Mapping out the Customer Journey without any resources or templates is nearly impossible. Use these templates instead.
The WHY behind these templates
I remember when I started the Customer Success team at the SaaS company I worked for.
I'd go from one team to another trying to understand the customer journey but no one had it mapped out. It was confusing and frustrating.
It took weeks of online research and Google search,
But I was finally able to map out the entire Customer Journey and share it with the company so that everyone is on the same page.
At that time, I promised myself to make it easier for you by
Writing clear guides,
Sharing templates,
Providing answers.
Anything that would save your time.
What is a Customer Journey Map?
A visual representation of all stages a customer goes through when making business with your company, including:
All of the actions and tasks that your customers need to complete.
Your customer's challenges and pain points.
Customer goals and company goals at each stage.
You should use these templates if...
You've been tasked to start a Customer Success team and you need to map out the Customer Journey.
You'd like to learn more about the Customer Journey Map, which is a critical component of Customer Success.
You'd like to ensure the success of your company (or CS team) and make sure everyone is on the same page when it comes to your customers.
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