The Customer Journey Audit: Finding the Gaps in Your Path to Purchase
May 5 @ 11:00 am - 12:00 pm
Are your potential buyers getting stuck before they reach the finish line? This session identifies the “friction points” in your current business model and replaces them with a cohesive, professional brand experience. We will move beyond simple lead generation to explore the full lifecycle of a client—from the moment they first discover your brand to the day they become a loyal advocate. By auditing your current marketing assets and understanding the “rhythm” of your specific sales cycle, you will learn how to provide the right information at the right stage to build lasting trust.
By the end of this session, participants will be able to:
- Document the 5-Stage Path: Capture the specific customer experience at every stage: Awareness, Consideration, Purchase, Onboarding, and Retention.
- Resolve Critical Friction Points: Pinpoint exactly where prospects typically stall or get stuck in the sales cycle to prioritize immediate improvements.
- Audit Marketing and Thought Leadership Assets: Inventory existing content—such as case studies, webinars, and newsletters—to ensure relevance and alignment with the buyer’s needs.
- Map Technology to the Journey: Identify the necessary tools (CRMs, Marketing Automation, and Customer Portals) required to support a seamless flow between stages.
- Analyze Conversion Timelines: Understand the “rhythm of business” by calculating how long buyers spend in each phase and how often they successfully move to the next.
- Ensure Brand Cohesion: Evaluate visual branding, tone of voice, and messaging clarity to create a consistent identity that differentiates the business from competitors.
