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Welcome to "Create Your Own CUSTOM

This Excel template is designed for you to create a Cu

Please work through the below tabs in sequence… start with Brand P

We want to end up with something like t

Customer Journey Map


Bargain Barry

Awareness Phase Search Phase


Who Are They?
Pre-purchase brand building Information search and evaluation

In their 20s

Younger single, own place

Artistic

Usually brand loyal

Mainly Social Media

What's Important to Them?


Rated 6 or 7 importance

Environmentally friendly

Trustworthy brand

Low prices

Good-value prices

Good online reviews

What's NOT Important?


Rated 1 or 2 importance A blogger post

Product look/style

Quality product

A familiar brand

Reliability

Good store layout


Own CUSTOMER JOURNEY MAP"
or you to create a Customer Journey Map

… start with Brand Persona, then Awareness, and so on…

p with something like this…

Search Phase Purchase and Consumption Phase Post-Purchase Phase


mation search and evaluation Buying and Using the Product C/Sat & Loyalty Impact

Web chat
Visited website
contact

Made an
Visited store
appointment

Waited in a Requests a
queue demo first

Took a
Product to be photo +
Paid a deposit posted
delivered

Used product for


Installed product
the first time
PART A = Outline your Brand Pe
A Brand Persona is a representative of each of your firm's/brand
Below you will give them a name, describe them, and rate their pr
Follow all 3 steps in YELLOW (enter in GREEN cells) on this worksheet before

You will normally design a customer journey name for EACH brand perso
This means that you would normally construct multiple customer journey maps. Just save ea

Please note that there are THREE Steps to Complete on this Pag

SHEIN

STEP 1: Name your Brand Persona ==> You

STEP 2: Describe your Brand Persona ==> Age range

Family status

NOTE: Pick five of these descriptors to include in your final Gender


map. Each descriptor has a drop-down list to
choose from. Residence

Occupation

Social status

You select each descriptor from a drop-down list. If Personality 1


you do not like the wording used, you can edit this
NOTE: in the final stage of designing your journey map. Personality 2
Pick one or two traits from the personality/lifestyle
category. Brand loyalty

Media usage

Personality 3

Don't like these options and choices - just add five


NOTE:
of your own in these cells
Don't like these options and choices - just add five
of your own in these cells

You Can Add Up to Five High and Low


- Click on the Drop Down Men

Not
STEP 3: Select five (5) very important AND five (5) important
not important factors in their purchase decision for at all
this Brand Persona to include in your final map==>
1 2
Product look/style Include in
Quality product Include in m
Innovative product Include in m
Variety/choice Include in
Country of origin of product Include in m
Environmentally friendly Include in m
Trustworthy brand Do NO
A familiar brand Include in m
Reliability Do NO
Good store layout Do NO
Good service Do NO
Easy online shopping Include in
Convenience Do NO
Low prices Include in
Good-value prices Do NO
Good online reviews Include in
Or Add Your Own Factors Below Only High and Low Importanc
Do NO
Do NO
Do NO
Do NO
Do NO
Do NO
Do NO
Do NO
Do NO
Do NO

Completed the first 3 steps? Then proceed to the "Awareness" worksh

Active
Adventurous
Aggressive
Ambitious
Artistic
Calm
Confident
Considered
Emotional
Energetic
Family-focused
Friendly
Fun
Impulsive
Likes to shop
Modern
Modest
Ongoing
Relaxed
Romantic
Shy
Social
Sophisticated
Youthful
N/A

Highly brand loyal


Usually brand loyal
Prefers 2-3 brands
Brand switcher
Brand is not important
N/A

Mainly TV
Mainly Press/Radio
Mainly Online
Mainly Social Media
All types of media
Low media consumer
N/A

Young child
Tween
Teenager
Late teens/early 20s
In their 20s
In their 30s
In their 40s
In their 50s
In their 60s
In their 70s
Over 80 years
N/A

Yes
No

Single, lives at home


Younger single, own place
Older single
Married, no kids
Married, young kids
Married, older kids
Married, kids left home
Single parent, young kids
Single parent, older kids
N/A

Female
Male
Other gender
N/A

Inner city
Suburbs
Big city
Small city
Rural town
Coastal area
N/A

Upper class
Upper middle class
Middle class
Lower middle class
Lower class
N/A

Professional
Office worker
Skilled trade worker
Unskilled trade worker
Health worker
Educated worker
At-home parent
Retired
Unemployed
N/A
our Brand Persona
of your firm's/brand's target customers
em, and rate their preferences and dislikes
on this worksheet before going to the next tab

or EACH brand persons relevant to your business


ourney maps. Just save each one under a different file name.

o Complete on this Page/Worksheet

Young Females
Pick 5 only to include in your map Include in map? Y/N

Late teens/early 20s Yes Late teens/early 20s

N/A No

Female No

N/A No

N/A No

Lower middle class No

Confident Yes Confident

Modern Yes Modern

Brand is not important No

Mainly Online Yes Mainly Online

Likes to shop Yes Likes to shop

No

No

No
No

Up to Five High and Low Importance Factors to be Shown on the Final Map
k on the Drop Down Menu in Each Cell Below to Add to Your Map

Somewhat Extremely
important Important

3 4 5 6 7
Include in map as IMPORTANT
Include in map as NOT IMPORTANT
Include in map as NOT IMPORTANT
Include in map as IMPORTANT
Include in map as NOT IMPORTANT
Include in map as NOT IMPORTANT
Do NOT include in map
Include in map as NOT IMPORTANT
Do NOT include in map
Do NOT include in map
Do NOT include in map
Include in map as IMPORTANT
Do NOT include in map
Include in map as IMPORTANT
Do NOT include in map
Include in map as IMPORTANT
High and Low Importance Factors will be Shown on the Final Map
Do NOT include in map
Do NOT include in map
Do NOT include in map
Do NOT include in map
Do NOT include in map
Do NOT include in map
Do NOT include in map
Do NOT include in map
Do NOT include in map
Do NOT include in map

"Awareness" worksheet (see tab menu below)

7 5
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1 IMPORTANT
PART B = Highlight POSSIBLE Brand Tou
the Customer Actively Seeks the

In this part you pick the most likely brand touchpoints that have in
BEFORE they entered their purchase process. That is, before they
product, they may have been aware of your brand - how

Pick at least 10 or more - you will have the chance to prioriti

Want to add ADVERTISING


your own TV ads
touchpoints? Online ads
Scroll down Search ad
Print ads
Radio ads
Outdoor ads
In-store ads
SOCIAL/ONLINE
Social media post
Social media ad
YouTube video
A blogger post
Visited their website
Read their blog
Comparison site
Read an online review
Top of SEO
Scanned QR code
Downloaded app
WOM/VISIBILITY
Recommended to me
Family buy the product
Friends buy the product
See people with the product
See product in store
See their stores
See their vehicles
Signage
DIRECT
Salesperson advice
Direct mail
Email
SMS/text
Flyer/handout
SALES PROMOTION
Discount coupon
In-store display
Packaging
Free sample
MARKETING MATERIALS
Brochure
Newsletter
Catalogue
Business card
MEDIA
Story in media
Saw in a movie/TV
Saw in a game
Celebrity endorses it
PUBLICITY
Attended event
Seminar, speech
Sponsorship
Trade show
BRAND ITSELF
Everyone knows this brand
A celebrity brand
Famous CEO
ADD YOUR OWN TOUCHPOINTS
Type in your
own words for
your brand
touchpoints
E Brand Touchpoints BEFORE
ely Seeks the Product

hpoints that have influenced this Brand Persona


That is, before they thought about buying your
of your brand - how did this happen?

ave the chance to prioritize them later.

Include in Journey Map? (Yes/No)


Yes
Yes
Yes
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Yes
Yes
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1 1 TV ads
2 2 Online ads
3 3 Search ad
4 4 Print ads
4
5 5 Outdoor ads
6 6 In-store ads
6
7 7 Social media post
8 8 Social media ad
9 9 YouTube video
10 10 A blogger post
10
11 11 Read their blog
12 12 Comparison site
13 13 Read an online review
14 14 Top of SEO
15 15 Scanned QR code
16 16 Downloaded app
16
17 17 Recommended to me
18 18 Family buy the product
19 19 Friends buy the product
20 20 See people with the product
21 21 See product in store
22 22 See their stores
22
23 23 Signage
23
23
23
24 24 Email
25 25 SMS/text
26 26 Flyer/handout
26
27 27 Discount coupon
28 28 In-store display
29 29 Packaging
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29
30 30 Brochure
31 31 Newsletter
32 32 Catalogue
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33 33 Story in media
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34 34 Celebrity endorses it
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35 35 Attended event
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36 36 Sponsorship
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PART C = Identify the MOST LIKELY Brand
Used by the Customer When Shopping A
Buying the Product

In this section, you choose the most likely brand touchpoints for this Br
entered their purchase process. That is, they are shopping around be
information do they use/seek?

Pick at least 10 or more - you will have the chance to reorganize t

Want to add ADVERTISING


your own TV ads
touchpoints? Online ads
Scroll down Search ad
Print ads
Radio ads
Outdoor ads
In-store ads
SOCIAL/ONLINE
Social media post
Social media ad
YouTube video
A blogger post
Visited their website
Read their blog
Comparison site
Read an online review
Top of SEO
Scanned QR code
Downloaded app
PRODUCT ITSELF
Trialled the product
Inspected the product
WOM/VISIBILITY
Spoke to family/friends
Family buy the product
DIRECT
Salesperson advice
Direct mail
Chat online
Sent email
SMS/text
Flyer/handout
SALES PROMOTION
Discount coupon
In-store display
Packaging
Free sample
MARKETING MATERIALS
Brochure
Newsletter
Catalogue
MEDIA
Reviewed media stories
Reviewed media comments
PUBLICITY
Attended event
Seminar/speech
Sponsorship
Trade show
Type in your ADD YOUR OWN TOUCHPOINTS
own words for
your brand
touchpoints
T LIKELY Brand Touchpoints
n Shopping Around Before
e Product

touchpoints for this Brand Persona AFTER they


are shopping around between brands - what
they use/seek?

the chance to reorganize them later.

Include in Journey Map? (Yes/No)


No
Yes
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Yes
Include in Journey Map? (Yes/No)
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1 1 Online ads
2 2 Search ad
3 3 Print ads
3
4 4 Outdoor ads
5 5 In-store ads
5
6 6 Social media post
7 7 Social media ad
8 8 YouTube video
9 9 A blogger post
10 10 Visited their website
11 11 Read their blog
12 12 Comparison site
13 13 Read an online review
14 14 Top of SEO
15 15 Scanned QR code
16 16 Downloaded app
16
17 17 Trialled the product
18 18 Inspected the product
18
19 19 Spoke to family/friends
20 20 Family buy the product
20
20
20
21 21 Chat online
22 22 Sent email
23 23 SMS/text
24 24 Flyer/handout
24
25 25 Discount coupon
26 26 In-store display
26
26
26
27 27 Brochure
28 28 Newsletter
29 29 Catalogue
29
30 30 Reviewed media stories
31 31 Reviewed media comments
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32 32 Attended event
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PART D = Identify the MOST LIKELY Custo
and Interactions when first Buying and t
the Product

In this section, you select the likely actions undertaken by the custome
and consumption phase. How did they undertake the purchase and h
consume the product?

Pick as many as you like - you will have the chance to put them in sequ

Want to add IN-STORE PURCHASE


your own Visited store
interactions? Browsed in-store
Scroll down Interacts with products
Salesperson contact
Call center contact
Bought in-store
Showrooming only
Filled in a form
Was cross-sold
Was up-sold
Impulse bought
Used a trolley
Uses store car park
SERVICE FIRM
Made an appointment
Waited in a queue
Asked questions
Asked for help
Used facilities
Advises staff on needs
ONLINE PURCHASE
Visited website
Web chat contact
Ordered online
Product to be delivered
Bought eProduct
Provided own details
MAJOR PURCHASE
Read terms/conditions
Requests a demo first
Visits/calls several times
PAYMENTS
Paid upfront
Paid a deposit
Took out finance
Redeemed an offer
PROMOTIONS
Requested a discount
Used a loyalty card
Was attracted by offer
Switched brand in-store
CONSUMPTION
Consumed product in-store
Took product home
Product to be delivered
Accepted home delivery
Open packaging
Installed product
Used product for the first time
Type in your ADD YOUR OWN STEPS AND INTERACTIONS
own words for Applied coupon/voucher
your own
interactions
OST LIKELY Customer Steps
first Buying and then Using
Product

undertaken by the customer in their purchase


dertake the purchase and how/when did they
the product?

e the chance to put them in sequence later.

Include in Journey Map? (Yes/No)


Yes
Yes
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Include in Journey Map? (Yes/No)
Yes PAYMENTS
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1 1 Visited store
2 2 Browsed in-store
3 3 Interacts with products
4 4 Salesperson contact
5 5 Call center contact
6 6 Bought in-store
7 7 Showrooming only
7
8 8 Was cross-sold
8
8
9 9 Used a trolley
10 10 Uses store car park
10
10
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11 11 Asked questions
12 12 Asked for help
13 13 Used facilities
14 14 Advises staff on needs
14
15 15 Visited website
16 16 Web chat contact
17 17 Ordered online
18 18 Product to be delivered
19 19 Bought eProduct
20 20 Provided own details
20
21 21 Read terms/conditions
22 22 Requests a demo first
23 23 Visits/calls several times
23
24 24 Paid upfront
25 25 Paid a deposit
26 26 Took out finance
27 27 Redeemed an offer
27
28 28 Requested a discount
29 29 Used a loyalty card
30 30 Was attracted by offer
30
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31 31 Took product home
32 32 Product to be delivered
33 33 Accepted home delivery
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34 34 Used product for the first time
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35 35 Applied coupon/voucher
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PART E = Identify the MOST LIKELY Custo
and Actions AFTER Using the Prod

In this part, you outline the likely actions undertaken by the customer A
- what happened as a result?

Pick as many as you like - you will have the chance to review and edit t

Want to add SATISFACTION LEVEL


your own Delighted
outcomes? Satisfied
Scroll down Dissatisfied
LOYALTY
Now more brand loyal
Becomes an advocate
Loyalty is maintained
Joined loyalty program
Now less loyal
WOM
Tells friends/family
Posted a review
Posted on social media
Took a photo + posted
Posted an online rating
ONGOING ACTION WITH FIRM
Follow-up contact from firm
Asked to complete a survey
Re-bought the product
Needs help with product
IF UNHAPPY
Did nothing
Returned product
Complained to the firm
Complained externally
Type in your ADD YOUR OWN STEPS AND INTERACTIONS
own words for
your own
interactions
OST LIKELY Customer Steps
R Using the Product

dertaken by the customer AFTER their purchase


ened as a result?

e the chance to review and edit them next.

Include in Journey Map? (Yes/No)


Yes
Yes
Yes
Include in Journey Map? (Yes/No)
Yes
Yes
Yes
Yes
Yes
Include in Journey Map? (Yes/No)
Yes
Yes
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1 1 Delighted
2 2 Satisfied
3 3 Dissatisfied
3
4 4 Now more brand loyal
5 5 Becomes an advocate
6 6 Loyalty is maintained
7 7 Joined loyalty program
8 8 Now less loyal
8
9 9 Tells friends/family
10 10 Posted a review
11 11 Posted on social media
12 12 Took a photo + posted
13 13 Posted an online rating
13
13
14 14 Asked to complete a survey
15 15 Re-bought the product
16 16 Needs help with product
16
17 17 Did nothing
18 18 Returned product
19 19 Complained to the firm
20 20 Complained externally
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PART F = Review Your Choices and Put Your Customer
Priority/Sequence - Do NOT Skip this S

AWARENESS Touchpoints Selected


Number of touchpoints initially selected = 36

You can choose 10 touchpoints to appear on your final map. Place in preferred
Do not number the items you no longer wish to include.
Duplicate numbers will show in red. order from 1 to 10

1 TV ads
2 Online ads 6
3 Search ad 7
4 Print ads
5 Outdoor ads
6 In-store ads
7 Social media post 2
8 Social media ad 1
9 YouTube video 3
10 A blogger post 4
11 Read their blog 5
12 Comparison site 10
13 Read an online review
14 Top of SEO 8
15 Scanned QR code
16 Downloaded app 9
17 Recommended to me
18 Family buy the product
19 Friends buy the product
20 See people with the product
21 See product in store
22 See their stores
23 Signage
24 Email
25 SMS/text
26 Flyer/handout
27 Discount coupon
28 In-store display
29 Packaging
30 Brochure
31 Newsletter
32 Catalogue
33 Story in media
34 Celebrity endorses it
35 Attended event
36 Sponsorship
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ut Your Customer Journey Map into
Do NOT Skip this Step

SEARCH Touchpoints Selected


Number of touchpoints initially selected = 32

You can choose 10 touchpoints to appear on your final map. Place in preferred
Do not number the items you no longer wish to include.
Duplicate numbers will show in red. order from 1 to 10

Online ads
Search ad
Print ads
Outdoor ads
In-store ads
Social media post 3
Social media ad 2
YouTube video 4
A blogger post 6
Visited their website 7
Read their blog
Comparison site
Read an online review 8
Top of SEO 10
Scanned QR code
Downloaded app 9
Trialled the product
Inspected the product
Spoke to family/friends
Family buy the product 5
Chat online
Sent email
SMS/text
Flyer/handout
Discount coupon 1
In-store display
Brochure
Newsletter
Catalogue
Reviewed media stories
Reviewed media comments
Attended event
PURCHASE/USE Steps Identified
Number of steps/actions initially selected = 35

You can choose 10 purchase/consumption actions and/or Place in sequence


steps to appear on your map. Do not number the items you
no longer wish to include. Duplicate numbers will show in red. from 1 to 10

Visited store
Browsed in-store
Interacts with products
Salesperson contact
Call center contact
Bought in-store
Showrooming only
Was cross-sold
Used a trolley
Uses store car park
Asked questions 3
Asked for help
Used facilities
Advises staff on needs
Visited website 1
Web chat contact 2
Ordered online 4
Product to be delivered 8
Bought eProduct
Provided own details
Read terms/conditions
Requests a demo first
Visits/calls several times 7
Paid upfront 6
Paid a deposit
Took out finance
Redeemed an offer
Requested a discount
Used a loyalty card
Was attracted by offer
Took product home
Product to be delivered
Accepted home delivery 9
Used product for the first time 10
Applied coupon/voucher 5
AFTER Sales Outcomes
Number of steps/actions initially selected = 20

You can choose 5 outcomes to appear on your final map. Do Place in preferred
not number the items you no longer wish to include.
Duplicate numbers will show in red. order from 1 to 5

Delighted
Satisfied
Dissatisfied
Now more brand loyal
Becomes an advocate
Loyalty is maintained
Joined loyalty program 4
Now less loyal
Tells friends/family 1
Posted a review 2
Posted on social media 3
Took a photo + posted
Posted an online rating
Asked to complete a survey
Re-bought the product 5
Needs help with product
Did nothing
Returned product
Complained to the firm
Complained externally
0 TV ads
6 Online ads
7 Search ad
0 Print ads
0 Outdoor a
0 In-store a
2 Social med
1 Social med
3 YouTube v
4 A blogger
5 Read their
10 Compariso
0 Read an on
8 Top of SE
0 Scanned Q
9 Download
0 Recommen
0 Family buy
0 Friends bu
0 See people
0 See produc
0 See their
0 Signage
0 Email
0 SMS/text
0 Flyer/han
0 Discount
0 In-store di
0 Packaging
0 Brochure
0 Newslette
0 Catalogue
0 Story in m
0 Celebrity
0 Attended
0 Sponsorsh
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0 Online ads0 Visited st 0 Delighted
0 Search ad 0 Browsed in0 Satisfied
0 Print ads 0 Interacts 0 Dissatisfied
0 Outdoor a0 Salesperso0 Now more brand loyal
0 In-store a 0 Call cente 0 Becomes an advocate
3 Social med0 Bought in-0 Loyalty is maintained
2 Social med0 Showroomi 4 Joined loyalty program
4 YouTube v0 Was cross-0 Now less loyal
6 A blogger 0 Used a tro1 Tells friends/family
7 Visited th 0 Uses store2 Posted a review
0 Read their3 Asked que3 Posted on social media
0 Compariso0 Asked for 0 Took a photo + posted
8 Read an on0 Used facili0 Posted an online rating
10 Top of SE 0 Advises st0 Asked to complete a survey
0 Scanned Q1 Visited we5 Re-bought the product
9 Download2 Web chat 0 Needs help with product
0 Trialled t 4 Ordered o0 Did nothing
0 Inspected 8 Product to0 Returned product
0 Spoke to f0 Bought eP0 Complained to the firm
5 Family buy0 Provided o0 Complained externally
0 Chat onlin0 Read term0
0 Sent email0 Requests a0
0 SMS/text 7 Visits/call 0
0 Flyer/han 6 Paid upfro0
1 Discount 0 Paid a dep0
0 In-store di0 Took out f0
0 Brochure 0 Redeemed0
0 Newslette0 Requested0
0 Catalogue0 Used a loy0
0 Reviewed 0 Was attrac0
0 Reviewed 0 Took prod0
0 Attended 0 Product to0
0 9 Accepted 0
0 10 Used produ0
0 5 Applied c 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
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0 0 0
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To Copy/Paste = Select (Drag Mouse) Over the Entire Map and then Select Copy, then Go to Your Document and Paste as a PICTURE

Customer Journey Map

Young Females
1 Aged 1 Late teens/early 20s
Awareness Phase Search Phase Purchase and Consumption Phase Post-Purchase Phase 1 Late teens/early 20s 2 They are 1
Who Are They?
Pre-purchase brand building Information search and evaluation Buying and Using the Product C/Sat & Loyalty Impact 2 Confident 3 Gender 1

Late teens/early 20s 3 Modern 4 They live 1

Confident Social media ad Discount coupon Visited website Web chat contact 4 Mainly Online 5 Occupation is 1
Tells
friends/family
Modern Social media 5 Likes to shop 6 They are 1
post Social me
Mainly Online dia ad 7 They are 2 Confident

Likes to shop YouTube video 8 They are 3 Modern


Social media Ordered online Asked questions Posted a
What's Important to Them? post review 9 They are 3
A blogger post 10 Media preference is 4 Mainly Online
YouTube
video
Product look/style 11 Media preference is 5 Likes to shop
Read their blog Posted on
Variety/choice 12 Media preference is 5
Family buy the Applied Paid upfront social media
product coupon/voucher
Easy online shopping 0 0 0 13 Media preference is 5
Online ads A blogger post
Low prices Do NOT inc 0 Product look/style 7 0 1 1 Product look/style 14 Media preference is 5

Good online reviews Include in 7 Quality product 1 1 1 Quality pro 1 15 Media preference is 5
Visited their Joined
Search ad website
What's NOT Important to Them? loyalty Include in 1 Innovative product 1 2 2 Innovative 1
Product to be Visits/calls several program
delivered times
Read an online Variety/choice 7 2 2 2 Variety/choice
Top of SEO
review
Quality product Country of origin of product 1 3 3 Country of 2
d
Innovative product Downloade Environmentally friendly 1 4 4 Environment 2
Downloaded app
app
Country of origin of product Re-bought the Trustworthy brand 0 4 2
Accepted home Used product for product
Top of SEO delivery the first time
Environmentally friendly Comparison A familiar brand 1 5 5 A familiar 2
site
A familiar brand Reliability 0 5 2
Template by www.marketingstudyguide.com
Good store layout 0 5 2
Good service 0 5 2
Easy online shopping 7 5 3 3 Easy online shopping
Convenience 0 5 3
Low prices 7 5 4 4 Low prices
Good-value prices 0 5 4
Good online reviews 7 5 5 5 Good online reviews
Or Add Your Own Factors Below 5 5
0 0 5 5
0 0 5 5
0 0 5 5
0 0 5 5
0 0 5 5
0 0 5 5
0 0 5 5
0 0 5 5
0 0 5 5
0 0 5 5
1 Quality product 1 Product look/style
2 Innovative product 2 Variety/choice
3 Country of origin of pr 3 Easy online shopping
4 Environmentally friend 4 Low prices
5 A familiar brand 5 Good online reviews

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