UPDATE: Due to the current demand from learners working from home we can now start your course immediately or at any time that suits you. Please ask us


Steps to Successful Customer Journey Mapping

shutterstock 670700098


Below is an excerpt taken from Module 4 of the Professional Certificate in Customer Experience.

This module includes all the below and a huge amount of detailed information on how your business can create and utilise your customer journey.

What is a Customer Journey?

A Customer Journey is defined as every interaction across every touch-point that a customer has with a company. Each interaction in the journey contributes to the overall customer experience.

What is a Customer Journey Map?

A Customer Journey Map is a visual representation of the process a customer goes through to achieve a goal with a company. It includes every interaction a customer has at each touch-point for that specific journey.

A Customer Journey Map focuses on what the journey currently looks like – this is what we call the “as is”.

For each stage of the “as is” journey, you should look at: 

  • What actions happen – what is the customer doing?
  • Which touch-points the customer uses – are they going online, or making a call, using an app or visiting a store or branch
  • What the common issues and pain points are for customers? (by pain points we mean what are the barriers to the customer completing their objective, what annoys them and may cause them to abandon the journey, complain or even stop doing business with the company)
  • How the customer is feeling at each stage – are they happy, annoyed, frustrated, satisfied etc?

It also includes how the journey can be improved – this is what we call the “to be”.

For each stage of the “to be” part of the Customer Journey Map, you  should look at: 

  • What actions can be put in place to improve the “as is” experience?
  • How specific pain points can be addressed or removed?
  • How the customer journey can be simplified

What is Customer Journey Mapping?

It is very important that companies take the time to understand each journey from the different customers’ perspective and consider how the customer experience can be made as good as it possibly can be for them.

To do this companies need to walk in their customers shoes and map out every interaction at every touch-point along the customer journey for each different type of customer. This process is referred to as Customer Journey Mapping.

What questions do I need to address?

Before and during the process of Customer Journey Mapping, ask yourself the following questions. You need to answer honestly and always with your customer in mind.

Who is the Customer? – create at least one description and picture (persona) of the customer you are focusing on. Imagine the customer is sitting in the room with you and constantly refer back to them

What is the Customer Goal? – what is the overall goal the customer is trying to achieve?

What are the stages? –what stages of the journey does the customers go through to achieve their goal?

What are the Touch-points? – what  touch-points does the customer use through each stage of the journey?

What is the current Customer Experience? (the “as is”) – what are the actions, pain points and emotions of the customer?

How do we make Improvements? (the “to be”) – what are the opportunities to improve the Customer Journey?


If you would like to learn more about Creating and utilising your customer journey, and receive our Customer Journey template, sign up to our next course: the Professional Certificate in Customer Experience

Does Artificial Intelligence have a role in CX?

shutterstock 1066928579

Does Artificial Intelligence have a role in CX?


Let’s talk about change. Not many people are comfortable with change. We have our routines, our regular customers, trusted suppliers and, yes, we have our competitors too but we know who they are, where they work from and we like it that way.

But the change that software and technology has brought over the past 15 years is something else entirely. However, when I sit back and realise that it’s the way of the world since time immemorial – I begin to get comfortable with that. Genies and bottles, toothpaste and tubes, there really is no going back now.

There’s no doubting the change is massive. Even for small businesses, globalisation and not localisation is the new norm and technology is having a faster and more dramatic impact on our society than the Industrial Revolution. Is it for better or for worse? – richer or poorer? It doesn’t matter – it’s a fact and that ‘bird’ has flown.

How do we manage all of this change and upheaval? There is talk of robots taking all our jobs and there’s drones in LA delivering everything from parcels to pizzas.

So, is there really a place for Artificial Intelligence in CX? And how should we use it?

Bring it on, we say. But be careful how you use it because it really does have its limitations. For the moment we are still the bosses and let’s not forget that.

‘Cybernetics’ is a word that should provide a part of the solution. It’s the study of people and machines. More formally it is “the scientific study of control and communication in the animal and the machine.”

Without getting too scientific about it, Cybernetics can be a way of using technology to help people do their jobs more easily and better. Take radiology for example, where Artificial Intelligence is used to analyse and detect cancer.

cells on MRI scans. This is not to say there is no Radiologist reading our x-rays but it does say that for such crucial work there is another ‘pair of eyes’ available. A good thing? – Yes!

In Customer Experience, we cannot devolve ourselves from emotion. Emotional drivers are the very foundation of the principles of CX and robots don’t have them! We need to use technology for the right things and at the right time, making it work for us so that we get better, faster and more personal.

Another great example would be how Artificial Intelligence can help us is to analyse dense data for anomalies, integrating multiple ‘voice of the customer’ sources such as survey data, call centre and social data which is key to better insights which in turn output useful predictive data. These are monotonous jobs that machines actually do much better. Once the alarm bell has gone off, we can intervene to diagnose the anomaly, then design a solution and implement that solution. No matter how advanced technology becomes, implementation and effective application is crucial. Companies need to be agile, accept the fact that they get things wrong sometimes and be able to change.

A slightly different example of technology is the use of chat-bots and voice command. These technologies have revolutionised how customers interact with companies, provide great personalisation and are very useful for factual, repetitive tasks and initial customer interactions. Companies like Intercom strike the perfect balance of fast automated solutions and having a human ‘feel’.

The interesting thing is we are comfortable interacting with chat-bots or automated voice systems provided we recognise they are automated. It’s okay to make automation ‘feel’ as human as possible but not a good idea to make the customer believe they are talking to a human when in fact they are talking to a robot. This will lead to distrust and frustration through the process.

Another key to the success of chat-bots and automated voice technology is knowing when  to use them. And from a customer’s perspective, once required, a human can intervene.

Paying a bill online or getting a statement balance is fine for automated technology. But try explaining a disputed credit card charge on your statement to a robot and your experience will soon turn to frustration and anger. These situations require human discretion and good companies give authority to staff to resolve problems. There will always be a need for human intervention in the resolution of a customer issue.

Where companies see social skills and creativity as important assets there is always a need for human interaction. Automated checkouts in supermarkets may resolve Time & Effort issues but what negative effect do they have on the human touch factor of a cashier? I’ve regularly seen people queuing up for cashiers because they know them and receive a friendly comment or small, personalised conversation. These are highly valued interactions by people who may only have few other conversations during the day.

The key to using technology is to make it work for us and alongside us. Getting technology to do the mundane, repetitive tasks is what technology is great at. But if we want Customer Experience to work really well, human intervention and interaction is the key.

Maybe one day an automated checkout will ask me if I had a nice weekend but even if it does, it wouldn’t be pushed going back because of it!



The Economics of ‘The CX Framework’

shutterstock 1154695645 e1547032611664

Delivering Customer Experience Excellence offers companies many benefits which in turn create greater shareholder value. By consistently focusing on ‘The CX Framework’, companies will create an emotional connection with customers, creating behaviours and relationships that deliver growth. But what economic impact will ‘The CX Framework’ have on your company?

The following diagram illustrates the economics of The CX Framework and CX Excellence:

CX Framework SHAREHOLDER VALUE diagram

Let us make a case for how your company will benefit from CX Excellence


Increased Retention


Customers who have a high-quality experience are 2.7 times more likely to keep doing business with you.

Increased Cross Sales


Customers who have an excellent experience are 7 times more likely to try a new product or service.

Lower Price Sensitivity


86% of customers state that the experience is now more important than price and even product.

Increased Employee Satisfaction


Companies who deliver an excellent customer experience have much higher employee satisfaction and greater employee longevity.

Lower Costs to Serve


Satisfied customers make fewer service and support calls resulting in less staff being required to service customer queries.

Increased Profits


Customer-centric companies were 60% more profitable compared to companies that were not focused on the customer.

Lower Acquisition Costs


Sales are driven from positive word of mouth rather than expensive sales and marketing campaigns.

1. Forrester 2. Experience Matters 3. Forbes 4. Forbes 5. Digitalist Mag 6. Deloitte 7. Get Feedback