Excel Template

Customer journey map template

This free customer journey map template can be used to lay the foundation for your sales funnel. Available in XLSX format, you can modify it to suit your organization.

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The free Excel template is intended to help you lay the foundation for building (or rebuilding) your sales funnel. It is a companion piece for this blog post, which includes instructions for how to use customer journey maps.

This template will help you:  

  • Identify customer jobs-to-be-done
  • Identify customer touchpoints
  • Determine the lead stage
  • Map your customer goals to company activities
  • Get a high-level view of the tools needed to build your sales funnel

Remember that this template is modular, and you should modify it to suit your organization. Try adding additional journey stages or duplicating it for each of your customer segments.

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