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How to map your customer journey and uncover hidden friction

A smiling woman rides in a shopping trolley down a rollercoaster track against a bright turquoise and pink background, symbolising the ups and downs of the customer journey.

There are moments in every business where it’s important to take a step back and ask a straightforward question: where are customers quietly giving up on us, and are there opportunities to improve these friction points?

For most UK businesses, friction rarely shows up as one dramatic failure. It’s usually a chain of small, seemingly “normal” issues: a call that rings out, a web chat that’s only staffed occasionally, a handoff that adds two days, an inbox that’s treated as “someone else’s problem”, a booking process that requires three follow ups.

The good news: you don’t need a massive transformation programme to find and fix this. You need a practical map of the journey, a way to spot hidden friction fast, and a short list of improvements that can really move the needle.

Key takeaways
  • Map the journey in customer language, not internal departments.
  • Bring evidence from calls, chat, CRM, web analytics, and complaints.
  • Spot friction using four lenses: access, clarity, effort, emotion.
  • Prioritise fixes using impact, effort, and risk.
  • Fix first response, handoffs, and next steps first for outsized gains.
Quick navigation

What is customer journey mapping and why does it matter?

A customer journey map is not a poster. It’s a decision tool that helps you identify where customers are being slowed down, confused, or forced to work too hard.

Done well, it helps senior leaders answer questions like:

  • Where is the business making customers work too hard?
  • Which touchpoints create value, and which quietly destroy it?
  • What friction is costing us revenue, reputation, or retention?
  • What should we fix first, and who owns it?

The goal is to connect customer intent (what they’re trying to do), operational reality (people, processes, systems, coverage), and outcomes (conversion, time to resolution, repeat contact, complaints, churn).

Step 1: how to set scope and outcomes for customer journey mapping

Start with one journey, one segment, one measurable outcome. This prevents the exercise becoming “everything”.

Pick a journey that matters commercially. Examples include new enquiries to first conversation (sales conversion), first month onboarding (early churn reduction), support issue to resolution (cost and retention), and renewals (revenue protection).

Then pick 1 to 3 outcomes. For senior teams, these are usually best:

  • Time to first response (by channel)
  • First contact resolution rate
  • Drop off rate (calls abandoned, forms abandoned, chat exits)
  • Time to booking (how long it takes to confirm a slot)
  • Repeat contact rate (customers having to chase)
  • Customer effort score (simple: “How easy was it?”)

Step 2: how to map the customer journey stages (in customer language)

Use stages that match how customers think. A simple structure works well:

  1. Discover (find you, compare you)
  2. Contact (call, chat, email, form)
  3. Decide (questions, reassurance, pricing, availability)
  4. Commit (book, pay, sign, confirm)
  5. Onboard (set up, first delivery, first support)
  6. Get help (issues, changes, complaints)
  7. Stay (renewal, repeat purchase, referrals)

For each stage, capture the customer goal, the touchpoints they use (phone, web, live chat, email, social), what “good” looks like from their perspective, and what you need internally to deliver it (people, tools, routing, scripts, coverage hours).

This is where many businesses spot the first hidden gap: your org chart isn’t the customer experience. Customers don’t care which team owns the inbox.

Where friction hides across the customer journey

Here’s a fast scan you can run in minutes. Each stage has two prompts only: what to watch for and what to aim for.

Visual cue: start with the three hotspots
⚡ First response

How quickly someone gets a helpful answer across phone, chat, and email.

🔁 Handoffs

How often customers are transferred, rerouted, or asked to repeat themselves.

🧭 Next steps

How clear the timeline is, and whether the customer knows what happens now.

Discover
🔎
Clarity before contact
  • Watch for: high exits on key pages, vague enquiries, “what do you do?” calls.
  • Aim for: clear next steps, trust signals, and visible contact options.
Contact
☎️
First response speed
  • Watch for: missed calls, abandoned chats, slow replies by channel.
  • Aim for: fast first response that feels consistent and professional.
Decide
Confidence and consistency
  • Watch for: mixed messages, unclear timelines, repeat clarification questions.
  • Aim for: one clear story and a simple “what happens next”.
Commit
📅
Outcome in the moment
  • Watch for: “we’ll call you back” chains and delays to booking.
  • Aim for: the interaction ends with a confirmed outcome.
Onboard
🧭
Ownership and momentum
  • Watch for: “who do I speak to?” messages and avoidable early issues.
  • Aim for: proactive updates and a clear point of contact.
Get help
🛠️
Fewer repeats
  • Watch for: multiple transfers and “I’ve already explained this” complaints.
  • Aim for: fewer handoffs and stronger first contact resolution.
Stay
🤝
Renewal confidence
  • Watch for: reduced usage, late renewals, unexplained churn.
  • Aim for: regular check ins and friction free renewals.
Make it practical in one line

If a stage has slow first response, too many handoffs, or unclear next steps, it’s a friction hotspot worth fixing first.

Mini prompt for your team

“What do we apologise for most in this stage, and why does it keep happening?”

Customer journey map template

Use this simple template to capture evidence and turn your map into an action plan. Keep it to one journey at a time and add real examples as you go.

Stage Customer goal Touchpoint Friction signal Root cause Owner Potential fix Metric
Contact Get a quick answer Phone Calls ring out at peak times Coverage gap Ops Add overflow cover Missed call rate
Commit Book a slot Phone, email Multiple follow ups No instant booking Sales Confirm during first interaction Time to booking
Get help Fix an issue Email, chat Customer repeats details Poor handoff notes Support Standardise capture and escalation Repeat contact rate

Step 3: what evidence should you collect for a customer journey map?

This is the part that turns opinions into action. Build your map using what actually happens, not what you hope happens.

  • Call outcomes: answered vs missed, time to answer, abandonment
  • Contact reasons: what customers are trying to do (top intents)
  • Handoffs: how many transfers or follow ups per request
  • Complaints and negative reviews: themes and recurring pain points
  • Churn reasons: what customers cite as the real reason
  • Website analytics: drop off points and high exit pages
  • CRM data: lead response times, conversion rates, lost reasons
  • Frontline insights: “What do we apologise for most?”

If your phone channel is important (it is for many UK sectors), consider linking marketing to what happens after the call. Call tracking can connect phone enquiries to marketing interactions, making it easier to see which journeys generate valuable calls, and where those calls are being lost.

📌
Quick win to uncover hidden friction fast

Pull 20 real customer interactions across phone, email, and live chat, then tag each one with: intent, time to first response, number of handoffs, and whether the customer had to repeat themselves. Patterns usually appear in under an hour.

Step 4: how do you run a customer journey friction audit?

Once your stages and evidence are in place, audit each touchpoint using four lenses. This keeps diagnosis simple and repeatable.

Lens 1: access friction

Ask: can customers reach you when they need you?

Signals: missed calls, long ring times, out of hours gaps, chat that looks “on” but isn’t staffed.

Lens 2: clarity friction

Ask: does the customer know what happens next?

Signals: vague timelines, mixed messages, “someone will be in touch” loops.

Lens 3: effort friction

Ask: how much work does the customer have to do?

Signals: repeats across channels, multiple handoffs to book something simple.

Lens 4: emotion friction

Ask: how does the experience feel?

Signals: rushed tone, poor handling of sensitive queries, no clear escalation route.

If you see missed calls at key moments (new enquiries, urgent issues), that’s rarely a “phone problem”. It’s lost trust and lost revenue. Depending on what you need, that could include virtual receptionist support or an outsourced switchboard for more complex routing.

For high intent moments, effort kills conversion. If customers are ready to commit, being able to confirm an appointment during the first interaction reduces drop off. An appointment booking service is designed to turn conversations into confirmed diary bookings, instead of “we’ll get back to you”.

This is also where “human plus smart automation” can help. AI can handle routine calls quickly, while people step in for nuance, urgency or emotion. If you’re exploring automation, an AI voice agent approach works best when it’s designed with clear escalation to a real person when the AI can’t help or the conversation needs extra care.

Step 5: how do you prioritise customer journey improvements?

Most teams know what’s broken. The issue is sequencing. Use a simple scoring model (1 to 5) across customer impact, commercial impact (conversion, retention, cost), ease (how hard it is to fix), and risk (reputational or compliance risk), then sort by “high impact, low effort” first, while still addressing high risk items.

If hybrid working is a factor, tightening the contact layer can also reduce friction. For example, handling calls via Microsoft Teams can help route enquiries to the right people and reduce wasted transfers when teams aren’t sat together.

Step 6: how do you redesign the moments that matter in the customer journey?

Here are improvements that consistently reduce friction in UK businesses, without requiring a full rebuild.

Play 1: protect first contact

If a large share of enquiries come by phone or chat, treat it as a core journey, not admin.

Options can include telephone answering, outsourced live chat, and an AI voice agent for routine intent with human handoff.

Play 2: reduce handoffs

Count transfers and repeats, then redesign routing and scripts so customers move faster.

For larger organisations, an outsourced switchboard can help handle higher volumes and complex routing rules more consistently.

Play 3: turn intent into action

If customers call ready to book, aim to end the interaction with a confirmed slot.

An appointment booking setup that updates diaries during the call is built for exactly this use case.

Step 7: how do you make customer journey improvements stick?

This is where many journey projects fail. The map gets made, fixes get discussed, then everyone goes back to the day job.

To keep momentum, name a single owner for the journey (not just a channel), set a monthly cadence to review friction points and fixes shipped, track a small dashboard (first response time, abandonment, first contact resolution, repeat contact), and bring real customer evidence into leadership meetings.

A 90 minute customer journey mapping workshop agenda

If you want a fast start, use this structure:

  1. 10 mins: agree the journey scope and outcome metrics
  2. 15 mins: map the stages and top touchpoints
  3. 15 mins: list top customer intents and where they show up
  4. 20 mins: friction audit (access, clarity, effort, emotion)
  5. 20 mins: prioritise fixes (impact, effort, risk)
  6. 10 mins: assign owners, timelines, measurement

Bring teams who own parts of the experience: marketing, sales, ops, customer service, and whoever owns the phones and inboxes.

Hidden friction checklist for business leaders

Use this as a quick scan of your most common weak points:

  • Do we miss calls at peak times or out of hours?
  • Can customers get answers without repeating themselves across channels?
  • Can we book, confirm, or resolve in the first interaction when intent is high?
  • Are our scripts, FAQs and routing rules up to date?
  • Can our hybrid teams see availability and receive calls without friction?
  • Do we know which marketing sources generate the most valuable calls, and what happens to those calls?
  • Do we have a clear escalation path for complex or emotional conversations?
If you only fix one thing this quarter

Protect the moment customers reach out. When calls go unanswered or chats aren’t staffed, everything else gets harder. A mix of telephone answering, live chat, and smart routing through Microsoft Teams can remove a surprising amount of hidden friction, without a big internal rebuild.

Customer journey mapping FAQs

What is customer journey mapping?

Customer journey mapping is the process of documenting how customers discover you, contact you, decide, commit, get help, and stay, then using evidence to identify where friction is slowing them down or pushing them away.

How do you find hidden friction in a customer journey?

Hidden friction shows up when you combine behavioural data (drop off, abandonment, repeat contact) with real interaction evidence (call recordings, chat logs, complaint themes). The patterns are often strongest around first response, handoffs, and unclear next steps.

What are the best customer journey metrics for senior leaders?

For senior leaders, start with time to first response, first contact resolution, drop off rate, repeat contact rate, and time to booking. These connect experience quality to conversion, cost, and retention.

How do you reduce customer effort quickly?

Reduce repeats and delays. Tighten routing, standardise scripts and next steps, and make sure high intent interactions end with an outcome (like a confirmed booking) rather than a follow up loop.

Why do phone calls still matter in the customer journey?

For many UK businesses, phone is still the fastest route to reassurance, urgency, and conversion. If calls go unanswered or take too long to reach the right person, customers often try a competitor instead. This is why organisations invest in stronger contact handling, from virtual receptionist services to AI voice agents, depending on the type of demand they need to cover.

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