7 Steps to Build Your Customer Journey Map to Boost Your Small Business Marketing

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By Michelle Hatch
3 min read

Table of Contents

If you’ve ever wondered why your marketing isn’t working as well as it could, or why leads seem to drop off before becoming loyal customers, the answer might lie in how you understand your customer journey. Mapping that journey can give you valuable insight into what your customers are thinking and feeling — and what actions they’re taking — at every stage of their relationship with your business.

What is a Customer Journey Map?

A customer journey map helps you visualize your customer’s experience with your brand, from their first interaction to when they become a loyal advocate.

When you map out your customer journey, you can:

  • See where customers are getting stuck or dropping off.
  • Find opportunities to improve touchpoints and communication.
  • Create consistent experiences across your marketing, sales, and customer service efforts.

Step 1: Know Your Audience

Before you can create an effective customer journey map, you must first understand who your ideal customers are. Identify their needs, goals, challenges, and motivations. You can use customer surveys, interviews, and analytics to gather data.

Questions to Ask:

  • Who is your ideal customer?
  • What are their biggest pain points?
  • Where do they spend time online?
  • How do they make purchasing decisions?

Step 2: Create Awareness

At the top of the hourglass, your goal is to make potential customers aware of your business. Use marketing tactics that help your audience discover your brand.

Examples:

  • Search engine optimization (SEO) and content marketing
  • Social media marketing
  • Paid ads or local partnerships

Step 3: Build Engagement

Once your audience is aware of your business, keep them engaged. Provide helpful, educational, or entertaining content that keeps them coming back for more.

Examples:

  • Email newsletters
  • Downloadable resources
  • Free webinars or events

Step 4: Try – Trial or Low-Risk Engagement

Encourage potential customers to take a low-risk step toward doing business with you. This could be a free trial, consultation, demo, or small purchase.

Examples:

  • Free trial or product sample
  • Discount on first purchase
  • Free consultation or assessment

Step 5: Buy – Convert

When customers are ready to buy, make the process as smooth as possible. Ensure your checkout, sales, or onboarding process is easy and reassuring.

Examples:

  • Clear calls-to-action on your website
  • Simple checkout process
  • Follow-up support for new customers

Step 6: Repeat – Build Loyalty and Credibility

After the purchase, continue building trust and encouraging repeat business. This is where you turn one-time buyers into loyal customers.

Examples:

  • Customer appreciation emails or rewards programs
  • Surveys to get feedback
  • Regular communication with existing customers

Step 7: Refer – Turn Clients into Advocates

Encourage happy customers to share their experiences and refer others. Word-of-mouth marketing is one of the most powerful growth drivers for small businesses.

Examples:

  • Referral or affiliate programs
  • Testimonials or case studies
  • Encouraging reviews on Google or social media

Consistency is Key for Optimal Results

The results of this investment in time compound and allow you to create a predictable, repeatable system for growth. The more you understand and refine your customer journey, the more effective your marketing will become.

Ready to Build Your Customer Journey Map?

If you’re ready to start mapping your own customer journey, Hatch Strategic Growth can help. Contact us today to get started!