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Growth & Customer Experience · Free worksheet

Find where customers are slipping away.

Every business has a path from “never heard of you” to “tells their friends about you.” Map yours in six stages, rate each one honestly, and see which stage to fix first.

Free worksheet6 stagesPrintable

Map your customer journey

Answer from the customer's point of view, not how it's supposed to work. Fill in what you can; the ratings matter most.

Discover

How do people first hear about you and decide to reach out?

Inquire

What happens when someone calls, fills out a form, emails, or messages you?

Decide

How do quotes, consultations, and follow-up work until they say yes or no?

Get started

After they say yes: scheduling, paperwork, payment, and kickoff.

Deliver

The service itself: updates, communication, and handoffs between people.

Return & refer

After the job: check-ins, reviews, repeat business, referrals.

Want help putting this into practice?

This tool is a starting point. Liberty Smart helps businesses and organizations turn it into a working system through our Growth & Customer Experience work.