Customer Journey

How To Use This Template

1. Identify the Customer Stages

Define the key stages of the customer journey. These might include Awareness, Consideration, Purchase, Retention, and Advocacy, or any other stages specific to your business. Fill in each column with the relevant details for each stage.

2. Document the Story

Summarize the customer's experience at each stage. This might include their goals, needs, and what they are trying to accomplish.

3. Detail Customer Actions

List the actions the customer takes during each stage. These could be searching for information, signing up for a trial, making a purchase, etc.

4. Identify Key Actors

Identify the people or systems involved at each stage. This could be sales representatives, customer support, online platforms, etc.

5. Define Touchpoints

Pinpoint the specific interactions the customer has with your brand. This includes website visits, emails, phone calls, in-store experiences, etc.

6. Capture Customer Emotions

Record the emotions a customer might feel during each stage. These could range from excitement or satisfaction to frustration or confusion.

7. Analyze Pain Points

Identify the challenges or obstacles the customer faces at each stage. Understanding these can help you improve the experience.

8. Recognize Pleasure Points

Note the positive experiences or elements that delight the customer. These are opportunities to enhance customer satisfaction.

9. Explore Opportunities

Finally, identify areas for improvement or innovation that could enhance the customer experience or address pain points.