From Touchpoints to Timelines: How to Begin Mapping Your Client Experience [Client Experience Series Pt 2]

Business-First Creatives
16/03/2025 12 min Episodio 196
From Touchpoints to Timelines: How to Begin Mapping Your Client Experience [Client Experience Series Pt 2]

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Episode Synopsis

This is the second episode of the Client Experience Series. Today I'm sharing a breakdown of how to begin mapping your processes as the first step to create and implement your client experience inside your CRM. If you haven't listened to last week's episode on how to audit your current client experience, give it a listen and take my new CRM Self-Audit Quiz at coliejames.com/auditFind it Quickly:00:46 - Recap on Client Experience Series Episode 12:01 - Identify Your Touchpoints3:49 - Required Action or Response?5:52 - Where will the touchpoint take place?6:59 - IdentifyTimeline for each touchpoint9:32 - Recap and Next StepsMentioned in this EpisodeClient Experience Series: Ep 195 - My Audit ProcessTake the Self-Audit Quiz

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