How to build a customer journey map
1. Set goals
Before you begin to create your customer journey map, it’s crucial that you identify why you’re creating your map in the first place and what you’re looking to achieve. Setting goals before you begin will make sure that you are focusing on the right aspects during the crafting of your map, as well as ensure that you are creating the right kind of customer journey map to fit your purpose. Some examples of goals might include increasing sales and retention, or improving onboarding.
2. Customer persona research
A customer persona is a document that outlines exactly who your ideal customer is. While information such as age, gender, location, and industry are all important, your customer persona document should go deeper by including information such as motivations, frustrations, habits, lifestyle, income, job level, and professional skills. When researching your customer persona, you may choose to talk directly to your customers, use surveys to collect information, examine your social media analytics, practice social listening, or check in with your customer service reps.
Further reading: How to create a buyer persona in four steps
3. Begin mapping out the journey
Now it’s time to loosely begin mapping out the journey your customers go through. If you’re creating a customer journey map of the sales process, you might start by considering where your customers first encounter your brand, through to what interactions they have with your business, before finally making a purchase. Make a list that covers all the key steps involved, including whether your leads are inbound or outbound, how they discover your brand, if they visit a certain number of pages on your website before deciding to make a purchase, and if they have any contact with your customer service or sales team, among others. A customer journey map template can help you visualize and lay out the appropriate stages in your process, before adding in the details.
A customer buying journey will typically feature four distinct stages:
- Awareness: when customers first become aware of your brand
- Consideration: when customers are evaluating your brand and comparing you to competitors
- Decision: when customers are ready to make a purchase
- Post-sales: the customer experience after a purchase has been made, including repeat purchases, customer loyalty, and post-sale customer support
4. Pick out customer touchpoints
Following along with the journey you’ve begun mapping, it’s time to work out where your touchpoints are, a.k.a. all the ways in which your brand encounters a customer at any stage in the journey.
You can easily categorize your touchpoints into digital customer gateways, such as social media, online ads, emails, live chat, website content, influencers, video demos, and product reviews, or physical customer touchpoints like events, print marketing materials, product packaging, and business cards.
Listing every touchpoint will provide an even clearer picture of when and where your brand makes contact with your customers throughout their journey.
5. Putting it all together
Now it’s time to take your list of stages that your customer experiences with your brand, and start combining it with your touchpoints. Begin by defining your customer journey map stages and then go into detail for each stage on what exactly your customer is experiencing and at what stages your touchpoints are occurring. After you’ve completed this, it’s time to think a little deeper by adding actions, emotions, and pain points.
Using the research you carried out on your customer persona, try to predict how your customers feel at each stage, where they might have questions, what actions they may take, any pain points they could encounter, and what their motivations are at any particular moment.
Keep things flexible — not all these elements will be easy to associate with specific stages or touchpoints, so feel free to make the connections where you see them. If you’re working with a customer journey map template in Adobe Express, it’s simple to adapt your design to your liking by adding or removing sections as you see fit.
6. Collect feedback
Now it’s time to begin sharing your map with your team for feedback and additional thoughts that you might have not considered. You may also want to run a test of your customer journey map to ensure that you haven’t neglected to include any touchpoints or learnings along the way. Once your customer map is complete, you can then share it with your wider team as well as use it to look for opportunities for improvement.
A customer journey map will provide the ultimate clarity on where you can do better by shining a light on any obvious gaps in your process or areas in which an additional touchpoint may be necessary to improve your customer experience. While the hard work might be out of the way once your customer journey map is complete, the real benefit of this exercise is to understand the customer’s point of view and where you can continue to improve in the future.
Ready to get started? Check out our range of customer journey map templates in Adobe Express: