Customer Journey Mapping

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This Airbook discusses customer journey mapping using lead, opportunity, usage, and billing tables. It covers identifying marketing sources generating qualified leads, analyzing the active pipeline, and understanding how free users are using the product. The analysis helps optimize the customer journey and improve customer retention. The document provides a detailed guide on how to use lead, opportunity, usage, and billing tables to analyze how customers are moving through the sales funnel. It helps identify which marketing sources are generating more qualified leads, the number of opportunities at each stage in the pipeline, the ARR at each stage, and how free users are using the product.

Why should I do Customer Journey Mapping?

In the modern business landscape, understanding the customer journey is crucial for optimizing your sales funnel and improving customer retention. The Airbook's Customer Journey Mapping Template is a comprehensive tool that allows businesses to map out their customer journey using lead, opportunity, usage, and billing tables.The importance of this analysis lies in its ability to provide insights into various aspects of the customer journey.

For instance, it helps identify which marketing sources are generating more qualified leads, how many opportunities are parked at each stage in the pipeline, and how much ARR is parked at each stage. Moreover, it provides an understanding of how free users are using the product and where they are dropping off.The template uses data from various sources like Marketo for the Leads Table, Salesforce for the Opportunity Table, and BigQuery for the Product Usage Table. By analyzing this data, businesses can optimize their customer journey and improve customer retention.The Customer Journey Mapping Template is particularly useful for businesses that want to understand their customer's journey better, from the first point of contact to the final purchase or interaction. It allows businesses to visualize the path that customers take to get to their product or service, identify any potential roadblocks or pain points along the way, and find ways to streamline the process for a better customer experience.The template is also beneficial for marketing teams as it helps identify which marketing sources are generating more qualified leads. This information can be used to optimize marketing strategies and allocate resources more effectively.

In conclusion, the Airbook's Customer Journey Mapping Template is an essential tool for any business looking to improve their understanding of the customer journey. By providing valuable insights into customer behavior and preferences, it allows businesses to make informed decisions that can lead to improved customer retention and increased sales.

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