Map your customer's end-to-end experience with your product or service. This exercise helps teams grasp customer needs, pain points, and opportunities for improvement at every touchpoint. It's not always pretty, but always insightful.
Duration
2 hours
Group Size
5-8
Category
Atlassian
Difficulty
Easy
Understand the customer experience from their perspective. Identify pain points and moments of delight. Align team understanding of customer needs. Prioritize improvements based on customer impact. Build empathy for customer challenges.
Mapped customer journey
Visualized customer experience
Prioritized improvement opportunities
Include customer quotes and data. Involve customer-facing team members for authentic insights. Keep the customer perspective central; avoid internal jargon. Sometimes, teams get bogged down in debating the 'right' journey – remind them it's about getting a shared understanding, not perfection.
Define scope and persona (15 min): Choose a specific customer persona and journey. 2. Identify stages (15 min): Define major stages (e.g., Awareness, Consideration, Purchase, Onboarding, Usage, Advocacy). 3. Map touchpoints (30 min): List all customer interactions at each stage. 4. Add customer thoughts and feelings (30 min): For each touchpoint, note customer thoughts, feelings, and actions. 5. Identify pain points and opportunities (20 min): Mark friction areas and potential improvements. 6. Prioritize improvements (10 min): Vote on the most impactful improvements.
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Before you run the room, you read it. Steal from facilitators who've made every mistake, study the moves that worked, and stockpile exercises you can pull when the agenda goes sideways. Your reading list now is your toolkit later.
A workshop is a sequence of decisions you make before anyone walks in: who's there, what changes by the end, where the energy spikes and dips. Block out the time, name the moves, leave room for the room. Plan tight enough to start, loose enough to follow what actually happens.
The plan meets the room and the room wins. Your job is to read what's actually happening, not what you scripted, and steer with small, specific moves. Hold the timer. Surface the unsaid. Cut what's not landing.
The hour after the workshop is when the value either compounds or evaporates. Capture what surfaced, send the artifacts before momentum dies, and write down the one thing you'd do differently. Run enough sessions and the patterns become a craft.
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