Free Customer Journey Mapping
This template is a "Customer Lifecycle Documentation" flowchart, meticulously detailing the various processes involved from initial marketing to customer success. It is broadly divided into three main operational areas: "MARKETING PROCESS," "SALES PROCESS - LEAD MANAGEMENT," "SALES PROCESS - PIPELINE MANAGEMENT," and "CUSTOMER SUCCESS PROCESS."
The "MARKETING PROCESS" begins on the left, illustrating steps (dark blue rectangles) and decision points (light blue diamonds) that lead to lead generation. This flows into the "SALES PROCESS - LEAD MANAGEMENT" and subsequently "SALES PROCESS - PIPELINE MANAGEMENT," showcasing the stages of qualifying and nurturing leads, and managing the sales pipeline through to a closed deal. Finally, the "CUSTOMER SUCCESS PROCESS" on the far right outlines post-sale activities focused on customer retention and growth.
Beneath the main flowcharts, a color-coded horizontal bar further categorizes the overall customer lifecycle: "Marketing" (green), "Sales" (blue), and "Customer Success" (orange/red). Each of these categories is subdivided into specific stages like "Visitor," "Prospect," "MQL," "SQL," "Closed Won / Lost," "Onboarding," "Adoption," "Value Realization," and "Growth / Expansion." This template provides a comprehensive, structured, and visually clear representation of the entire customer journey and internal processes supporting it.
