What Are the 7 Steps to Map the Customer Journey

May 31, 2022

As a business owner, you’re always looking for ways to create sustainable customer experiences. After all, exceptional customer service is the only way to stay ahead of the competition. But what are the 7 steps to map the customer journey? Luckily, we’ve got you covered.

In this blog post, we’ll give you the 7 steps to mapping out an effective customer journey. By following these simple steps, you can ensure that your business provides customers with unforgettable experiences time and time again. So let’s get started!

Customer Journey Explained

So, what are the 7 steps to map the customer journey? Before we get to answer this question, lets understand the concept of customer journey mapping.

A customer’s journey is the complete experience they have with your company. A journey map shows you the touchpoints they have with your business, allowing you to identify areas for improvement.

The customer-journey map is a detailed visual that outlines all the interactions a customer has with your business.

A customer lifecycle map is a useful tool for visualizing the highs and lows of your customer’s buying journey. 

A customer’s journey is the path they take from when they first hear about your business to when they make a purchase. By mapping out this journey, you can identify steps that you can take to increase revenue.

Customer journeys are a more personalized and specific part of the overall process of visualizing the complete picture of a customer’s experience.

Any company wants to increase their sales, create a good reputation, and bring in more customers.

The marketplace is saturated with many different companies, so each company tries their best to implement different strategies in order to stand out.

Many companies are so focused on acquiring new customers and increasing their popularity, that they often miss out on an essential detail. This can often lead to ineffectiveness.

Today, we will talk about why a Customer Journey Map is important, and how to create one.

Elements of a Customer Journey Map

Most maps have elements, such as roads, rivers, and cities.

Channels. You should also know where your potential customers are looking for you. The Internet has a huge number of channels, and it is important to be present on the ones that are most popular with your target audience.

Touchpoints. Another key element of customer journey maps is touchpoints. They are all the points of contact between the client and the company through which they communicate. It can be an advertisement, a call to the support service, or a personal meeting.

Emotions. Emotions play a significant role in any purchase decision. That is why it is essential to track how a person feels at each stage of their journey. If at some point, they feel negative emotions, you need to understand why this happens and try to correct the situation.

Know your ideal customer.

Some key information to include in a customer’s journey is their age, sex, location, education level, and any interests that might affect sales.

The success of your sales and marketing campaign depends on your target customers. If you don’t know who your customers are, you can’t create an effective marketing strategy.

You should understand your target clients and their needs.

Some key elements that should be included in client journey maps are the target audience’s gender, age, hobbies, region, and education. This information is important in order to create a map that is tailored to your specific target audience.

Understanding your customers’ needs and concerns is crucial to creating a successful sales strategy. By mapping out your customer’s journey, you can identify their pain-points and come up with solutions that will alleviate them.

What are the key benefits of customer journey mapping?

According to research by the Aberdeen group, companies who create journey maps see a 29% return on investment each year. They also reduce service-related expenses by 21.2%.

But, while journey mapping can help you gain more clients, it can also help strengthen relationships with current clients and reinforce your brand image.

You might think that you don’t need to track your phone calls because you already have your marketing plan laid out. But this is a common misconception.

By breaking down your sales funnel into specific steps, you can maximize the longevity of your offerings.

We’ve listed the main benefits of the customer experience journey map below.

1. Inbound marketing

Some businesses focus on their outbound marketing. This is when you promote your products through direct advertising.

In outbound sales, companies initiate the sales process, not the customer. This can be expensive and doesn’t always yield the desired results.

Your ads may be too broad, or you may be targeting the wrong audience. This wastes your marketing dollars, and your customers are turned off by all the advertising. You have to come up with new strategies every year.

In inbound marketing, you focus on creating useful and engaging content for your target audience.

Its purpose is to attract the attention of customers and focus them on buying.

A customer lifecycle map shows you what your customers find exciting and useful, and what turns them off.

By updating your web content, you can ensure your clients stay engaged.

2. Target new clients

Targeting a wide variety of customers is an expensive and ineffective marketing tactic. You must know your customer’s demographics and psychology to effectively market to them.

The way to keep a product in high demand is by understanding your consumer’s behaviors, their pain-points, their needs, their desires and their emotions.

By mapping out your customers’ journey, you can more effectively market to them and attract leads at a lower cost.

3. Improve your customer service

By analyzing the customer journey, you can identify not only moments of joy and delight, but also situations where the customer may be uncomfortable. This allows you to improve the quality of your service.

By knowing these subtleties, you can significantly increase your level of customer satisfaction.

This approach not only increases consumer confidence, but can also be a simple way to notify customers in advance of changes in your work schedule due to holidays or other changes within the company. By keeping them updated and informed, you show that you value their time and business. This level of customer service can help encourage them to make purchases from your company in the future.

Pre-purchasing is another way that agents can help their clients.

4. Increase your retention rate

By understanding your customer’s journey, you can identify and remove pain points. This will result in increased customer retention rates.

33% of customers will ditch a company if they receive bad service.

5. Improve the company’s corporate policies

When you know how to map out a customer’s journey and put that knowledge to use, you help ensure that your entire company is customer-centric.

Hence, all departments, including customer support, sales and marketing, and so on, are reorganized and work according to a single unified goal, which is to meet the needs of actual customers.
What are the 7 steps to map the customer journey

Step 1: Set targets

It’s easier to map out a customer experience if you know where you’re headed. First, identify your business goals and target customers.

It’s essential that you set targets and know what you want to achieve before beginning. This will enable you to determine the most efficient ways of reaching your goals. Having goals in mind while completing a task can also help you stay on track.

Having a goal or goal in mind while completing a task is a helpful way to stay on target.

Before creating a journey, it’s important to understand the purpose, who it is for, and which experiences are being factored in.

What factors will you be taking into account?

Thanks to the internet, consumers are now more educated than ever before.

The wealth of information available online has made consumers more selective about the products and services they consume and the companies they patronize.

Step 2: Create a Buyer Persona

A Buyer Persona is an imaginary person that represents your ideal customers.

When creating your customer personas, consider these six factors: age, gender, income, occupation, education and location. This should give you a comprehensive picture of your ideal customer.

This is where conducting interviews and surveying customers comes in. Gathering as much information as possible through these methods will help you better understand your customers’ needs and wants.

Asking ‘why’ questions are a great way to gain more insight into your customer behavior.

When creating your Buyer Persona, be sure to include as much information as possible. The more data points you have, the more accurately you’ll be able to describe your buyers.

Each journey should be limited to 2 different customer types, no more.

Step 3: Identify The Motivations and Customer Pain Points

This step of how to create a customer profile can be included as part of step 2. The motivations and pains points are still part of a buyer’s persona.

However, it’s important to understand your customer’s motivations and pain points when you’re creating a client journey map. This will help you figure out what they need and want from your product or service.

What are their motivations?What motivates your buyer persona? What keeps the clients going?

What is preventing the buyer from achieving their goals? Do they have any fears or concerns?

Your brand can help by providing a solution to the customer’s problem.

Keep these answers handy. They will come in handy in the next step.

Step 4: Map Out the Buyer’s Journey

It’s important to understand the different stages of a buyer’s journey in order to provide more tailored and customized customer service.

The buyer’s cycle has 3 distinct phases: Awareness, Consideration, and Decision.

In the Awareness Stage, a buyer is able to recognize what challenges they are experiencing.

Is solving these pain points a priority for buyers? Are there any negative consequences if these problems aren’t solved?

In the Consideration Stage, the questions that a buyer asks are: What options do I have?

How will they research their options? How will they compare their choices?

In the Decision Stage, the buyer has narrowed down their options, and is only looking for the right productservice. Who are the key stakeholders in their decision?

The prospect would use a variety of criteria to evaluate your business against competitors. These may include pricing, product quality, product feature, customer support, and more. The prospective customer then uses this information to decide if your company is a good fit for them.

Step 5: Maximize the Touchpoints

In the digital world, your first contact with a customer won’t always happen at the very beginning of the buyer journey.

As a business, it’s important to understand the various touchpoints that customers may have with your brand. These buyer touch points are crucial because they present opportunities to make a positive impression on potential customers. By understanding the client journey and mapping out the various touchpoints along the way, you can ensure that your brand is making the most of every opportunity to connect with consumers.

Know the ins and outs of your different marketing channels so you can optimize them to the fullest.

Your strategy should not be purely traditional or purely digital, mix all up!

Step 6: Find Moments of Truth

As you continue through the process of creating a customer journey, you’ll come to realize that each step has been preparing you for one of the most challenging aspects of marketing: gaining your customers’ confidence.

The moments of truth are instances when a client forms an opinion about a brand based on their experiences. It is important for companies to create good moments that leave a good impression on their customers.

Now that customers interact with brands across multiple channels, how do you differentiate yourself?

How do you build trust with your prospects?

64% of customers prefer that companies connect with them, and they prefer that connection to be genuine and meaningful.

To gain loyal customers, it’s essential to create memorable and authentic client experiences at each interaction. By analyzing your customer data, you can ensure your customer touchpoints are meaningful and personalized. This will lead to trust and loyalty from customers, which is crucial for building long-term relationships.

Step 7: Revise

Don’t be afraid to mess up. You’ll probably make a few mistakes in the beginning, but it’s totally normal. Just keep trying and you’ll get it eventually.

Don’t treat your buyer’s journey as a one-off process. Your customers’ needs change and you must adapt. By continually reviewing and revising your buyers’ journeys, you can ensure that you’re always meeting your customers’ changing expectations.


So, what are the 7 steps to map the customer journey? Create targets, create a buyer persona, identify their motivations and painpoints, map buyers journey, maximize on painpoints, find your moments of truth and revise.

By mapping out the customer journey and understanding what your customers need and want, you can provide them with unforgettable experiences time and time again. So don’t wait any longer – start creating your own map of the customer journey today!

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