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Customer journey maps

How can customer journey maps support strategic choice or positioning?

AccessibleStrategicTeam2 min read
Contents

Assess the current performance of marketing and sales processes.

A customer relationship begins before purchase. Prospects become aware, learn, compare and decide, then may reorder, expand their purchases, leave or return later. Every stage contains moments of truth (MOT): interactions that strengthen or weaken the relationship. Those moments occur not only in marketing and sales but through reception, delivery, technical support, finance and production. A customer journey map makes the lifecycle, emotional high and low points, and ownership gaps visible.

When to use it

  • Use it to assess current marketing, sales and service performance.
  • Apply it when designing research, coordinating functions or prioritising customer-experience improvement.

Origins

Jan Carlzon’s 1987 book Moments of Truth described how attention to every customer intervention helped turn around Scandinavian Airlines (SAS). Over the next 10 years, marketers connected moments of truth into stages of the sales and relationship process. Articles using “customer journey mapping” appeared around 2010, followed by rapid adoption. Because the method developed through many practitioners, no single inventor can be identified.

What it is

A customer journey map (CJM) is a blueprint for coordinated action:

  • It connects departments by showing how their hand-offs affect the customer.
  • It exposes experience weaknesses and supports correction.
  • It identifies missing or poorly designed touchpoints.
  • It reveals strengths that can support the value proposition.
  • It compares strengths and weaknesses that may shape competitive strategy.
  • It captures customer emotion, informing communication and experience design.

The map has a spine of major lifecycle stages and the moments of truth within each stage. When defining the spine, ask:

  • What is the customer trying to do here?
  • What would motivate progress to the next stage?
  • Which concerns, uncertainties or barriers could stop progress?
  • What would reduce those barriers and concerns?
  • How much customer effort does the transition require?

A moment of truth is any intervention between the customer or prospect and the company: a website visit, advertisement, recommendation, reception call or one of hundreds of other contacts. The analytical skill is to identify the few moments that materially affect movement and relationship quality.

Customer journey maps
AwarenessInterestDecisionService set-upService deliveryRelationship strengtheningConcernLeaveReturn
How customers become aware of Company XHow customers become interested in doing business with Company XThe things that help customers make the decision to do business with Company XWhat Company X does when setting up a new customer accountThe day-to-day elements involved in the delivery of the agreed serviceWhat Company X does to develop ongoing relationships and delight its customersHow Company X deals with concerns and complaintsWhat Company X does when a customer wants to leaveHow we win back previous lost customers
Trucks/LiveryProspect materialProposal/presentationCustomer site visitPhone/fax/email for orderAdditional product installsReceiving complaintsLeaving phone callProspects lists
Brands – portfolioPromotional offersFace-to-face visitsCustomer site assessmentCustomer places orderCustomer trainingFollowing up complaintsStop ordering altogetheram contact plan
Brand – umbrella/corporateOne-stop-shop offerAgreementWelcome callCustomer places order – phone callBusiness Dev. ManagerPrice rise letterVisitLapsed customer call
CSRExisting product linesCan’t service/notify of rejectionAccount creationProduct deliveryFree service extrasStandard am callsLast chance visit
Word of mouthLendingFace-to-face rep visitsCustomer service callsLoans/commercial manager
Site/plant visibilityBrand’s literaturePromotional support
Prospectingam phone call
Charity involvementCustomer audit
Social mediaFace-to-face visit
Favourable credit/increase limit

The construction-materials example shades the most important moments of truth. Although stage names vary by industry, most journeys move through awareness, interest, knowledge, consideration and purchase. After mapping, classify moments as pain points or delights and assign actions. A cross-functional workshop can produce a useful hypothesis, but customer research should validate the stages, priorities and emotional interpretation; internal teams often overstate familiar weaknesses.

Customer journey maps
StepDescription of stepAction
Step 1Agree on segmentChoose a target segment for the CJM
Step 2Invite to workshopRecruit 10 to 20 people to the workshop from different disciplines
Step 3Run workshopRun the workshop. Begin with an explanation of the CJ concept, the spine and the moments of truth
Step 4Setting the spineIn the workshop agree on the stages of the spine
Step 5Determining moments of truthIn the workshop have groups list all the moments of truth at each stage of the spine
Step 6Establishing importance of MOTIn the workshop groups review each other’s work to agree on the moments of truth and their level of importance

Developments of the model

Early maps used a horizontal spine with moments of truth beneath it. Current versions may add:

  • customer product and service needs at each stage;
  • positive feelings such as interest, excitement and relief, and negative feelings such as boredom, anxiety, stress and confusion;
  • perceived risk at the stage, classified as high, medium or low.

Almost any relevant layer can be added, including stakeholder needs, importance and performance. Start with the key moments and material strengths or weaknesses, then refine only where extra detail improves a decision.

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