吸引客户的思想可能具有挑战性。一旦您认为他们已经满足了他们的一切需求,就会出现新技术,偏好和购买趋势。

您可能会想知道为什么客户花了这么长时间浏览您的选择并在其购物车中添加产品只是为了关闭选项卡,或者为什么只需花费一个就可以从A点到B点几个步骤。

无论混乱如何,根本原因是您很可能对客户购买产品或服务的旅程没有明确的理解。 立即下载:免费客户旅程地图模板

客户旅程地图模板下载

现在下载

客户旅程是客户与公司互动以实现目标的过程。bob全站app当今的消费者以棘手的方式与品牌互动。从社交媒体中获得对品牌的认识,到成功交易后收到“感谢您的购买”电子邮件,两者之间通常有很多不同的步骤。

这不是您可以根据您的内部视角假设或预测的。客户的旅程非常适合您的客户所拥有的物理体验。

Thus, the best way to了解客户的旅程是问他们

在这篇文章中,我们将说明您需要了解的有关客户旅程的所有信息,包括它是什么以及如何映射。但是,如果您急于使用下面的链接来导航到您要寻找的确切信息。

Featured Resource

Free Customer Journey Map Template

Fill out this form to access the free templates.

目录

客户journey-map-template

此下载包括7个免费的客户旅程地图模板:

  • 买方的旅程模板
  • 当前状态模板
  • 培养映射模板的铅
  • ...和更多

Download Free Customer Journey Map Templates

Outline your company's customer journey and experience with these 7 free customer journey map templates.

Download Free Customer Journey Map Templates

但是,仅仅了解客户旅程是不够的。最好将这一复杂的旅程形象化为您和其他员工可以称为资源的图表。这是设计客户旅程地图发挥作用的地方。

By understanding this relationship, you can structure your touchpoints to create the most effective and efficient process for your customers. A customer journey map visualizes the current process customers take, from the first to final touchpoint, to see if they’re currently reaching their goals and, if not, how they can.

从A点到B点的线性旅程很少可以代表客户的旅程,因为买家经常来回往返,周期性的多渠道旅程。这使客户旅程映射难以准确可视化。

For this reason, savvy business leaders use a variety of methods to represent the journey, from post-it notes on a boardroom wall, to Excel Spreadsheets, to infographics. The most important thing is that the map makes sense to those who'll be using it.

However, before you can dive into creating your customer journey map, you need to first collect data from your customers and prospects. The process of creating an effective customer journey map is extensive but valuable.

免费可编辑的客户旅程地图模板

Featured Resource:客户旅程Map Template免费可编辑的客户旅程地图模板

客户旅程地图包括客户旅程中的重要里程碑。首先,您将起草业务打算为客户采取目标的道路。使用典型的购买过程阶段,您将水平列出每个阶段。

客户旅程的这一元素详细介绍了客户在购买过程的每个阶段中所做的事情。他们可能会与朋友和家人谈论他们在意识阶段满足这些需求的潜在方法。从那里开始,他们可能会在您的网站上进行演示,最后,他们将使用现金或借记卡进行购买。该元素探讨了客户可能实现目标的各种方式。

无论目标是大还是小,重要的是要记住您的客户正在解决问题。这意味着他们可能会感到某种情绪 - 无论是救济,幸福,兴奋还是忧虑。如果您的过程很长或复杂,他们可能会在每个阶段都会感受到一系列情绪。将这些情绪添加到旅程图中可以帮助您减轻对旅程的负面情绪,以使它们不会对您的品牌产生负面看法。

在有负面情绪的情况下,有一个痛苦点引起了痛苦。在客户旅程图中添加痛点可以帮助您确定客户正在经历负面情绪并推断出原因的阶段。

作为您的客户旅程图中的最终元素,解决方案是您和您的团队将集思广益的潜在方法来改善您的购买过程,以使客户在光顾您的业务时会遇到更少的痛点并具有积极的心情。

客户旅程地图中的接触点是什么?

客户旅程地图中的接触点是您的客户可以形成业务意见的实例。可以在与潜在客户或现有客户直接联系的地方找到接触点。显示广告,与员工的互动,404错误甚至Google评论都可以视为客户接触点。

您的品牌存在于您的网站和营销材料之外,因此重要的是要在您的客户旅程图中考虑不同类型的接触点,因为它们可以帮助发现改进购买旅程的机会。

客户journey-map-template

此下载包括7个免费的客户旅程地图模板:

  • 买方的旅程模板
  • 当前状态模板
  • 培养映射模板的铅
  • ...和更多

Download Free Customer Journey Map Templates

Outline your company's customer journey and experience with these 7 free customer journey map templates.

Download Free Customer Journey Map Templates

1.Set clear objectives for the map.

在您潜水创建地图之前,您需要问自己为什么首先要制作一个。您将这张地图指向什么目标?特别是谁?它是基于什么经验?

Based on this, you may want to create a buyer persona. This is a fictitious customer with all of their demographics and psychographics who represents your average customer. Having a clear persona is helpful in reminding you to direct every aspect of your customer journey map towards them.

2.介绍您的角色并定义他们的目标。

接下来,您应该进行研究。获得宝贵客户反馈的一些好方法是通过questionnaires和用户测试。重要的是只接触实际的客户或潜在客户。

您希望真正有兴趣购买您的产品和服务以及与您的公司互动或计划这样做的人的反馈。bob全站app

一些好问题的例子是:

  • How did you hear about our company?
  • 什么首先吸引您进入我们的网站?
  • What are the goals you want to achieve with our company? In other words, what problems are you trying to solve?
  • 您 /您通常在我们的网站上花费多长时间?
  • 您是否曾经和我们一起购买?如果是这样,您的决定因素是什么?
  • 您是否曾经与我们的网站进行互动,目的是进行购买但决定不进行?如果是这样,是什么导致您做出这个决定?
  • 以1到10的比例,您可以轻松浏览我们的网站?
  • 您是否需要客户支持?如果是这样,它有多帮助,范围为1至10?
  • Is there any way that we can further support you to make your process easier?

你可以使用这个buyer persona tool填写您从客户反馈中获取的详细信息。

3.突出显示您的目标客户角色。

一旦你了解了不同客户personas that interact with your business, you'll need to narrow your focus on one or two of them. Remember, a customer journey map tracks the experience of one customer who's taking a very specific path with your company. If you group too many personas into one journey, your map won't accurately reflect your customers' experience.

If you're creating your first map, it's best to pick your most common customer persona and consider the route they would typically take when engaging with your business for the first time. You can use amarketing dashboard比较每个人并确定哪个最适合您的旅程图。不用担心您遗漏的内容,因为您总是可以返回并创建特定于这些客户类型的新地图。

4.列出所有接触点。

接触点是您网站上客户可以与您互动的所有位置。根据您的研究,您应该列出您当前使用的客户和潜在客户正在使用的所有接触点,以及如果没有重叠的话,您认为他们应该使用的接触点。

这是创建客户旅程图的重要一步,因为它可以洞悉客户所执行的操作。如果他们使用的触摸点比预期的少,这是否意味着他们很快就会被转身并尽早离开您的网站?如果他们使用的时间超过预期,这是否意味着您的网站很复杂,并且需要他们达到最终目标的几个步骤?

无论如何,了解接触点是一种工具,可以帮助您了解客户旅行的便捷性和目标。

这不仅意味着您的网站。您需要查看客户可能在网上遇到的所有方式。这些可能包括:

  • Social channels
  • 付费广告
  • 电子邮件营销
  • Third-party review sites or mentions

快速对您的品牌进行快速搜索,以查看所有提及您的页面。通过在Google Analytics(分析)上查看您的流量来自何处来验证这些。

将您的列表缩小到最常见的接触点,并且最有可能看到与之相关的动作。

动作

列表啊ut all of the actions your customers perform throughout their interaction with your brand. This might be a Google search for your keywords or clicking on an email from you. You may wind up with a long list of actions. That's fine. You'll get a chance to rationalize your information later.

It's important to recognize when customers are being expected to take too many actions to achieve their goals.减少客户需要采取的步骤数量可能会感到冒险,但在更高的转化率上得到了回报。

情绪和动机

所有营销都是因果关系的结果。同样,您的客户采取的每一个动作都是由情感动机。客户的情绪将根据他们所在的旅程的哪一部分而改变。

您每个客户的动作的情感驱动力通常是由疼痛点或问题引起的。知道这将有助于您在正确的时间提供正确的内容,以便您使客户通过品牌的情感旅程顺利进行。

障碍物和疼痛点

了解哪些路障正在阻止您的客户做出所需的操作。一个常见的障碍是成本。例如,您的一位客户可以爱上您的产品,但发现出乎意料的高运输速度时就放弃了购物车。

Highlighting these potential obstacles in your customer journey can help you mitigate them. For example, you could provide an FAQ page that answers common questions about shipping costs.

5.确定您拥有的资源和所需的资源。bob体育苹果系统下载安装

您的客户旅程地图将涉及您业务的几乎每个部分。这将重点介绍创建客户体验的所有资源。bob体育苹果系统下载安装因此,重要的是要清点您拥有的资源以及改善客户旅程所需的资源。bob体育苹果系统下载安装

例如,也许您的地图突出了您的客户服务报价中的一些缺陷,您会注意到您的团队没有他们需要在服务交互后正确跟进客户所需的工具。使用您的地图,您可以建议管理层投资客户服务工具这将帮助您的团队管理客户需求。

And, by including these new tools in your map, you can accurately predict how they'll impact your business and drive outsized value. This makes it much easier to convince gatekeepers and decision-makers to invest in your proposals.

6.自己走客户旅程。

Just because you've designed your map doesn't mean your work is done. This is the most important part of the process: analyzing the results. How many people are clicking to your website but then closing out before making a purchase? How can you better support customers? These are some of the questions you should be able to answer with your finished map.

分析结果可以向您显示未满足客户需求的地方。通过接近这一点,您可以确保您提供宝贵的体验,并明确表明人们可以在公司的帮助下找到解决问题的解决方案。bob全站app

映射客户旅程的整个练习一直假设,直到您自己尝试为止。

对于您的每个角色,请遵循他们通过社交媒体活动的旅程,到阅读电子邮件,直到在线搜索。

7.进行必要的更改。

Your data analysis should give you a sense of what you want your website to be. You can then make the appropriate changes to your website to achieve these goals. Perhaps this is making more distinct call-to-action links. Or, maybe, it's writing longer descriptions under each product to make its purpose more clear.

No matter how big or small the changes are, they will be effective as they are directly correlated with what customers listed as their pain points. Rather than blindly making changes in the hopes that they will改善客户体验, you can feel certain that they will. And, with the help of your visualized customer journey map, you can ensure those needs and pain points are always addressed.

您的地图应该是持续进行的工作。每月或季度对其进行审查将帮助您确定进一步简化客户旅程的差距和机会。使用您的数据分析以及客户反馈来检查任何障碍。

I find it useful to keep all stakeholders involved in this process, which is why my maps are usually visualized on Google Sheets shared amongst the people I work closely with. It's also beneficial to have regular meetings (quarterly or yearly) to analyze how new products or offerings might have changed the customer journey.

客户旅程地图和示例的类型

There are four客户旅程地图的类型, each having their own unique benefits. Depending on the specific purpose you have for the map, you can choose the proper one.

Current State

这些客户旅程地图是使用最广泛的类型。他们可以看到客户当前在与公司互动时经历的动作,思想和情感。bob全站app它们最好用于不断改善客户旅程。

当前的州客户旅程图示例

Image Source

Day in the Life

These customer journey maps visualize the actions, thoughts, and emotions your customers currently experience in all the activities in which they partake on a daily basis, whether or not that includes your company. This type gives a wider lens into the lives of your customers and what their pain points are in real life. They are best used for addressing unmet customer needs before customers even know they exist. Your company may use this type of customer journey map when exploring new市场发展策略

生活中的一天客户旅程地图示例

Image Source

未来状态

这些客户旅程地图可视化您的客户将在未来与您的公司互动中体验哪些行动,思想和情感。bob全站app根据他们当前的经验,您将清楚地了解您的业务所适合的位置。它们最好用于说明您的愿景和设定明确的战略目标。

Image Source

Service Blueprint

这些客户旅程地图从上述地图样式之一的简化​​版本开始。然后,他们分层负责交付这种经验的因素,包括人员,政策,技术和流程。它们最好用于识别当前客户旅程的根本原因或确定获得所需的未来客户旅程所需的步骤。

服务蓝图客户旅程地图示例

Image Source


1.为旅程图设定目标。

确定您是要改善购买体验还是推出新产品。知道您需要的客户旅程地图告诉您可以防止这样的大型项目的范围爬行。

2. Survey customers to understand their buying journey.

What you know about the customer experience and what they actually experience can be two very different things. Ask your customers directly what it’s like doing business with your company so you have a more accurate snapshot of the customer’s journey.

3. Ask customer service reps about the questions they receive most frequently.

有时,客户不知道他们的特定痛点 - 他们只是在某些事情不适合他们时感到。这就是您的客户服务代表进来的地方。他们可以帮助填补空白,并将客户痛点转化为您和您的团队可以理解和采取行动的业务术语。

4.为每个买家角色创建客户旅程图。

It’s easy to assume each customer operates the same way, but that couldn't be further from the truth. Demographics, psychographics, and even how long someone has been a customer can determine the way a person interacts with your business and makes purchasing decisions. Group overarching themes into买方角色并为每个客户创建一个客户旅程图。

5. Review and update each journey map after every major product release.

每次您的产品或服务都改变时,客户的购买过程也会改变。即使是轻微的调整,例如在潜在客户表格中添加额外的字段,也可能成为客户的重大障碍。因此,重要的是在实施更改之前和之后查看客户旅程图。

6.使客户旅程地图可访问跨职能团队。

客户旅程地图在筒仓中不是很有价值。创建旅程地图是将跨职能团队聚集在一起以提供反馈的便捷方法。之后,制作每个团队都可以访问地图的副本,以便他们始终保持客户的头脑顶点。

客户旅程映射的好处

您可能会告诉自己:“这对我或我的公司来说似乎不是必需的。我们了解客户的需求和痛苦点,非常感谢。”bob全站app这在表面水平上可能是正确的。

However, breaking down the customer journey phase by phase, aligning each step with a goal, and restructuring your touchpoints accordingly are essential steps towards maximizing customer success. After all, everything you do should be about solving customer problems and helping them achieve long-term success with your product or service.

1.You can refocus your company with an inbound perspective.

您可以让您的客户在借助出站营销来发现您的客户,而是可以让客户在入站营销。出站营销涉及针对普遍或无趣的受众的策略,并试图打断客户的日常生活。

Outbound marketing is costly and inefficient. It annoys and deters customers and prospects. Inbound marketing involves creating interesting content that is useful and that your customers are already searching for. It grabs their attention first and focuses on the sales later.

通过绘制客户的旅程,您可以了解有关公司和网站的有趣和有用的内容,以及什么使他们拒之门外。bob全站app您可以创建将它们吸引到您的公司并将其保留在那里的内容。bob全站app

2.您可以创建一个新的目标客户群。

If you don't properly understand the customer journey, you probably don't completely know the demographics and psychographics of your customers. This is dangerous; it's a waste of time and money to repeatedly target too broad of an audience than who will actually be interested in your products, services, and content.

研究典型客户的需求和痛苦点并绘制他们的旅程,将为您提供一些试图与您的公司实现目标的人的好照片。bob全站app因此,您可以对特定受众进行营销。

3. You can implement proactive customer service.

A customer journey map is like a roadmap to the customer's experience. It shows you moments where people will experience delight as well as situations where they might be faced with friction. Knowing this ahead of time allows you to plan your客户服务策略因此,并在理想时期进行干预,以最大程度地利用您的品牌对买家的价值。

积极的客户服务also makes your brand appear more reliable to your customer base. For example, if it's around the holidays and you're anticipating a客户服务激增,您可以向客户发送一条消息,让他们知道团队调整后的假期。

如果您的团队不可用,如果有紧急问题需要立即关注,您还可以让他们知道其他支持选项。

This way, customers won't feel surprised if they're waiting on hold a little longer than usual or call you outside your new working hours. They'll even have alternative options to choose from — like a聊天机器人或知识库 - 如果他们需要找到更快的解决方案。

4.您可以提高客户保留率。

当您对客户旅程有完整的视野时,可以更容易地挑选出可以改善它的区域。当您这样做时,客户会遇到较少的疼痛点,这会导致更少的人离开您的品牌供竞争对手。毕竟,33%客户中只有一段糟糕的经验将考虑切换品牌。

客户旅程映射可以指出正在流行道路的个人。如果您记录了这些客户的共同行为和行动,则可以在他们离开业务之前开始发现它们。虽然您可能无法保存全部,但值得尝试,因为获得新客户是5-25次比保留现有的更昂贵。

5.您可以在整个公司中创建以客户为中心的心态。bob全站app

你的公司变大,很bob全站app难首席运营官rdinate all the departments to be as customer-focused as your customer service, support, and success teams. They can often have sales and marketing goals that aren't based on what real customers want.

A clear customer journey map can be shared with your entire organization. The great thing about these maps is that they map out every single step of the customer journey from initial attraction to post-purchase support. And, yes, this concerns marketing, sales, and service.

基于此基本原理,您不能否认客户旅程图的重要性。因此,我们创建了以下步骤,用于制作最佳地图,以帮助您的公司和客户繁荣发展。bob全站app

客户旅程映射示例

1.HubSpot的客户旅行地图模板

培养客户旅程图示例Download a free, editable customer journey map template.

Buyers journey customer journey map example

Download a free, editable customer journey map template.

HubSpot的免费客户旅程地图模板为公司提供了了解客户体验的大纲。今天下载它们开始在您的客户旅程图上工作。

2. B2B Customer Journey Map Example

B2B customer journey map example

Image Source

这张客户旅程图清楚地概述了五个步骤Dapper应用程序认为,客户在与他们互动时会经历。如您所见,它通过结合初始研究和购买后需求而超越了实际购买阶段。

该地图之所以有效,是因为它可以通过了解他们的正常问题和感受的情绪来帮助员工进入客户的思想。Dapper应用程序可以采取一些逐步的操作步骤,以应对这些问题和感觉,这将有助于它解决客户当前的问题。

3.电子商务客户旅程地图示例

电子商务客户旅程地图示例

Image Source

This fictitious customer journey map is a clear example of a day in the life map. Rather than just focusing on the actions and emotions involved with the customer's interaction with the company, this map outlines all the actions and emotions the customer experiences on a normal day.

该地图很有帮助,因为它根据他们从某些刺激中获得的自由水平来衡量客户的心态或情感状态。这对于想要了解其目标客户所强调的公司以及可能bob全站app需要解决他们甚至不知道的问题的公司很有帮助。

4.未来B2C客户旅程地图示例

未来BTC客户旅程地图

Image Source

该客户旅程地图是为卡内基·梅隆大学(Carnegie Mellon University)设计的,体现了未来国家客户旅程地图的实用性。它概述了大学希望学生拥有的思想,感受和行动以及它希望学生与学生进行互动的接触点,设备,人员和环境。

Based on these goals, CMU chose specific proposed changes for each phase and even wrote out example scenarios for each phase. This is a clear diagram that can visualize the company vision and help any department understand where they will fit into building a better user experience.

5. Retail Customer Journey Map Example

零售客户journey-Map

Image Source

这张客户旅程地图显示了与虚拟餐厅互动的客户的深入客户旅程图。很明显,这种地图风格比其他地图更全面,因为它包括舞台的正面(直接)和后面的舞台(非直接或不可见)互动,以及客户与公司的交互以及支持流程。bob全站app

该地图更加复杂,但是它列出了客户体验中涉及的每一个动作,包括客户的经验,直接服务的员工以及在幕后工作的员工。通过分析这些因素如何影响客户旅程,公司可以找到不幸的根本原因,并为未来解决问题。bob全站app

免费客户旅程地图模板

1.当前状态模板

如果您将此模板用于B2B产品,则这些阶段可能会反映搜索,意识,考虑选项,购买决策和购买后支持流程。例如,在Dapper应用程序示例中,其阶段是研究,比较,讲习班,报价和签名。

current state customer journey map template

2.生活模板中的一天

由于该模板反映了客户在整个日常工作中拥有的所有思想,感觉,动作,需求和痛苦点(无论是否包括您的公司),您都希望以时间顺序结构结构绘制该模板。bob全站app这样,您可以突出显示您可以提供最佳支持的一天中的时间。

Click这里对于生活模板中的互动日。

生活中的客户旅程地图模板日

3. Future State Template

与当前的状态模板类似,这些阶段还可以反映未来的预测或期望搜索,意识,考虑期权,购买决策和购买后支持流程。由于这是将来发生的,因此您可以根据自己想要的外观旅程而不是目前的外观来定制这些阶段。

Click这里用于交互式未来状态模板。

Customer journey map template future state

4.服务蓝图模板

Since this template is more in-depth, it doesn't follow certain phases in the customer journey. Rather, it is based on physical evidence — the tangible factors that can create impressions about the quality and prices of the service — that often come in sets of multiple people, places, or objects at a time.

For instance, in the fictitious restaurant example above, the physical evidence includes all of the staff, tables, decorations, cutlery, menus, food, and anything else a customer comes into contact with.

然后,您将列出适当的客户操作和员工互动,以与每个物理证据相对应。

例如,当物理证据是盘子,餐具,餐巾纸和盘子时,客户给他们的订单,阶段前员工 - 服务员 - 接收订单,阶段的员工 - 接待员 - 接待员 - 流程订单和支持过程 - 厨师 - 准备食物。

Click这里用于交互式服务蓝图模板。

客户旅程地图模板服务

5.买方的旅程模板

您也可以使用经典买家的旅程— awareness, consideration, and decision — to design your customer journey map.

Click这里用于交互式买家的旅程模板。

客户旅程地图模板买家

Charter the Path to Customer Success

一旦您完全了解客户在业务方面的经验,您就可以在购买旅程的每个阶段感到高兴。有许多因素会影响这一旅程,包括客户痛点,情绪以及您公司的接触点和流程。bob全站app

无论您是优化客户的旅程,还是探索满足客户无法识别的需求的新商机,客户旅程地图是可视化此信息的最有效方法。使用本文中的免费模板开始映射客户业务中客户成功的未来。

编者注:该帖子最初于2018年8月发表,并已更新以进行全面性。

申请工作,跟踪重要信息,并在此免费求职者套件的帮助下为面试做准备。

申请工作,跟踪重要信息,并在此免费求职者套件的帮助下为面试做准备。

客户journey-map-template
免费客户旅程地图模板

Outline your company's customer journey and experience with these 7 free customer journey map templates.

最初发布于6月24日,2021年12:00:00 PM,更新于10月5日2021

Topics:

客户体验 Support Ticket System