Table of Contents

Table of Contents

Everything You Need to Know About Customer Journey Mapping

What needs are customers looking to meet with your product or service? What interactions are they having with your brand and your competitors?  What is influencing their final purchase decisions?

Knowing the answers to these questions will help your company close more business and increase customer satisfaction and retention.

One effective way to uncover these insights is through customer journey maps, which offer a detailed view of customer needs, motivations, and behaviors.

To help you gather the data you need and draw actionable insights, we are breaking down the basics of customer journey mapping including what it is, what you can learn, potential benefits, and how to get started.

Companies use customer journey maps to:

Increase customer satisfaction and develop offerings that align with customer needs
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Drive sales and develop customer loyalty
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Identify gaps in service and communication touchpoints
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Learn how leading companies leverage customer journey maps to overcome challenges and achieve their goals.

What is the customer journey?

The customer journey is the series of interactions customers have with a brand, from their initial need and discovery to purchase and retention. This includes numerous actions, like customer research, website activity, sales conversations, product use, and more.

Customer journey vs customer experience

While the customer journey focuses on tracking the various touchpoints and behaviors throughout the customer lifecycle, customer experience focuses on customers’ perceptions and opinions of your company based on the interactions they have had with your brand.

It is important for companies to evaluate both to spot gaps and untapped opportunities as well as assess the strengths and weaknesses of their offerings and services.

Get actionable insights with our customer experience measurement framework.

What is customer journey mapping?

To understand customers’ behaviors, needs, and preferences, many companies develop a customer journey map. These maps provide a visual representation of customers’ path to purchase and analyze the five key phases of the customer journey: awareness, consideration, purchase, retention, and loyalty.

By evaluating the various elements and interactions throughout the customer journey, companies can measure success and identify gaps and opportunities for improvement.

What can you learn from customer journey maps

Customer journey research analyzes the various stages and touchpoints of the customer journey to gather targeted insights into key stages of the customer lifecycle, including:

  • Customers’ goals and challenges that spark a need for offerings you provide
  • The research activities customers do when evaluating various offerings and solutions
  • Customers’ familiarity with various companies and their offerings
  • The factors and considerations that influence purchase decisions
  • The reasons customers choose one offering over another
  • Customers’ satisfaction with the various aspects of an offering
  • The factors and considerations that influence repeat purchase decisions

Who uses customer journey maps?

To navigate complex buyer journeys and ensure a high-quality omnichannel experience, 47% of all businesses identify and enhance the various touchpoints and interactions throughout the buyer experience with a customer journey map.

Customer journey maps are used by companies of all types and sizes, though some leverage them at higher rates. B2B2C companies have the highest adoption rate, likely due to their complex business model (selling to retailers who, in turn, sell to customers). It is also used by a majority of mid and enterprise businesses who use these maps to analyze customer interactions across their larger markets.

B2B Companies
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B2C Companies
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B2B2C Companies
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Small
(<10 Millon)
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Medium
(10 Millon – 1 Billion)
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Large
(> 1 Billion)
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Learn how Mermet leveraged customer journey data to develop targeted strategies to engage potential customers.

Why should you build or update your maps?

While you may already have an idea of how customers interact with your brand or have even created a map once upon a time as customer needs and actions evolve, you will need updated insights into their behaviors and motivations. That’s why 75% of companies who have customer journey maps have not only previously refreshed their maps but have plans to do so again in the near future.

When to update your customer journey map

  • When sales decline to identify what gaps are dissuading prospects
  • When customers churn to find out what aspects are turning customers away
  • When allocating resources to determine where they will have the greatest impact
  • When developing new products to align with customers’ needs and decision-making criteria
  • When creating new marketing strategies to identify where to find customers and craft targeted messaging
  • When facing increased competition to highlight the benefits of your offerings
  • When tackling shifting customer behavior and market dynamics to align with customers current needs and preferences

Build actionable customer journey maps with expert guidance and support.

ROI of customer journey mapping

The value of customer journey mapping is how its targeted insights can uncover and enhance customers’ interactions and relationships with your company. By leveraging journey mapping data, 76% of companies say it has increased the ROI of their business investments and allowed them to become more customer-centric.

Pie charts showing how companies leverage customer journey mapping.

Discover the potential revenue boost you can achieve with custom market research with our free calculator.

How to create a customer journey map

Create a customer journey map by assessing customers actions and motivations during the five distinct phases of the customer lifecycle.

Preliminary Phase: Segmentation

Before you analyze the customer journey, you need to segment your customers into distinct groups. This allows you to build multiple customer journey maps that track how customers who may have different needs, are from separate industries, are shopping for different products, and more, move through the five key lifecycle stages.

Build effective customer experiences and develop targeted customer journey maps by segmenting your customers.

Phase 1: Awareness

In the awareness phase, customers have realized they have a problem or need and are looking for companies that can provide a solution. Evaluate this stage by collecting data on customers’ initial thoughts and behaviors when addressing a new goal or challenge.

Key Questions
  • What are our customers’ product needs?
  • What triggered the need?
  • Is there a specific product/solution in mind?
  • Are customers aware of our brand and offerings?
KPIs
  • Brand awareness
  • Customer motivations and preferences
  • Web traffic
  • Search rankings
  • Social media reach
  • Blog and newsletter sign-ups

Phase 2: Consideration

During the consideration phase, buyers are evaluating the different companies and offerings against their needs and budget. Evaluate this stage by collecting data on how customers research and compare different companies and products.

Key Questions
  • What, if any, research was conducted?
  • What brands, offerings, and channels are considered?
  • What features do customers most respond to?
  • What messaging and themes resonate most with customers?
  • What are the needs, preferences, and driving factors that influence a decision?
KPIs
  • Website activity
  • Engagement data
  • Product ratings
  • Customer research
  • Lead acquisition

Phase 3: Purchase

At the purchase phase, customers have gathered the information they need about what your company and your competitors can offer, and they are actively evaluating a purchase. Potential outcomes can include purchasing your product, deciding to purchase from a competitor, or not making a purchase at all. Evaluate this stage by collecting data on customers purchase decision-making process.

Key Questions
  • Where did the purchase happen (channel, retailer, etc.)?
  • What was the final purchase decision?
  • What was the budget vs. the actual spend?
  • What considerations did they factor into their purchase decisions?
  • Who is involved in the purchase decision-making process?
  • What pain points do customers experience when purchasing?
KPIs
  • Purchases/POS data
  • Cart abandonment
  • Purchase price
  • Meeting/ demo requests
  • Sales cycle length

Phase 4: Retention

At the retention phase, customers are using the product and are looking to validate that they made the right purchase decision and assess whether or not they would like to become a repeat or loyal customer.  Evaluate this stage by collecting data on customers’ engagement and feedback on your products and services.

Key Questions
  • Are customers satisfied?
  • How do they evaluate the various aspects of our offering?
  • What factors drive satisfaction?
  • Will and when will they purchase again?
  • Will they increase/decrease their budget?
KPIs
  • Retention rate
  • Churn rate
  • Customer lifetime value
  • Service call ratings
  • Customer satisfaction

Phase 5: Loyalty

At the loyalty phase, customers have a favorable view of your brand and product value but are not fully invested. They may have repurchased the initial product or expanded to additional services or offerings from your portfolio but are still open to other brands. Evaluate this stage by collecting data on customers’ opinions of your products and services and any unmet needs.

Key Questions
  • How likely are customers to recommend our products?
  • Why are they likely or unlikely to recommend our company?
  • What elements of our offering do they value most?
  • What makes our products or services competitive?
  • What additional support or features do they need?
KPIs
  • Customer satisfaction
  • Net promoter score
  • Renewal rate
  • Purchase frequency
  • Brand engagement
  • Product usage

Gauge customer satisfaction to develop products and services that match customer demand.

Example customer journey map

Here is an example of a customer journey map that depicts the actions, touchpoints, and KPIs and provides summary insights into what influences customers at each stage.

Get in-depth insights into the customer lifecycle

Learn how to develop your own map with our step-by-step guide and customer journey mapping template.

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