Tools Strategy and Planning, customer journey
The customer journey map
Map every stage from first touch to expansion: who owns it, which touchpoints the customer actually sees, and how the account moves between stages. Then fork the map into a target state. The analysis view shows you the handoffs with nothing written down, the dead ends, and the stretches where the customer hears nothing.
- For
- Founders, revenue leaders, heads of CS
- Use when
- Fixing handoffs between sales, implementation and CS
- Inputs
- Stages, owners, touchpoints, routes (sample map included)
- Output
- Current and target-state journey, plus a printable analysis
- Prepared by
- Blueprint Equity Build Team
- Reviewed by
- Not yet reviewed
- Issue
- A, 24 Sep 2026
- Status
- Published
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Your work saves automatically in this browser only. Nothing is sent anywhere. Refreshing keeps it; Reset to sample restores the illustrative map. Use Present mode to walk a room through it and Print or save as PDF to export.
The framework behind it
- 01
The sales-to-implementation pre-mortem
Thirty minutes at the sales-to-implementation handoff where the salesperson says out loud exactly where they had to sell. Implementation starts at the hard part instead of discovering it in week three.
Framework
SalesRead framework
A24 Sep 2026. Moved to Blueprint Equity Design System v4.
More tools
- 01
The annual plan builder
Write next year’s three OKRs, set each key result against Blueprint’s metric definitions, and lay out the value equation: traction plus investment equals outcome. Download a four-slide deck as one self-contained file.
- 02
The board deck builder
Write a quarterly board pack in Blueprint Equity Design System v4, with a live preview and the guidance beside each part. Every sheet carries a title block. Ends with a review against the checks a board would make and a self-contained deck to download.
- 03
The core value equation
The one equation you need to cap off annual planning and to raise money. Where you are today, plus what you'll invest, equals the company you're claiming you'll become.