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A step-by-step guide to mapping the buyer’s journey and measuring customer experience

Jan 03, 2025 - Doug Shaffer
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Step-by-step guide to mapping the buyer's journey | Cart.com
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Understanding your customers' journey is essential for growth and expansion for today's retailers. The buyer's journey represents the path customers follow, from discovering a need to making a purchase decision and beyond. 

By mapping this journey, businesses gain valuable insights into their customers' expectations, emotions and challenges at every stage. When combined with robust customer experience (CX) measurement, this understanding transforms into actionable strategies that enhance satisfaction and build loyalty. The following guide provides a step-by-step approach to mapping your buyer's journey and evaluating CX to ensure every interaction meets and exceeds customer expectations.

What is the buyer’s journey?

The buyer’s journey is a framework that describes the process customers follow when interacting with a brand. It’s typically divided into three stages:

  • Awareness: The customer identifies a problem or need.
  • Consideration: The customer researches solutions and evaluates options.
  • Decision: The customer selects a product to purchase.

Each stage requires specific messaging, tools and touchpoints to meet the customer where they are. For instance, during the Awareness stage, content like blog posts or social media ads might educate potential customers. While in the Decision stage, personalized demos or testimonials could help close the sale. Understanding these stages ensures brands address their audience’s needs at the right time, improving CX.

Why mapping the buyer’s journey is crucial

Mapping the buyer’s journey is about more than creating a visual diagram; it’s about gaining actionable insights. A well-mapped journey helps brands identify friction points, align internal teams and optimize touchpoints to deliver seamless experiences. 

For example, if customers often abandon carts during checkout, mapping can reveal the cause – such as unclear pricing or a complicated process.

Businesses can also tailor their marketing and sales efforts more effectively when they understand customer preferences and pain points. A mapped journey aligns teams – from marketing to customer service – ensuring everyone works toward the same CX goals.

cart.com logo, ecommerce analytics charts on laptop

Step-by-step guide to mapping the buyer’s journey

Optimizing the buyer’s journey is foundational for any business aiming to enhance customer experience. From the moment a consumer discovers your brand through the post-purchase experience and beyond, you can uncover actionable insights and optimize every interaction by systematically laying out the steps customers take from awareness to decision-making. 

In this section, we’ll walk you through the key steps required to effectively map the buyer’s journey, ensuring your strategies are rooted in customer-centric thinking and designed for measurable success.

Step 1: Gather customer insights

The best way to collect data is through surveys, interviews and analytics. Surveys provide quantitative data, such as satisfaction scores, while interviews offer deeper, qualitative insights into customer motivations and frustrations. Analytics tools can reveal patterns in user behavior – for example, where drop-offs occur in the sales funnel. 

Combining these sources helps create well-rounded customer personas that reflect your key audience segments' priorities, challenges and goals. A thorough understanding of your customers sets the foundation for an effective journey map.

Step 2: Define the journey stages

To successfully define the journey stages, you'll need to consider the buyer's journey as a narrative of your customer's experience, with your brand serving as a guide at every step. 

Start by dividing this journey into well-defined, actionable phases. During the Awareness stage, your customer becomes acquainted with your brand and begins to identify their needs. In the Consideration stage, they explore and evaluate various solutions to their problem. Finally, the Decision stage sees them committing to a specific purchase. 

Once you've separated the journey, it's easier to pinpoint the digital and physical touchpoints that influence their buying behavior. For instance, blogs and social or paid ads may capture attention during Awareness, while a seamless checkout process can clinch the deal in the Decision stage. The goal is to create a unified experience that engages and supports customers throughout their journey.

The various buyer’s journey formats

Numerous experts have interpreted the buyer’s journey. Some reflect only three stages, while others include six or more phases. None are wrong – but it’s essential to pick a model that fits your industry, product and customer.

In retail, it’s often essential to look at the journey beyond the sale. The post-purchase experience (order fulfillment, delivery, etc.) is another part of the journey, as is continued engagement to encourage repetitive purchases, loyalty and advocacy.  You may also select a buyer’s journey that fits where your brand is at. A large, long-time brand may approach the buyer’s journey than a startup brand just seeing growth.

Step 3: Map customer emotions and motivations

Understanding how customers feel and what drives them at each stage is crucial. For example, a prospective buyer may feel excited but overwhelmed during the Awareness stage due to the abundance of information available. 

Mapping these emotions allows you to address concerns proactively. Tools like empathy maps or customer feedback can highlight emotional triggers, helping you create content or touchpoints that resonate deeply with your audience.

Step 4: Identify key metrics at each stage

Define the metrics that will help you gauge the success of each stage in the journey. In the Awareness stage, metrics like website traffic or social media engagement can reveal how effectively you capture interest. During Consideration, leads generated or time spent on product pages might indicate how well you’re informing potential customers. For the Decision stage, conversion rates or sales figures show how successful your efforts are in closing deals. Aligning these metrics with broader CX goals ensures measurable progress.

Step 5: Visualize the journey

Creating a visual representation of your buyer's journey using flowcharts, infographics or journey mapping software can help clarify complex processes. A few of the elements you'll want to include in your graphic are:

  • Buyer Touchpoints
  • Customer Emotions
  • Key Metrics

This visual tool can serve as a reference for teams across your organization, ensuring alignment and consistency in delivering customer experiences.

Step 6: Collaborate across teams

When creating the journey map, you'll want to bring together marketing, sales, customer service, customer success and product team representatives to align on key insights. Collaboration ensures the map reflects the full spectrum of customer interactions. Once your organization creates the map, regular workshops or brainstorming sessions can foster a culture of alignment where all teams work towards enhancing CX.

Step 7: Continuously update the journey

It's important to note the buyer's journey is not static – it evolves with changing customer behaviors, market trends, and business strategies. Often, the best way to stay ahead of shifts is to conduct periodic reviews of your journey map to identify areas for improvement and gather new data through ongoing feedback or emerging analytics tools. 

For example, if customer preferences shift towards mobile interactions, your map should reflect this by emphasizing mobile-friendly touchpoints. Continuous updates ensure your journey map remains relevant and actionable.

Step 8: Post-purchase and fulfillment

Many organizations consider the journey complete when a consumer buys something. However, the buyer’s journey doesn’t end at the point of purchase – like mentioned above, it extends into the post-purchase phase, where customer retention and loyalty become the focal point. 

Fulfillment processes, onboarding support and proactive communication are critical in ensuring satisfaction. For instance, clear updates on shipping or personalized follow-ups can reassure customers and enhance their experience. This stage is also an opportunity to gather feedback and foster relationships through loyalty programs or exclusive offers. Addressing post-purchase needs ensures a complete and satisfying journey, turning one-time buyers into long-term advocates.

How to measure customer experience effectively

Measuring customer experience (CX) requires a blend of qualitative and quantitative insights to capture the full picture. Beginning with tools such as customer surveys, reviews and Net Promoter Scores (NPS) can be a great place to start, as they provide vital information on how your audience feels about your brand. 

It’s also crucial to examine customer support metrics, including response times and resolution rates, to assess satisfaction after the purchase. Additionally, retention-focused data, such as churn rate and customer lifetime value (CLV), can highlight how effectively your brand cultivates loyalty over time. For instance, if retention drops after a first purchase, this may signal gaps in your onboarding process that need addressing.

By integrating these diverse metrics, you can develop a comprehensive understanding of customer perceptions and interactions, ensuring every stage of the journey meets their expectations.

Improve your buyer’s journey with Cart.com

Mapping the buyer's journey and measuring customer experience is critical to building a customer-centric business. By understanding customer behavior, identifying pain points and tracking performance metrics, brands can create seamless and satisfying experiences. 

While it may be tempting to revamp the journey immediately, starting small is important – gathering data, defining one journey stage and refining your approach over time. With a clear map and actionable insights, you'll foster loyalty and set your business apart in a competitive marketplace. 

Discover how Cart.com helps our partners enhance their buyer’s journey and measure customer experience from discovery to delivery. Our commerce software, growth marketing, marketplace and customer engagement services help brands convert, while our omnichannel 3PL services let you delight buyer’s after the sale. Contact our team today to learn more.