Customer journey mapping and how to leverage it

Customer journey map is a critical element in a startup. Mapping this journey has an impact on various aspect of startup growth strategy

Hi, it’s Chandan Deka and welcome to Marketing Contexts, my weekly newsletter exploring the core product marketing concepts applicable in fast paced startups

Today we are going to unpack a critical product marketing process, mapping customer journey.

In this week's article we focus on one of the key responsibilities of a founding product marketing manager which is to map out the customer journey

The process of mapping customer journey is critical in early stage startups.

For founding PMM, it is an opportunity to understand user needs and map a process to engage, acquire and retain users

So lets dive in!!

What is customer journey?

According to HubSpot, customer journey is essentially a set of touch points. Your brand engages with a potential buyer at a specific time and through a specific channel throughout the buyer's journey at these touch points.

The core objective at each of these touch points is to enable your target users to build relationship with your product or react to a specific call to action.

This may sound complicated, hence it is important to first understand the buyer's journey and its difference from that of a customer journey.

A quick question: I often get asked is buyer's journey and customer journey the same? Lets understand it

Typically the customer journey starts when the user becomes aware of your product or you have made contact with the user through your awareness strategy.

It essential can be broken down into 3 core segments:

  • Pre purchase

  • Purchase

  • Post purchase.

A buyer/user journey is the path a buyer takes in order to buy a product and then become a user. The journey comprise of the experience or the interaction a uses has with your product within the product's ecosystem.

Buyer's journey can be consider to start from the time a potential user starts to consider your product amongst all the alternative

Thus I consider a buyer's/user journey as a subset of the larger customer journey.

How do you design a customer journey map?

What is the "as-is" situation of your user and what is the best alternative they have currently. Your customer journey map should also offer you an opportunity to position your product as the best alternative in the market and help create that unique differentiation in the minds of your users.

Customer journey is made up of touchpoints that a customer takes achieve an outcome. Therefore as a PMM it is imperative to first identify these touchpoints and formulate  a strategy to engage with the customer at each such touch point

To achieve this it is important to breakdown the customer journey into manageable segments.

I broadly like to segment them into

The touchpoints within these segments would depend on multiple factors and your business objective

Define the touch points by each segments

For the sake of simplicity lets look at the customer journey map from a user's perspective:

Designing a customer journey mapping is critical for your product success but it is not without its own pitfall and challenges. Some of the critical things to note while you design your customer journey map are:

Typically a customer journey will have multiple personas playing critical roles within the decision tree, including that of a product user(ICP). The journey starts from the time you have mapped each of these customers into a  customer value map and then drive then into your user journey ecosystem wherein they go through the three stages of the user journey: Namely, pre purchase, purchase and onboarding and post purchase journey.

I recently did a poll online and found that 45% of the respondent felt that product manager and product marketing managers jointly owned this process. While this may be true in most organisations including startups.

The role of the product marketing manger is critical in ensuring that the customer journey map is comprehensive and accurately reflects the user experience across each touchpoints.

From a business perspective, a PMM is closest to a user and is primarily responsible for user advocacy within the organisation and for product promotion amongst a user base.

Hence product marketing manager needs to address "the how to",  "where to" engage and with "what to" engage the customer in the journey map

Product marketing manager's role in customer journey mapping is about identifying the key touchpoint and then formulating the content strategy for each of these touch points to effectively engage the target users.

Product marketing manger should see the customer journey from the users perspective and anticipate the potential path a user would take while interaction with their product in order to bring them into your campaign ecosystem.

Product marketing managers are the voice of the customers with an "outside in" view of business starting with the user need. Their role can be broken into three core segments

With these, the product marketing manager will work with internal stakeholders at every stage and influence the way the customer journey is mapped and us used to influence users.

PMM need to give importance to user behaviour, experience, feedback etc at every stage which will enable them to craft better product message, improve touch point experience and leverage content to influence user decisions.

Designing a customer journey mapping is critical for your product success but it is not without its own pitfall and challenges. Some of the critical things to note while you design your customer journey map are:

Typically a customer journey will have multiple personas playing critical roles within the decision tree, including that of a product user(ICP). The journey starts from the time you have mapped each of these customers into a  customer value map and then drive then into your user journey ecosystem wherein they go through the three stages of the user journey: Namely, pre purchase, purchase and onboarding and post purchase journey.

Customer journey can be used to achieve various objectives. It will depend on what stage of your business you are at, who are you targeting ( new users, existing user, loyal user or at risk users ).

Strategy Breakdown:

The Product Spotlight : How Zoom improved customer experience using AI and saw a 93 % increase in self service rate and had more than 13 Million USD in cost saving.

The Objective:

Improve the self serve opportunity for customers, to find answers they need and when they, hence improve the overall user experience

Challenge:

Zoom was rapidly growing and millions of users were seeking support to get answers to their questions. Their legacy technology and chatbot was not adequate to service the growing customer demand

User pain point: 

Zoom's user research found that 59% of users are willing to leave a brand once they have a negative experience and one of the key areas where users are dissatisfied is with customer service and getting instant and right answers to their issues or questions.

The game plan: ( how was it solved)

  • Identified the gaps in the customer journey workflow: Lack of transparency with user conversation and steps taken to resolve their issues.

  • Invested in testing and validating the existing customer journey workflow to better understand user need and get relevant insights.

  • Redesigned the customer journey workflow to move users toward quicker resolutions of their issues and also visualise the full user journey during any chat interaction.

    • Better indexing of content to offer the best resolution quickly

    • Use of AI ML to understand user journey to make it quicker and predictable for users to get answers

The outcome: ( The results)

  • 93% of users were able get answers to their questions with the self serve option without needing to engage with an actual customer service representative. Resulting in a cost saving of 13 Million USD

  • Users were also to join meeting faster without hassle

Customer journey is not just critical it sits in the cusp of multiple functions and everyone benefit from it. Be it user research, design, product or customer success to name a few. It is not only a source of user insights but can also be an exercise to make your existing process more effective for users. Hence the earlier you invest in mapping this out as a process the sooner you will see the outcomes.

Thats it for this week, thanks for reading this article. If you like reading this one, do gave a read to my earlier article

Do share your feedback, and what you would like to read about, it will help me write what you’d like to read

See you next week!!

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