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Customer Journey Map Template

Run this checklist to create a new customer persona for targeting a new customer base, or refocusing on an already-established customer base.

Introduction:

The customer persona:

Add basic customer details

Include their demographic

Apply a line of work

Note down their goals

Analyze collated persona information

The customer's journey:

Initial acknowledgment:

Consider their initial thoughts

Contemplate their next steps

Formulate idea for customer service interaction

Engagement:

Think of this persona's thoughts

Gauge the persona's following actions

Plan direct interaction from the customer service team

Adoption:

Outline customer's thoughts

Assume customer's next actions

Create action plan(s) for customer service interaction

Post-adoption:

Consider ways to help customer post-adoption

Plan post-adoption interaction

Assign the map to directors:

Assign map to a customer service director

Assign map to a marketing director

Approval: Customer journey map (customer service director)

Approval: Customer journey map (marketing director)

Customer overview:

Take the journey yourself

Analyze the persona and their journey

Export journey map data

Sources:

Related checklists:

Introduction:

The most intelligent way to oversee a customer’s experience with your business is to utilize a customer journey map template. Modern companies understand the benefits of journey mapping: Esteban Kolsky's research found that 34% of companies are now implementing customer journey maps.

By using this customer journey map in Process Street, the map itself appears in a concise, step-by-step checklist form — something which visual journey maps such as charts do not offer. Going step-by-step, stage-by-stage, and phase-by-phase, you can follow the process down to the minute detail.

Are you ready to create a fun, fast, and faultless customer journey map?

It’s time for discovery.

The customer persona:

Before jumping into the customer journey itself, it's pivotal to clearly define the customer persona. The next section includes tasks to help you create that persona.

This customer journey map template makes use of variables. Variables pull the data you put in certain task fields, so the data can appear and be viewed again later. To learn more about variables, we've written an easy-to-read guide.

Add basic customer details

Add basic customer persona details below.

The first step of creating a customer persona is giving them a name, among other basic details, such as an email, website, and location.

Customer's name

Customer's email

Customer's website

Customer's location

Include their demographic

Include details about the customer persona's demographic.

Demographic plays a huge role in marketing: solidifying what kind of demographic a company wants to target is essential for finding the right customers.

Photo of customer

Customer's gender

Customer's age

Customer's income level

(Source)

Apply a line of work

Apply a line of work to your customer persona.

By giving the customer persona a job sector and job title, you can further define the customer base you're looking to attract.

Customer's field of work

Customer's job title

Note down their goals

Note down a list of goals for your customer persona.

Listing down the goals of your customer persona can help you make those goals a reality. A goal for this persona might be to store information of all their users in one place. If you're a CRM provider, for instance, think about how you can help them achieve their goals.

List of goals

Analyze collated persona information

Analyze the collated information and edit as necessary in the text field.

All the information you put in regarding the persona can be read below. Read through it to ensure that it matches the customer persona and customer base you want to target.

Persona overview

Name:
{{form.Customer's_name}}

Email:
{{form.Customer's_email}}

Website:
{{form.Customer's_website}}

Location:
{{form.Customer's_location}}

Photo:
{{form.Photo_of_customer}}

Gender:
{{form.Customer's_gender}}

Age:
{{form.Customer's_age}}

Field of work:
{{form.Customer's_field_of_work}}

Job title:
{{form.Customer's_job_title}}

Their goals:
{{form.List_of_goals}}

The customer's journey:

Now that the customer persona has been clearly defined, it's time to dive into the customer journey itself. It begins at initial acknowledgment, and moves through the whole process until the end - the post-adoption stage.

If you're on the Business Pro plan, you can make use of role assignments during the customer journey.

Seeing as you might need input from somebody on the marketing or customer service team, assign a specific task to them to complete, using the 'assign' button. Learn more about this useful feature here.

Initial acknowledgment:

In this phase, the customer is not yet a consumer of the product - and maybe not of any other similar products, either.

Consider their initial thoughts

Consider the customer's initial thoughts after noticing your product for the first time.

Put yourself in the shoes of the persona you've created.

What are their initial thoughts after seeing your product or service for the first time?

Will they think their goals could be met with it?

Would they think of other competitors first?

Thoughts during acknowledgment

(Source)

Contemplate their next steps

Contemplate the steps the persona would take after initial acknowledgment.

The persona you've created will take steps after acknowledging your product or service. The steps could be as simple as pressing the 'back' button off your website, or finding your contact page to start a conversation.

Steps during acknowledgment

Formulate idea for customer service interaction

Formulate ideas on how your customer service team can engage with the customer.

Seeing as the customer isn't yet a consumer in this phase, the options are slightly limited. Think of non-intrusive ways that the customer service team could trigger interest.

For instance, would a real-time chat widget on your website be a useful form of engagement?

What about a welcome message?

Interaction during acknowledgment phase

Engagement:

Engagement is when the customer starts playing an active role in the process. They're consciously interested enough in the product or service to start interacting with the brand themselves.

Think of this persona's thoughts

Think of and write down this persona's thoughts during the engagement phase.

The customer persona is interested. They're debating their choices and thinking of their options. Think about what's going through their mind during this stage.

Thoughts during engagement

Gauge the persona's following actions

Gauge what the persona will do during the engagement phase.

They're engaging with your brand, product, or service, but within this engagement, there's a myriad of actions. They could be conducting online information searches, or visiting your billing section, for example.

Write down your findings after gauging their actions.

Actions during engagement

Plan direct interaction from the customer service team

Plan direct interaction from the customer service team by using the text field below.

Make the most of the persona's interest by interacting with them - this is where the customer service team comes in. Think about the best way to communicate and attract this type of persona either with emails, phone calls, video calls, IMs, DMs, or letters.

For inspiration, why not check out our free customer success guide eBook? Read The Complete Guide to Customer Success for SaaS Companies now.

Interaction during engagement phase

(Source)

Adoption:

The persona has now adopted the product or service, making it a new part of their work or personal life. This isn't the final step, however: adoption does not mean retention.

Outline customer's thoughts

Outline the customer's thoughts during the adoption phase.

Adoption merely means the product or service is being used - it doesn't mean it'll be used by the persona forever. Think of the thoughts that may be running through the persona's head at this point in their journey.

Thoughts during adoption

Assume customer's next actions

Assume the actions that will be taken during the adoption stage.

During adoption, the persona will be using your service or testing your product, ensuring that it's a good fit for their field of work. Assume specific actions that this persona will carry out, then note those actions in the text field.

Actions during adoption

Create action plan(s) for customer service interaction

Create action plan(s) for the customer service team to interact with the customer.

Customer service interaction can help the customer on their journey. During this stage, the team can help alleviate any pain points, and bolster the positives. Create a plan of action(s) for the service team; a list of statements or questions, and when to say or ask them.

Interaction during adoption phase

(Source)

Post-adoption:

The post-adoption phase is also known as the consumption phase: the time in which the persona is heavily interacting with the business, maybe even on a daily basis.

To keep a customer a customer (as opposed to a past user) the persona needs to be assisted, supported, and engaged with. Therefore, the next tasks focus on retention.

Consider ways to help customer post-adoption

Consider multiple ways in which you can help, assist, and support the customer post-adoption.

The post-adoption stage is as crucial as all the stages before it. By considering ways your business and customer service team can help the customer pre-emptively, the more likely the customer in question will bond with the business.

Help during post-adoption

Plan post-adoption interaction

Plan a post-adoption interaction schedule.

There's a fine line between spamming the customer and ignoring them. Plan a post-adoption interaction schedule for the customer so that the customer persona feels appreciated, rather than feeling bogged down incessant interaction. While noting down the schedule, also mention the mediums in which the interaction will take place, e.g. email.

Interaction during post-adoption

Assign the map to directors:

Assigning certain users to tasks is a great way to get their insight. Here, you'll be assigning both the customer service director and the director to get their feedback on the completed persona and their journey.

To read more on task assignments and assigning others, read more via our guide here.

Assign map to a customer service director

Assign the completed map to a customer service director.

Seeing as a customer journey map is at the intersection of marketing and customer service, have your customer service director assigned to the checklist so they can examine the map.

If they have any comments or suggestions, they can be made in the comment section below.

Persona and their journey

Name:
{{form.Customer's_name}}

Email:
{{form.Customer's_email}}

Website:
{{form.Customer's_website}}

Location:
{{form.Customer's_location}}

Photo:
{{form.Photo_of_customer}}

Gender:
{{form.Customer's_gender}}

Age:
{{form.Customer's_age}}

Field of work:
{{form.Customer's_field_of_work}}

Job title:
{{form.Customer's_job_title}}

Their goals:
{{form.List_of_goals}}

Initial acknowledgment

Thoughts during acknowledgment:
{{form.Thoughts_during_acknowledgment}}

Steps during acknowledgment:
{{form.Steps_during_acknowledgment}}

Interaction during acknowledgment phase:
{{form.Interaction_during_acknowledgment_phase}}

Engagement

Thoughts during engagement:
{{form.Thoughts_during_engagement}}

Actions during engagement:
{{form.Actions_during_engagement}}

Interaction during engagement phase:
{{form.Interaction_during_engagement_phase}}

Adoption

Thoughts during adoption:
{{form.Thoughts_during_adoption}}

Actions during adoption:
{{form.Actions_during_adoption}}

Interaction during adoption phase:
{{form.Interaction_during_adoption_phase}}

Post-adoption

Interaction during post-adoption:
{{form.Interaction_during_post-adoption}}

Help during post-adoption:
{{form.Help_during_post-adoption}}

Simply use the Members form field below to assign the customer service director to approve the customer journey map.

Check out our Knowledge Base for more information on the approvals feature.

Customer service director

Assign map to a marketing director

Assign a marketing director to the checklist to review the map.

Both a customer service director and marketing director should inspect the map before it is edited and completed, seeing as their teams are both involved with its creation.

If the marketing director has any comments or suggestions, they can make them in the comment section below.

Persona and their journey

Name:
{{form.Customer's_name}}

Email:
{{form.Customer's_email}}

Website:
{{form.Customer's_website}}

Location:
{{form.Customer's_location}}

Photo:
{{form.Photo_of_customer}}

Gender:
{{form.Customer's_gender}}

Age:
{{form.Customer's_age}}

Field of work:
{{form.Customer's_field_of_work}}

Job title:
{{form.Customer's_job_title}}

Their goals:
{{form.List_of_goals}}

Initial acknowledgment

Thoughts during acknowledgment:
{{form.Thoughts_during_acknowledgment}}

Steps during acknowledgment:
{{form.Steps_during_acknowledgment}}

Interaction during acknowledgment phase:
{{form.Interaction_during_acknowledgment_phase}}

Engagement

Thoughts during engagement:
{{form.Thoughts_during_engagement}}

Actions during engagement:
{{form.Actions_during_engagement}}

Interaction during engagement phase:
{{form.Interaction_during_engagement_phase}}

Adoption

Thoughts during adoption:
{{form.Thoughts_during_adoption}}

Actions during adoption:
{{form.Actions_during_adoption}}

Interaction during adoption phase:
{{form.Interaction_during_adoption_phase}}

Post-adoption

Interaction during post-adoption:
{{form.Interaction_during_post-adoption}}

Help during post-adoption:
{{form.Help_during_post-adoption}}

Using the Members form field below, assign the marketing director to approve the customer journey map.

Check out our Knowledge Base for more information on the approvals feature.

Marketing director

Approval: Customer journey map (customer service director)

Assign map to a customer service director
Will be submitted

Approval: Customer journey map (marketing director)

Assign map to a marketing director
Will be submitted

Customer overview:

After careful consideration of who the customer is, what they want, why they think the way they do, and how they would go about product/service adoption, you've constructed a clear portrait of the persona. You've also established actionable steps for your company to attract and retain the customer.

Now it's time to take the journey yourself and make any last changes to the persona before exporting the data.

Take the journey yourself

Imagine yourself as the customer persona and note down any findings.

The best way to ensure the journey map concept is solid is by taking the journey yourself. Retrace your steps and look at the initial answers you gave. Do they fit? Do the actions make sense? Think from the persona's P.O.V.

For any notes, comments, or additions you'd like to make, write them down in the text box underneath.

Notes from your journey

Analyze the persona and their journey

Analyze the overall persona and their journey.

Now that the journey's been completed and it has resulted in retention from your customer, it's time to analyze the overall persona and their entire journey to ensure they answers you've given are the best fit.

Look for ways to improve the persona's journey, and if additional steps or interactions could be added, use the redrafting box below to make those edits.

Persona and their journey

Name:
{{form.Customer's_name}}

Email:
{{form.Customer's_email}}

Website:
{{form.Customer's_website}}

Location:
{{form.Customer's_location}}

Photo:
{{form.Photo_of_customer}}

Gender:
{{form.Customer's_gender}}

Age:
{{form.Customer's_age}}

Field of work:
{{form.Customer's_field_of_work}}

Job title:
{{form.Customer's_job_title}}

Their goals:
{{form.List_of_goals}}

Initial acknowledgment

Thoughts during acknowledgment:
{{form.Thoughts_during_acknowledgment}}

Steps during acknowledgment:
{{form.Steps_during_acknowledgment}}

Interaction during acknowledgment phase:
{{form.Interaction_during_acknowledgment_phase}}

Engagement

Thoughts during engagement:
{{form.Thoughts_during_engagement}}

Actions during engagement:
{{form.Actions_during_engagement}}

Interaction during engagement phase:
{{form.Interaction_during_engagement_phase}}

Adoption

Thoughts during adoption:
{{form.Thoughts_during_adoption}}

Actions during adoption:
{{form.Actions_during_adoption}}

Interaction during adoption phase:
{{form.Interaction_during_adoption_phase}}

Post-adoption

Interaction during post-adoption:
{{form.Interaction_during_post-adoption}}

Help during post-adoption:
{{form.Help_during_post-adoption}}

Your additional notes

Final redraft

(Source)

Export journey map data

Export the journey map data.

Exporting the customer journey map template data means that the raw data can be stored and used again later, or backed-up in another place for record-keeping.

Checklists can be exported as CSV documents, PDFs, or they can be printed. For more information about the process of exportation, here's our useful Export and Print Checklists guide.