Charting the Course:
Customer Journey Mapping
MOBI Solutions
Charting the
Course: Customer
Journey Mapping
Rachel Squire
MOBI Solutions
Welcome!
Today’s goal: To help you understand and
implement customer journey mapping in your
MOPS strategy.
1 2 3
Why customer
journey mapping is
essential
Practical strategies
for building the
journey map
How to measure
success and get
stakeholder buy-in
What even is a Customer Journey Map?
A visual, aggregate representation of all the various interactions your
customers have with your brand, from start to finish.
Understanding your customer journey builds your relationships with your
customers and prospects by:
● Understanding their pain points.
● Reaching them where they’re at.
Understanding your customer journey improves your growth strategy by:
● Optimizing your marketing budget: put your money where your
engagement is.
● Finding new, innovative ways to improve, or even reinvent, the customer
experience.
● Boosting customer retention.
● Increasing engagement at every stage, from conversions to bookings.
High-Level CJM Action Plan
Be the hero of your marketing department
Step 1: Data Data Data
- Use MAP/CRM data to aggregate and analyze touchpoints.
Step 2: Visualize the Journey
- Create a visual flowchart of key stages: Awareness,
Consideration, Decision, Advocacy.
Step 3: Implement & Improve
- CJM means nothing if you don’t do anything with it!
Getting customer journey data from your CRM/MAP
The hard part of Customer Journey Mapping
The hard part of Customer Journey Mapping
● Define Stages: Awareness,
consideration, decision,
purchase, loyalty
● Identify Customer
Interactions:
○ Interaction description
○ Touchpoint type
○ Stage
Getting customer journey data from your CRM/MAP
The hard part of Customer Journey Mapping
Export touchpoint data from your CRM or MAP.
As a starting point:
● Hubspot: Set up a Customer Journey report!
● Marketo: Interesting Moments
● Salesforce: Campaign Membership
You can use ChatGPT to aggregate this data! Or download my
free excel template at mobisoln.com/customerjourney
Visualizing your Customer Journey
The fun part of Customer Journey Mapping
Identify your buyer personas.
Visualizing your Customer Journey
The fun part of Customer Journey Mapping
Improving your Growth Strategy
The end goal of Customer Journey Mapping
When to use your customer journey map:
● Before starting a project !!!
● When addressing customer feedback
● When you get to the end of the
quarter and you notice your pipeline
is slowly dropping off…
Rolling Out the Model to Internal Stakeholders
Positioning the Model
Start by sharing the end goal: to improve the customer
experience, and make us better marketers.
Make it easy for your
team to refer back to
the model, and each
related persona.
Education &
Training
Involve key players
early to get them on
board.
Collaboration
Make it pretty.
Seriously.
Presentation
Nurture based on user behavior
Build a cohesive
nurture program that
relies on individual
behaviors to drive
content.
Break down by
persona to get even
more personalized!
Action Plan
Position the model within your organization.
Step 3:
Iterate and improve.
Step 4:
Step 2: Build a visual customer journey map.
Step 1: Audit your current customer touchpoints.
Your Next Steps:
Q&A
Let’s Discuss!
Thank you!
Questions?
rachel@mobisoln.com

Charting the Course: Customer Journey Mapping

  • 1.
  • 2.
    MOBI Solutions Charting the Course:Customer Journey Mapping Rachel Squire MOBI Solutions
  • 3.
    Welcome! Today’s goal: Tohelp you understand and implement customer journey mapping in your MOPS strategy. 1 2 3 Why customer journey mapping is essential Practical strategies for building the journey map How to measure success and get stakeholder buy-in
  • 4.
    What even isa Customer Journey Map? A visual, aggregate representation of all the various interactions your customers have with your brand, from start to finish. Understanding your customer journey builds your relationships with your customers and prospects by: ● Understanding their pain points. ● Reaching them where they’re at. Understanding your customer journey improves your growth strategy by: ● Optimizing your marketing budget: put your money where your engagement is. ● Finding new, innovative ways to improve, or even reinvent, the customer experience. ● Boosting customer retention. ● Increasing engagement at every stage, from conversions to bookings.
  • 5.
    High-Level CJM ActionPlan Be the hero of your marketing department Step 1: Data Data Data - Use MAP/CRM data to aggregate and analyze touchpoints. Step 2: Visualize the Journey - Create a visual flowchart of key stages: Awareness, Consideration, Decision, Advocacy. Step 3: Implement & Improve - CJM means nothing if you don’t do anything with it!
  • 6.
    Getting customer journeydata from your CRM/MAP The hard part of Customer Journey Mapping The hard part of Customer Journey Mapping ● Define Stages: Awareness, consideration, decision, purchase, loyalty ● Identify Customer Interactions: ○ Interaction description ○ Touchpoint type ○ Stage
  • 7.
    Getting customer journeydata from your CRM/MAP The hard part of Customer Journey Mapping Export touchpoint data from your CRM or MAP. As a starting point: ● Hubspot: Set up a Customer Journey report! ● Marketo: Interesting Moments ● Salesforce: Campaign Membership You can use ChatGPT to aggregate this data! Or download my free excel template at mobisoln.com/customerjourney
  • 8.
    Visualizing your CustomerJourney The fun part of Customer Journey Mapping Identify your buyer personas.
  • 9.
    Visualizing your CustomerJourney The fun part of Customer Journey Mapping
  • 10.
    Improving your GrowthStrategy The end goal of Customer Journey Mapping When to use your customer journey map: ● Before starting a project !!! ● When addressing customer feedback ● When you get to the end of the quarter and you notice your pipeline is slowly dropping off…
  • 11.
    Rolling Out theModel to Internal Stakeholders Positioning the Model Start by sharing the end goal: to improve the customer experience, and make us better marketers. Make it easy for your team to refer back to the model, and each related persona. Education & Training Involve key players early to get them on board. Collaboration Make it pretty. Seriously. Presentation
  • 12.
    Nurture based onuser behavior Build a cohesive nurture program that relies on individual behaviors to drive content. Break down by persona to get even more personalized!
  • 13.
    Action Plan Position themodel within your organization. Step 3: Iterate and improve. Step 4: Step 2: Build a visual customer journey map. Step 1: Audit your current customer touchpoints. Your Next Steps:
  • 14.
  • 15.