Research & discovery

Customer journey map

Steps, actions, emotions, touchpoints and pain points of the end-to-end journey.

When. Once a real journey exists, its pain points are worth more than ten feature ideas.

Duration
3 h
Participants
Product, design, support, sales
Output
Annotated journey, top 5 pain points
Stage
Pre-PMF · Post-PMF · Scale-up · Mature
AwarenessConsiderat…PurchaseUsageLoyaltyActionsTouchpointsEmotionsPain pointsOpportuniti…
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Filled example

AwarenessConsiderationPurchaseUsageLoyaltyActionsTouchpointsEmotionsPain pointsOpportunitieshears about it froma peer at a tradefairbooks a demo,compares with Jobbersigns for 22 seatsat 29 € each8 technicians logjobs, 14 do notrenews if invoicingis connectedpeer, trade fair,LinkedIn postNadia's demo,pricing pagecontract email,onboarding callmobile app, Marc'sdispatch screenquarterly reviewwith Juliencurious, skepticalhopeful aboutSundaysworried abouttechnician adoptionfrustrated by the 14silent onesrelieved wheninvoices go out onMonday'another app thattechs won't use'cannot try it withreal jobsno plan to bringtechnicians on boardhalf the team stillon paper after 2weeksinvoicing exportneeds manual cleanupcase study from a20-techniciancompany7-day trial withreal interventionsonboarding kit forthe first teammeetingfirst-10-interventionschecklist pertechnicianone-click Pennylaneintegration

Example data. Fieldnote is a fictional company used to fill all 61 boards, so the examples tell one consistent story.

Post-PMF Fieldnote: Karim, Ana, Julien (support) and Nadia (sales) map Sophie's journey as a company owner, from first hearing about Fieldnote to renewal.

What the team took away

The Usage stage carried the biggest pain: half the technicians never start. The 'first 10 interventions' opportunity became the quarter's target outcome.

How to run it

Preparation

Agenda

  1. 10 min
    Frame the scenario
    Read the persona and scenario. Agree on the first and last stage so nobody maps the whole company.
  2. 30 min
    Actions per stage
    For each stage, what does the customer actually do? One action per sticky. Support and sales usually know steps product never sees; give them the pen.
  3. 20 min
    Touchpoints and channels
    Under each action: the screen, email, call, or person involved. Mark internal handoffs, they are where journeys break.
  4. 30 min
    Emotions with evidence
    Draw the emotion line stage by stage. Every dip must have a quote or a number next to it. A dip without evidence gets a question mark.
  5. 40 min
    Pain points and opportunities
    Post pains under the dips, then opportunities under each pain. Cluster duplicates. Vote for the top 5 pains with three dots each.
  6. 30 min
    Pick the battle
    For the top 3 pains: what would fix it, who owns it, what metric would move. Assign an owner for each before leaving the room.
  7. 20 min
    Close
    Photograph or export the board. Agree on when the map is revisited: after the next research round or the next release.

Pitfalls

Afterwards

The top pains become How Might We questions or opportunities in the Opportunity Solution Tree. The map with owners goes to the roadmap discussion. Print it and leave it on the wall until it is out of date.

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