Lesson 1 of 3 · Customer happiness essentials

Know your customers

Know your customers

Customer happiness starts with knowing who your customers are and what they need. In this lesson you will group customers and map their journey.

Group customers by what they need

Do not group customers only by who they are. Group them by what they need.

  • A first-time applicant needs step-by-step help
  • A business that renews every year needs speed
  • A senior citizen may need a person, not an app

A customer journey map

Follow every step, from finding the service to getting the result.

  1. 1

    Find

    How does the customer learn about the service?

  2. 2

    Apply

    What forms and documents are needed?

  3. 3

    Wait

    How long, and do they know what is happening?

  4. 4

    Receive

    Do they get the result first time, without coming back?

For each step, write three things

Tap each card to open it.

1What they do

The actions the customer takes at this step.

2What they feel

Confident, confused, worried, pleased?

3Where they get stuck

The pain points: these are your first improvements.

Quick check

Who should help you build the journey map?

Show the answer

Real customers and front-line staff. Customers and front-line staff know the pain points that managers do not see.

Leana's tip

Try the service yourself, as a customer, from start to finish. Note every moment you feel unsure. It is the quickest way to start a journey map.

What to remember

  • Group customers by what they need.
  • Map every step: what they do, feel and where they get stuck.
  • Build the map with customers and front-line staff.