


When it comes to running a business, the journey your clients or customers go through from learning about you to becoming a paying customer and even a loyal advocate is important to understand. By assessing each step of the client journey and how they’ve perceived the experience from prospect to retained client, you can identify where you could improve efforts to foster an overall positive experience at every step of the journey. The client journey can be broken down into nine distinct stages, which are as follows:
Prospective client/customer first learns about your business.
This is where the prospect will do some additional research to learn more about your business and what you offer.
As consideration turns to clear interest, they may test some of your products (e.g. product demos) or request more information.
The prospective client is close to a final purchase decision and may request quotes or add a product of yours to their shopping cart.
They buy one of your products or pay for your services, officially becoming a client.
Once they have the product or service, they’ll assess its quality, refer to tutorials, or reach out to customer service for help.
If they’re happy with what you offer, they remain engaged and may purchase more products or services from you.
As their confidence in your business continues to grow, they turn into an active advocate, endorsing your products/services and leaving positive reviews.
They become truly loyal to your brand, standing as a repeat client and advocating for your business over the long term.
Prospective client/customer first learns about your business.
This is where the prospect will do some additional research to learn more about your business and what you offer.
As consideration turns to clear interest, they may test some of your products (e.g. product demos) or request more information.
The prospective client is close to a final purchase decision and may request quotes or add a product of yours to their shopping cart.
They buy one of your products or pay for your services, officially becoming a client.
Once they have the product or service, they’ll assess its quality, refer to tutorials, or reach out to customer service for help.
If they’re happy with what you offer, they remain engaged and may purchase more products or services from you.
As their confidence in your business continues to grow, they turn into an active advocate, endorsing your products/services and leaving positive reviews.
They become truly loyal to your brand, standing as a repeat client and advocating for your business over the long term.
Example questions can include:
Survey questions such as these provide ample opportunity for current and former clients to give feedback that your business can leverage to make targeted improvements to your client journey processes.
With many steps and touchpoints in the client journey, it’s important to know if each step is effectively managed. This could include the efficiency with which you respond to product or service enquiries or if you offer unique perks and services to your most loyal clients so that they have reason to stay loyal.
Whatever your business specialises in and whoever your customer or client base is, we can customise the client journey survey to ask the most relevant questions about how you operate and what your customers care about. From the awareness stage to the loyalty stage, we’ll offer your clients the ability to provide clear feedback on the journey stages you handle well and where refinements could be made to streamline the process so there’s less friction for future clients.


If you’re looking to improve the structure and effectiveness of the client journey with your business, get in touch with Your Say Surveys.
Our team can develop insightful surveys that will lead to unambiguous feedback that you can then respond to with revised processes.
The Client Journey survey starts at
excluding GST.
We’ve helped hundreds of companies, just like yours future focus their businesses.

When it comes to running a business, the journey your clients or customers go through from learning about you to becoming a paying customer and even a loyal advocate is important to understand. By assessing each step of the client journey and how they’ve perceived the experience from prospect to retained client, you can identify where you could improve efforts to foster an overall positive experience at every step of the journey. The client journey can be broken down into nine distinct stages, which are as follows:
Prospective client/customer first learns about your business.
This is where the prospect will do some additional research to learn more about your business and what you offer.
As consideration turns to clear interest, they may test some of your products (e.g. product demos) or request more information.
The prospective client is close to a final purchase decision and may request quotes or add a product of yours to their shopping cart.
They buy one of your products or pay for your services, officially becoming a client.
Once they have the product or service, they’ll assess its quality, refer to tutorials, or reach out to customer service for help.
If they’re happy with what you offer, they remain engaged and may purchase more products or services from you.
As their confidence in your business continues to grow, they turn into an active advocate, endorsing your products/services and leaving positive reviews.
They become truly loyal to your brand, standing as a repeat client and advocating for your business over the long term.
Why Your Say Surveys