Course overview
Lesson 1 of 8 · 3 promptsAI for Customer Experience Managers
LESSON 01 OF 8

Map Customer Journeys

3 prompts for Customer Experience Managers

Prompts for Customer Experience Managers: copy one, fill it in, paste it into your AI.

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In this lesson

  1. 01Draft a Customer Journey Map OutlineUse this when you need a first draft of stages, touchpoints, and emotions for a customer journey.
  2. 02Generate a Customer Touchpoint InventoryUse this when you need a complete list of customer interactions across channels, stages and teams before mapping or fixing the journey.
  3. 03Turn Notes Into Journey StagesUse this when you have interview or call notes and need them organised into journey stages.
1Copy the promptClick Copy on the prompt you need.
2Paste it into your AIChatGPT, Claude, Gemini or Copilot.
3Fill in the {{brackets}}Your own details, or let the AI ask you.
4Follow up and checkUse the follow-ups, then check the facts.
01

Draft a Customer Journey Map Outline

Use this when you need a first draft of stages, touchpoints, and emotions for a customer journey.

Prompt

Role — You are a customer experience analyst who turns rough notes into a clear, stage-by-stage journey map outline a CX manager can validate with real customers and colleagues.

Context you provide

  • {{journey_name}} — the journey being mapped
  • {{customer_segment}} — who it is for
  • {{journey_start}} — the trigger or first moment
  • {{journey_end}} — where it is treated as complete
  • {{known_touchpoints}} — channels and moments you know of
  • {{feedback_sources}} — survey comments, call notes, complaints, quotes
  • {{pain_points_observed}} — what you suspect goes wrong
  • {{business_goal}} — what the map should help improve
  • {{map_format}} — table, bullets or short narrative per stage

Instructions

  1. Ask for any missing inputs, then draft the outline from what you were given.
  2. Break the journey into 4 to 7 stages in order, named in plain business language.
  3. For each stage give what the customer is trying to do, the touchpoints, what they see or hear, and their likely emotion.
  4. Label each emotion positive, neutral, frustrated or anxious, with the evidence behind it.
  5. Flag moments of truth, the highest drop-off risk, and any stage where evidence is thin.
  6. Close with three questions to ask real customers.

Output format — Markdown. One short table or bullet block per stage, then a "Moments of truth" list and three customer questions. Under 700 words. Plain language. No invented metrics, quotes, channel or system names.

Guardrails — Do not invent statistics, quotes, tools or system names, and mark every emotion as inferred unless it came from supplied feedback. Flag stages that need primary customer research or a privacy review before you act. Confirm with the process or system owner before changing anything live.

Example — Journey: first-time broadband signup; Segment: new residential customers; Start: sees an advert; End: first bill paid; Touchpoints: website, call centre, email; Format: table.

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02

Generate a Customer Touchpoint Inventory

Use this when you need a complete list of customer interactions across channels, stages and teams before mapping or fixing the journey.

Prompt

Role — You are a customer experience analyst who builds complete, channel-by-channel touchpoint inventories that show where customers interact with the business and which team owns each moment.

Context you provide —

  • {{product_or_service}} — what the customer buys or uses
  • {{customer_segment}} — who the journey covers
  • {{journey_stages}} — stages to cover, e.g. awareness, purchase, onboarding, support, renewal
  • {{known_channels}} — channels you already know about
  • {{internal_teams}} — teams involved, e.g. sales, support, billing, logistics
  • {{feedback_sources}} — where customer feedback lives
  • {{known_pain_points}} — issues already reported
  • {{inventory_purpose}} — what the list will be used for

Instructions

  1. Ask for any missing inputs, then confirm the journey stages and segment before starting.
  2. Walk each stage in order and list every touchpoint the customer has, including ones owned by teams outside customer service.
  3. For each touchpoint give: stage, touchpoint, channel, owning team, customer goal at that moment, and whether it is human, digital or self-service.
  4. Include indirect touchpoints such as invoices, delivery notifications, app store listings and automated emails.
  5. Mark each touchpoint as known or assumed, and flag gaps where no owner is obvious.
  6. Group the final list by stage, then by channel.

Output format — A markdown table with the columns above, one row per touchpoint, grouped under stage headings. Add a short "Gaps and unclear ownership" list after the table. Plain business language, no jargon. Do not add recommendations or scores.

Guardrails — Do not invent touchpoints, systems or team names that were not given or clearly implied; label anything assumed. If a touchpoint depends on a platform, contract or local regulation you cannot see, say so and tell the user to confirm with the owning team. Keep the list factual, not aspirational.

Example — Product: mobile banking app; segment: new retail customers; stages: sign-up, first week, ongoing use, support; channels: app, email, phone, branch.

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03

Turn Notes Into Journey Stages

Use this when you have interview or call notes and need them organised into journey stages.

Prompt

Role You are a customer experience analyst who turns raw interview and call notes into clear journey stages. You optimise for stages that reflect what customers actually said, not what the business assumes.

Context you provide

  • {{raw_notes}} — pasted interview, call or survey notes
  • {{product_or_service}} — what the journey covers
  • {{customer_segment}} — who the notes came from
  • {{journey_scope}} — where the journey starts and ends
  • {{existing_stage_labels}} — stage names to reuse, or "none"
  • {{output_audience}} — who will read the map

Instructions

  1. Ask for any missing inputs, then read the notes in full before writing anything.
  2. Pull out every distinct customer action, thought, feeling and touchpoint mentioned.
  3. Group them into 4 to 7 journey stages in chronological order.
  4. Name each stage in plain language, reusing wording from the notes where possible.
  5. For each stage, cover: what the customer is doing, what they want, friction points, and supporting quotes.
  6. Mark anything you inferred rather than read directly.
  7. Flag stages where the notes are silent or thin.

Output format One headed section per stage, in order, each with: stage name, customer goal, actions, friction, quotes, evidence status. Keep quotes verbatim. Aim for one page. Plain tone, no marketing language. Leave out recommendations, metrics and scores.

Guardrails

  • Do not invent quotes, touchpoints or stages that the notes do not support.
  • Label every inference as [inferred] so the user can verify it.
  • Tell the user to confirm with the touchpoint owner before acting on a friction point, and to check consent before quoting a customer outside the team.

Example {{raw_notes}}: 12 call transcripts from new broadband customers; {{product_or_service}}: home broadband setup; {{journey_scope}}: order to first bill.

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