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Hey Copper Community!

We had our third Coffee with Copper ☕️ of the year on Tuesday, and it was jam packed with tips and tricks surrounding building a winning customer journey. We had a blast chatting with Jessica Andrews, our very own marketing guru, about the customer journey. We mapped out the five stages of the customer experience and brainstormed ways to make our marketing efforts more impactful and lasting. Jessica dropped some serious knowledge on personalized communication and servicing every step of the customer journey. We hope you’re pumped to put these tips into action and watch your customer relationships soar!  ✈️

 

Here’s a quick rundown on what we covered: 

  • The 5 stages of the customer journey: We dove deep into the five stages of the customer journey: Awareness, Evaluation, Onboarding, Retention, and Loyalty.
  • Mapping your customer's path: Jessica took us through how to create a personalized customer journey map by interviewing your customers and analyzing their feedback.
  • Applying Copper: We explored how Copper can help you manage the customer journey, from capturing leads to nurturing relationships and closing deals.

 

Timestamps:

👉 What is a customer journey? (0:25 - 2:40)

👉 How do I map my own customer journey? (2:40 - 6:48)

👉 Bringing your journey to life in Copper (6:48 - 9:24)

👉 Setting up an email automation walkthrough (9:24 - 13:08)

👉 Back half of the customer journey 13:08 - 17:45

  • Adding contacts to your Pipeline
  • Pipeline automations
  • Flags as visual clues
  • Converting won opportunity into a new Pipeline
  • Relationship building and retention

👉Post-webinar resources - 17:45 - 18:10

👉 Q/A sesh - 18:10 

 

We promised a worksheet would be sent out post-webinar, so you can map out your own customer journey the way we demonstrated. Click here for the worksheet! 📃

 

This webinar was a blast! You now have the tools and knowledge to create a customer journey that's as fun and easy as a summer vacation. Copper CRM is your sidekick, helping you manage every step of the way. So, what are you waiting for? Let's embark on this customer journey adventure together!

 

📣 Interested to see what else Copper has in store? Join us for our October Copper Product Pulse webinar on Tuesday, October 29, 2024 at 10am PT / 1pm ET. Register here.

 

Until next month, 

Amie at Copper

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