Sales Customer Journey Mapping Checklist ( SALESANDMARKETING )

This checklist is designed to guide the sales and marketing team in creating a comprehensive customer journey map, which helps identify customer touchpoints, pain points, and opportunities for engagement throughout the sales process.

• Define Buyer Personas

  Identify and detail the key characteristics of the ideal customers, including demographics, motivations, and challenges.

• Identify Customer Touchpoints

  List all potential interactions between the customer and your business throughout the journey, such as advertisements, website visits, and customer service.

• Map Out the Customer Journey

  Create a visual representation of the customer journey, highlighting key stages: awareness, consideration, purchase, retention, and advocacy.

• Analyze Pain Points

  For each stage of the journey, identify common pain points or barriers that customers may face, and brainstorm potential solutions.

• Identify Opportunities for Engagement

  Look for opportunities to engage customers at each touchpoint, enhancing their experience and fostering loyalty.

• Validate with Customer Feedback

  Gather feedback from actual customers to validate assumptions made during the mapping process and make necessary adjustments.

• Finalize and Share the Map

  Create a final version of the customer journey map and share it with the sales and marketing teams for alignment and strategic planning.