This framework is created by former McKinsey, BCG, Deloitte, EY, and Capgemini consultants. It provides an evaluation of over 200+ activities & items across 8 phases of the Customer Journey.
Provides a structured approach to Customer Journey Assessment, which evaluates over 210+ items across 8 phases of the Customer Journey.
Identifies pain points and friction in the customer's experience, allowing for targeted improvements.
Identifies the core objectives at each phase of the Customer Journey, along with the key activities / checklist items to focus on for each objective.
DESCRIPTION
This product (Customer Journey Assessment & Checklist) is a 42-slide PPT PowerPoint presentation slide deck (PPTX), which you can download immediately upon purchase.
The Customer Journey represents the complete experience a customer has with a brand, encompassing every interaction from initial awareness to advocacy. It includes all stages where the customer engages with the organization, both directly and indirectly, to meet their needs and expectations.
Understanding this journey helps organizations design meaningful, seamless, and personalized experiences. Optimizing the Customer Journey is critical to building lasting relationships, reducing churn, and driving higher lifetime value.
A Customer Journey Assessment provides a structured approach to identifying gaps, inefficiencies, and opportunities for enhancement at each phase of the journey. In this PowerPoint presentation, we discuss an 8-phase framework to assessing your organization's Customer Journey:
1. Awareness – The initial phase is where customers first become aware of a product, service, or brand. Focus areas include brand visibility, marketing efforts, and public perception.
2. Consideration – Customers actively research and compare options to address their needs or solve their problems. Focus areas include marketing materials, product information, reviews, and thought leadership.
3. Acquisition – The phase is where customers take action to engage with the business (e.g., making a purchase). Activities include user experience, pricing, sales processes, and ease of conversion.
4. Onboarding – The period immediately after acquisition where the customer is introduced to the product/service. Activities include education, initial experience, customer support, and activation.
5. Usage & Engagement – Customers actively use the product or service. Focus areas include product functionality, usability, customer satisfaction, and engagement.
6. Retention – Efforts to keep customers engaged and satisfied to prevent churn. Focus areas includes customer service, loyalty programs, and ongoing communication.
7. Advocacy – Satisfied customers become promoters of the brand, sharing positive experiences and referring others. Activities include gathering Net Promoter Score (NPS), testimonials, referrals, and social proof.
8. Post-purchase Experience – The immediate post-purchase period ensures fulfillment of customer expectations, reinforcing trust and satisfaction. Focus areas include delivery performance, proactive support, initial satisfaction, and feedback collection.
Each of these phases is discussed in depth, where we breakdown the key objectives of the phase and key insights to be gained from assessing this phase. Note the first 5 phases are sequential, whereas the last 3 are in parallel. We further identify 210 key activities, organized by Customer Journey phase and objective.
A comprehensive Customer Journey Assessment highlights hidden bottlenecks and inefficiencies that can negatively impact the customer experience. Mapping the Customer Journey reveals critical touchpoints where personalized interactions drive the most value.
Got a question about the product? Email us at support@flevy.com or ask the author directly by using the "Ask the Author a Question" form. If you cannot view the preview above this document description, go here to view the large preview instead.
This PPT slide presents a structured framework for assessing the customer journey, encompassing eight distinct phases from initial awareness to post-purchase experiences. Each phase is critical in understanding how customers interact with a product or service, and it highlights the importance of each stage in shaping overall customer satisfaction and loyalty.
Starting with the Awareness phase, it emphasizes how customers first learn about a brand or product. This stage is influenced by brand visibility and marketing efforts. Following this, the Consideration phase involves customers actively researching and comparing options, where effective marketing materials and thought leadership play a vital role.
The Acquisition phase marks the point where customers engage directly, often influenced by user experience, pricing, and ease of conversion. This leads into Onboarding, where the initial introduction to the product or service occurs. Education and customer support are critical here to ensure a smooth transition.
Usage and Engagement is the next phase, focusing on how customers actively use the product. This stage assesses product functionality and overall satisfaction. Retention efforts come next, aimed at keeping customers engaged and minimizing churn through ongoing communication and loyalty programs.
Advocacy is the phase where satisfied customers promote the brand, sharing their positive experiences and contributing to social proof through testimonials and referrals. Finally, the Post-purchase Experience phase ensures that customer expectations are met, reinforcing trust and satisfaction through proactive support and feedback collection.
This comprehensive framework not only identifies key touchpoints, but also highlights potential bottlenecks that could hinder customer satisfaction, making it a valuable tool for organizations aiming to enhance their customer journey.
This PPT slide focuses on the Retention phase, which is crucial for maintaining customer loyalty and minimizing churn. It outlines 4 key objectives aimed at enhancing customer engagement and satisfaction. The first objective emphasizes the need to analyze retention trends to pinpoint factors that influence customer loyalty and churn rates. This analysis is essential for understanding customer behavior and preferences.
The second objective highlights the importance of proactive customer support, personalization, and consistent value delivery. These elements are vital for enhancing customer satisfaction and ensuring that customers feel valued and understood. The third objective discusses the implementation of retention strategies that reward loyal customers and encourage repeat engagement. This approach not only fosters loyalty, but also drives recurring revenue.
The final objective addresses churn risks by identifying and mitigating potential causes of customer dissatisfaction. Understanding these risks allows organizations to take corrective actions before customers disengage.
The Key Insights section provides additional depth. It stresses the importance of understanding retention drivers to amplify factors that keep customers loyal. Identifying churn predictors is also crucial, as it enables organizations to act on early signs of dissatisfaction. Evaluating the impact of loyalty programs is highlighted, focusing on how rewards and incentives can effectively foster loyalty. Lastly, assessing Customer Lifetime Value (CLV) is essential for understanding the profitability of retention efforts compared to acquisition costs. This comprehensive view of retention strategies equips organizations with the insights needed to enhance customer loyalty and drive sustainable growth.
This PPT slide outlines the "Awareness" phase, which is crucial for establishing initial connections between potential customers and a brand. It emphasizes the importance of visibility, relevance, and engagement in the marketplace. The primary goal here is to attract potential customers and enhance brand recognition.
Four key objectives are highlighted. First, there’s an analysis of marketing channel effectiveness. This involves identifying which platforms—like social media, search engines, and traditional media—are most effective in driving brand visibility and traffic. Second, the slide stresses the need to evaluate the consistency and clarity of messaging across all touchpoints. This ensures that brand identity aligns with customer expectations.
The third objective focuses on assessing market penetration. It’s vital to determine if the brand reaches its intended demographics and geographic regions. This insight can reveal gaps in the current strategy. Finally, benchmarking performance against competitors is essential. This involves measuring brand awareness, share of voice, and overall media impact.
The slide also presents key insights that further elaborate on these objectives. It discusses channel performance insights to identify which channels yield the highest customer engagement. Understanding brand perception is crucial as it reveals how potential customers view the brand, highlighting strengths and areas for improvement. Target audience alignment is another critical aspect, pinpointing where awareness efforts may not resonate with intended segments. Lastly, content resonance is examined, focusing on which messages and content types lead to the highest engagement and recall.
This comprehensive overview provides a strategic framework for organizations looking to enhance their brand's initial interactions with potential customers.
This PPT slide presents an overview of the Acquisition phase, which is crucial for transforming potential customers into actual buyers. It emphasizes the importance of creating a seamless and compelling purchasing experience that minimizes obstacles, builds customer confidence, and drives decision-making. The objectives outlined focus on 4 key areas.
First, optimizing the purchase journey is essential to reduce friction and ensure a smooth experience. This involves analyzing the customer’s path and identifying any potential hurdles that could disrupt the buying process. Second, evaluating conversion strategies such as promotions, pricing, and calls-to-action is necessary to determine their effectiveness in encouraging purchases.
The third objective addresses the need to assess customer confidence and trust-building measures. This is critical for facilitating decision-making, as customers are more likely to complete a purchase when they feel assured about the product or service. Lastly, ensuring operational readiness is highlighted. This includes examining processes, tools, and communication strategies that support effective customer acquisition.
Key insights further elaborate on these objectives. Identifying friction points is crucial for eliminating barriers in the purchase process, while understanding conversion drivers can help prioritize efforts that yield the highest impact. Assessing customer trust-building measures, such as guarantees and transparency, is vital for instilling confidence. Lastly, recognizing operational bottlenecks can reveal inefficiencies that hinder the acquisition process.
Overall, this slide serves as a guide for organizations looking to refine their acquisition strategies and enhance the customer experience during this pivotal phase.
This PPT slide focuses on the Post-Purchase Experience, which is the final phase in the customer journey. It emphasizes the importance of ensuring that customers feel valued and supported immediately after making a purchase. This phase is crucial for reinforcing customer satisfaction and loyalty, ultimately driving repeat business.
The objectives outlined are clear and actionable. First, it highlights the need for seamless delivery and follow-through. This involves monitoring fulfillment processes and simplifying activation or setup for the customer. The goal is to meet customer expectations effectively, which is foundational for a positive post-purchase experience.
Next, the slide stresses the importance of proactive support. Anticipating common post-purchase issues and providing multiple support channels can significantly enhance customer satisfaction. Engaging with customers at key milestones further reinforces their decision to purchase.
Another objective is to collect feedback and address concerns promptly. This not only reinforces customer satisfaction, but also demonstrates that the organization values customer input. Personalized follow-ups or thank-you gestures can further strengthen this relationship.
The key insights section provides additional depth. It emphasizes the need to assess delivery performance and customer support quality. Understanding how well the organization meets customer expectations in these areas is vital. Identifying repeat purchase drivers and monitoring churn risks are also critical. Recognizing signs of dissatisfaction early can help mitigate potential losses.
Overall, the Post-Purchase Experience is positioned as a strategic area for organizations aiming to enhance customer trust and loyalty. The insights provided can guide efforts to improve customer interactions and drive long-term business success.
This PPT slide outlines key activities focused on enhancing brand visibility and ensuring alignment with audience needs. The primary objective is to analyze marketing channel effectiveness, which includes a performance analysis of various channels like social media, email, and traditional media. This involves determining cost-effectiveness metrics for each channel, mapping customer touchpoints, and creating dashboards to summarize key performance indicators such as reach and conversions. A/B testing is also highlighted as a method to evaluate different campaign variations for higher engagement.
The second objective emphasizes evaluating the consistency and clarity of messaging. This includes conducting a messaging audit to compare language and visuals across platforms, interviewing internal teams to identify any discrepancies, and ensuring adherence to brand guidelines. Developing a repository of best practices for marketing materials is also suggested, along with soliciting feedback from audiences to identify gaps in messaging that may not address customer pain points effectively.
Lastly, the slide addresses assessing market penetration. This involves analyzing audience demographics to pinpoint underserved segments and mapping market penetration data to uncover high-potential growth areas. Surveys targeting different demographics are recommended to gather insights on awareness levels, while collaboration with sales teams can help visualize regions with varying levels of brand awareness. Overall, the activities outlined provide a comprehensive framework for improving marketing strategies and ensuring that messaging resonates with target audiences.
This PPT slide outlines the significance of understanding the customer journey, which encompasses all interactions a customer has with a brand. It emphasizes the necessity for organizations to evaluate and optimize this journey to meet customer expectations effectively. The content is structured to highlight key benefits derived from a comprehensive assessment of the customer experience.
First, the slide identifies that recognizing pain points and friction in the customer’s experience allows for targeted improvements. This insight is critical for organizations aiming to enhance customer satisfaction and loyalty. The second point stresses the alignment of various organizational functions, such as marketing, sales, and customer support, to ensure consistent messaging and service delivery. This alignment is essential for creating a unified customer experience.
The third benefit focuses on gaining insights into customer behaviors, needs, and preferences at different journey stages. This understanding drives informed decision-making, enabling organizations to tailor their strategies effectively. The slide also mentions the importance of segmenting customers based on their journey stage, which enhances personalization and engagement.
The latter part of the slide underscores the importance of optimizing the customer journey for building lasting relationships and driving higher lifetime value. It introduces the concept of a Customer Journey Assessment as a structured approach to identify gaps and opportunities for enhancement. The assessment aims to prioritize changes that can significantly impact customer satisfaction, retention, and revenue.
Overall, the slide effectively communicates the critical nature of a thorough customer journey analysis, positioning it as a strategic necessity for organizations looking to exceed customer expectations and foster loyalty.
This framework is created by former McKinsey, BCG, Deloitte, EY, and Capgemini consultants. It provides an evaluation of over 200+ activities & items across 8 phases of the Customer Journey.
We are a team of management consultants trained by top tier global consulting firms (including McKinsey, BCG, Deloitte, EY, Capgemini) with a collective experience of several decades. We specialize in business frameworks based on real-life consulting engagements.
We have served 100s of clients that range from Fortune 500 companies to tech startups to
... [read more] $1B+ private companies.
Utilize our consulting frameworks to apply structured thinking & analysis to address your business challenges, uncover strategic insights, and implement workable solutions. Our PowerPoint presentations follow traditional consulting slide design formats, starting with a clear slide headline. Easily customize and repurpose our slides for your own business presentations.
Beyond business frameworks & methodologies, we also offer PowerPoint templates and other business templates. Our templates are professionally designed and have been used in thousands of deliverables & work products across hundreds of clients.
The average daily rate of a McKinsey consultant is $6,625 (not including expenses). The average price of a Flevy document is $65.
Trusted by over 10,000+ Client Organizations
Since 2012, we have provided best practices to over 10,000 businesses and organizations of all sizes, from startups and small businesses to the Fortune 100, in over 130 countries.
Read Customer Testimonials
"Flevy is our 'go to' resource for management material, at an affordable cost. The Flevy library is comprehensive and the content deep, and typically provides a great foundation for us to further develop and tailor our own service offer."
– Chris McCann, Founder at Resilient.World
"As a consulting firm, we had been creating subject matter training materials for our people and found the excellent materials on Flevy, which saved us 100's of hours of re-creating what already exists on the Flevy materials we purchased."
– Michael Evans, Managing Director at Newport LLC
"[Flevy] produces some great work that has been/continues to be of immense help not only to myself, but as I seek to provide professional services to my clients, it gives me a large "tool box" of resources that are critical to provide them with the quality of service and outcomes they are expecting."
– Royston Knowles, Executive with 50+ Years of Board Level Experience
"I have used FlevyPro for several business applications. It is a great complement to working with expensive consultants. The quality and effectiveness of the tools are of the highest standards."
– Moritz Bernhoerster, Global Sourcing Director at Fortune 500
"As a consultant requiring up to date and professional material that will be of value and use to my clients, I find Flevy a very reliable resource.
The variety and quality of material available through Flevy offers a very useful and commanding source for information. Using Flevy saves me time, enhances my expertise and ends up being a good decision."
– Dennis Gershowitz, Principal at DG Associates
"I have used Flevy services for a number of years and have never, ever been disappointed. As a matter of fact, David and his team continue, time after time, to impress me with their willingness to assist and in the real sense of the word. I have concluded in fact
that it is not at all just a repository of documents/resources but, in the way that David and his team manage the firm, it is like dealing with consultants always ready to assist, advise and direct you to what you really need, and they always get it right.
I am an international hospitality accomplished senior executive who has worked and lived during the past 35 years in 23 countries in 5 continents and I can humbly say that I know what customer service is, trust me.
Aside from the great and professional service that Flevy's team provide, their wide variety of material is of utmost great quality, professionally put together and most current.
Well done Flevy, keep up the great work and I look forward to continue working with you in the future and to recommend you to a variety of colleagues around the world.
"
– Roberto Pelliccia, Senior Executive in International Hospitality
"As a young consulting firm, requests for input from clients vary and it's sometimes impossible to provide expert solutions across a broad spectrum of requirements. That was before I discovered Flevy.com.
Through subscription to this invaluable site of a plethora of topics that are key and crucial to consulting, I
have been able to exceed expectations and deliver quality advice and solutions to my clients. The quality and expertise of the authors are exemplary and gives me great confidence to use as part of my service offerings.
I highly recommend this company for any consultant wanting to apply international best practice standards in their service offerings.
"
– Nishi Singh, Strategist and MD at NSP Consultants
"My FlevyPro subscription provides me with the most popular frameworks and decks in demand in today’s market. They not only augment my existing consulting and coaching offerings and delivery, but also keep me abreast of the latest trends, inspire new products and service offerings for my practice, and educate me
Download our FREE Digital Transformation Templates
Download our free compilation of 50+ Digital Transformation slides and templates. DX concepts covered include Digital Leadership, Digital Maturity, Digital Value Chain, Customer Experience, Customer Journey, RPA, etc.
Click main image to view in full screen.
