Top Customer Journey Templates for Marketing Managers

Understanding the customer journey is a fundamental aspect for marketing managers aiming to enhance customer experiences and foster brand loyalty. A Customer Journey Notion template organizes pivotal touchpoints, preferences, and feedback, enabling marketers to tailor strategies that align closely with the customer's path from awareness to purchase and beyond. Before embarking on creating your own Customer Journey template, it's recommended to explore these carefully selected Customer Journey templates below to streamline the process and ensure effectiveness.

What Should Customer Journey Templates Include?

Choosing the right Customer Journey Template is crucial for effectively mapping out the path your customers take from awareness to purchase and beyond. Here are key components to look for:

  1. Customer Segmentation: The template should allow for detailed segmentation of your customer base, enabling personalized marketing strategies.

  2. Touchpoints Identification: It should clearly outline all potential customer touchpoints, helping you understand where interactions occur.

  3. Emotion Mapping: Look for templates that include sections for tracking customer emotions at various journey stages to better address their needs.

  4. Conversion Points: Ensure the template highlights key conversion points where customers make critical decisions, aiding in optimizing these areas.

Selecting a comprehensive Customer Journey Template equips you with the tools to enhance customer engagement and drive successful marketing outcomes.

What Should Customer Journey Templates Avoid?

Choosing the right Customer Journey Template is crucial for effective marketing management. It's important to know what features may hinder rather than help. Here are key components to steer clear of:

  1. Overly Complex Processes: Avoid templates that include unnecessary steps or convoluted pathways. Simplicity leads to clearer insights and easier adaptability.

  2. Fixed Customer Personas: Templates that do not allow for easy updates to customer personas can become quickly outdated as market dynamics change.

  3. Limited Data Integration: Ensure the template can integrate with various data sources. Templates that don't support this can lead to incomplete customer views.

Selecting a template that avoids these pitfalls will ensure a more fluid and adaptable approach to understanding and enhancing the customer journey.

1Customer journey mapping

Customer journey maps are an essential piece of any marketing or product strategy, but trying to fit all the subtle (and critical) details into a 5x5 grid just isn't viable.

This template lets you leverage Notion's infinite canvas to map richly detailed customer journeys that convert.

You can use it to help you or your team map out:

- Key user journey stages
- Target personas
- Goals & pain points
- Actions & endpoints
- Use cases, touch points
- Key projects & campaigns
- Surveys, targets, KPIs and more.

Mallin esikatselu nimelle Customer journey mapping

2User Journey Map

Our User Journey Map template offers a detailed approach to understanding your users' experiences. The database allows you to map key stages like activation and onboarding, while tracking actions, touchpoints, emotions, and more. By identifying opportunities and pain points, you can better strategize your user engagement. The embedded Miro board and Figjam file offer visual renditions of the user journey, helping your team gain a comprehensive understanding of your users' interactions with your product or service.

Mallin esikatselu nimelle User Journey Map

3Client Portal

The first 100% secure client portal inside of Notion. The two-part configuration gives internal teams a separate page to work on the client project whilst also allowing you to pick-and-choose what gets shared with the client.

INCLUDED: A ready-to-use template that makes the proposal writing process a flash. The integrated project timeline database creates complete synchronicity between the sales and client fulfilment team.

Mallin esikatselu nimelle Client Portal

4Customer Satisfaction Surveys

A customer satisfaction survey is a questionnaire designed to help businesses understand what their customers think about their products or services, their brand, and their customer support. Customer satisfaction surveys allow companies to improve products strategically, optimize user experience, and deliver exactly what the market demands.

Mallin esikatselu nimelle Customer Satisfaction Surveys

5Get/To/Buy Framework

Do you find yourself struggling to attract new customers to your business? Have you ever wondered how to effectively engage and retain your existing customer base for long-term success? Introducing the Notion Template for the Get/To/Buy Framework – your comprehensive guide to mastering customer acquisition, engagement, and retention strategies with ease and precision.

Holistic framework covering three crucial stages of the customer lifecycle: Get, To, and Buy.

Tailored strategies to attract new customers, engage them effectively, and foster long-term loyalty and repeat purchases.

Real-world examples and case studies showcasing successful acquisition, engagement, and retention campaigns and their outcomes.

Empower your business with a systematic approach to customer lifecycle management, driving sustainable growth and profitability.

Key Benefits (Outcomes)

Acquisition (Get): Implement targeted strategies to attract and acquire new customers, expanding your customer base and increasing market reach.

Engagement (To): Foster meaningful relationships with your customers through effective engagement programs, enhancing brand loyalty and customer satisfaction.

Retention (Buy): Encourage repeat purchases and maximize customer lifetime value by implementing proven retention strategies, driving revenue growth and business sustainability.


What's Inside (Features)

Get (Acquisition): Explore various marketing channels, lead generation tactics, and conversion strategies to attract and acquire new customers.

To (Engagement): Develop customer relationship management (CRM) strategies, engagement programs, and customer experience enhancements to effectively engage and retain customers over time.

Buy (Retention): Implement loyalty programs, upselling/cross-selling strategies, and customer support initiatives to encourage repeat purchases and maximize customer lifetime value.


Ready to take your customer acquisition, engagement, and retention strategies to the next level? Unlock the full potential of your business with the Notion Template for the Get/To/Buy Framework. Don't let customer churn and disengagement hold your business back – equip yourself with the tools and insights needed to build lasting relationships, drive customer loyalty, and achieve sustainable growth. Start optimizing your customer lifecycle management today!

Mallin esikatselu nimelle Get/To/Buy Framework

6User (Persona) experience tracker

Optimize customer acquisition, retention, and profitability by analyzing the best moment at each stage. The methodology allows you to detect key moments in the experience, reinforce the loyalty of existing users through timely actions, and improve the profitability and reputation of your project by optimizing the user experience.

Mallin esikatselu nimelle User (Persona) experience tracker

7CIM OS

The solution to enhance your business's interactions, optimize processes, and drive unprecedented growth. Our CIM is designed to revolutionize the way you manage relationships with your clients, leads, and partners.

Mallin esikatselu nimelle CIM OS

8Merci Grace's willingness-to-pay interview

Merci Grace is a former Lightspeed Ventures Partner and Slack Head of Growth. If you're thinking about starting a company, her willingness to pay template will help you conduct interviews with your core customers to figure out your business model and pricing strategy.

This template is just one of Merci's many product development templates, all of which .

Mallin esikatselu nimelle Merci Grace's willingness-to-pay interview

9UX Playbook

Clear steps to improve your UX process. Ready-to-use templates such as Project Kickoff, Customer Journey Map, Concept Testing, and more, helping you to optimize your workflow. Solutions that can be applied to any UX project.

Mallin esikatselu nimelle UX Playbook

10Client Manager CRM

Customer Relationship Management (CRM): Our Customer Relationship Management (CRM) solution allows you to centralize and organize all relevant information about your customers. From contact details to interaction histories, you can keep detailed track of each business relationship and offer a more personalized service.

Mallin esikatselu nimelle Client Manager CRM

Closing Thoughts

Utilizing these templates streamlines the process of understanding customer interactions at every touchpoint. This clarity allows for more targeted marketing strategies and improved customer retention.

Implementing these tools not only saves time but also enhances the effectiveness of your marketing campaigns. Start integrating these templates today to see a tangible improvement in your marketing outcomes.

What is a Touchpoint?

A touchpoint refers to any interaction point between a customer and a brand which can influence the customer's perception and decision-making process during their journey.

What is a Customer Journey Map?

A customer journey map is a visual representation of every experience your customers have with you, helping to tell the story of a customer's experience with your brand from initial engagement to a long-term relationship.

What is a Moment of Truth?

A moment of truth in customer journey refers to any interaction where a customer may form or change an impression about the brand which can significantly affect their relationship with the company.

Keep reading