Customer Journey Builder Tool

Once you have completed the Connection Map Checklist you know where your dots join up and where they fall apart. The Customer Journey Builder is where you turn that insight into one clear written journey that anyone in your business can understand and follow.

You start by choosing a single finish line. One moment when someone truly becomes a customer. Then you pull in what you already know from real conversations and digital clues so you are building from reality rather than theory. From there the tool walks you through the eight simple steps from Chapter seven to write out the journey as a series of dots in order.

You capture what the person needs at each step to keep moving. You include the quiet no click moments that still pull people forward. You mark the true starting point in human language not as a platform. You group your dots into discovery decision and purchase so the shape of your journey becomes obvious. Then you label the handovers the small reasons that explain why someone moves from one dot to the next.

The good news is you do not need to invent anything new. You are simply turning your existing dots and connections into a single clear story. The benefit is focus. Instead of a vague idea of how people become customers you have one documented journey that shows where they start where they end and what they experience in between. That journey becomes the reference point for every improvement you make next.

For full impact, use this tool on a desktop device.

Real life customer journey

The below customer journey map is based on one of Mark Preston's (the creator of Connect Those Dots) businesses.

EndorseHQ - The Trust Conversion Platform - Turn your trust into new customer revenue growth.

Journey finish line

They sign the contract and activate their first trust placements in the platform.

Notes from real customers

Heard about the category at an event.
Sceptical until they saw case stories.
Wanted to prove uplift before budget approval.
Looked for competitor switches.
Asked if commercial risk was low.
Asked for proof the platform is simple.

Digital clues and patterns

Brand name searches after event season.
Visitor checks pricing early then returns later.
Demo requests come after reading case stories.
LinkedIn traffic shows repeat viewing of short clips.
Trust proof keeps appearing as uplift metrics.

Journey name

Event led journey

Written journey steps (dots)

Sees event clip on LinkedIn: Person needs reassurance it is relevant to their role
Checks website headline: Person needs clarity on what category the product sits in
Reads sub headline and scrolls: Person needs to know how it works at high level
Reads industry use cases: Person needs to know it applies to their team
Scans case stories: Person needs proof others have succeeded
Checks pricing: Person needs to know if it fits available budget
Requests demo: Person needs to reduce risk with tailored questions
Views sales deck overview: Person needs to compare before committing
Sees uplift data and pilot results: Person needs commercial certainty
Contract approval: Person needs stakeholder sign off
Signs and activates placements: Person needs first win to justify decision

No click routes

Saw event clips but did not click.
Saved case story for later.
Followed company page.
Came back by brand name search.

Journey starting point

Feels pressure to prove marketing effectiveness before next review cycle.

Three stage visual map

Discovery:

Event clip
Website headline
Sub headline
Use cases
Case stories

Decision:

Pricing
Demo request
Sales deck
Uplift data
Pilot results

Purchase:

Contract approval
Activation and first placement

Handovers

From event clip to headline: Feels relevant and wants clarity
From headline to use cases: Understands category and wants relevance
From use cases to case stories: Sees match and wants proof
From case stories to pricing: Believes concept and wants practicality
From pricing to demo request: Sees affordability and wants risk reduction
From demo to sales deck: Validated questions and wants comparison
From sales deck to uplift data: Understands model and wants certainty
From uplift data to contract approval: Believes commercial case and seeks sign off
From approval to activation: Approval granted and wants first win

Completeness check

Start is in human language.
Finish line is clear.
Every step is a real dot.
Handovers explain movement.
Loops noted not forced.
No click behaviour included.

>>> Move forward to the Missing Dots and Gaps Finder >>>