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Customer Journey Map Excel Template

Transform customer experience analysis into actionable insights with an automated template that visualizes the complete customer journey across multiple touchpoints and satisfaction levels.

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About the Customer Journey Map

The Customer Journey Map template provides a structured framework for tracking and analyzing customer interactions across different phases of engagement. It combines quantitative satisfaction metrics with qualitative feedback to create a comprehensive view of the customer experience.

The template features a clear visual timeline divided into distinct phases, emotion tracking capabilities, and dedicated spaces for capturing customer feedback at each touchpoint. Its design emphasizes both the chronological progression of customer engagement and the emotional response at each stage.

What is Journey Mapping?

Journey mapping is a strategic method for visualizing the complete path customers take when interacting with your product or service. The template breaks this journey into five key phases:

  • Awareness
  • Consideration/Decision/Purchase
  • Usage/Experience
  • Engagement/Retention
  • Advocacy

Each phase captures both the customer's actions and their emotional state, creating a comprehensive picture of their experience through satisfaction indicators and feedback collection points.

Why It Matters

Organizations struggle to understand the complete customer experience across multiple touchpoints and time periods. This template addresses this challenge by providing a structured way to track both actions and emotions throughout the customer lifecycle.

The visual nature of the journey map makes it easier to identify pain points, opportunities for improvement, and moments of delight in the customer experience. By plotting satisfaction levels on a numerical scale and collecting feedback at each stage, teams can make data-driven decisions about where to focus improvement efforts.

Benefits

  • Visualizes customer satisfaction trends across the entire journey using intuitive emotional indicators
  • Tracks specific feedback at each touchpoint through dedicated comment sections
  • Enables quick identification of pain points through clear phase segregation
  • Provides numerical tracking of satisfaction levels from 0-10
  • Allows teams to monitor the progression of customer sentiment from awareness through advocacy

How to Use

  1. Define Your Journey Phases
    • Start by customizing the Customer Persona and Expectations sections
    • Review and adjust the predefined phases based on your specific customer journey
    • Set up your satisfaction scale metrics (0-10)
  2. Track Customer Progress
    • Plot satisfaction levels using the emotional indicators
    • Record specific feedback in the comment bubbles
    • Document transition points between phases
  3. Monitor and Analyze
    • Track emotional trends across phases
    • Identify patterns in satisfaction levels
    • Note key feedback themes at each stage

Use Cases

  1. Product Launch Monitoring
    • Track customer sentiment from initial awareness through adoption
    • Identify early adoption challenges
    • Monitor advocacy development
  2. Service Experience Optimization
    • Map customer support interactions
    • Track resolution satisfaction
    • Identify service improvement opportunities
  3. Customer Retention Analysis
    • Monitor engagement patterns
    • Track satisfaction during key retention points
    • Identify churn risk indicators
  4. Marketing Campaign Assessment
    • Evaluate awareness phase effectiveness
    • Track conversion through consideration
    • Measure advocacy development

Technical Essentials

  • Visual satisfaction indicators (happy, neutral, sad faces)
  • Numerical satisfaction scale (0-10)
  • Five distinct journey phases
  • Feedback capture capabilities
  • Phase transition tracking
  • Customer persona section
  • Expectations documentation area
  • Task breakdown by phase

The Customer Journey Map template transforms complex customer experience data into actionable insights. By providing a structured approach to tracking both emotional and behavioral patterns, teams can identify opportunities for improvement and make data-driven decisions to enhance the customer experience. Start mapping your customer's journey today to build better, more engaging experiences that drive loyalty and advocacy.

Customer Journey Map Excel Template

Transform customer experience analysis into actionable insights with an automated template that visualizes the complete customer journey across multiple touchpoints and satisfaction levels.

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