Solutions / Sales & Marketing / Customer Journey Mapping

Customer Journey Mapping

Most journey maps are built in a workshop from internal assumptions. The useful version is built from evidence about what customers actually did.

Built from evidenceReconstructed from behavioural, CRM and interview data rather than assembled in an internal workshop.

Leaks sizedEach drop-off point quantified by volume and value, so fixes are prioritised by cost not visibility.

The whole buying groupEvery role that influences the decision, including the ones you currently never speak to.

unqualified list scored Tier 1 — in-market now Tier 2 — building signalTier 3Tier 4 scored account set
Where the addressable value concentratesVolume without qualification

In simple terms

You tell us the journey you think customers take. We reconstruct the one they actually take from behavioural evidence and interviews, and size what each drop-off point costs you.

What Customer Journey Mapping is. Journey mapping documents the real path from first awareness to purchase and renewal, built from behavioural data and customer interviews, with friction points quantified so fixes can be prioritised by cost of the leak.

What makes this different. Most commercial work adds activity. This adds evidence about which activity works, so the same team and the same budget produce more without simply doing more.

What the service covers

These are the areas we work across, such as the ones below. We combine them in the proportion your question needs, and we tell you which ones your question does not need.

Journey reconstruction

The actual path built from behavioural, CRM and interview evidence, including the steps that happen before you have visibility.

Friction quantification

Each drop-off point sized by volume and value, so remediation is prioritised by cost rather than by visibility.

Buying committee mapping

Every role that influences the decision, what each needs at each stage, and which ones you currently never reach.

Intervention design

Specific changes at specific points, with the expected effect and the measurement to confirm it.

Questions this answers

If something like this is on your agenda, the engagement is already half scoped.

  • Where exactly do customers drop out, and what does each drop cost us?
  • How long is our real sales cycle, and where does the time go?
  • Who else is involved in the decision that we never speak to?
  • Which touchpoint does the most damage to our conversion?
  • What are buyers doing in the months before they contact us at all?

How you can use this

A few of the situations where this service does real work.

Losing people mid-funnel

Conversion drops somewhere and nobody can pinpoint where.

The exact stages, sized by what each one costs

A sales cycle that is too long

Deals take longer than they should and the time is unaccounted for.

Where the time actually goes, stage by stage

Missing a decision-maker

You keep losing at the final stage to someone you never met.

The full buying group mapped, with what each needs

Prioritising experience investment

Several fixes are proposed and budget covers one.

The fix with the largest measured return

What changes for your business

The practical difference between running on this and running on what you have now, such as the following.

You see what is actually working

Performance measured to pipeline and revenue, so reallocation decisions rest on evidence rather than on channel fashion.

The same budget produces more

Spend moves to what converts, which usually changes results without changing the total.

Your team spends time on the right accounts

Prioritisation means limited selling hours go where the opportunity genuinely is.

Sales and marketing stop arguing

A shared, evidenced definition of a good lead removes the most common source of friction between the two functions.

Your systems become trustworthy again

Clean, verified, mapped data means reporting people act on rather than question.

It keeps working after we leave

Scoring models, playbooks and processes are handed over so the improvement is repeatable, not a one-off lift.

Who this is for

Roles that commission this work most often include those below. Each asks a different question and gets a different cut of the same evidence.

Sales leadership

Where should the team spend its time, and why there?

Territory and account priority grounded in evidence, with the reasoning attached so reps trust it.

Marketing leadership

Which of our spend is actually producing pipeline?

Performance measured to revenue rather than clicks, with specific reallocation and expected effect.

Revenue operations

Can our systems support the process we are trying to run?

Clean, mapped, validated data that loads into your stack and stays usable.

Business development and partnerships

Who should we be approaching, and with what?

Qualified targets with the context to open a conversation that is not generic.

Commercial and executive leadership

Is our commercial engine improving or just busier?

A clear view of what changed, what caused it, and what to do next quarter-on-quarter.

Typical clients

B2B sales organisations with a defined target marketMid-size companies scaling a commercial teamMarketing teams under pressure to prove returnRevenue operations and enablement functionsBusinesses opening a new territory or channel

How we work

The third step is the one that makes the output usable, and it is the one most work of this kind skips.

Step 1

Understand the decision

We start from what you need the commercial engine to do differently, because that decides what to measure and what to ignore.

Step 2

Gather and verify

Your own data, external sources and direct verification, with coverage and quality reported honestly rather than smoothed over.

Step 3

Read it for your position

Your segment, deal size and sales motion decide what a good lead, a good account or a good channel actually looks like.

Step 4

Hand over something usable

Files mapped to your systems, models your team can apply, and a walkthrough so it gets used rather than filed.

One finding established once Upstream supplierProducer or provider Channel or partnerInvestor Secure capability earlyBring the change forward Prepare for the shiftReprice the exposure four different recommended actions
Step three in practice. Your position decides what a finding means.

What you receive

Verified dataset or analysis in your preferred format

CRM-ready filemapped to your fields and validated on import

Methodology note covering sourceschecks and coverage rates

Playbook for using the outputplus a walkthrough with the team

Access to Phi, our AI research platformincluded

Every engagement comes with access to Phi. Ask questions of your own findings in plain language, pull the evidence behind any number, and keep querying long after the work is delivered. Your team gets the working intelligence, not just the document.

Open Phi
Request a sample Real work with the client's identity removed.

Ways to start

Tell us the decision and the date it has to be made by. We will recommend the smallest engagement that gets you there.

1-2 weeks

Pilot batch

A first tranche of records or analysis, so you can test quality before committing.

4-6 weeks

Full programme

The complete build, delivered to your CRM or systems.

Monthly

Continuous refresh

Ongoing enrichment, monitoring and replenishment on a set cadence.

Common questions

Is this qualitative or quantitative?

Both, deliberately. Behavioural data shows where people drop out; interviews explain why, and neither alone supports a good fix.

How many interviews do you run?

Typically fifteen to thirty across segments and outcomes, including customers who chose a competitor or chose nothing.

Who owns the work?

You do. It is exclusive to you, it is not resold, and working files are handed over unlocked.

Will you sign an NDA?

Yes, before the first conversation if you prefer.

Tell us the decision you are facing

Send us the question, the context and your timeline. You get back a recommended first step, what evidence it needs, and what it costs. Not a capability deck.