customer-journey-map

创建一份涵盖各阶段、接触点、行动、情绪和指标的客户旅程地图。用于诊断体验中的问题,或帮助团队就完整的客户流程达成共识。

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name:customer-journey-mapargument-hint:[persona] [scenario]description:Create a customer journey map across stages, touchpoints, actions, emotions, and metrics. Use when diagnosing a broken experience or aligning a team on the full customer flow.intent:Create a comprehensive customer journey map that visualizes how customers interact with your brand across all stages—from awareness to loyalty—documenting their actions, touchpoints, emotions, KPIs, business goals, and teams involved at each stage. Use this to identify pain points, align cross-functional teams, and systematically improve the customer experience to achieve business objectives.type:componenttheme:workshops-facilitationbest_for:Mapping the full customer experience across all touchpoints,Aligning cross-functional teams on the end-to-end customer journey,Identifying pain points and opportunities by stage with measurable KPIsscenarios:I need to map the customer journey for our B2B SaaS onboarding experience from signup to first value,Create a journey map for a PM leader evaluating our skills repo — from discovery through loyaltyestimated_time:20-30 min

Purpose


Create a comprehensive customer journey map that visualizes how customers interact with your brand across all stages—from awareness to loyalty—documenting their actions, touchpoints, emotions, KPIs, business goals, and teams involved at each stage. Use this to identify pain points, align cross-functional teams, and systematically improve the customer experience to achieve business objectives.

This is not a user flow diagram—it's a strategic artifact that combines customer empathy with business metrics to drive actionable improvements.

Input

Works best with: The customer (persona or segment) and the scenario or goal the journey covers.
Also useful: Known stages, touchpoints, pain points, supporting research, and the business objective behind the map.

Anything supplied with the invocation itself — text after the skill name, a pasted context dump, or an appended ARGUMENTS: line — counts as answers already given. Use it and skip whatever it covers; don't re-ask.

Arriving empty-handed? That works too. The skill asks for persona and scenario first — a journey map without a specific actor and goal turns into a generic funnel diagram.

Example invocation: Map the journey for a mid-market ops manager going from free trial to paid rollout across their team.

Key Concepts

The Customer Journey Mapping Framework


Adapted from NNGroup's framework and Carnegie Mellon's PM curriculum, a customer journey map documents:

Horizontal structure (stages):

  • Awareness: Customer first learns about your brand

  • Consideration: Customer evaluates your offering

  • Decision: Customer makes a purchase

  • Service: Customer uses the product/service post-purchase

  • Loyalty: Customer becomes a repeat buyer and advocate
  • Vertical structure (for each stage):

  • Customer Actions: What customers do

  • Touchpoints: Where/how they interact with your brand

  • Customer Experience: Emotions and thoughts

  • KPIs: Metrics to measure success

  • Business Goals: What you're trying to achieve

  • Teams Involved: Who owns this stage
  • Why This Works


  • Empathy-driven: Centers on customer emotions, not just actions

  • Cross-functional alignment: Shows which teams affect which stages

  • Metric-focused: Ties customer experience to measurable outcomes

  • Gap identification: Makes pain points and opportunities visible

  • Actionable: Clear KPIs and goals enable prioritization
  • Anti-Patterns (What This Is NOT)


  • Not a user story map: Journey maps are broader (all touchpoints, not just product use)

  • Not a service blueprint: Less detailed on internal processes, more focused on customer experience

  • Not static: Journey maps evolve as customer behavior changes
  • When to Use This


  • Understanding customer experience across all touchpoints (not just product)

  • Aligning cross-functional teams (marketing, sales, product, support)

  • Identifying pain points and prioritizing improvements

  • Onboarding new team members to customer perspective

  • Auditing the end-to-end customer experience
  • When NOT to Use This


  • For deep product-specific workflows (use story mapping instead)

  • Before defining personas (need to know who you're mapping)

  • As a one-time exercise (journey maps require ongoing updates)

  • Application

    Use template.md for the full fill-in structure.

    Step 1: Prepare Prerequisites

    Before mapping, ensure you have:

  • Key stakeholders: Marketing, sales, product, customer service representatives

  • Buyer personas: Detailed personas with demographics, psychographics, goals, challenges (reference skills/proto-persona/SKILL.md)

  • Defined stages: Main stages of your buying process (typically: Awareness, Consideration, Decision, Service, Loyalty)

  • Touchpoint inventory: All places customers interact with your brand (website, social, email, store, support, etc.)
  • If missing: Run discovery interviews, persona definition work, or touchpoint audits first.


    Step 2: Set Clear Objectives

    Define what you want to achieve:

    ## Objectives
    - [Goal 1: e.g., "Identify top 3 pain points causing drop-off between Awareness and Consideration"]
    - [Goal 2: e.g., "Align marketing and sales on customer motivations at each stage"]
    - [Goal 3: e.g., "Understand emotional journey to inform messaging strategy"]

    Quality checks:

  • Specific: Not "understand customers" but "identify drop-off causes in Consideration stage"

  • Actionable: Results should inform decisions, not just document observations

  • Step 3: Choose a Buyer Persona

    Select one persona to focus on (create separate maps for each persona):

    ## Persona
    - [Persona name and brief description]
    - [Example: "Manager Mike: 35-42, Director of Product at mid-sized B2B SaaS, struggles with data-driven prioritization, values time savings over feature depth"]

    Why one persona per map: Different personas have different journeys. Mixing them creates confusion.


    Step 4: Map Each Stage

    For each stage (Awareness, Consideration, Decision, Service, Loyalty), document:

    Customer Actions

    What customers do at this stage:

    ### Stage: [Stage Name, e.g., Awareness]
    
    **Customer Actions:**
    - [Action 1: e.g., "See LinkedIn ad about product management tools"]
    - [Action 2: e.g., "Hear about tool from PM peer at conference"]
    - [Action 3: e.g., "Google 'best product roadmap software'"]

    Quality checks:

  • Observable: You can see or measure this action

  • Specific: Not "research products" but "Google 'best roadmap software' and read comparison articles"

  • Touchpoints

    Where/how customers interact with your brand:

    **Touchpoints:**
    - [Touchpoint 1: e.g., "LinkedIn Ads"]
    - [Touchpoint 2: e.g., "Word-of-mouth at PM conferences"]
    - [Touchpoint 3: e.g., "Google organic search results"]
    - [Touchpoint 4: e.g., "Review sites (G2, Capterra)"]

    Quality checks:

  • Comprehensive: Include both digital and physical touchpoints

  • Specific: Not "social media" but "LinkedIn Ads," "Twitter mentions," etc.

  • Customer Experience

    Emotions and thoughts customers have:

    **Customer Experience:**
    - [Emotion 1: e.g., "Curious but skeptical—'Is this actually better than spreadsheets?'"]
    - [Emotion 2: e.g., "Overwhelmed by options—'Too many tools, how do I choose?'"]
    - [Emotion 3: e.g., "Hopeful but cautious—'Could this save me time?'"]

    Quality checks:

  • Authentic: Use customer quotes from research when possible

  • Emotional: Capture feelings, not just thoughts

  • Specific: Not "interested" but "curious but skeptical—worried about setup time"

  • KPIs

    Key performance indicators for this stage:

    **KPIs:**
    - [KPI 1: e.g., "Brand awareness (measured via surveys)"]
    - [KPI 2: e.g., "LinkedIn ad impressions: 100k/month"]
    - [KPI 3: e.g., "Organic search traffic: 5k visitors/month"]
    - [KPI 4: e.g., "G2 review views: 2k/month"]

    Quality checks:

  • Measurable: Can you track this?

  • Stage-appropriate: Awareness KPIs differ from Decision KPIs

  • Business Goals

    What you're trying to achieve at this stage:

    **Business Goals:**
    - [Goal 1: e.g., "Increase brand awareness among PMs at B2B SaaS companies"]
    - [Goal 2: e.g., "Generate 500 qualified leads/month"]
    - [Goal 3: e.g., "Position as top 3 roadmap tool in G2 rankings"]

    Quality checks:

  • Outcome-focused: Not "run ads" but "increase brand awareness"

  • Aligned with stage: Don't expect conversions at Awareness stage

  • Teams Involved

    Who owns this stage:

    **Teams Involved:**
    - [Team 1: e.g., "Marketing (ad campaigns, SEO)"]
    - [Team 2: e.g., "Content (blog posts, comparison guides)"]
    - [Team 3: e.g., "Customer Success (case studies, testimonials)"]

    Quality checks:

  • Cross-functional: Multiple teams usually touch each stage

  • Specific roles: Not just "marketing" but "marketing (ad campaigns, SEO)"

  • Step 5: Visualize the Map

    Create a table or visual diagram:

    StageAwarenessConsiderationDecisionServiceLoyalty
    Customer ActionsSee ad, hear from peers, Google searchCompare features, read reviews, request demoFree trial signup, test with real data, evaluate ROIOnboard team, build first roadmap, integrate with JiraUse daily, recommend to peers, share wins on LinkedIn
    TouchpointsLinkedIn Ads, conferences, Google, review sitesWebsite, demo calls, sales emailsProduct (free trial), onboarding emailsProduct, support chat, knowledge baseProduct, community forums, customer success check-ins
    Customer ExperienceCurious but skepticalExcited but overwhelmed by optionsAnxious about setup time, hopeful about time savingsRelieved if easy, frustrated if complexSatisfied and confident, proud of wins
    KPIsImpressions: 100k/month, traffic: 5k/monthDemo requests: 100/month, trial signups: 50/monthConversion rate: 20%, time-to-value: <2 hoursActivation rate: 70%, support ticket volumeRetention rate: 85%, NPS: 50, referral rate: 15%
    Business GoalsIncrease brand awareness, generate 500 leads/monthImprove lead quality, reduce sales cycle to 30 daysIncrease trial-to-paid conversion, optimize onboardingReduce churn, improve activation, minimize support costsIncrease LTV, generate referrals, upsell premium features
    Teams InvolvedMarketing, ContentMarketing, Sales, ProductSales, Product, OnboardingProduct, Support, Customer SuccessProduct, Customer Success, Marketing


    Step 6: Analyze and Prioritize

    Review the map and ask:

  • Where are the biggest pain points? (Look for negative emotions + high drop-off rates)

  • Which stages have the weakest KPIs? (Prioritize low-performing stages)

  • Are teams aligned? (Do teams understand their role in each stage?)

  • What opportunities exist? (Where can small improvements create big impact?)
  • Prioritization criteria:

  • Impact: How much would fixing this improve the customer experience?

  • Feasibility: How easy is this to fix?

  • Alignment: Does this support business goals?

  • Step 7: Test and Refine

  • Update regularly: Customer behavior changes—revisit the map quarterly

  • Validate with data: Use analytics, surveys, and customer interviews to confirm assumptions

  • Track improvements: After making changes, measure impact on KPIs

  • Examples

    See examples/sample.md for a full customer journey map example.
    See examples/meta-product-manager-skills.md for a meta dogfooding example mapping this repository's own customer journey.

    Mini example excerpt:

    | **Stage** | **Awareness** | **Consideration** | **Decision** |
    | **Customer Actions** | Sees LinkedIn ad | Compares on G2 | Starts free trial |
    | **Customer Experience** | Curious but skeptical | Overwhelmed | Anxious about setup |


    Common Pitfalls

    Pitfall 1: Generic Emotions


    Symptom: "Customer feels happy" or "Customer is satisfied"

    Consequence: No insight into why they feel that way or what to improve.

    Fix: Be specific: "Relieved that setup took 30 minutes, not 3 hours as feared."


    Pitfall 2: Missing Touchpoints


    Symptom: Only documenting digital touchpoints (website, app)

    Consequence: Miss offline interactions (conferences, word-of-mouth, support calls).

    Fix: Include all touchpoints: physical, digital, human, and automated.


    Pitfall 3: Internal Perspective


    Symptom: Mapping what you want customers to do, not what they actually do

    Consequence: Journey map reflects wishful thinking, not reality.

    Fix: Validate with customer research, analytics, and support tickets.


    Pitfall 4: No KPIs or Goals


    Symptom: Journey map has actions and emotions but no metrics or business objectives

    Consequence: No way to measure success or prioritize improvements.

    Fix: Add KPIs and business goals for each stage. Make them measurable.


    Pitfall 5: One-and-Done Exercise


    Symptom: Journey map created once, never updated

    Consequence: Map becomes outdated as customer behavior evolves.

    Fix: Review quarterly. Update based on new data, product changes, or market shifts.


    References

    Related Skills


  • skills/proto-persona/SKILL.md — Defines the persona for the journey map

  • skills/jobs-to-be-done/SKILL.md — Informs customer actions and goals

  • skills/problem-statement/SKILL.md — Identifies pain points at each stage

  • skills/user-story-mapping/SKILL.md — Complementary (story mapping focuses on product usage, journey mapping covers all touchpoints)
  • External Frameworks


  • NNGroup, Customer Journey Mapping (2016) — Foundational framework

  • Carnegie Mellon University, Product Management Curriculum — Academic approach

  • Chris Risdon & Patrick Quattlebaum, Orchestrating Experiences (2018) — Journey mapping for service design
  • Dean's Work


  • Customer Journey Mapping Prompt Template (adapted from NNGroup and CMU frameworks)
  • Provenance


  • Adapted from prompts/customer-journey-mapping-prompt-template.md in the https://github.com/deanpeters/product-manager-prompts repo.

  • Skill type: Component
    Suggested filename: customer-journey-map.md
    Suggested placement: /skills/components/
    Dependencies: References skills/proto-persona/SKILL.md, skills/jobs-to-be-done/SKILL.md, skills/problem-statement/SKILL.md