Mapping the Customer Journey

Land maps exist to record the actual terrain, not an idealized view of the terrain— the REAL terrain that you will have to traverse, like it or not.

Journey Map 300w.jpg

With this real-world understanding of the terrain you can plot the most effective path through it. [Of course, if you fail to identify a cliff or a river on the map, the path you plot may lead to tragedy.]

Customer Journey Maps do the same thing-- for the path your prospects take.

The path of B2B buyers traverses multiple channels and stages: from the prospect’s first recognition of a need through their adoption and reordering (or referral) of your product. If you don’t know in what stage of the process the prospect is currently, you don’t know what to say that will be relevant and compelling. Likewise, if you don’t know how to reach the prospect at that stage, you can’t.

Stuck at the Trail Head

There is no, single ‘right’ way to layout a Customer Journey Map. Just do a search on the topic and you’ll find hundreds of different approaches. As a result, many product and marketing managers get stuck before they even begin-- trying to determine the exact, ‘right’ form that their Customer Journey Map should take. As a result, their journey mapping effort ends up going nowhere. Ironic huh?

The following, core approach can get you un-stuck.

Use a spreadsheet to build-out the customer journey information in matrix form:

Phases & Events

On the horizontal axis (columns) list the core phases of the journey:

  • Awareness (Demand Management)

  • Consideration (Lead Management)

  • Decision (Opportunity Management)

  • Experience (Loyalty Management)

Break each phase down into a set of sub-events. For example: during the ‘Awareness’ phase the prospect’s first event is likely their ‘Realization of Need’, followed by a ‘Need Clarification’ step. Each ‘event’ is represented by a column in your spreadsheet. You’ll likely end up with several columns under each phase once you think it through.

Guiding Insight

On the vertical axis (rows) create a row for each category of key information that can guide your actions across the various events of the journey. Create rows for:

  • Activities (what prospects typically do during the event)

  • Success Criteria (what do they want to achieve during the event)

  • Your Objectives (what do you want to achieve during the event)

  • Feelings (how prospects typically feel during the event)

  • Touch-points (how you might reach them during the event)

  • Influence (how you can exert influence at these touch-points to achieve your objectives)

Then, fill-in the key, relevant insights at each intersection of your matrix as concisely and clearly as you can. You’ve created a Customer Journey Map!

A Living Document

Despite the fact that when you do that search on ‘journey maps’ you will find all manner of very graphically handsome journey map depictions, your journey map doesn’t have to be pretty. It just has to be true and digestible by everyone in your organization. There is time to pretty-it-up later if needed. But beware, Customer Journey Maps must be living documents that you update frequently. So, don’t let the process of creating pretty graphics delay communicating what you are learning about customers, or you’ll be stuck going nowhere again.

And that’s ironic too.

Can you and your stakeholders actually see your Position?

When you present your product’s Positioning to others, can they see it?

(“Position” reflects the way your product delivers value to customers that is different from competitors. It’s the center-point of your feature decisions and how you are marketing and selling.)

Your stakeholders really need to understand and buy-in to your positioning. You can make it very clear to all by using a quadrant diagram to visually depict your product’s distinctive position from that of the competition. When they can literally see what you’re talking about, your audience will say: “Ah Ha!” 

Here’s how:

Pick Two Key Product Attributes

  • This can be whatever is important to your market- e.g.: cost, ease of use, integration, performance, ROI, quality, security, etc. (These are general examples, but you want to use whatever attributes are really key to your market.)

Rate the Products

  • Pick your (1-4) most important competitors and rate each on the two, different attributes (scale 1-10).

  • Likewise, rate your product.

Set-up the Diagram

  • Put one attribute on the X axis and the other on the Y axis

Plot

  • Plot your product and the competitor products on the quadrant diagram.

Do you overlap with competitors? If so, identify alternative key attributes where you don’t. (If you can’t come up with any, it’s time to rethink your product. You need distinctiveness that matters to your market.)

Conducting a workshop is a great way to get results quickly:

Jumpstart the process: Send me Positioning Workshop Information

[more about workshops]

Making Concepting and Prioritization a Process

Addressing business challenges and goals starts with insightful ideas. But even when an organization has lots of ideas, these are sometimes based upon prior assumptions/conditions that may now be invalid. So, it’s valuable to have a process for generating/assessing ideas that meet the criteria of being: relevant, current, promising, and actionable, along with a way to cull the list and prioritize ideas for action.

Here’s the process in a nutshell:

Establish Objectives

  • Define the business goals to be accomplished by the ideas.
  • Get clear about the market/segment/persona(s) to be addressed, and what problems/goals apply.

Generation

  • Unrestricted idea generation using techniques such as the Four Actions Framework, Provocation, etc. to create a catalog of ideas/concepts. (Get in touch if you need help.)
  • Review and decompose any pre-existing ideas that may be added to the catalog.

Clarifying

  • Refine ideas enough to clarify key elements for common understanding. Determine what assumptions/hypotheses underpin the ideas.
  • Identify any existing solutions that are similar while noting the differences.

Grouping

  • Group ideas/concepts by category (e.g.: problem or persona focus, approach, cost/price level, strategy, other…).

Culling

  • Filter the idea catalog by ruling out ideas/concepts that do not leverage the company’s core strengths and resources (consider capabilities such as marketing/sales, manufacturing/operations, capital, etc.), or that do not align with its strategy, positioning & brand.

Prioritizing

  • Use techniques such as a scoring matrix, product/market factors mapping, or others to establish priority of the concepts that align well with business strengths, position, and goals.

Validation

  • For top priority selections, clarify the assumptions (& unknowns) that must be validated (e.g.: market need/interest, business model, willingness to pay at a price, market size, adoption pattern across market cohorts, etc.).
  • Identify how could the idea/concept be pretotyped (rudimentary early prototype) for validation, and how target stakeholders could be recruited to evaluate ideas/concepts.
  • Conduct enough validation activities to test your key assumptions and fill-in the unknowns.

 

Conducting a workshop is a great way to get results quickly:

Jumpstart the process:  Send Me Ideation/Prioritization Workshop Information

[more about workshops]

End-of-Year Focus

Results from our "Micro-Survey". The Question posed:

"What is the best way to focus your time during the last couple months of the calendar year so as to assure a great start next year?" (Note that the answer options provided did not include the regular year-end things that we must all focus on such as: ‘make the numbers’, ‘performance reviews’, and ‘reporting’.)

[Rate:1-10   1=Not Important – 10=Extremely Important]

*Not shown here is the response item: "Holiday Parties", which came in at 3.71. (Really folks, where's the joie de vivre?)