BUSINESS TEMPLATE · T23

Customer Journey Sheet

Maps the customer experience.

Complete your template

Answer each question using the guidance and example underneath it. You do not need perfect answers. If you do not know something, write Unknown so your AI does not fill the gap with a guess.

Stage

Name the customer journey stage.

ExampleNew customer onboarding

Customer goal

What is the customer trying to accomplish here?

ExampleUnderstand what happens next and get started quickly.

Question

What are they likely asking? Use evidence when available.

Example'What do you need from me before kickoff?'

Touchpoint

Where does the interaction happen?

ExampleWelcome email and kickoff call.

Owner

Who internally owns the stage?

ExampleCustomer Success Coordinator

Friction

What known difficulty exists?

ExampleCustomers often do not know which access credentials are needed.

Evidence

What supports that conclusion?

ExampleSupport tickets and onboarding call notes.

Improvement

What change should be tested?

ExampleSend access checklist immediately after purchase.

Take it to your AI of choice

When you are finished, copy the package below and paste it into ChatGPT, Claude, Gemini, or another AI assistant. It includes your completed template plus instructions that tell the AI how to use it without inventing missing facts.

What the AI will be told

Use this completed template as business context. Keep facts, assumptions, and unknowns separate. Do not invent missing information. Help me turn it into a practical, usable business resource and identify what information would improve the result.

After copying, open your AI assistant, start a new chat, paste the content, and send it.