6 Steps to Create a Customer Journey Map (With Template and Example)

Creating a customer journey map gives you insight into your customer’s needs, motivations and dislikes — and understanding them in this way is an important part to building a successful business. Additionally, journey maps evaluate how customers interact with your brand and products, allowing you to better understand why certain issues exist in your customer experience. 

 

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Definition of a customer journey map

A customer journey map visually shows how customers engage with your company. These maps can come in different forms, including diagrams, illustrations or infographics. Choose the visual representation that best allows you to explain, explore and understand the customer’s experience with your company and products.

Related: What Is Strategic Planning?: A Definition

 

Benefits of creating a journey map

Journey maps deepen your understanding how customers find and engage with your brand. Maps also identify gaps within the customer experience, including between channels, departments, services or products. With a customer journey map, you can determine whether customers have access to necessary information and links, which is essential to improve customer communication and potential reviews.

Related: What Is the Definition of Account Management in Business?

 

Types of customer journey maps

There are various journey maps that are best suited for certain situations, goals and companies, including:

  • Current state: This type of map evaluates how customers currently interact with your business. It identifies any issues or gaps so that you can develop and test alterations within the journey.
  • Day in the life: These maps examine and analyze the lives and actions of your customers both outside of and relating to their engagement with your business. This analysis determines their pain points and how new services and products could address them.
  • Future state: Future state maps use upcoming product releases and trends to evaluate how customers may engage with your business in the coming months or years. This type of map helps identify the best methods for changing the customer journey to accommodate for new experiences or services.
  • Service blueprint: This is a simplified version of the other map styles that you can layer with elements that deliver your customers’ experience, like processes, technologies, policies and people. Blueprints help you identify the cause of your current customer journey or the actions needed to create your desired customer journey.

 

How to create a customer journey map

Follow these steps to create a customer journey map:

 

1. Identify your objectives

Clearly define the goals and audience for your customer journey map. If, for example, you want to improve your customer’s online experience, then you should focus on your company’s mobile apps and website SEO. In this case, the map would be for your web and/or marketing department, so you need to create a document that best illustrates the customer journey for their understanding and use.

 

2. Create a customer persona

Pinpoint your target audience and establish a customer persona based on that information. As a result, you can gain insight into your customer base and how they interact with your brand’s different touchpoints, which are areas where customers come in contact with your business. To create a customer persona, analyze the demographics and age of your most frequent customers. If you have a variety of customers who interact with your business, you can create several personas and customer journey maps.

 

3. Conduct research

Get feedback from interested customers so you can create an accurate customer persona and journey map. You can conduct this research using several methods, including:

  • Social media: Look at your engagement to see what your company is tagged in and what people are saying about your products.
  • Website analytics: This information can tell you the geographical location of your customers, the number of clicks your site gets, which pages and items are getting the most engagement and how long the average customer spends on each page. 
  • Questionnaires: This customer feedback gives you valuable and honest information about the customer experience.
  • Anecdotal research: Listen to customer feedback and experiences on the phone, online or in-person for extra insight.

 

4. Outline the customer touchpoints

In your customer journey map, outline all touchpoints that your customers use throughout their experience with your company. Some touchpoints come in the form of ad clicks, customer service calls or online shopping.

 

5. Take the customer journey yourself

Get a better understanding of the buyer experience by going through your touchpoints from their perspective. During the process, make note of pain points or challenges that you encounter so you know what to improve.

 

6. Resolve issues and make changes

Using all of your data and research, determine what changes you need to make to create an effective customer journey.

 

Customer journey map template

You can use this template to guide you as you create your own customer journey map:

 

Objective: [List what you hope to accomplish and the departments or people the map is intended to inform.]

 

Customer persona: [Detail the persona of your target audience.]

 

Data: [Use your research to outline the customer persona’s patterns and concerns when interacting with your company.]

 

Touchpoints: [Explain where and how often the customer persona comes in contact with your business.]

 

Personal experience of the customer’s journey: [Write out your thoughts and impressions of the customer journey.]

 

Resolutions and changes: [Provide a plan to improve the customer experience and address your gaps and needs.]

 

Customer journey mapping example

Here’s an example of an effective customer journey map: 

 

Objective: This map is for the internal marketing department so we can better understand why customers decide not to purchase an item. 

 

Customer persona: Aubrey is an independent, single woman in her early thirties. She lives in a condo in Nashville, Tennessee, and she has a demanding but successful career as a reporter. Because of the unpredictable nature of her job, she primarily shops for clothing and accessories online.

 

Data: Aubrey goes online about once a week to look at clothes for both work and leisure. Research shows that customers like Aubrey usually find these sites on social media platforms, either through ads or influencer recommendations. She wants the clothing to be chic and unique, and she doesn’t have time to hassle with a complicated return policy or shipping process. Because of that, she clicks on the photo for each item, analyzing it for up to a minute.

 

Touchpoints: Aubrey read our item reviews and the FAQ section on our site to learn more about our products and policies.

 

Personal experience of the customer’s journey: When searching for our brand on social media, our feed has poorly lit photos. This makes it difficult to imagine what the pieces would look like in person and on an average body type. This is also the case on our website. On the site, I’m unable to zoom in on the items to see the details of the material. As a result, I ended up having more questions than answers about an item’s fit and quality.

 

Resolutions and changes: Hire a professional photographer to take new photos of our products for social media and the website. We also need a web developer to prioritize image quality and accessibility.

 

When it comes to gaining informed insight into your customer experience, a journey map is one of the most effective tools at your disposal. Customer journey maps identify gaps in your customer experience so you can improve your customer experience and increase your business’ success.

 

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