Build a customer acquisition workflow step by step
The guide begins with an exercise based on the characteristics of existing customers. It uses that understanding to shape awareness content and later-stage materials such as demonstrations and recommendations. Journey mapping and planning templates connect the individual tactics into a funnel that can be reviewed for gaps and unnecessary obstacles.
Use the framework to draft your own customer pathway and prepare the content and conversations needed at each stage.
What you’ll find inside
- Customer persona development exercise
- Journey mapping and decision factors
- Educational content and awareness planning
- Interest, consideration and purchase stages
- Follow-up, customer relationships and improvement







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