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How To Create A Customer Journey Map (Free Template)

In my recent article, I wrote about “WHAT Is A Journey Map and WHY Create One?” Once you understand the importance, you may be wondering HOW to get started and improve your CX skills. If you are interested in learning more, you have come to the right place.

As a refresher, the purpose of creating a customer journey map is to help design better products and services and overall great experiences. It is a valuable method to identify problems and areas of success as customers become aware, learn, buy, get, use, etc. While Journey Maps typically look visually different from one organization to another, they consistently enable you to empathize with how customers feel when interacting with a brand.

3 key steps to create a journey map:

1. Define Customers / Personas.

Who is your target audience(s)? What are their interests, needs, and wants? What obstacles keep them from achieving their goals? What are their demographics, such as age, income range, education? Where do they go to find information? Answering these questions and related ones often require research through informal and formal interviews and surveys. Leveraging internal data on current customers and insights from “voice of employees” (VOE) is valuable as well.

2. Identify How Target Customers Will Interact With Your Brand. 

A journey map helps to define key touchpoints and channels, such as: where will customers learn about your products and services? i.e. retail store, webinar, industry events. How do they receive communications? i.e. email. social media, sales rep visit, etc. This information provides insights as to why customers may or may not be satisfied and where pain points reside.

3. Dig into Customer Mindset Within Each Interaction.

You want to put yourself in the “customer shoes” and identify the emotions they feel along the journey. To do this effectively, I recommend leveraging tools to guide you through the process. While there are many templates available on the internet, I especially like one that Carol Bruehns uses in the CX Certification program at Rutgers University. If you are interested in learning about the course (online and offline options available), read my article as I share my class experience and a 20% discount code.

How To Create A Journey Map By DoingCXRight

 

Carol is offering DoingCXRight readers a copy of her template to help others in their journey mapping sessions. Download for free now.  

 

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5 THOUGHTS ON "How To Create A Customer Journey Map (Free Template)"

  1. Customer Journey Map. What is it? Why Do It? (Part 1) – DoingCXRight June 22, 2018 at 6:27 am

    […] Want to learn about HOW to journey map and get a free template for your journey mapping sessions? Read more here. […]

  2. Customer Personas…What’s All The Hype? – DoingCXRight July 11, 2018 at 5:21 am

    […] Buyer Journeys. Personas define WHO you are designing products, services, market messaging for. It is not about mapping out desired customer experiences across the different channels and touchpoints. (Read more about what and why journey maps matter here, and how to do it effectively with a free template to get started here.) […]

  3. 5 Ways To Use Social Media To Improve Customer Experiences | DoingCXRight January 29, 2019 at 7:04 am

    […] the importance of the Awareness & Learn stages in these articles where I dig into the how and why of customer journey mapping (with a free downloadable template), “93% Pinterest users […]

  4. Our Holiday Wishes for Great CX | DoingCXRight February 3, 2019 at 10:31 pm

    […] Customer-centricity is at the core of every effective CX strategy. Get tips on how to keep the customer central to your CX design and journey maps. […]

  5. Practical Advice For Turning Customer Experience Talk Into Action | Future of Field Service March 13, 2019 at 1:51 pm

    […] As for Voice of Customer, VOC serves as an input when creating a Journey Map. It’s a component of a CX practice and a significant part. We offer a free template to help journey mapping efforts >HERE. […]

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