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  • Writer's pictureMichael Ridgewell

Top Five Tips for Managing a Customer Journey

Updated: Apr 9

Tips to exploring the customer journey

I love cars. Always have done, even as a kid.  When I finally learned to drive, I became fascinated with the idea that cars were more than metal and parts, but a gateway to adventure – something that could carry you on a journey to the mountains, the beach, to gigs, to see friends. Road trips were often as much fun as the destination. Happy days.

I think of this when hearing about The Customer Journey. Good Customer Journey Management is critical in shaping the experiences, perceptions, and ultimately the decisions of your audience. Managing this journey with love, care, and attention can set your brand apart, fostering deeper emotional connections just as much as driving repeat purchases.

Here are my Top Tips for locking in the fundamentals of managing a journey – with the caveat that you must personalize it to your own needs and segments. Create your checklist that’s right for you.


Have a Plan

You can’t plan a journey unless you know where you are going, and what you will need along the way. This means starting your plans with the right intention, understanding what defines success, and the resources needed to get there. Map out the journey across the entire lifecycle – online and offline - from awareness to advocacy. Make sure your organization embraces this, and their roles at critical points in the journey. (If you need help with this, give me a call)


Understand What Your Customer Wants

What do your customers want out of the relationship with you? Is the relationship based on love or practicalities? You may have a good idea, but if you are unsure, good comprehensive research will be your friend to understand your customer's emotive needs, preferences, and pain points. Be sure to update your Customer Personas regularly. Times change, be ready to evolve as needed.



Personalization Makes Perfect

It’s 2024. Customers expect you to use the data you have on them with a degree of intelligence. Tailor experiences to customer needs and preferences that are appropriate for you, and practical to be executed on. This may mean that persona clusters or micro-segments would be more realistic than 1-to-1 personalization. Think about how and where consumers interact with your organization. How can those moments be influenced? Test what works for you, and use your data and results to understand behavior patterns and continue to refine interactions.


Be Consistent

Your customers do not flow through funnels in linear ways. This means you should ensure consistent messaging across all channels, paying particular attention to where and how customers want to interact with you. Consistency reinforces your brand's value proposition and helps build trust with your customers. Your mobile experience should be just as good as your website experience, and your in-store experience can’t live in isolation from your digital world. Think about the last 100 feet of the journey, right down to the final product or service delivery. Are you “unboxing-video worthy”? Do you surprise and delight? Do you say Thank You just as much as you say Buy Now? Post-purchase moments can be critical to drive repeat business by building emotional bonds.


Create A Feedback Loop

Establish mechanisms for collecting and analyzing feedback at various stages of the customer journey. Use this feedback to make continuous improvements – a customer-centric culture is vital. This includes feedback from your entire team. Make sure your team’s voice is heard on how to enhance what you offer. They may be closer to the consumer than you realize. Think about any opportunities for customer insights from your different teams. Remove any processes, barriers, or silos that may prevent you from understanding the full Journey Picture.



By focusing on these essential elements, brands can effectively manage the customer journey in a way that’s right for them. This can enhance customer satisfaction and foster long-term retention and loyalty. Remember, the journey evolves with your customer's needs and preferences. Continuous improvement is key to staying relevant and competitive, so take these tips for a spin – let me know how your journey goes.

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