Customer Journey Templates

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Miranda Balcar
Miranda Balcar Member Posts: 21 Navigator
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edited August 2023 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.

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  • Jeffrey Kushmerek
    Jeffrey Kushmerek Member Posts: 98 Expert
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    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.