Customer Journey Map Examples

Hey Dana

There was just a webinar on Client Success this week from Kristi Faltoruso on Building Customer Journeys. Shes doing 1 a week with different branches, check out the one from this week and you can sign up for the others. Its every Tuesday

https://www.clientsuccess.com/resources/webinars/thank-you-how-to-design-your-customer-journey/?utm_campaign=Webinar: Pipeline Management for Customer Success&utm_medium=email&_hsmi=146568043&_hsenc=p2ANqtz-_xAO-JApE4x9_XrL_xBCw8wdgxKWKu7XDrilZOgFgPGSWbEAwGS3GtEJ9WFX0w5lJh-50__XRn0_T5TWRhIJ62jm7eIVC4Md3do6yk0UubtXhkYGQ&utm_content=146568043&utm_source=hs_automation

Late response, but wanted to add on here, as I've been through this process a couple of times.

I've found that a good journey map can not only act as an onboarding / enablement aid, but a reference for not only CS, but other Customer-facing teams that want to understand this process better. Also - this is a living document, I find myself in it at least a couple of times a quarter, tweaking it here and there based on learnings, feedback, or changes to tools or processes to (hopefully) simplify or streamline the journey!!

Our journey map has now evolved to include a detailed section for each 'touch' and includes:

• Description
• Objective
• Medium (phone / zoom / in-person etc)
• Typical Duration
• Internal Ownership (role)
• Internal Involvement (rest of RACI)
• Customer Involvement (role)
• Actions we need to take / complete
• Resources that support (linking out to templates / forms / checklists etc)
• Exit Criteria (how we know we can move to the next step)

As others have mentioned, Customer Personas are also key, and we've throughly documented those with and even included example LinkedIn profiles to provide real examples & context.

Hope this helps!!

Thanks for your post, Surendranath. What you've outlined is right on the mark. We take a very similar approach with our clients.

Hi Dana, 

I know there is no hard n fast rules to build a Customer Journey Map, but here is what we did in our organisation:

Firstly we broke the journey into stages - implementation/initial product adoption, expansion, renewal stages (we named them differently).

For each stage we identified -

• Timeline (eg. implementation is from 30-45 days post contract sign);  
• Stage Goal/Objectives - eg. during adoption phase (3-6 months after launch), ensuring customer is utilizing the solution to the fullest and achieving their business objectives;
• Roles, Responsibilities & objectives - eg. during implementation phase, what is the role of a CSM, imp consultant, customer, etc;
• What are the possible risks at each stage and mitigation plans to follow
• What are the actions/deliverables
• Internal resources that can be used
• KPI's

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We followed agile methodology, and formed a team of individuals from different departments (Product Mgmt; Tech Support; Prof Services; Success; etc.) to understand their roles at different phases/stages of customer journey.

We tried to go deep and include all steps at each phase n stage of customer journey, so it can be used as a bible. Luckily we have a tech team to put it in a portal format, so with couple of clicks an employee can see what he/she wants.

To conclude, it is an ongoing process as our internal processes/tools/resources keep on changing, and we need to update the framework to stay current.

Personally, I prefer it to be as simple as possible though

Thanks,

Hi @Dana Pavel,

I've been doing customer journey mapping (what I call Mindful CX Design) for several years. You're on the right track! Some thoughts: 

The purpose of customer journey mapping isn't just documentation. It's really about what happens during the process: a team comes to a shared understanding of the issues, develops a shared vision of an ideal customer experience, and shares a common commitment to make the vision a reality. In the context of an enterprise-wide initiative to reduce churn and increase NRR, journey mapping is a powerful exercise. 

I facilitate an 8-step process: 

1. Form the right team
2. Segment and define personas
3. Define experience phases
4. Analyze effective and affective needs
5. Map business processes
6. Refine controls, measures and UX
7. Analyze and prioritize gaps
8. Execute improvements

Including other customer-facing team members is essential. It's key to choose the "right" individuals and it's part of step #1 above.

I've found the most practical is a "level 2" map: 0 = enterprise-wide key business processes (5-7 boxes on one slide); 1 = each key business process broken into 8-10 major steps, shown on one page each; 2 = each key business process broken down to tasks owned by an individual or function and shown in "swimming lanes" on the y-axis. At level 2, it's possible to identify the major gaps and clarify roles and responsibilities, and greater resolution (level 3) can be the focus of a subsequent process improvement project, as needed. 

I'm a big advocate of interviewing customers, and recording, editing, and presenting their feedback to help the team understand the problems the new design intends to solve. Hearing the issues directly from customers provides excellent context and is tremendously motivating. Applying neuroscience is a key feature of my approach. It turns out the customer experience isn't important--what customers remember from their experience is. So what they recall is a huge clue as to what they find important and valuable. Their recollection is ultimately what drives their renewal and expansion decisions, so it helps the mapping team focus on what really matters. 

Hope that helps. Let me know if I can be of service in any way. 

Ed