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Best practices for mapping the customer buying journey

Gustavo Goncalves
Gustavo Goncalves

Apr 15, 2025

Best practices for mapping the customer buying journey
12:04

Today, we're going to talk about a very important topic for anyone who wants to improve their relationship with their audience: the customer buying journey. But what exactly is it?

Read on and we'll get to know some of the essential practices you can use to optimize your marketing strategy.

Let's go?

What you'll see in this post:

Happy reading!

Understanding the customer buying journey

The customer journey is the path the customer takes from the moment they perceive a need or problem, to the decision in the process of buying a product or service to solve it.

It's like a map, guiding the customer through each step until they make a purchase.

To help you visualize this process better, imagine that this journey is divided into three stages:

  1. Awareness: Here, the customer realizes that they have a problem or a need, and then they start looking for information to better understand what is going on.
    For example, someone might notice that they need a more efficient way of organizing their daily tasks.
  2. Consideration: At this stage, the customer already understands their problem and begins to consider the options available to solve it.
    They research different products or services, compare features and prices, and evaluate which solution seems most appropriate.
    Returning to our example, this person might search for organizing apps and read reviews to find the best one.
  3. Decision: Finally, the customer decides which solution to buy. They choose the product or service they believe is best suited to solving their problem.

In our example, the customer chooses the app that seems to have the best features and ratings.

Now, why is journey mapping so important for your business? Simple! When you understand each stage your customer goes through, it's much easier to offer the right content at the right time, making it easier for them to make a decision.

This not only improves the customer experience, but also increases the chances of conversion and loyalty.

This practice can transform the way you communicate and sell, making your business even more successful!

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Collecting relevant data

Collecting data is a very important factor for any business, but remember that information about your customers can be found in many places.

Market research is a great starting point, helping to understand trends and behaviors.

Don't forget direct feedback from customers - whether through reviews, comments on social networks or emails, as these can provide valuable insights.

In addition, Google Analytics is a very useful tool for analyzing the behavior of visitors to your site.

And, of course, your CRM (Customer Relationship Management) can be a treasure trove of information about past interactions and customer preferences.

The most efficient collection methods

Now that you know where to look, let's talk about how to collect this information. Interviews are an excellent way of obtaining detailed and personal information.

Try talking directly to some customers to understand their needs and expectations.

Focus groups are also useful for discussing perceptions in a controlled environment. If you prefer a more comprehensive method, online surveys are quick and can reach a large number of people.

Remember to ask clear and objective questions to get relevant answers.

Recommended tools for mapping your customers' journey

In addition to the aforementioned Google Analytics, SurveyMonkey is a great option for creating and distributing online surveys.

To organize and analyze customer data, consider using a good CRM, such as HubSpot's platform.

This tool helps to centralize information and generate detailed reports, making the analysis process much simpler.

Another tool that can be your greatest ally in this process is Funnelytics, which by simply dragging and dropping, you can build complex sales funnels, visualizing every touchpoint and stage of the conversion process.

With Funnelytics, you can map your customer flows in detail, from the first point of contact to the final conversion.

This includes the ability to track marketing campaigns, landing pages, emails, ads and any other interaction your customers may have along the way.

In addition, the tool allows you to identify the most critical touchpoints within the sales funnel, where customers may be abandoning the process or experiencing difficulties.

By recognizing these areas, you can implement specific actions to improve the user experience, increase conversion rates and, consequently, boost your sales.

With accurate data on conversion rates, engagement and return on investment (ROI), you can optimize your marketing campaigns and strategies based on concrete information.

Diagram showing stages of the purchasing journey and customer interactions.Caption: Customer Journey Mapping.

How to create customer personas

Personas are semi-fictional representations, based on real data, of your ideal customers.

They help to humanize the target audience, making it easier to understand your customers' needs, behaviours and challenges.

With well-defined personas, you can create much more efficient and targeted marketing strategies.

Let's take a step-by-step approach to developing detailed personas:

  • Collect real data: Start by gathering information about your current customers. Use sources such as surveys, interviews, CRM data and social media analysis;
  • Identify patterns: Analyze the data collected and identify patterns of behavior, interests and common problems among your customers;
  • Create detailed profiles: Based on the patterns identified, create detailed profiles of the personas, including information such as age, gender, profession, interests, challenges and objectives;
  • Humanize the personas: Give each persona a name, a photo and a short biography, as this helps to make them more real and facilitates empathy.

Shall we look at a practical example? Meet Ana:

  • Name: Ana Souza;
  • Age: 34
  • Profession: Marketing Manager;
  • Interests: Technology, innovation and travel;
  • Challenges: Improving the efficiency of marketing campaigns with a limited budget;
  • Objectives: Increase engagement on social networks and generate qualified leads.

Ana represents many of her clients who work in marketing and face similar challenges.

With her in mind, you can create content, offers and campaigns that correspond directly to their needs.

How to improve your customers' experience

Now that you have a clear view of the journey, it's time to identify the touchpoints.

These are the moments when the customer interacts with your brand. The most common touchpoints include the website, social networks, emails, customer service and, of course, the point of sale.

Don't forget to list all these points and think about how each one can be improved.

Analysis of emotions and needs

Each stage of the customer journey is accompanied by specific emotions and needs.

In the discovery phase, the customer may be curious; in the consideration phase, they may have doubts; and in the decision phase, they want reassurance.

Understanding these emotions and needs is crucial to optimizing your content marketing strategy and offering the best possible experience.

Personalize your interactions with your customers

Once you understand the customer's emotions and needs, it's time to personalize the experience.

Use the information you've collected about your customers to offer relevant content and offers.

This makes all the difference and shows that you really care about each individual's journey.

Optimize touchpoints

It's not enough just to identify the points of contact, you need to optimize them. Make sure your website is easy to navigate, your social networks are interactive and your customer service is efficient and friendly.

Small improvements can have a big impact on the digital market and, consequently, on your customer's satisfaction.

Always collect feedback

Finally, never stop seeking feedback. Your customers' opinions are valuable and essential for continuous adjustments and improvements.

Create open communication channels and encourage your customers to share their experiences.

With feedback in hand, you can continually adjust and improve the buying journey.

Now it's up to you!

So, are you ready to map your customers' buying journey and transform their experience? Share your sales strategies and experiences with us. We'd love to hear your stories and learn from you!

Take this opportunity to learn more about Funnelytics too. We're sure the tool will help you a lot from now on!

Smarter solutions for journey mapping!

Everything you need to know about the customer buying journey

What is the customer buying journey?

It's the path a customer takes from identifying a need to making a purchasing decision. This process is divided into three stages: Awareness (recognizing the problem), Consideration (searching for solutions) and Decision (choosing the best option).

Why is mapping the buying journey so important?

Because by understanding each stage, your company can deliver the right content at the right time. This improves the customer experience, increases the conversion rate and strengthens the relationship with your brand.

What are the most efficient methods for collecting data about my customers?

Market research, interviews, focus groups, online surveys, CRM analysis, social networks and tools such as Google Analytics are great resources for understanding your audience's behavior and preferences.

What tools can I use to map the customer journey?

Some of the most recommended are:

  • Google Analytics: to understand behavior on the site;

  • SurveyMonkey: to apply online surveys;

  • HubSpot: as a CRM and automation tool;

  • Funnelytics: to visualize sales funnels and customer contact points.

How do I create personas that represent my ideal audience?

By collecting real data from your customers, identifying behavioral patterns and creating detailed profiles with name, age, profession, challenges and objectives. Give your persona a face and a story - this makes it easier to target your campaigns.

What are touchpoints and why are they important?

They are all the moments when the customer interacts with your brand (website, social networks, emails, customer service, etc.). Mapping and optimizing these points guarantees a more fluid and pleasant journey.

How do emotions influence the buying journey?

Each stage of the journey arouses different emotions - such as curiosity, doubt or security. Understanding these emotions helps to offer more empathetic and effective content at each stage of the funnel.

Why is personalization so important?

Because it shows that your brand understands and values the individuality of each customer. Using data to offer personalized communications and offers makes the experience more engaging and increases the chance of conversion.

How can you improve the customer experience at every stage?

Optimize all points of contact, keep your service team well trained, use relevant content and constantly monitor the results. Small, continuous improvements make a big difference.

How can you use feedback to optimize the buying journey?

Encourage evaluations, open communication channels and be attentive to suggestions. Feedback helps identify flaws, improve strategies and strengthen customer relationships.

Smarter solutions for journey mapping!

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