Create Customer Journey Maps with HubSpot Resources

Published on: | Updated on: | Trisha Miles

Worried you’re wasting your marketing budget or missing opportunities to convert more leads? There’s a good chance you don’t have a reliable map of your customer’s journey. 

This article explains how customer journey maps help B2B companies optimize long, complicated sales cycles – and provides everything you need to create and optimize your own maps using HubSpot. 

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What Are Customer Journey Maps? 

Customer journey maps are visual representations of the steps and interactions a customer goes through when engaging with your brand, from the first point of contact to becoming a loyal advocate. These maps help you keep track of your customer’s changing needs, pain points, and behaviors at each stage of their journey. 

Why Customer Journey Maps Are Crucial for B2B Marketers 

The B2B buyer journey is notoriously long and complex, with large buyer teams from multiple departments involved – each needing different kinds of information and experiences from your marketing. Most companies find it difficult to track this process and sustain engagement across up to 12 months. 

Customer mapping reduces that burden, enabling you to anticipate and optimize each step of the process. The net result is: 

  • Increased Engagement: You can select the right content topics, communication channels and delivery cadence for each persona at each stage of the journey to optimize engagement. While this is never going to be perfect, a map helps dramatically increase your hit rate and deliver better results across the most important metrics. 
  • Efficient Budgeting: Your maps help to anticipate costs and understand the budget required to move prospects through the funnel.  
  • Increased Alignment: Mapping the buyer journey helps your sales and marketing teams collaborate more effectively. Roles and responsibilities are clearer, gaps in your nurture strategy are uncovered, and the entire sales and marketing process is more unified. 

But how do you actually achieve these benefits? 

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4 Elements Your Customer Journey Map Should Include 

An effective customer journey map should contain the following elements: 

1. Buyer Personas 

Mapping a buyer’s journey requires a deep understanding of their behavior: what will move them to the next stage of the funnel? How will you predict and meet their needs at each touchpoint? 

Create detailed buyer personas for each audience you target, with a clear outline of their demographics, challenges, goals, and preferences. This will inform everything from your messaging strategy to the marketing channels you focus on at each funnel stage. 

2. Customer Goals and Pain Points 

Your buyer's needs and motivations evolve through their engagement with your brand. Pinpointing what customers aim to achieve and the obstacles they face at each stage allows you to address those challenges proactively. 

Map how the buyer’s needs change using clear “stages”: Awareness, Consideration, Decision, Retention, and Advocacy. This helps determine the best content topics and ensures your relationship with prospects evolves naturally over time. 

3. Touchpoints 

Most B2B companies miss key opportunities to nurture buyers, often losing prospects to a competitor who is more proactive in their approach to marketing. This is because they don’t accurately map their marketing touchpoints – and end up leaving gaps exposed. 

Identify every interaction customers have with your brand—such as emails, ads, website visits, and customer service—to uncover gaps or friction in their experience. By optimizing these touchpoints, you can create a consistent experience where buyers are never left for too long without hearing from your company.  

4. Metrics and KPIs 

Defining success indicators like conversion rates, engagement metrics, and customer satisfaction scores ensures that marketers can measure the effectiveness of their strategies. These data points provide actionable insights to refine the journey map and align it with business goals. 

Our experience working with over 50 B2B companies on these elements has found that one platform offers unparalleled value when creating customer journey maps: HubSpot. 

How HubSpot Supports Customer Journey Mapping 

HubSpot provides an integrated suite of tools that make it the ideal platform for customer journey mapping: 

  1. CRM: HubSpot’s CRM offers a centralized place to track customer interactions, giving you a 360-degree view of the customer journey. This holistic perspective allows marketers to identify patterns, tailor campaigns, and ensure seamless handoffs between teams. 
  2. Marketing Hub: Use marketing automation to nurture leads through personalized campaigns tailored to their stage in the journey. Automating repetitive tasks frees up time for strategic planning and ensures consistency in messaging across channels. 
  3. Sales Hub: Align sales activities with the journey map to engage leads at the right time with the right message. Features like deal tracking and email templates make it easier to personalize interactions and close deals faster. 
  4. Service Hub: Enhance post-purchase engagement by tracking and improving customer support interactions. Proactively addressing issues and providing exceptional service builds loyalty and turns customers into advocates. 
  5. Analytics Tools: Gain actionable insights into customer behaviors and identify bottlenecks in the journey. Real-time dashboards and reports allow marketers to test strategies, measure success, and continuously optimize for better performance

These tools work seamlessly together, enabling B2B marketers to create, analyze, and refine journey maps with precision. 

reporting-dashboards-heroSource: HubSpot

Expert Tips to Improve Your Customer Journey Maps in HubSpot 

Our expert RevOps team recommends every B2B company should: 

  1. Leverage Data Segmentation: Use HubSpot’s segmentation tools to group customers based on behaviors, preferences, and demographics. This allows marketers to deliver hyper-personalized experiences, showing customers that their unique needs are understood and valued. By targeting the right segments, marketers can improve engagement rates and conversions. 
  2. Utilize Custom Workflows: Automate repetitive tasks and ensure customers receive timely communications based on their journey stage. Automation not only saves time but also reduces human error, ensuring that leads are nurtured consistently and efficiently, ultimately accelerating the buyer's journey. 
  3. Incorporate Feedback Loops: Regularly collect and analyze customer feedback to refine your journey maps. Listening to customers through surveys, reviews, and support tickets helps marketers address gaps and pain points proactively, leading to higher satisfaction and retention rates. 
  4. Test and Optimize Touchpoints: Continuously A/B test key interactions, such as email subject lines or landing page designs, to maximize engagement. Testing reveals which strategies work best and ensures that marketing efforts stay relevant and effective as customer behaviors evolve. 
  5. Monitor Performance Metrics: Use HubSpot’s analytics dashboards to track KPIs and adjust strategies as needed. Monitoring data in real-time provides insights into what’s working and what’s not, allowing marketers to pivot quickly and optimize their efforts to maintain effectiveness. 

Implementing these tips helps ensure your customer journey maps remain accurate and impactful - driving more reliable results for your business. They have helped us boost clients’ inbound revenue by 466% in just 12 months. 

Want to explore how they could help your company grow? 

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