Your Customer Journey Map Template

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A customer journey map template lays out a path to optimal outcomes promoting client retention. Download a template you can adopt and adapt to optimize your customers’ experience and increase client retention.

A customer journey map template lays out a path to optimal outcomes promoting client retention. Create a customer journey map that encompasses all stages of your customers’ experience, including pre-sales and post-sales experiences. Download our Customer Journey Map template you can adopt and adapt to optimize your customers’ experience and increase client retention.

Download the Customer Journey Map Template

Download the Customer Journey Map Template

Successful Customer Onboarding

01

Identify Key Performance Indicators for Onboarding

02

Put the Right Processes in Place

03

Get Visibility Into Customer Status

04

Complete Key Milestones Within a Desired Timeframe

05

Create Just the Right Program to Drive Adoption

06

Analyze Bottleneck Reports

07

Create a Usage Report and Adoption List

08

Measure Onboarding Results

09

Perform Regular Check-ins with Customers

Successful renewals & Upsells

01

Motivations for Renewal

03

Getting Customers to Renew

03

Expanding the Relationship with Upsell

Download the Customer Journey Map Template