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Way to go! The first essential step is to know what goal you want your customer to achieve, and how the customer journey map is going to help your business.

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Oh, you should know that this is an essential step to start charting your customer journey. But don’t worry, we’ll tell you what you need. Consider what you want people to achieve as they go through their journey, what processes you feel could be improved in your company and what you need to help your business reach its full potential. E.g.: The goal is that customers make a purchase, and we want to understand their journey, so we can offer better support along the way to guarantee they keep engaging with our brand and to build customer loyalty.

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That’s awesome! Having a buyer persona is a key step to chart your customer journey because it helps you understand the customer’s behavior and motivations, which is an important input to design the process.

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Well, it’s high time you created one! A buyer persona is a semi-fictional representation of your ideal customer. To create one, you have to answer a series of questions about your customers, such as their demographics, behavior, and psychographic information. With the data you collect, you can build a form about your persona and even design an avatar to help you visualize who your ideal customer is and really put yourself in their shoes.

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Great job! Now you have to list all of them, because that’s what is going to help you understand if the customer is facing issues in your communication channels, if they are using more or fewer channels than expected and what actions they take in each one.

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Hum, let’s solve this problem! The touchpoints are all the ways that your customer uses to interact with your business. To pinpoint them you should do some research and map them out. Some examples of touchpoints are: blog, website, social media channels, paid ads and phone. Then you’ve got to list them and find out if the customers may be facing troubles on your communication channels, if they are using more or fewer than expected and what are the actions they take in each one.

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Wow, congratulations! That means you know a lot about your customer journey. If you haven’t listed these actions yet, now it’s time to do that. Make sure to describe all the actions according to the stages: awareness, consideration and decision, and relate them to each touchpoint. You are very close to having a successful customer journey map. Keep going!

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Well, this is going to take some research. The macro stages of the journey are: the awareness stage, the consideration stage and the decision stage. You’ve got to find out what the customer does in each one of them, list the actions and relate them to the touchpoints. For example: In the awareness stage, the customer searches for a keyword that drives them to my blog. You should know that this list can be huge, but that’s normal, it is actually going to help you understand exactly where you need to focus to improve the journey.

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Fantastic! Write that down, because this is important information to put on the customer journey map, so you can identify how you’ll overcome these obstacles and solve these pain points.

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Ok, so this is how you’re going to find these obstacles and pain points. Once you have listed the actions, it is going to be way easier to discover at which moment the customer is not making the desired action, for example: when the customer reads a bottom-funnel blog post but does not go to your sales page afterwards. Or even if the customer arrives in the cart but doesn’t conclude the purchase for some reason, maybe the cost is the obstacle. The important thing here is to list every possible obstacle and pain point in your customer journey map.

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Brilliant! But that’s not all. There is still an important step to have a really successful customer journey. Do you know what is it? Check out the following question!

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Let us show you how. After gathering all the information, you have to be able to visualize the journey easily, in other words, it’s time to build the map! You can use spreadsheets, diagrams, infographics or whatever works for you, be creative!

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OMG! You’ve nailed it! Keep improving your customer's journey and good luck with your business.

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It will make all the difference to your business. The job is not done when you map the customer journey, it is an ongoing process. Even after you make the necessary changes you identified in a first diagnosis, other obstacles and pain points might show up in the future. Take the customer journey yourself from time to time, review the data monthly, and always address customers' feedback.

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