Customer Journey Templates

Miranda Balcar
Miranda Balcar Member Posts: 21 Navigator
Second Anniversary 5 Comments Name Dropper 5 Likes
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.

Tagged:

Comments

  • Jeffrey Kushmerek
    Jeffrey Kushmerek Member Posts: 98 Expert
    Third Anniversary 25 Likes 10 Comments Photogenic

    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.

Categories