5 Ways a Journey Map Clarifies Customer Success
I’m currently working on journey maps for Transformation.ai’s customer success processes. They are extremely clarifying for what needs to be done, how to see it from the customer’s own perspective, and how to measure our efforts in an ongoing and unified way. With that in mind, I thought I’d share some of the ways that it is dramatically simplifying how we ourselves approach ensuring the success of our customers.
Seeing how training and onboarding relates to the timing of check-ins and progress helps to create your syllabus and helps set expectations as to what is realistic in terms of training people up on your product or service. Adding feedback to the process will help refine this syllabus and tailor it to individual learning personas in your customers.
Seeing a journey map and being able to connect directly to your survey tool such as SurveyMonkey (Transformation.ai integrates directly with SurveyMonkey) makes it easy to create and monitor surveys within the context of the journey to get feedback to confirm or challenge your assumptions, allowing you to continually improve that journey. At the same time, your customers will know and appreciate that you are making an effort to really hear them. Of course, you can also insert different types of surveys such as NPS surveys that give you different types of actionable feedback and measurement and the journey map helps clarify where to use them and how to process their meaning in context.
Personally one of my biggest peeves is when I have to search around for data or notes and then somehow parse that back to whatever I was actually trying to focus on. When I’m looking at a customer journey segment I want to have all my relevant information at hand. By mapping the segment in Transformation.ai, I can use the Touchpoint Notes Input feature and/or the content upload feature to pull it all together, not to mention adding text and links to the various areas around the map as well.
Gathering all your notes, data, conversations and the like gets really powerful when you create an individualized map for each customer. Now I don’t need to hop around between a bunch of different systems to get a picture of what’s actually going on in terms of the customer success journey for a particular customer, I can just focus on the map for that customer. Using the Touchpoint Conversations feature I can carry on conversations related to the map and touchpoints and have it all stored in the same place and context.
One of my favorite things about mapping out customer success into a journey is pulling together assets like videos, images and links into the same view, giving me a clear picture. At the same time, I’m organizing the tools we use, connecting customer experiences to internal processes, and connecting all of the above to feedback systems like SurveyMonkey and GoogleAnalytics. This gives me insight and collaboration that would be very hard and time consuming any other way. When I have a conversation internally about a specific touchpoint, I have everything at hand to refer to and it speeds up the conversation and action greatly.
Those are 5 ways that I’m going to save a bunch time today pulling together some success journeys we are working on. If you are looking to do the same, you can sign-up for a free-trial and ask for our customer success map and touchpoint templates to help you get started.