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Workshop Exercises: Understand

Touchpoint Mapping

Identify customer touchpoints to improve the entire funnel

Illustration of Touchpoint Mapping

Why: Mapping out touchpoints can help identify gaps, bottlenecks, and unmet customer needs

When: Use to improve the end-to-end customer journey, optimize customer interactions, or develop a new product or service

Instructions for running this play

  1. Review business goals (final outcome) and present relevant user research.
  2. Draw the following on a large surface and post sticky note a and b:
  3. Conduct Silent Storming with the group on how the user is exposed to- and interacts with your brand or product, in between, and after point a and b.
    1. Anticipate multiple pathways
    2. Brainstorm on several stages: awareness, before purchase, during purchase, after purchase, before use, during use, and after use. Consider naming the stages later using Affinity Mapping.
  4. Each member of the group does a Playback of their notes and places them along the dashed line in the order they occur.
  5. Discuss and rank the criticality of each touchpoint to identify your biggest impact. Consider following up with Impact Mapping.
  6. Write How Might We…*…questions for the most critical steps.

Tips to perfect this play

Master and adapt the play to fit your context and needs.

Tip: A shared understanding

Maps are for creating a shared understanding across disciplines – between you, your team, and your stakeholders. Invite everyone relevant.

Tip: Omni-channel mapping

Explore touchpoints across multiple channels and platforms to ensure a seamless and consistent experience for customers across all touchpoints.

Run better workshops with Learning Loop card decks.

Every card deck includes workshop patterns, so your team can put the methods to work in your next session.

Running behavioral design workshops? The Persuasive Patterns Workshop Playbook (PDF) shows you how to design and run them.

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