is a touchpoint in a customer journey map?

A touchpoint in a customer journey map is an instance where your customer can form an opinion of your business. Touchpoints can be found in places where your business comes in direct contact with potential or existing customers. A display ad, an interaction with an employee, a 404 error, and even a Google review can be considered a customer touchpoint. Your brand exists beyond your website and marketing materials, so it’s important that the different types of touch points are considered in your customer journey map because they can help uncover opportunities for improvement in the buying journey.

How often should you update your customer journey map?

Your map should be a constant work-in-progress. Reviewing it on a monthly or quarterly basis will help you to identify gaps and opportunities for streamlining your customer journey further. Use your data analytics along with customer feedback to check for any roadblocks. It would also be helpful to schedule regular meetings to analyze any changes that might affect the customer journey.

Do all businesses need a customer journey map?

Customer journey mapping is important for businesses of all sizes. From SMBs to Enterprise. It is also important for all functions. From sales and marketing to customer service. There is no one size fits all for customer journey maps. Therefore, it is important to take time to personalise your own customer journey map to fully understand your own process and identify your own pain points.

Get started with this template right now.

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RICE Prioritization Template

Works best for:.

Project Management, Strategic Planning, Prioritization

Teams use the RICE framework to prioritize the best course of action for their business. Using the model, you assign a RICE score to different ideas and tasks. This score tells you whether that item is something to prioritize. As a result, you make better-informed decisions about growing your business.

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System Flowchart Template

The System Flowchart Template is a visual representation of the structure and organization of a concept, system, or solution. It helps teams understand how different components interact to form a functional system by focusing on the overall arrangement of elements rather than specific details. Symbolic drawings are used to illustrate the basic parts and their relationships in the diagram.

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Service Blueprint Template

Desk Research, Operations, Market Research

First introduced by G. Lynn Shostack in 1984, service blueprints allow you to visualize the steps that go into a service process from the customer’s perspective. Service blueprints are useful tools for understanding and designing a service experience – and finding ways to improve it. Service blueprint diagrams make it simpler for teams to design new processes or improve existing ones. To create a service blueprint, map out each process and actor that contributes to the customer experience, from in-house contributors to third-party vendors.

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Bang for the Buck Template

The name pretty much says it—this Agile framework is all about helping you maximize efficiency by powering collaboration between product managers and dev teams. Together you can go over each to-do on the project agenda and evaluate them in terms of costs and benefits. That way you can prioritize tasks based on how much bang for your buck they deliver. This template is great for teams and organizations that want to make a strategic plan to tackle an upcoming sprint.

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Online Sketching Template

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Home Blog Product Journey Map: Everything You Need To Know

Product Journey Map: Everything You Need To Know

June 27, 2022 Edwin Kooistra

A product journey map is a tool that allows you to visualize how your customers interact with your product or service. It can help you identify areas for improvement in the customer experience and understand what motivates customers to use your product.

What is a Product Journey Map?

A product journey map is a visual representation of a customer’s steps to achieve their goal when using a product. It helps product teams identify areas for improvement in the customer experience and can be used to inform marketing, sales, and support strategies.

The product mapping journey typically includes four key elements:

  • A timeline that shows the sequence of steps a customer takes
  • The emotions a customer feels at each stage
  • The customer’s goals at each stage
  • The channels or touchpoints the customer interacts with

Journey mapping is an essential tool for understanding how customers interact with your product and identifying opportunities to improve their experience. If you’re not already using journey maps, we recommend giving them a try!

4 Importance of Product Journey Map

A product journey map template is a process that helps businesses understand the steps their customers take to complete a task or accomplish a goal. By mapping out the customer journey, companies can identify areas where they can improve the customer experience and make it more efficient and streamlined.

There are several benefits of product journey mapping, which include:

  • Improved customer understanding
  • Increased customer engagement
  • Improved sales and marketing efforts
  • Improved Customer Retention

1 – Improved customer understanding

One of the main benefits of product journey mapping is that it provides businesses with a deep understanding of their customers. By mapping out the customer journey, companies can see what steps customers take to complete a task, what challenges they face, and what motivates them throughout the process. This information is invaluable for businesses as it allows them to tailor their products and services to meet the needs of their customers better.

2 – Increased customer engagement

Another benefit of product journey mapping is that it can help businesses increase customer engagement. By understanding the customer journey, companies can identify areas where they can improve the customer experience and make it more engaging. For example, if a business knows that customers are struggling to complete a task because of a confusing interface, they can take steps to redesign the interface to make it more user-friendly.

3 – Improved sales and marketing efforts

Product journey mapping can also help businesses improve their sales and marketing efforts. By understanding the customer journey, companies can identify areas where they can better target their marketing messages and promotions. Additionally, businesses can create more effective sales strategies by understanding what motivates customers throughout the purchase process.

4 – Improved Customer Retention

Finally, product journey mapping can also help businesses improve customer retention. By understanding the customer journey, companies can identify areas where they can make the customer experience more efficient and streamlined. Additionally, by understanding what motivates customers to stay with a product or service, businesses can take steps to improve customer loyalty.

Product journey mapping is a unique tool for businesses of all sizes. Companies can improve their products and services, increase customer engagement, and improve sales and marketing efforts by understanding the customer journey.

Additionally, product journey mapping can help businesses improve customer retention and loyalty. If you’re not already using product journey mapping in your business, now is the time to start.

Product Journey Map Vs. Customer Journey Map

A product journey map is a visual representation of a customer’s steps to achieve a goal with your product. It typically includes the customer’s emotions and thoughts at each stage.

A customer journey map for new products visualizes the steps a customer takes to achieve a goal, including their interactions with your company. It typically includes the customer’s emotions and thoughts at each stage.

Product managers most commonly use product journey maps to understand how customers interact with their products. Marketing and sales teams most widely use customer journey maps to understand how customers interact with their companies.

Product journey maps can be helpful for understanding where there are friction points in the customer experience and finding opportunities to improve the product. Customer journey maps can be helpful in understanding where there are friction points in the customer experience and finding opportunities to improve the customer experience.

Both product journey maps and customer journey maps are valuable tools for understanding the customer experience. However, they each have different strengths and weaknesses. Product journey maps are better for understanding the product itself, while customer journey maps are better for understanding the company’s interactions with the customer.

5 Tips to Create a Product Journey Map

Creating a compelling product journey map requires careful planning and execution. Here are some tips on how to get started:

  • Define your goals
  • Identify your audience
  • Gather data
  • Create the map
  • Share the map

1 – Define your goals

Before you begin creating your product journey map, it’s essential to understand what you hope to achieve with it. Do you want to improve the customer experience? Increase sales? Identify areas for improvement in your product? Once you know your goals, you can tailor the map to meet those objectives.

Your goals should be specific, measurable, achievable, relevant, and time-bound (SMART). That means they should be clear and concise, with a defined deadline. For example, a goal might be “ increase sales by 20% in the next quarter. “

Once you’ve defined your goals, you can create your product journey map. Begin by mapping out the different stages of your customer’s journey, from awareness all the way through to purchase and beyond.

2 – Identify your audience

You need to take a few things into account when creating your product journey map. First, you need to think about who your audience is. What are their needs and wants? What are their pain points? Once you understand your audience well, you can start mapping out their journey with your product.

Think about the different stages your audience will go through when using your product. What are their goals at each stage? How can your product help them achieve those goals? Keep in mind that people’s needs and wants can change over time, so regularly update your journey map.

Your product journey map should be tailored to your target audience. Think about who you are trying to reach with your product or service and their needs and wants. This will help you determine what information to include on the map.

3 – Gather data

Once you know your target audience, you can begin collecting data about their interactions with your product or service. This can come from various sources, such as customer surveys, interviews, focus groups, and analytics data.

There are a few different ways to gather data to create your Product journey map. You can use surveys, interviews, focus groups, or even compile existing customer data. No matter which method(s) you choose, there are a few key things to keep in mind:

  • Make sure your questions are clear and concise
  • Ask open-ended questions whenever possible
  • Be flexible – the data you gather may surprise you!

Now let’s take a closer look at each of these methods for gathering data.

  • Avoid leading questions
  • Keep your survey short
  • Choose your questions carefully
  • Avoid yes/no questions
  • Be flexible

Focus Groups

  • Choose a moderator carefully
  • Set ground rules
  • Be prepared to take notes

Compiling Existing Customer Data

  • Look for patterns. When you’re reviewing customer data, look for patterns and trends. This will help you to identify areas that need improvement.
  • Be cautious of outliers. Outliers are data points that don’t fit the rest of the data, which can skew your results. Try to identify and remove any outliers from your data set before you begin analysis.
  • Identify gaps. Once you’ve identified patterns and trends, take a closer look at any gaps in the data. These gaps can indicate problems or areas for improvement.

4 – Create the map

There are several different ways to create a product journey map. You can use online tools like Miro or Google Drawings or create a physical map with post-it notes and markers. The important thing is to include all the relevant information you gathered in step 3.

Once you have your map-making tool open and ready, you’ll need to decide what format your map will take. The most common designs are linear (aka “customer journey maps”) and nonlinear (also known as “sales process maps” or “marketing funnels”).

Once you’ve decided on the format of your map, it’s time to start adding content. The first step is to identify your customer’s goal – what are they trying to accomplish? This will be the starting point of your map. You’ll need to add each step that your customer takes to reach their goal. These steps can be divided into three categories: pre-purchase, purchase, and post-purchase.

Once you have all of the steps mapped out, you’ll need to add additional details, such as the customer’s emotions at each stage, any pain points they experience, and what actions they take. Finally, you’ll want to add a few notes about anything else that’s important to include, such as who your customer is interacting with (e.g., Customer Service, Sales, etc.) and what channels they’re using (e.g., website, phone, in-person, etc.).

5 – Share the map

Once you’ve created your product journey map, it’s time to share it with others. This can help get feedback and input from other team members and help spread awareness of the map’s existence. You can share the map electronically or physically, depending on what will work best for your team.

Product development journey maps are a valuable tool for any product development or design team. By following these tips, you can create a practical map to help you achieve your objectives.

There are a few things you’ll need before you get started:

  • Your product or service
  • A list of all the steps involved in using your product or service
  • A way to share your map with others (we’ll get to that later)

Now let’s get started!

1. First, you’ll need to create a list of all the steps involved in using your product or service. This will be the foundation for your map, so take your time and be as detailed as possible.

2. Next, you’ll want to start sketching out your map. You can do this digitally or on paper – whatever works best. Just make sure each step from your list is represented and that you’re happy with the overall layout.

3. Once your map is complete, it’s time to share it with others! There are a few ways you can do this:

  • Upload it to a shared drive or document repository (like Google Drive or Dropbox)
  • Export it as a PDF and email it to colleagues or customers
  • Please print it out and post it on a bulletin board or office wall

Whatever method you choose, make sure everyone who needs to see your map has access to it. And that’s it – you’ve successfully created a product journey map!

5 Tips for using your Product Journey Map effectively

Here are the best tips for effectively using product journey maps:

  • Keep it customer-centric
  • Make it visual
  • Use it as a starting point
  • Share it with others
  • Iterate and improve

1 – Keep it customer-centric

Your product journey map should always be focused on the customer. What are their needs, and how can your product help them? When creating your map, think about the customer first and foremost.

2 – Make it visual

A journey map is a great way to visualize the customer experience. Use colors, icons, and other visuals to help illustrate the different steps in the process.

3 – Use it as a starting point

A product journey map is meant to be a starting point for further discussion and analysis. It’s not meant to be a final document; instead, it should be used as a tool to help you better understand your customers and their needs.

4 – Share it with others

Once you’ve created your map, could you share it with others on your team? Get their feedback and input on how to improve the customer experience.

5 – Iterate and improve

The beauty of a product journey map is that it’s constantly evolving. As you learn more about your customers, you can update your map accordingly. Use it as a living document that you can continuously update and improve.

5 Examples of successful Product Journey Maps

Here are some famous examples of product journey maps you should know:

1. Google Search : People use Google Search to find information online. The user journey begins when someone types a query into the search bar. After hitting enter, the user is shown a list of results that match their query. The user then clicks on one of the results and is taken to the corresponding website.

2. Amazon Prime : People use Amazon Prime to buy products online. The user journey begins when someone goes to Amazon’s website and searches for a product they want to buy. After finding the product, the user adds it to their shopping cart and checkout. Once the purchase is complete, the product is shipped to the customer’s address.

3. Uber : People use Uber to get transportation from one place to another. The user journey begins when someone opens the Uber app and requests a ride. After entering their destination, the user is matched with a driver who will take them to their destination. Once the ride is over, the user pays for the passage through the app.

4. Airbnb : People use Airbnb to find places to stay when they travel. The user journey begins when someone goes to Airbnb’s website and searches for a place to stay. After finding a home that meets their needs, the user books it and pays for it through the site. Once the booking is confirmed, the user receives information on how to contact their host and access their rental.

5. Spotify : People use Spotify to listen to music online. The user journey begins when someone goes to Spotify’s website and creates an account. After creating an account, the user can browse through Spotify’s music library and create playlists. The user can then listen to their music either through the website or by downloading the Spotify app.

Creating a product journey map can help you close the gap and understand what’s happening between your customer’s thoughts and actions. It can also help guide your team in creating a better user experience for customers who are thinking about buying from you.

By understanding where users get stuck, you can focus on removing those obstacles and helping them smoothly progress through the buyer’s journey. Have you created a product journey map? If not, what’s stopping you?

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Edwin Kooistra - Product Marketer & Founder

Technology can be a huge differentiator but leveraging emerging technologies can be challenging. After my degree in Business Information Technology I decided to work on the provider side of Technology, because I believe Technology providers play an important role in guiding enterprises on their digital journey. Besides helping tech businesses to optimize their growth and go-to-market strategies, I also like to write about the topic. I hope you find it useful!

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  • Productivity

A Guide to Crafting an Employee Journey Map for Organizational Success

Dvir Ben Aroya

A lot of companies rely heavily on just one thing to measure how engaged their employees are- an employee engagement survey.

But in any workplace, there are employees at different stages, right? You’ve got the newbies going through their onboarding, the seasoned props that have been there for ages, and everyone in between. And each person’s journey at work is totally unique – from the training they’ve had to the goals they’ve achieved.

Now, with these surveys, it’s tough for companies to really understand how all these different experiences add up. That’s why many companies are turning to something called employee journey maps. These maps help them gather valuable feedback at every step of an employee’s time with the company.

In this guide, we’ll give you the lowdown on what exactly an employee journey map is and how you can create one for your own workplace. Let’s get started.

What is Employee Journey Mapping?

journey map business

Employee journey mapping is like plotting out a step-by-step guide of an employee’s entire ride, from the moment they first think about applying for a job to when they eventually say their goodbyes.

But it’s not just about jotting down what happens at each stage. It’s about looking into how they feel and what they experience along the way. This technique helps companies really get what their employees go through, showing them where things are great and where they could be better. Because once you’ve understood an employee’s experience from when they’re in an applicant pool for recruitment , to when they’re moving on to their next step, you can ensure they’re always having a positive experience.

Stages of the Employee Journey

journey map business

As mentioned earlier, your employees are all at different stages of their journey with your company. These have been broken down into seven, including:

Attraction: This is all about putting your best foot forward to catch the eye of potential candidates and entice them to join your team.

Hiring: Once you’ve found the perfect match, it’s time to seal the deal. This is where you extend the offer and officially welcome new team members into the fold.

Onboarding: Newbies begin their journey, forming opinions of company culture, with a focus on creating belonging and providing top-notch training on company tech like employee time management platforms and communication portals.

Engagement: Engaged employees are like your company’s biggest fans—they’re enthusiastic, motivated, and ready to give their all to help the team succeed.

Performance management: Just like a coach guiding their team to victory, performance management is about setting goals, providing feedback, and helping employees grow and improve over time.

Team Management: Effective team management plays a pivotal role here, fostering collaboration, resolving conflicts, and ensuring that everyone is aligned toward achieving common objectives.

Development: Every employee has their own unique career journey, and development is all about helping them reach their full potential by providing opportunities for learning, growth, and advancement.

Departing: Saying goodbye is never easy, but when it’s time for employees to move on, it’s important to part ways on good terms and wish them well in their future endeavors. Who knows? They might even come back someday as a boomerang employee!

Following the completion of the journey stages, it’s important to incorporate performance metrics such as productivity, quality of work, and employee satisfaction. These metrics enable organizations to make data-driven decisions and continually improve the employee experience.

Crafting Employee Journey Maps in 5 Simple Steps

Creating an impactful employee journey map is key to enhancing the employee experience. By breaking down the process into clear steps, you can ensure you capture every aspect of employee interactions. Let’s explore each step in detail:

Step 1: Define Your Objectives:

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You’ve got big dreams for your company, right? Maybe you’re looking to smooth out that bumpy onboarding road, or perhaps you’re on a mission to keep your A-team locked in and loving their job. Whatever the case, defining your objectives can help you to get crystal clear on what you want to achieve so that you can tailor this journey map to fit these goals.

To do this, you’re going to want to set some SMART goals: Specific, Measurable, Achievable, Relevant, and Time-bound. Say you work at a data company and want to ensure your employees in their development stage feel engaged and are constantly learning. Your SMART goal might look a little something like this: Implement a certification for data engineering program and ensure that 90% of eligible employees complete the certification within the next 12 months.

Step 2: Identify Employee Personas:

Understand who your employees are by segmenting them into distinct personas. Consider factors like job roles, seniority, departmental functions, and career aspirations. By defining these personas, you can create journey maps that resonate deeply with each group’s experiences.

For instance, you might have “The Mentor” persona, a seasoned professional who excels in guiding and nurturing new hires, crucially impacting the onboarding and development stages of the employee journey cycle.

Step 3: Map Out Unique Journeys:

Detail the distinct journeys of each persona, tracing their path from recruitment to exit. Highlight key touchpoints, emotions, and milestones associated with each phase. Personalizing the journey for each persona helps identify specific pain points and opportunities for improvement.

For example, “The Tech Enthusiast” persona might start with attending tech meetups during the attraction stage, then undergo rigorous coding challenges in hiring, create informative guides like the Delta Book in the engagement stage, and later feel fulfilled by leading innovative projects in the engagement stage. Highlighting key touchpoints, emotions, and milestones associated with each phase helps tailor the employee journey for maximum impact.

Step 4: Gather Employee Feedback:

journey map business

You know how important it is to keep your employees feeling engaged and awesome, right? Well, to really understand what’s going on in their world, and demonstrate your commitment to valuing employees , you gotta ask!

Keep it simple – toss out some employee engagement surveys , have a 1-1 chat, or just grab a coffee together. Hearing their thoughts straight from the source helps you tweak things to make their work lives even better.

Additionally, consider utilizing document translation services if you have a diverse workforce, ensuring that all employees, regardless of their primary language, can provide valuable feedback in a language they’re comfortable with.

You could also consider leveraging ambassador marketing programs where enthusiastic employees can advocate for the company, providing valuable feedback and insights from a unique perspective.

Remember, providing clarity on policies and expectations is essential. Consider incorporating an employment contract template to ensure transparency and alignment between the company and its employees.

Step 5: Identify Opportunities for Improvement:

So you’ve mapped out the whole employee journey now, yay! Now it’s time to dig deep. Look for those spots where things could use a little boost, these are golden chances to level up the entire employee experience. Maybe it’s improving the onboarding process or improving those ongoing learning opportunities. By pinpointing these areas, you can work to create winning strategies to make your team thrive, turning those “meh” moments into “heck yeah” wins!

Final Thoughts

Crafting an employee journey map isn’t just about understanding each stage of the employee experience, it’s about improving it. By breaking down the process into clear steps, you can pinpoint areas for improvement and create tailored strategies to meet your team’s needs. So, whether you’re just starting out and wanting to create a positive company culture or looking to revamp your approach, following these simple steps will pave the way for organizational success and a workforce that’s truly living their best work lives.

Dvir Ben Aroya

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You may also like, 20 best employee engagement survey questions.

Unlock workplace potential with our guide on employee engagement surveys! Discover impactful questions and expert tips for a thriving team. Dive in now!

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Simplifying the B2B Buyer Journey

Vivien Christel Vella

The B2B (business-to-business) buyer journey has transformed significantly in the last few years. Traditionally face-to-face methods of B2B procurement have moved online, driven largely by the pandemic and a new influx of millennials in key decision-making roles.

These B2B buyers have come to expect simple, streamlined online experiences that mirror their B2C transactions. If your business is to stay competitive, it needs to adapt accordingly. Read on as we explore how you can utilize buyer journey mapping to optimize your  B2B e-commerce  offering.  

What is the B2B buyer journey?

This is the decision-making process a buyer goes through when purchasing from another business. It involves research, consideration of risks, price negotiation, and final product selection.

How is the B2B buyer journey different from the B2C buyer journey?

In B2B, the sale takes place between two business entities, while in B2C, goods and services are sold to a customer for their personal use.

The B2B buying journey is typically more complex; whilst B2C can be as simple as a customer ordering a product online, B2B may involve input from several departments within a business, and take in considerations including scalability and integration with existing systems.

B2B transactions also tend to have a greater element of personalization; prices are negotiable, and product assortment and catalogs are customized with unique segmentation to meet each business customer’s requirement.

man and woman looking at tablet screen

Why is the buyer’s journey important?

Gartner forecasts that by 2025, 80% of B2B sales interactions between suppliers and buyers to occur in digital channels 1 . Despite this, research by Sana 2  found that 50% of B2B e-commerce sites are not fully meeting the expectations of buyers, whilst 94% of buyers report suffering from customer experience challenges when they buy online.

By understanding their buyers’ journey, businesses can deliver better experiences that will nurture leads through the sales tunnel. 

Streamlining the B2B Procurement Process

The  new generation of B2B decision makers  is shifting the procurement process. In fact, research by Gartner found that 33% of all buyers now desire a seller-free experience 3 , and have become increasingly comfortable placing even high-value orders via self-serve online.

Buyers want the experience they’re used to when shopping as a B2C customer: a user-friendly website with fast loading speed, clear and intuitive navigation, product recommendations, easy checkout (with minimal form entry), multiple payment options, and flexible delivery. 

What your business should consider

A self-service portal  where your customers can perform tasks and complete wholesale B2B e-commerce transactions independently. Shopify’s dedicated B2B e-commerce platform, for example, allows users to set up a profile to:

  • View wholesale price lists
  • Set custom payment terms
  • Generate invoices for previous orders
  • Invite other decision makers to the company profile

A powerful search function.  McKinsey surveyed key B2B decision makers across the world 4  and asked them  “what ways of interacting with a supplier would be most beneficial to you when researching/considering suppliers going forward?”  The most popular answer was onsite search. Without a sales rep to guide them, buyers visiting B2B e-commerce sites will instead rely on a powerful search engine to help them find what they’re looking for, so ensure you invest in this function accordingly.

Flexible payment methods.  Online buyers want a fast, seamless checkout experience and to pay via their preferred method. However, B2B payments are more complex than B2C; many wholesale customers pay after their shipment has been delivered, invoices are often required, and payment by check is still common.

That said, there are dedicated B2B e-commerce payment processors you can integrate to facilitate a seamless experience for your customers. Payment platform Stripe, for example, has developed online invoices with a built-in, electronic payment option. Customers can pay vendors directly, in the method and language of their choice. The company says that Stripe-hosted invoices get paid, on average, three times faster 5  than typical invoices.

people in a group having a discussion

B2B Buyer Journey Stages

To optimize your current B2B offering, it’s important to first understand the different stages of the buyer journey, and the factors which influence their decision making. 

1. Awareness

The buyer identifies a problem or need within their business, or an opportunity they want to pursue. They begin researching products, services or businesses that can provide a solution. They may consult reviews and referrals to help them.

2. Consideration

The buyer evaluates their options, comparing things like pricing and features. They may consult other teams within their organization (such as the operations department) to ensure the potential product’s specifications fulfil requirements.

3. Decision

The buyer makes a final decision and contacts the supplier to negotiate terms and prices. This interaction may be done face-to-face, but is increasingly conducted online.

woman looking at a laptop screen

How to Create a B2B Buyer Journey Map

By mapping out your business’s own unique buyer journey, you can see where it is falling short of meeting customer expectations. You’ll gain insights to optimize and improve your service and convert more sales. 

Step 1: Conduct customer research

It goes without saying that your customers will have the most useful insights about your current B2B service. Reach out and ask them what they like most about your brand, what works well, what’s lacking, and their biggest frustrations. You could send customers a survey by email, or invite feedback on your social channels.

Step 2: Simplify the process

90% of B2B buyers expect a DTC-style customer experience from B2B vendors 6 , so the goal is to streamline each step of the buyer journey.

List all the touchpoints a customer has with your brand, such as your website and contact forms. Then list all the actions they are required to take at each – e.g., registering an account or filling in details – and then identify how you can simplify the process. For example, this might mean allowing them to pay with an existing PayPal account rather than having to enter new payment details.

Step 3: Identify pain points

Further improvements can be made to your buyer journey once you understand their common frustrations. Customer feedback will provide some of these insights, as will your website data. For example, analytics may show that lots of customers abandon their purchases once asked to register an account which is where offering a “Guest Checkout” feature can help.

Step 4: Determine what resources you need

Once you understand your business’s pain points, you can research which new systems and technology you may need to invest in to make improvements.

Step 5: Measure results

After you have made changes, you can analyze your website analytics to track your progress. Look closely at where you are losing buyers to see where improvements still need to be made to optimize their journey.

Your B2B e-commerce journey starts now

As B2B buyers’ expectations of online procurement continue to evolve, so too should your business. By adopting the above strategies, B2B businesses can stay relevant in a fast-changing industry. The key is to deliver B2C-like experiences – fast, intuitive and seamless – which is where DHL Express experts can support your business. We can help you offer the key e-commerce features your customers will expect – including On Demand Delivery, tracking, order history, and automatic tax calculations for cross-border shipments.

1 & 3 -  Gartner, accessed 2023

2 -  Sana, 2022 

4 –  McKinsey, 2020

5 –  Stripe, 2022

6 -  Gartner, 2022

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    Present the CJM's purpose & goals. Now it's time to kick off the customer journey map exercise. Start by speaking to the purpose and goals you've identified for the map. It's important to make sure your team understands what you're trying to accomplish, or else you run the risk of the session getting off track.

  9. Customer Journey Mapping 101: Definition, Template & Tips

    Creating a customer journey map is the process of forming a visual representation of customers' processes, needs, and perceptions throughout their interactions and relationship with an organization. It helps you understand the steps customers take - the ones you see, and don't - when they interact with your business.

  10. How to Create a Customer Journey Map? Template, Examples

    3. Gather Relevant Data and Information. Data is the lifeblood of customer journey mapping. To create a comprehensive map, you need to gather as much relevant data as possible. Sources of data may include: Customer Surveys: Collect customer feedback to understand their pain points, preferences, and expectations.

  11. Customer Journey Maps: Full Guide, Examples, Templates

    Lucidchart is a diagramming app that helps create flowcharts, organizational charts, customer journey maps, etc. Besides creating visuals, it offers integration options with popular business tools like Google Workspace, Atlassian, and Slack. Custellence is another focused customer journey mapping app.

  12. How to Create a Customer Journey Map: A Step-By-Step Breakdown

    Then, arrange each touchpoint sequentially so you can see the big picture. 4. Design a Visual Representation of the Customer Journey. After defining business goals, identifying key stages in the customer journey, and defining customer touchpoints, it's time to actually create your customer journey map.

  13. How To Create A User Journey Map: Examples + Template

    Columns capture the five key stages of the user journey: awareness, consideration, decision, purchase, and retention (see below). Rows show customer experiences across these stages—their thoughts, feelings, and pain points. These experiences are rated as good, neutral, and bad. To see how this works, consider a practical example.

  14. Customer Journey-Map Guide (With Templates and Tools)

    If you are creating a customer journey map for the first time, here are five easy steps to get started: 1. Set your objective. The first step you should take when creating your customer journey map is to determine your objectives, Lanman said. "Before you even [create a map], set your objectives," she said.

  15. Customer Journey Map: The Definitive Guide

    Image adapted from Mapping Experiences by James Kalbach [1] What is a Customer Journey Map. A Customer Journey Map (CJM) belongs to a class of diagrams called Alignment Diagrams [2] that help visualize the story of interaction between individuals and an organization.. They visually illustrate an individual customer's needs, the series of interactions that are necessary to fulfill those needs ...

  16. What is a Customer Journey Map? I Definition from TechTarget

    A customer journey map is a visual depiction of the stages customers go through when interacting with a company -- from buying products online to accessing customer service on the phone to airing grievances on social media. To create effective visual maps that reflect customers' journeys through these channels, journey maps must be rooted in ...

  17. Customer Journey Map Template

    A customer journey map, also known as a user journey map, is a visual representation of how customers experience your brand and company across all its touchpoints. In a customer journey map template, interactions are placed in a pre-made timeline to map out the user flow. Since customers are the backbone of your business, it is important to ...

  18. How to Create a Customer Journey Map for Your Small Business

    A journey map validates this, and if your ideas are flawed, having the map can prevent spending time, money, and energy on a process or product that confounds customers. 2. Improve your business

  19. Best Customer Journey Map Templates and Examples

    1. Current state persona journey map template. This customer journey map template from Hootsuite comes as a PDF file that you can use as inspiration for structure. Simple, clean, and effective, this template provides all the most important sections you need to create a customer journey map grid.

  20. The Ultimate Guide to Customer Journey Mapping Tools

    1. Journey map visualization and design software. The first type are tools for the creation and design of the customer journey map. This is the category most people think of when they hear "journey mapping software.". As you'll see below, this category includes a wide variety of platforms, both purpose-built and not.

  21. How to Map Customer Journeys in Business Architecture

    A customer journey map is a powerful tool that can help you align your customer journey with your business architecture. This holistic view of your organization's strategy, capabilities, value ...

  22. What is a B2B Customer Journey Map? Definition, Benefits, Steps and

    A B2B customer journey map is defined as a visual representation that outlines the entire lifecycle of a business's relationship with its customers. It delves into every touchpoint, interaction, and experience that a customer has with your company, from their initial awareness of your brand to post-purchase support and ongoing engagement.

  23. Product Journey Map: Everything You Need To Know

    Additionally, product journey mapping can help businesses improve customer retention and loyalty. If you're not already using product journey mapping in your business, now is the time to start. Product Journey Map Vs. Customer Journey Map. A product journey map is a visual representation of a customer's steps to achieve a goal with your ...

  24. Best User Journey Mapping Tools for Team Strategy

    User journey mapping is an essential tool in business strategy, allowing you to visualize the path a customer takes from initial contact to the final purchase. It helps in understanding the user ...

  25. Crafting an Employee Journey Map

    Crafting Employee Journey Maps in 5 Simple Steps. Creating an impactful employee journey map is key to enhancing the employee experience. By breaking down the process into clear steps, you can ensure you capture every aspect of employee interactions. Let's explore each step in detail: Step 1: Define Your Objectives:

  26. Simplifying the B2B Buyer Journey

    Why is the buyer's journey important? Gartner forecasts that by 2025, 80% of B2B sales interactions between suppliers and buyers to occur in digital channels 1.Despite this, research by Sana 2 found that 50% of B2B e-commerce sites are not fully meeting the expectations of buyers, whilst 94% of buyers report suffering from customer experience challenges when they buy online.