Customer Journey

Customer Journey

Customer Journey Jonathan Poland

A customer journey is the experience that a customer has with a company or brand over time, from their perspective. It involves analyzing the interactions, touchpoints, and stages that a customer goes through when engaging with a company, in order to identify areas for improvement and opportunities to optimize the customer experience.

The customer journey is typically divided into stages, which can include elements such as awareness, discovery, purchase, experience, and participation. These stages represent the different phases that a customer goes through when interacting with a company or brand, and can include touchpoints such as visiting a website, interacting with customer service, or using a product or service.

By analyzing the customer journey, organizations can identify gaps, problems, and areas that are working well, and use this information to optimize their customer experience and drive business growth. This can involve identifying opportunities to streamline processes, improve communication, or enhance the overall value that a company or brand provides to its customers.

Awareness

Awareness is the initial process of a customer becoming familiar with your brand and what you sell. This can involve elements such as recognition of your brand name, understanding of your product offerings, or a relationship with a salesperson. Awareness is crucial for marketing and sales, as customers are often hesitant to purchase from brands or products that they are not familiar with. On the other hand, customers may be more likely to make a purchase if they have a preexisting relationship with a salesperson.

Visual Symbols
Seeing a visual symbol such as a brand logo.

Brand Name
Hearing or seeing a brand name. For example, attending an event sponsored by a brand where a brand name is mentioned several times.

Environments
Stepping into a physical environment such as a shop or a digital environment such as a website. At this stage the visit is curiosity driven because the customer knows little about you. For example, a customer who clicks on an ad to arrive at the web page of a brand that is new to them.

Product Sightings
A customer sees someone with the product. For example, a fashion enthusiast sees a woman wearing interesting boots and wonders where she bought them.

Word of Mouth
Hearing about a brand, product or person from friends.

Media
Media mentions or coverage of a brand, product or service. This can include negative coverage.

Promotion
Promotions such as viewing an advertisement or a product placement in a film.

Search
Encountering the brand or product in a search. At the awareness stage, customers aren’t searching for the brand directly. For example, searching for “camping gear” on an website.

Networking
Networking such as talking to an employee or salesperson from a firm at an industry event.

Discovery

The discovery stage of the customer journey occurs when a customer becomes actively interested in your brand or products, either out of curiosity or as part of the research process for making a purchase.

Visits
Visiting a digital or physical location such as a web site, shop, showroom or booth at an event. At the discovery stage, visits aren’t random but purpose driven.

Reviews
Reading product reviews. This can include reviews perceived as positive, negative or fake.

Social Media
Reading community posted content about the brand and product. This includes the possibility of interacting such as asking a question on a forum or product review site.

Media Consumption
Viewing media related to your brand such as promotional videos for a product.

Information Consumption
Reading information such as product specifications.

Looking at the Product
Viewing visuals of the product such as a look book on a fashion site.

Touching the Product
A moment of truth when the customer actually gets your product in their hands. For example, a customer who sits in your vehicle for the the first time in a showroom.

Contact
Contacting your firm to make an inquiry.

Conversion
Taking some positive action as the result of a marketing effort. For example, filling out a form to receive a free trial.

Meetings
Meetings with sales and other representatives of your firm.

Asking Questions
Asking questions about the product to your staff or others such as friends.

Statement of Need
Providing sales with information about your needs. For example, a customer who gives a salesperson of home heating, ventilation and cooling systems information about their home.

Purchase

The process of making a purchase can involve a customer repeatedly buying from you, indicating loyalty, or it can involve a more in-depth process of comparison with competitors before making a decision to buy.

Information Overload
The experience of finding information too complex. For example, being overloaded with the technical terms, features and diverse opinions found in product reviews.

Ambiguity
Things the customer would like to know but doesn’t. Some customers will avoid ambiguity and will purchase a product that provides answers such as detailed specifications. For example, a customer who rules out a sleeping bag because the product information doesn’t state if it is for cold or warm weather.

Decision Fatigue
A state of tiredness from spending too much effort thinking about a decision. A customer in this state may make poor decisions or buy a product that makes things simple for them. For example, a customer who wants to try a new shampoo but after reading a few confusing labels goes back to his regular shampoo.

Relationship Building
The process of building relationships with salespeople and other employees. For example, a customer who avoids one shop because staff were unfriendly to her once and often goes to a shop where staff know her face and are nice.

Samples & Trials
Obtaining a free sample or a trial subscription.

Price Comparison
Comparing prices between different products and options.

Customization
Customizing the product. For example, a bicycle that is customized whereby customers begin their shopping experience by selecting a color. This may make the customer feel committed and interested.

Quality Comparison
Comparing the quality between two products or options. Quality is anything the customer perceives as quality.

Features & Functions
Comparing the features and functions of different products and options.

Quotes
Asking for a price quote when the price is negotiable.

Negotiation
Negotiation of price and terms. This can involve hundreds of complex interactions such as a customer who uses a bogey as a negotiation tacit.

Coupons
Looking for discounts and coupons or waiting for a sale.

Decision Making
The process the customer goes through to make the purchase decision.

Decision Justification
Identifying reasons that the purchase is smart. For example, a customer who buys an overpriced organic coffee because 5% of proceeds are donated to a charity that sounds worthy.

Product Selection
Selecting the product that you want to buy. For example, finding the size and color combination you require.

Shopping Car
Interactions with a shopping cart such as adding items, removing items, applying discounts, viewing shipping charges and tax.

Closing
Saying yes to a salesperson to close a deal.

Purchase
Making a purchase that doesn’t involve negotiation such as a digital purchase.

Purchase Confirmation
The process of receiving a purchase confirmation and reviewing it.

Buyer’s Remorse
Regretting a purchase. This can happen almost immediately for a variety of reasons. For example, a customer who orders a Christmas cake but then remembers they didn’t check if the ingredients on the label were healthy.

Rebuy
An automatic or effortless repurchase of something you have purchased many times such as a consumer who purchases the same coffee supplies every week.

Reevaluation
A reevaluation of a product you regularly rebuy. For example, a customer who wants to make a change to organic coffee but isn’t sure.

Experience

The end-to-end customer experience encompasses all aspects of using your products and services, including interactions with the product itself (which can be influenced by factors such as design, quality, and usability) and interactions with services, people, and environments. The customer experience may also be affected by the brand culture that develops around your offerings, which may be beyond your control.

Service Delivery
Interactions related to your fulfillment of a service. For example, an ecommerce company that delivers packages on time.

Unboxing
The experience of receiving and unboxing the product. For example, electronics in a cardboard box that can be opened effortlessly as opposed to encased in hard plastic that is impossible to open without heavy duty scissors.

Learnability
How easy the product or service is to learn. For example, a mobile device that feels intuitive from the start.

Stability
How much things change such as a mobile device that automatically updates its software and adds new apps you don’t want.

Usability
How pleasing and productive a user interface is to use. For example, a touch screen that often doesn’t recognize inputs versus one that does.

Performance
The performance of a product or service such as fast software or a slow bus.

Safety
Safety related experience such as a lawnmower that doesn’t spit rocks at you.

Look & Feel
The look and feel of products and services. For example, a dessert with a refined look such that it is almost a shame to eat it.

Environments
The experience of physical and digital environments such as a hotel lobby or a game world.

Sensory Experience
Experiences related to the senses such as vision, taste, smell, sound, touch and sensation. For example, a dessert that feels tingly on the tongue.

Customer Service
Service interactions with your staff. A single poor experience in this area can completely turn a customer against your brand.

Convenience
Products and services that are easy. For example, a customer steps into a grocery store to find dinner and quickly finds a precooked meal to their tastes.

Comfort
A sense of well-being created by your products and services. For example, a hotel lobby that feels tranquil with pleasant scenes, sounds and smells.

Peak Experiences
Experiences that customers view as rewarding, deeply meaningful or thrilling. For example, a film that a customer finds to be emotionally moving.

Billing
The experience of receiving, reviewing and paying bills. For example, a telecom bill with an incomprehensible list of discounts, subscription fees and usage charges.

Problems
Situations that customers view as a problem. For example, a customer of a hotel who notices a smell in the air in their room.

Problem Resolution
The process of resolving a problem. For example, a service that quickly takes care of problems without customer involvement versus a problem that demands the customer’s time and causes them stress.

Participation

Participation refers to when a customer actively engages in activities that benefit your business. Many companies encourage customer participation as it can foster a sense of loyalty and allow customers to feel like they are contributing to the growth of the brand. Participation can also serve as a source of promotion and can help to improve your brand culture and product offerings.

Reviews
Posting reviews of your products and services.

Recommendations
Recommendations by word of mouth such as social media.

Media Mentions
Talking about you in media or social media. This can help to build brand awareness.

Answering Questions
Answering questions such as how to do things with your products. For example, a blogger who helps people to configure and customize their mobile devices.

Solve Problems
Solving problems such as a customer who identifies a workaround to disable a feature some customers find annoying.

Media Creation
A customer who creates content featuring your product such as an unboxing video.

Feedback
Contacting you with feedback. For example, identifying a problem with your products such as a software bug. This indicates a customer cares about the product enough to want a fix and is a sign of high loyalty and commitment.

Product Extensions
Customers who extend the functionality of your products such as game enthusiast who creates a popular mod.

Design
Some firms engage customers in the design of their products with techniques such as lead users and design competitions.

Learn More
Types of Market Research Jonathan Poland

Types of Market Research

Market research is the process of systematically gathering and analyzing information about a market, including customers and competitors. This information…

Captive Market Jonathan Poland

Captive Market

A captive market is a market where a group of customers is forced to buy from a limited number of…

Strategy 101 Jonathan Poland

Strategy 101

Business strategy is the set of actions and decisions that a business takes in order to achieve its goals and…

What is Cost Overrun? Jonathan Poland

What is Cost Overrun?

A cost overrun occurs when the actual cost of completing a task or project exceeds the budget that was allocated…

Product Innovation Jonathan Poland

Product Innovation

Product innovation refers to the development and introduction of a product or service that significantly improves upon existing offerings, often…

Message Framing Jonathan Poland

Message Framing

Message framing is the way in which information and communications are constructed and presented. The way a message is framed…

Industrial Design Jonathan Poland

Industrial Design

Industrial design involves creating designs for mass-produced products. A common principle in industrial design is that the design should be…

Data Quality Jonathan Poland

Data Quality

Data quality refers to the accuracy, completeness, and reliability of information used for various purposes within an organization. Ensuring high…

What is Supply? Jonathan Poland

What is Supply?

Supply refers to the amount of a product or service that is available for purchase at a given price. In…

Content Database

Search over 1,000 posts on topics across
business, finance, and capital markets.

Risk Management Techniques Jonathan Poland

Risk Management Techniques

Risk management is the process of identifying, assessing, and prioritizing risks in order to minimize their potential impact on an…

Program Risk Jonathan Poland

Program Risk

Program risk refers to the likelihood of a program failing to achieve its goals due to potential outcomes. This type…

White Labeling Jonathan Poland

White Labeling

White label refers to products or services that are produced and designed by one company specifically for the purpose of…

Mass Marketing Jonathan Poland

Mass Marketing

Mass marketing, also known as mass media marketing, refers to a marketing strategy that involves using a single marketing message…

Stability Jonathan Poland

Stability

Stability is the ability of a system, organization, or individual to maintain its current state or condition despite external pressures…

Commoditization Jonathan Poland

Commoditization

Commoditization occurs when certain products or services become interchangeable, leading customers to focus on price as the main factor in…

Innovation Risk Jonathan Poland

Innovation Risk

Innovation is a proactive approach to business and design that aims to make significant improvements, rather than simply making incremental…

Consumer Goods Jonathan Poland

Consumer Goods

Consumer goods are goods that are produced and purchased for personal or household use. These goods are typically consumed or…

Rule of Three Jonathan Poland

Rule of Three

The rule of three is an economic theory that posits that large, mature markets tend to be dominated by three…