How to Create a Customer Journey Map in 9 Steps1. Use CJM TemplatesCreating a journey map from scratch can be overwhelming, especially if you're doing it for the first time. That’s why
CJM templates are such a smart starting point. They offer structure and consistency, ensuring that all essential elements — touchpoints, emotions, actions, and goals — are accounted for.
Templates also make it easier to collaborate with cross-functional teams. Instead of everyone visualizing the journey differently, a shared format gives clarity. Whether you're using Miro, Lucidchart, or HubSpot’s free templates, you'll save time and prevent blind spots in your analysis.
You can choose templates by purpose — current state, future state, or day-in-the-life — and customize them based on your unique persona or product.
2. Set Clear GoalsBefore you even start dragging sticky notes onto a whiteboard or filling out your template, ask yourself: Why are we creating this map? Having a goal changes everything. You may want to identify pain points in the onboarding process, reduce cart abandonment, or improve cross-sell opportunities for existing users.
Defining the objective upfront ensures that every decision — from which persona to focus on, to what data to collect — supports that goal. Otherwise, your team might spend hours mapping out interesting but irrelevant insights.
Another good practice is aligning your map goals with key performance indicators (KPIs). For example, if your goal is to improve onboarding, you might track time-to-first-value or user activation rate before and after making changes based on the map.
3. Gather Real Customer DataAssumptions are dangerous. Real progress comes from real feedback.
Use both solicited data (interviews, surveys, reviews) and unsolicited data (web analytics, behavioral data, support transcripts) to build a 360-degree view of your customer’s experience. This ensures that your map reflects actual user behavior, not just what your team thinks is happening.
For instance, surveys can help you understand why users felt confused at a specific point, while heatmaps might show that users aren't scrolling past the first half of a landing page. When used together, these data sources help you uncover not only what’s happening, but why it’s happening.
Pro tip: Use tools like Typeform for personalized surveys and pair them with Hotjar or FullStory to validate insights with visual behavior tracking.
4. Define and Narrow Your PersonasMapping for “everyone” leads to maps that help no one. Instead, define 1–2 key personas that truly represent your target segments. A well-crafted persona includes demographics (age, role, income), psychographics (goals, fears, motivations), and behavioral patterns (how they research, buy, or engage with your product).
Let’s say you run a B2B SaaS platform. One persona might be a marketing manager looking for automation tools. Another might be a small business owner trying to scale outreach without hiring.
Each of these personas will experience your brand differently — and they deserve their own maps.
Start with the persona that makes up the largest share of your revenue or represents the biggest growth opportunity.
5. Map All TouchpointsEvery time a user interacts with your brand — that’s a touchpoint. And every touchpoint is a chance to move the relationship forward… or lose it completely.
Don’t limit yourself to obvious interactions like checkout or support.
Include:- Ads and social media posts
- Email sequences
- Blog articles or webinars
- Free trial sign-up flow
- Chatbot conversations
- Product tutorials
- Cancellation or refund pages
Once you have a full list, evaluate how smooth or clunky each touchpoint is. Are there too many steps? Is the language consistent with your brand? Are users bouncing before reaching the key CTA?
By analyzing these touchpoints, you can uncover weak links in your funnel and opportunities to simplify the journey.
6. Identify Emotions and Pain PointsUser actions are important, but user emotions drive those actions.
Identify what customers are feeling at each stage — anticipation, confusion, frustration, delight — and what’s triggering those emotions. This emotional context helps you optimize more than just functionality; it helps you design empathy-driven experiences.
For example, customers might feel excited after signing up, but quickly become overwhelmed during onboarding. That suggests a need for better guidance, tooltips, or live chat support during the first login.
Use sentiment analysis from reviews or support tickets, and map it visually with emojis, quotes, or heatmaps. The goal is to create an experience that not only works but also feels good.
7. Walk the Journey YourselfNothing replaces firsthand experience.
Act like a brand-new customer. Google your product. Click your own ads. Try to sign up for a demo.
Submit a support ticket. Read your email sequences. You’ll likely be surprised at how many confusing or outdated elements exist — things you would never notice from inside the company.
This step helps uncover subtle friction points: a broken link, a poorly timed popup, unclear navigation, or unnecessary form fields. These issues often don’t show up in analytics but can heavily influence perception and drop-off.
Document everything and compare your experience with customer feedback. If they match, you’ve validated a problem. If they differ, you may be seeing issues users aren’t voicing — yet.
8. Analyze and PrioritizeNow that you have a complete
customer journey map, it’s time to extract insights.
Review the entire flow and ask:- Where are users getting stuck or dropping off?
- Are there too many steps to complete key actions?
- Which touchpoints drive conversions? Which cause friction?
- Are we addressing emotional needs along the way?
Once you’ve identified problem areas, prioritize solutions based on impact vs. effort. Fixing a broken onboarding flow might have 10x the ROI of redesigning your thank-you page.
And don’t just stop at fixing issues — look for moments of delight and double down on them.
9. Keep It DynamicYour
customer experience map isn’t a static document. As your product, audience, or channels evolve, your customer journey will too.
Establish a review process — monthly, quarterly, or tied to product releases — where your team revisits the journey map, adds new data, and adjusts goals. This helps ensure you’re not solving yesterday’s problems with today’s resources.
Share updates across departments, and track key metrics to measure the impact of changes: onboarding completion rate, customer satisfaction scores, retention rates, etc.
Remember: continuous improvement is what turns a good map into a powerful strategic asset.