Customer Journey Mapping
Map, analyze, and optimize the full customer journey from first touch to advocacy.
Install
git clone https://github.com/thatrebeccarae/claude-marketing.git && cp -r claude-marketing/skills/customer-journey-mapping ~/.claude/skills/
Journey Stages
| Stage |
Customer Goal |
Key Channels |
Metrics |
| Awareness |
Discover a solution exists |
SEO, social, ads, PR, referral |
Impressions, reach, brand searches |
| Consideration |
Evaluate options |
Blog, reviews, comparison, webinar |
Time on site, pages/session, content downloads |
| Decision |
Choose and purchase |
Pricing page, demo, trial, sales |
Conversion rate, CAC, time to close |
| Onboarding |
Get initial value |
Welcome email, docs, setup wizard |
Activation rate, time to value, support tickets |
| Retention |
Continue getting value |
Product, email, success team |
NRR, usage frequency, NPS |
| Advocacy |
Recommend to others |
Referral, review, community |
NPS, referral rate, review count |
Journey Map Template
For each stage, document:
### [Stage Name]
**Customer goal:** What are they trying to accomplish?
**Emotional state:** How do they feel? (confident, anxious, frustrated, delighted)
**Touchpoints:**
- [Channel 1]: [Specific interaction]
- [Channel 2]: [Specific interaction]
**Pain points:**
- [What causes friction or frustration]
**Opportunities:**
- [How to improve the experience]
**Key metric:** [Primary measurement]
**Drop-off risk:** [What causes people to leave at this stage]
Touchpoint Inventory
Common B2B SaaS Touchpoints
| Stage |
Touchpoint |
Owner |
| Awareness |
Google search result |
SEO/Content |
| Awareness |
LinkedIn ad |
Paid Media |
| Awareness |
Blog post |
Content |
| Consideration |
Product page |
Marketing |
| Consideration |
Case study |
Marketing |
| Consideration |
Demo request form |
Marketing |
| Decision |
Sales demo |
Sales |
| Decision |
Pricing page |
Product/Marketing |
| Decision |
Proposal/contract |
Sales |
| Onboarding |
Welcome email sequence |
CRM/CS |
| Onboarding |
Setup wizard |
Product |
| Onboarding |
First value moment |
Product |
| Retention |
Feature adoption email |
Product/CRM |
| Retention |
QBR/check-in |
CS |
| Retention |
Product updates |
Product |
| Advocacy |
NPS survey |
CS |
| Advocacy |
Referral program |
Growth |
| Advocacy |
Case study request |
Marketing |
Drop-Off Analysis
Identifying Drop-Offs
- Quantitative: GA4 funnel reports, cohort analysis, conversion tracking
- Qualitative: Session recordings, user interviews, support ticket themes
- Survey: Post-interaction surveys at each stage transition
Common Drop-Off Points
| Transition |
Drop-Off Cause |
Fix |
| Awareness → Consideration |
Irrelevant content, slow site |
Better targeting, speed optimization |
| Consideration → Decision |
No social proof, unclear pricing |
Add reviews, transparent pricing |
| Decision → Onboarding |
Complex signup, payment friction |
Simplify form, offer trial |
| Onboarding → Retention |
No clear first value, poor UX |
Guided setup, time-to-value focus |
| Retention → Advocacy |
No program, not asked |
Referral program, NPS follow-up |
Persona-Based Journeys
Different personas take different paths. Create journey variants for:
- By role: Technical evaluator vs executive buyer vs end user
- By company size: SMB (self-serve) vs enterprise (sales-assisted)
- By intent: Problem-aware vs solution-aware vs product-aware
- By channel: Inbound (SEO/content) vs outbound (sales/ads)
Integration with Other Skills
- google-analytics — Pull funnel data and conversion paths
- cro-auditor — Deep-dive on high-drop-off pages
- retention-churn-prevention — Retention and advocacy stage optimization
- icp-research — Define personas for journey variants
1---2name: customer-journey-mapping3description: Map customer journeys from awareness to advocacy by visualizing touchpoints, identifying drop-off points, analyzing channel interactions, and optimizing the end-to-end experience.4license: MIT5---67# Customer Journey Mapping89Map, analyze, and optimize the full customer journey from first touch to advocacy.1011## Install1213```bash14git clone https://github.com/thatrebeccarae/claude-marketing.git && cp -r claude-marketing/skills/customer-journey-mapping ~/.claude/skills/15```1617## Journey Stages1819| Stage | Customer Goal | Key Channels | Metrics |20|-------|-------------|-------------|---------|21| **Awareness** | Discover a solution exists | SEO, social, ads, PR, referral | Impressions, reach, brand searches |22| **Consideration** | Evaluate options | Blog, reviews, comparison, webinar | Time on site, pages/session, content downloads |23| **Decision** | Choose and purchase | Pricing page, demo, trial, sales | Conversion rate, CAC, time to close |24| **Onboarding** | Get initial value | Welcome email, docs, setup wizard | Activation rate, time to value, support tickets |25| **Retention** | Continue getting value | Product, email, success team | NRR, usage frequency, NPS |26| **Advocacy** | Recommend to others | Referral, review, community | NPS, referral rate, review count |2728## Journey Map Template2930For each stage, document:3132```markdown33### [Stage Name]3435**Customer goal:** What are they trying to accomplish?36**Emotional state:** How do they feel? (confident, anxious, frustrated, delighted)37**Touchpoints:**38- [Channel 1]: [Specific interaction]39- [Channel 2]: [Specific interaction]4041**Pain points:**42- [What causes friction or frustration]4344**Opportunities:**45- [How to improve the experience]4647**Key metric:** [Primary measurement]48**Drop-off risk:** [What causes people to leave at this stage]49```5051## Touchpoint Inventory5253### Common B2B SaaS Touchpoints5455| Stage | Touchpoint | Owner |56|-------|-----------|-------|57| Awareness | Google search result | SEO/Content |58| Awareness | LinkedIn ad | Paid Media |59| Awareness | Blog post | Content |60| Consideration | Product page | Marketing |61| Consideration | Case study | Marketing |62| Consideration | Demo request form | Marketing |63| Decision | Sales demo | Sales |64| Decision | Pricing page | Product/Marketing |65| Decision | Proposal/contract | Sales |66| Onboarding | Welcome email sequence | CRM/CS |67| Onboarding | Setup wizard | Product |68| Onboarding | First value moment | Product |69| Retention | Feature adoption email | Product/CRM |70| Retention | QBR/check-in | CS |71| Retention | Product updates | Product |72| Advocacy | NPS survey | CS |73| Advocacy | Referral program | Growth |74| Advocacy | Case study request | Marketing |7576## Drop-Off Analysis7778### Identifying Drop-Offs79801. **Quantitative:** GA4 funnel reports, cohort analysis, conversion tracking812. **Qualitative:** Session recordings, user interviews, support ticket themes823. **Survey:** Post-interaction surveys at each stage transition8384### Common Drop-Off Points8586| Transition | Drop-Off Cause | Fix |87|-----------|---------------|-----|88| Awareness → Consideration | Irrelevant content, slow site | Better targeting, speed optimization |89| Consideration → Decision | No social proof, unclear pricing | Add reviews, transparent pricing |90| Decision → Onboarding | Complex signup, payment friction | Simplify form, offer trial |91| Onboarding → Retention | No clear first value, poor UX | Guided setup, time-to-value focus |92| Retention → Advocacy | No program, not asked | Referral program, NPS follow-up |9394## Persona-Based Journeys9596Different personas take different paths. Create journey variants for:97- **By role:** Technical evaluator vs executive buyer vs end user98- **By company size:** SMB (self-serve) vs enterprise (sales-assisted)99- **By intent:** Problem-aware vs solution-aware vs product-aware100- **By channel:** Inbound (SEO/content) vs outbound (sales/ads)101102## Integration with Other Skills103104- **google-analytics** — Pull funnel data and conversion paths105- **cro-auditor** — Deep-dive on high-drop-off pages106- **retention-churn-prevention** — Retention and advocacy stage optimization107- **icp-research** — Define personas for journey variants