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Customer Journey Checklist

Customer Journey Checklist 9

Customer journey is the story of how your customers arrives. Designed to provide insights into how you can create the most effective and efficient process for your customers.

From the point of first discovery to that final purchase decision point.  Get a sense of what motivates  purchases from their needs and pain points.

Products and services should be about solving a customers problems and helping them achieve success. This can be used in your market research and strategy planning.

Create a buyer persona who represents your average customer and their demographics. Helpful to keep reminding you how to direct every aspect of the journey towards them.

The process of creating an effective customer journey map can continually guide you to what actions your customers are performing. Like searching, pain point and problem awareness, different options in the purchasing options, and post-purchase support.

Customer Journey Checklist

Eureka moment, there is a product or service that answers their need.

Process of getting the  information needed about the product or service.

Key Elements

Gathering information and reviews to make a knowledgeable decision.

Evaluating  the possible alternatives that are available in the market.

Purchasing process from the deciding moment until completed the payment.


How did they find out about the company?

What goals do they want to achieve? What problems are they trying to solve that you might help with?


List out all actions customers take throughout their interaction.

Are they getting the information they need? How easily can they connect to that information? 

Current values and lifestyle relationship?

If variables in choosing the right product or service simple or overly complicated?


Gathering information and evaluating alternatives on offer to make sure they are making a knowledgeable decision.


The process of purchasing that final deciding moment until completing the sale.

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Louise Burton-Payne

Checklist Ambassador

Learn to Work Smarter, not Harder!

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