Customer Journey Templates

Miranda Balcar
Miranda Balcar Member Posts: 16 Navigator
5 Comments First Anniversary Name Dropper 5 Likes
edited August 9 in CS Conversations

I'm needing to update our customer journeys and it currently lives in a slide-deck. Does anyone have a good tool or template that they use for these? I need to make separate journeys for each segment.


  • Jeffrey Kushmerek
    Jeffrey Kushmerek Member Posts: 93 Expert
    Third Anniversary 10 Comments Photogenic 5 Insightfuls

    We use Miro for the Visual Flow, and then use Excel for the task breakdowns.

    I also recommend to store them in a Gdrive/notion, etc OUTSIDE of your CSP, in the case you want to switch systems.