Customer Journey

Step 1: Define the journey

What situation are you trying to understand or improve? It’s often helpful to map this flow in a whiteboard tool like

MIRO⁠

Step 2: Define the persona

Create a made up persona that represents the actual users who experience this situation. Check out Product School’s official Personas template for help creating detailed personas 👇

Step 3: Map the customer journey

Create a new column for each stage in the customer journey, with stage 1 being the first stage that happens chronologically. In each stage, list the steps the user goes through, how they feel, pain points they experience, and opportunities you spot.

💡 Tip: for easier typing, double click a cell, then click the
⁠
icon to expand it.

Lens

Stage 1

Stage 3

Stage 4

Awareness

Website

Content Creation

Pitch

Sales deck

Demo

Opportunities

Pricing

Nurturing

There are no rows in this table

⁠

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