Customer journey maps
How can customer journey maps support strategic choice or positioning?
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.
| Awareness | Interest | Decision | Service set-up | Service delivery | Relationship strengthening | Concern | Leave | Return |
|---|---|---|---|---|---|---|---|---|
| How customers become aware of Company X | How customers become interested in doing business with Company X | The things that help customers make the decision to do business with Company X | What Company X does when setting up a new customer account | The day-to-day elements involved in the delivery of the agreed service | What Company X does to develop ongoing relationships and delight its customers | How Company X deals with concerns and complaints | What Company X does when a customer wants to leave | How we win back previous lost customers |
| Trucks/Livery | Prospect material | Proposal/presentation | Customer site visit | Phone/fax/email for order | Additional product installs | Receiving complaints | Leaving phone call | Prospects lists |
| Brands – portfolio | Promotional offers | Face-to-face visits | Customer site assessment | Customer places order | Customer training | Following up complaints | Stop ordering altogether | am contact plan |
| Brand – umbrella/corporate | One-stop-shop offer | Agreement | Welcome call | Customer places order – phone call | Business Dev. Manager | Price rise letter | Visit | Lapsed customer call |
| CSR | Existing product lines | Can’t service/notify of rejection | Account creation | Product delivery | Free service extras | Standard am calls | Last chance visit | |
| Word of mouth | Lending | Face-to-face rep visits | Customer service calls | Loans/commercial manager | ||||
| Site/plant visibility | Brand’s literature | Promotional support | ||||||
| Prospecting | am phone call | |||||||
| Charity involvement | Customer audit | |||||||
| Social media | Face-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.
| Step | Description of step | Action |
|---|---|---|
| Step 1 | Agree on segment | Choose a target segment for the CJM |
| Step 2 | Invite to workshop | Recruit 10 to 20 people to the workshop from different disciplines |
| Step 3 | Run workshop | Run the workshop. Begin with an explanation of the CJ concept, the spine and the moments of truth |
| Step 4 | Setting the spine | In the workshop agree on the stages of the spine |
| Step 5 | Determining moments of truth | In the workshop have groups list all the moments of truth at each stage of the spine |
| Step 6 | Establishing importance of MOT | In 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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