PCX_03Product & Customer Experience System™ 2–3 weeks

    Customer Journey & Behaviour

    Decode how customers actually behave — across the full journey — and expose where they hesitate, drop or churn.

    Why it matters

    Behavioural data lives in 4 tools and nobody connects it. The result: nobody knows where users actually drop. This module unifies behaviour into a single journey map + cohort dashboard so every team sees the same friction.

    Scope covered

    End-to-end journey map (acquire → activate → retain → expand)
    Behavioural cohort analysis (weekly + monthly)
    Friction & drop-off heatmap per stage
    Activation funnel review (signup → Aha)
    Event taxonomy + tracking-plan v1
    Session-replay diagnosis on top-3 drop steps
    How we run it

    Our methodology

    A senior-led delivery sequence — not a template dump. Each phase is operated with your team, not handed over as a deck.

    1. 1

      Journey mapping workshop

      Week 1

      Map the end-to-end customer journey across awareness → activation → expansion → advocacy with cross-functional owners.

    2. 2

      Behavioural data layer

      Week 1–2

      Stitch CRM + product + support data into a single behavioural view per account; surface the moments-of-truth.

    3. 3

      Friction & drop-off audit

      Week 2

      Quantify drop-off at every stage; rank friction points by revenue impact and feasibility to fix.

    4. 4

      Intervention design

      Week 2–3

      Design lifecycle interventions (in-app nudges, CSM plays, lifecycle email) per segment and stage.

    5. 5

      Journey scorecard install

      Week 3

      Lock the monthly journey scorecard and the cross-functional cadence that runs it (Product + GTM + CS).

    Deliverables

    • Behavioural cohort analysis
    • End-to-end journey map
    • Friction & drop-off heatmap
    • Activation funnel review

    KPIs & Targets

    • Tracking plan coverage≥95% key events
    • Top-3 friction steps fixed<60 days
    • Activation lift (post-fix)≥20%

    Stakeholders

    Head of ProductGrowthAnalyticsDesign

    Timeline

    2–3 weeks