code-ai-installer 4.0.0 → 4.0.1-b

This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
Files changed (471) hide show
  1. package/README.md +83 -67
  2. package/dist/index.js +2 -0
  3. package/dist/mcp/audit_ledger.d.ts +12 -0
  4. package/dist/mcp/audit_ledger.js +82 -0
  5. package/dist/mcp/cli.js +7 -1
  6. package/dist/mcp/config.d.ts +23 -0
  7. package/dist/mcp/config.js +44 -6
  8. package/dist/mcp/index.d.ts +1 -2
  9. package/dist/mcp/index.js +1 -2
  10. package/dist/mcp/paths.d.ts +20 -2
  11. package/dist/mcp/paths.js +29 -5
  12. package/dist/mcp/proposal_dedup.d.ts +32 -0
  13. package/dist/mcp/proposal_dedup.js +102 -0
  14. package/dist/mcp/proposal_store.d.ts +18 -0
  15. package/dist/mcp/proposal_store.js +74 -0
  16. package/dist/mcp/scorecard.d.ts +140 -0
  17. package/dist/mcp/scorecard.js +103 -0
  18. package/dist/mcp/skill_invocations.d.ts +15 -0
  19. package/dist/mcp/skill_invocations.js +28 -0
  20. package/dist/mcp/task_state.d.ts +77 -2
  21. package/dist/mcp/tools/_subprocess.d.ts +16 -0
  22. package/dist/mcp/tools/_subprocess.js +56 -0
  23. package/dist/mcp/tools/advance_gate.js +2 -2
  24. package/dist/mcp/tools/aggregate_run_metrics.d.ts +19 -0
  25. package/dist/mcp/tools/aggregate_run_metrics.js +139 -0
  26. package/dist/mcp/tools/apply_diff.d.ts +2 -0
  27. package/dist/mcp/tools/apply_diff.js +29 -0
  28. package/dist/mcp/tools/audit_bilocale_parity.d.ts +2 -0
  29. package/dist/mcp/tools/audit_bilocale_parity.js +146 -0
  30. package/dist/mcp/tools/audit_budget_compliance.d.ts +35 -0
  31. package/dist/mcp/tools/audit_budget_compliance.js +172 -0
  32. package/dist/mcp/tools/build.d.ts +2 -0
  33. package/dist/mcp/tools/build.js +47 -0
  34. package/dist/mcp/tools/check_lint.d.ts +2 -0
  35. package/dist/mcp/tools/check_lint.js +23 -0
  36. package/dist/mcp/tools/classify_gate.js +2 -2
  37. package/dist/mcp/tools/current_gate.js +2 -2
  38. package/dist/mcp/tools/dependency_supply_chain.d.ts +2 -0
  39. package/dist/mcp/tools/dependency_supply_chain.js +59 -0
  40. package/dist/mcp/tools/docker_compose.d.ts +2 -0
  41. package/dist/mcp/tools/docker_compose.js +24 -0
  42. package/dist/mcp/tools/e2e_playwright.d.ts +2 -0
  43. package/dist/mcp/tools/e2e_playwright.js +88 -0
  44. package/dist/mcp/tools/get_skill.js +17 -0
  45. package/dist/mcp/tools/git_commit.d.ts +2 -0
  46. package/dist/mcp/tools/git_commit.js +30 -0
  47. package/dist/mcp/tools/list_proposals.d.ts +6 -0
  48. package/dist/mcp/tools/list_proposals.js +16 -0
  49. package/dist/mcp/tools/list_skills.js +9 -1
  50. package/dist/mcp/tools/load_role.d.ts +3 -4
  51. package/dist/mcp/tools/load_role.js +11 -13
  52. package/dist/mcp/tools/propose_change.d.ts +8 -0
  53. package/dist/mcp/tools/propose_change.js +36 -0
  54. package/dist/mcp/tools/record_decision.js +25 -25
  55. package/dist/mcp/tools/review_proposal.d.ts +17 -0
  56. package/dist/mcp/tools/review_proposal.js +99 -0
  57. package/dist/mcp/tools/run_drift_audit.d.ts +11 -0
  58. package/dist/mcp/tools/run_drift_audit.js +79 -0
  59. package/dist/mcp/tools/run_tests.d.ts +2 -0
  60. package/dist/mcp/tools/run_tests.js +92 -0
  61. package/dist/mcp/tools/sign_off.js +14 -2
  62. package/dist/mcp/tools/stubs.js +30 -9
  63. package/dist/mcp/tools/verify_claim.js +33 -6
  64. package/dist/mcp_setup.d.ts +14 -3
  65. package/dist/mcp_setup.js +15 -6
  66. package/dist/shared/frontmatter.d.ts +44 -2
  67. package/dist/shared/frontmatter.js +54 -6
  68. package/dist/shared/index.d.ts +0 -5
  69. package/dist/shared/index.js +0 -5
  70. package/dist/shared/persona.d.ts +2 -2
  71. package/dist/shared/persona.js +1 -1
  72. package/dist/shared/pipeline.d.ts +46 -1
  73. package/dist/shared/tools.d.ts +1382 -16
  74. package/dist/shared/tools.js +229 -0
  75. package/dist/shared/vocabulary.d.ts +99 -4
  76. package/dist/shared/vocabulary.js +94 -5
  77. package/domains/analytics/.agents/skills/ansoff-matrix/SKILL.md +316 -300
  78. package/domains/analytics/.agents/skills/bcg-matrix/SKILL.md +345 -329
  79. package/domains/analytics/.agents/skills/blue-ocean-strategy/SKILL.md +432 -416
  80. package/domains/analytics/.agents/skills/board/SKILL.md +22 -0
  81. package/domains/analytics/.agents/skills/cohort-analysis/SKILL.md +338 -322
  82. package/domains/analytics/.agents/skills/competitive-analysis/SKILL.md +413 -395
  83. package/domains/analytics/.agents/skills/customer-journey-mapping/SKILL.md +347 -331
  84. package/domains/analytics/.agents/skills/gates/SKILL.md +388 -366
  85. package/domains/analytics/.agents/skills/handoff/SKILL.md +402 -380
  86. package/domains/analytics/.agents/skills/html-pdf-report/SKILL.md +21 -289
  87. package/domains/analytics/.agents/skills/html-pdf-report-reference/SKILL.md +325 -0
  88. package/domains/analytics/.agents/skills/html-pdf-report-reference/agents/claude.json +17 -0
  89. package/domains/analytics/.agents/skills/html-pdf-report-reference/agents/copilot.json +17 -0
  90. package/domains/analytics/.agents/skills/html-pdf-report-reference/agents/gemini.json +17 -0
  91. package/domains/analytics/.agents/skills/html-pdf-report-reference/agents/kimi.yaml +15 -0
  92. package/domains/analytics/.agents/skills/html-pdf-report-reference/agents/openai.yaml +10 -0
  93. package/domains/analytics/.agents/skills/html-pdf-report-reference/agents/qwen.json +17 -0
  94. package/domains/analytics/.agents/skills/html-pdf-report-reference/agents/skill.yaml +23 -0
  95. package/domains/analytics/.agents/skills/icp-buyer-persona/SKILL.md +407 -390
  96. package/domains/analytics/.agents/skills/jtbd-analysis/SKILL.md +357 -341
  97. package/domains/analytics/.agents/skills/karpathy-guidelines/SKILL.md +32 -0
  98. package/domains/analytics/.agents/skills/pest-analysis/SKILL.md +324 -305
  99. package/domains/analytics/.agents/skills/porters-five-forces/SKILL.md +377 -361
  100. package/domains/analytics/.agents/skills/report-design/SKILL.md +416 -398
  101. package/domains/analytics/.agents/skills/rfm-analysis/SKILL.md +330 -314
  102. package/domains/analytics/.agents/skills/session-prompt-generator/SKILL.md +400 -378
  103. package/domains/analytics/.agents/skills/swot-analysis/SKILL.md +340 -324
  104. package/domains/analytics/.agents/skills/tam-sam-som/SKILL.md +329 -312
  105. package/domains/analytics/.agents/skills/trend-analysis/SKILL.md +347 -331
  106. package/domains/analytics/.agents/skills/unit-economics/SKILL.md +430 -413
  107. package/domains/analytics/.agents/skills/value-chain-analysis/SKILL.md +346 -330
  108. package/domains/analytics/.agents/skills/web-research/SKILL.md +323 -308
  109. package/domains/analytics/AGENTS.md +1 -0
  110. package/domains/analytics/agents/auditor.md +76 -0
  111. package/domains/analytics/agents/conductor.md +11 -0
  112. package/domains/analytics/agents/data_analyst.md +11 -0
  113. package/domains/analytics/agents/designer.md +11 -0
  114. package/domains/analytics/agents/interviewer.md +11 -0
  115. package/domains/analytics/agents/layouter.md +11 -0
  116. package/domains/analytics/agents/mediator.md +11 -0
  117. package/domains/analytics/agents/researcher.md +11 -0
  118. package/domains/analytics/agents/strategist.md +11 -0
  119. package/domains/analytics/locales/en/.agents/skills/ansoff-matrix/SKILL.md +316 -300
  120. package/domains/analytics/locales/en/.agents/skills/bcg-matrix/SKILL.md +345 -329
  121. package/domains/analytics/locales/en/.agents/skills/blue-ocean-strategy/SKILL.md +432 -416
  122. package/domains/analytics/locales/en/.agents/skills/board/SKILL.md +22 -0
  123. package/domains/analytics/locales/en/.agents/skills/cohort-analysis/SKILL.md +338 -322
  124. package/domains/analytics/locales/en/.agents/skills/competitive-analysis/SKILL.md +413 -395
  125. package/domains/analytics/locales/en/.agents/skills/customer-journey-mapping/SKILL.md +347 -331
  126. package/domains/analytics/locales/en/.agents/skills/gates/SKILL.md +388 -366
  127. package/domains/analytics/locales/en/.agents/skills/handoff/SKILL.md +402 -380
  128. package/domains/analytics/locales/en/.agents/skills/html-pdf-report/SKILL.md +21 -289
  129. package/domains/analytics/locales/en/.agents/skills/html-pdf-report-reference/SKILL.md +325 -0
  130. package/domains/analytics/locales/en/.agents/skills/html-pdf-report-reference/agents/claude.json +17 -0
  131. package/domains/analytics/locales/en/.agents/skills/html-pdf-report-reference/agents/copilot.json +17 -0
  132. package/domains/analytics/locales/en/.agents/skills/html-pdf-report-reference/agents/gemini.json +17 -0
  133. package/domains/analytics/locales/en/.agents/skills/html-pdf-report-reference/agents/kimi.yaml +15 -0
  134. package/domains/analytics/locales/en/.agents/skills/html-pdf-report-reference/agents/openai.yaml +10 -0
  135. package/domains/analytics/locales/en/.agents/skills/html-pdf-report-reference/agents/qwen.json +17 -0
  136. package/domains/analytics/locales/en/.agents/skills/html-pdf-report-reference/agents/skill.yaml +29 -0
  137. package/domains/analytics/locales/en/.agents/skills/icp-buyer-persona/SKILL.md +407 -390
  138. package/domains/analytics/locales/en/.agents/skills/jtbd-analysis/SKILL.md +357 -341
  139. package/domains/analytics/locales/en/.agents/skills/karpathy-guidelines/SKILL.md +32 -0
  140. package/domains/analytics/locales/en/.agents/skills/pest-analysis/SKILL.md +324 -305
  141. package/domains/analytics/locales/en/.agents/skills/porters-five-forces/SKILL.md +377 -361
  142. package/domains/analytics/locales/en/.agents/skills/report-design/SKILL.md +416 -398
  143. package/domains/analytics/locales/en/.agents/skills/rfm-analysis/SKILL.md +330 -314
  144. package/domains/analytics/locales/en/.agents/skills/session-prompt-generator/SKILL.md +400 -378
  145. package/domains/analytics/locales/en/.agents/skills/swot-analysis/SKILL.md +340 -324
  146. package/domains/analytics/locales/en/.agents/skills/tam-sam-som/SKILL.md +329 -312
  147. package/domains/analytics/locales/en/.agents/skills/trend-analysis/SKILL.md +347 -331
  148. package/domains/analytics/locales/en/.agents/skills/unit-economics/SKILL.md +430 -413
  149. package/domains/analytics/locales/en/.agents/skills/value-chain-analysis/SKILL.md +366 -350
  150. package/domains/analytics/locales/en/.agents/skills/web-research/SKILL.md +324 -309
  151. package/domains/analytics/locales/en/AGENTS.md +1 -0
  152. package/domains/analytics/locales/en/agents/auditor.md +76 -0
  153. package/domains/analytics/locales/en/agents/conductor.md +27 -0
  154. package/domains/analytics/locales/en/agents/data_analyst.md +29 -0
  155. package/domains/analytics/locales/en/agents/designer.md +27 -0
  156. package/domains/analytics/locales/en/agents/interviewer.md +11 -0
  157. package/domains/analytics/locales/en/agents/layouter.md +11 -0
  158. package/domains/analytics/locales/en/agents/mediator.md +11 -0
  159. package/domains/analytics/locales/en/agents/researcher.md +11 -0
  160. package/domains/analytics/locales/en/agents/strategist.md +11 -0
  161. package/domains/analytics/persona/persona-base.md +94 -0
  162. package/domains/analytics/pipeline.yaml +102 -0
  163. package/domains/content/.agents/skills/audience-analysis/SKILL.md +15 -0
  164. package/domains/content/.agents/skills/board/SKILL.md +20 -0
  165. package/domains/content/.agents/skills/brand-compliance/SKILL.md +15 -0
  166. package/domains/content/.agents/skills/brand-guidelines/SKILL.md +17 -0
  167. package/domains/content/.agents/skills/competitor-content-analysis/SKILL.md +15 -0
  168. package/domains/content/.agents/skills/content-brief/SKILL.md +15 -0
  169. package/domains/content/.agents/skills/content-calendar/SKILL.md +15 -0
  170. package/domains/content/.agents/skills/content-release-gate/SKILL.md +15 -0
  171. package/domains/content/.agents/skills/content-review-checklist/SKILL.md +15 -0
  172. package/domains/content/.agents/skills/cta-optimization/SKILL.md +15 -0
  173. package/domains/content/.agents/skills/data-storytelling/SKILL.md +15 -0
  174. package/domains/content/.agents/skills/email-copywriting/SKILL.md +15 -0
  175. package/domains/content/.agents/skills/email-engagement-tiers/SKILL.md +15 -0
  176. package/domains/content/.agents/skills/fact-checking/SKILL.md +15 -0
  177. package/domains/content/.agents/skills/gates/SKILL.md +20 -0
  178. package/domains/content/.agents/skills/google-stitch-content/SKILL.md +15 -0
  179. package/domains/content/.agents/skills/handoff/SKILL.md +24 -0
  180. package/domains/content/.agents/skills/headline-formulas/SKILL.md +15 -0
  181. package/domains/content/.agents/skills/image-prompt-engineering/SKILL.md +15 -0
  182. package/domains/content/.agents/skills/karpathy-guidelines/SKILL.md +28 -0
  183. package/domains/content/.agents/skills/mailerlite-email-ops/SKILL.md +15 -0
  184. package/domains/content/.agents/skills/marketing-psychology/SKILL.md +15 -0
  185. package/domains/content/.agents/skills/moodboard/SKILL.md +15 -0
  186. package/domains/content/.agents/skills/platform-compliance/SKILL.md +15 -0
  187. package/domains/content/.agents/skills/platform-strategy/SKILL.md +15 -0
  188. package/domains/content/.agents/skills/platform-visual-specs/SKILL.md +15 -0
  189. package/domains/content/.agents/skills/readability-scoring/SKILL.md +15 -0
  190. package/domains/content/.agents/skills/seo-copywriting/SKILL.md +15 -0
  191. package/domains/content/.agents/skills/social-media-formats/SKILL.md +15 -0
  192. package/domains/content/.agents/skills/source-verification/SKILL.md +15 -0
  193. package/domains/content/.agents/skills/storytelling-framework/SKILL.md +15 -0
  194. package/domains/content/.agents/skills/tone-of-voice/SKILL.md +15 -0
  195. package/domains/content/.agents/skills/topic-research/SKILL.md +15 -0
  196. package/domains/content/.agents/skills/trend-research/SKILL.md +15 -0
  197. package/domains/content/.agents/skills/visual-brief/SKILL.md +15 -0
  198. package/domains/content/AGENTS.md +4 -0
  199. package/domains/content/agents/auditor.md +76 -0
  200. package/domains/content/agents/conductor.md +11 -0
  201. package/domains/content/agents/copywriter.md +11 -0
  202. package/domains/content/agents/researcher.md +11 -0
  203. package/domains/content/agents/reviewer.md +11 -0
  204. package/domains/content/agents/strategist.md +11 -0
  205. package/domains/content/agents/visual_concept.md +11 -0
  206. package/domains/content/locales/en/.agents/skills/audience-analysis/SKILL.md +15 -0
  207. package/domains/content/locales/en/.agents/skills/board/SKILL.md +20 -0
  208. package/domains/content/locales/en/.agents/skills/brand-compliance/SKILL.md +15 -0
  209. package/domains/content/locales/en/.agents/skills/brand-guidelines/SKILL.md +17 -0
  210. package/domains/content/locales/en/.agents/skills/competitor-content-analysis/SKILL.md +15 -0
  211. package/domains/content/locales/en/.agents/skills/content-brief/SKILL.md +15 -0
  212. package/domains/content/locales/en/.agents/skills/content-calendar/SKILL.md +15 -0
  213. package/domains/content/locales/en/.agents/skills/content-release-gate/SKILL.md +15 -0
  214. package/domains/content/locales/en/.agents/skills/content-review-checklist/SKILL.md +15 -0
  215. package/domains/content/locales/en/.agents/skills/cta-optimization/SKILL.md +15 -0
  216. package/domains/content/locales/en/.agents/skills/data-storytelling/SKILL.md +15 -0
  217. package/domains/content/locales/en/.agents/skills/email-copywriting/SKILL.md +15 -0
  218. package/domains/content/locales/en/.agents/skills/email-engagement-tiers/SKILL.md +15 -0
  219. package/domains/content/locales/en/.agents/skills/fact-checking/SKILL.md +15 -0
  220. package/domains/content/locales/en/.agents/skills/gates/SKILL.md +20 -0
  221. package/domains/content/locales/en/.agents/skills/google-stitch-content/SKILL.md +15 -0
  222. package/domains/content/locales/en/.agents/skills/handoff/SKILL.md +24 -0
  223. package/domains/content/locales/en/.agents/skills/headline-formulas/SKILL.md +15 -0
  224. package/domains/content/locales/en/.agents/skills/image-prompt-engineering/SKILL.md +15 -0
  225. package/domains/content/locales/en/.agents/skills/karpathy-guidelines/SKILL.md +30 -1
  226. package/domains/content/locales/en/.agents/skills/mailerlite-email-ops/SKILL.md +15 -0
  227. package/domains/content/locales/en/.agents/skills/marketing-psychology/SKILL.md +15 -0
  228. package/domains/content/locales/en/.agents/skills/moodboard/SKILL.md +15 -0
  229. package/domains/content/locales/en/.agents/skills/platform-compliance/SKILL.md +15 -0
  230. package/domains/content/locales/en/.agents/skills/platform-strategy/SKILL.md +15 -0
  231. package/domains/content/locales/en/.agents/skills/platform-visual-specs/SKILL.md +15 -0
  232. package/domains/content/locales/en/.agents/skills/readability-scoring/SKILL.md +15 -0
  233. package/domains/content/locales/en/.agents/skills/seo-copywriting/SKILL.md +15 -0
  234. package/domains/content/locales/en/.agents/skills/social-media-formats/SKILL.md +15 -0
  235. package/domains/content/locales/en/.agents/skills/source-verification/SKILL.md +15 -0
  236. package/domains/content/locales/en/.agents/skills/storytelling-framework/SKILL.md +15 -0
  237. package/domains/content/locales/en/.agents/skills/tone-of-voice/SKILL.md +15 -0
  238. package/domains/content/locales/en/.agents/skills/topic-research/SKILL.md +15 -0
  239. package/domains/content/locales/en/.agents/skills/trend-research/SKILL.md +15 -0
  240. package/domains/content/locales/en/.agents/skills/visual-brief/SKILL.md +15 -0
  241. package/domains/content/locales/en/AGENTS.md +4 -0
  242. package/domains/content/locales/en/agents/auditor.md +76 -0
  243. package/domains/content/locales/en/agents/conductor.md +12 -0
  244. package/domains/content/locales/en/agents/copywriter.md +12 -0
  245. package/domains/content/locales/en/agents/researcher.md +12 -0
  246. package/domains/content/locales/en/agents/reviewer.md +12 -0
  247. package/domains/content/locales/en/agents/strategist.md +12 -0
  248. package/domains/content/locales/en/agents/visual_concept.md +12 -0
  249. package/domains/content/persona/persona-base.md +94 -0
  250. package/domains/content/pipeline.yaml +96 -0
  251. package/domains/development/.agents/skills/adr-log/SKILL.md +1 -0
  252. package/domains/development/.agents/skills/design-intake/SKILL.md +0 -4
  253. package/domains/development/.agents/skills/karpathy-guidelines/SKILL.md +2 -1
  254. package/domains/development/.agents/skills/lava-flow-legacy-detection/SKILL.md +15 -1
  255. package/domains/development/.agents/skills/mcp-integration/SKILL.md +211 -0
  256. package/domains/development/.agents/skills/mcp-integration/agents/claude.json +22 -0
  257. package/domains/development/.agents/skills/mcp-integration/agents/copilot.json +22 -0
  258. package/domains/development/.agents/skills/mcp-integration/agents/gemini.json +22 -0
  259. package/domains/development/.agents/skills/mcp-integration/agents/kimi.yaml +18 -0
  260. package/domains/development/.agents/skills/mcp-integration/agents/openai.yaml +8 -0
  261. package/domains/development/.agents/skills/mcp-integration/agents/qwen.json +22 -0
  262. package/domains/development/.agents/skills/mcp-integration/agents/skill.yaml +26 -0
  263. package/domains/development/.agents/skills/qa-ui-a11y-smoke/SKILL.md +1 -1
  264. package/domains/development/.agents/skills/ui-a11y-smoke-review/SKILL.md +1 -1
  265. package/domains/development/AGENTS.md +1 -0
  266. package/domains/development/AGENTS.yaml +1 -0
  267. package/domains/development/agents/architect.md +13 -1
  268. package/domains/development/agents/auditor.md +74 -0
  269. package/domains/development/agents/conductor.md +14 -3
  270. package/domains/development/agents/devops.md +8 -9
  271. package/domains/development/agents/reviewer.md +12 -0
  272. package/domains/development/agents/senior_full_stack.md +12 -0
  273. package/domains/development/agents/tester.md +10 -16
  274. package/domains/development/locales/en/.agents/skills/adr-log/SKILL.md +1 -0
  275. package/domains/development/locales/en/.agents/skills/current-state-analysis/SKILL.md +256 -172
  276. package/domains/development/locales/en/.agents/skills/karpathy-guidelines/SKILL.md +2 -1
  277. package/domains/development/locales/en/.agents/skills/lava-flow-legacy-detection/SKILL.md +15 -1
  278. package/domains/development/locales/en/.agents/skills/mcp-integration/SKILL.md +211 -0
  279. package/domains/development/locales/en/.agents/skills/mcp-integration/agents/claude.json +22 -0
  280. package/domains/development/locales/en/.agents/skills/mcp-integration/agents/copilot.json +22 -0
  281. package/domains/development/locales/en/.agents/skills/mcp-integration/agents/gemini.json +22 -0
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@@ -1,331 +1,347 @@
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- ---
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- name: customer-journey-mapping
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- description: Analysis of customer touchpoints — from awareness to advocacy
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- ---
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- # Customer Journey Mapping — Analysis of touchpoints from awareness to advocacy
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-
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- ## When to use
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- - When designing a new product / service — to understand the complete user journey.
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- - When optimizing the conversion funnel — identifying bottlenecks and drop-off points.
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- - When launching an omnichannel strategy — aligning the experience across all channels.
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- - When churn rate is growing — diagnosing moments of frustration and loss.
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-
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- ## Input
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-
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- | Field | Required | Description |
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- |------|:-----------:|----------|
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- | Product / service | ✅ | What we are analyzing |
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- | Target persona | ✅ | Who we build the map for (from `$icp-buyer-persona` or description) |
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- | Business model | ✅ | B2B / B2C / SaaS / Marketplace etc. |
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- | Current channels | ✅ | Online and offline touchpoints |
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- | Known problems | | Where complaints/low conversion already exist |
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- | Analytics data | ⬚ | GA, Hotjar, CRM funnels, NPS, reviews |
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- | Competitors | ⬚ | For experience benchmarking |
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-
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- > If mandatory fields are not provided **ask the user** before starting the analysis. Do not guess.
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-
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- ## Data Sources
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- 1. **Web search** — industry CX benchmarks, customer journey best practices.
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- 2. **Reviews and feedback** — NPS data, reviews on platforms, support tickets.
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- 3. **Product analytics** — conversion funnels, heatmaps, session recordings.
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- 4. **CRM data** sales cycle length, rejection reasons, repeat purchase points.
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- 5. **Interviews / surveys** — if provided by the user.
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-
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- > For each stage, indicate sources confirming the behavior pattern. Data older than 12 months mark with ⚠️.
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-
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- ### Connection with other skills
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- | Skill | What we take | When to call |
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- |------|-----------|----------------|
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- | `icp-buyer-persona` | Persona profile, goals, context (step 1) | If the persona is not defined |
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- | `jtbd-analysis` | Jobs-to-be-done at each journey step (steps 2-7) | For an in-depth understanding of motivation at each stage |
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- | `cohort-analysis` | Retention curves, churn points (steps 6-7) | If quantitative retention data is needed |
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- | `competitive-analysis` | Competitor CX benchmarking (step 9) | To compare customer experience with competitors |
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- | `rfm-analysis` | Frequency/amount segments for the Retention stage (step 6) | To understand different retention patterns |
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- | `web-research` | Conversion benchmarks, industry CX practices | If there is no data or industry guidelines are needed |
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-
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- ## Protocol
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-
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- ### Step 0Context collection
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- 1. Check the availability of all mandatory input data.
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- 2. Determine the map type:
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-
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- | Type | Description | When to use |
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- |-----|----------|-------------------|
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- | **As-Is** | Current state of the customer journey | By default. Diagnosing problems |
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- | **To-Be** | Target state after optimization | After as-is, based on gap analysis |
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-
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- 3. Determine the availability of quantitative data (conversions, NPS, churn). If there is no data work with a qualitative model + industry benchmarks.
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-
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- ### Step 1 Defining the persona
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- 1. Record key characteristics:
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-
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- | Parameter | Value |
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- |----------|----------|
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- | Persona | [Name / role] |
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- | Goal | [What they want to achieve] |
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- | Context | [In what situation they turn to the product] |
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- | Technical literacy | Low / Medium / High |
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- | Entry trigger | [What launches the journey] |
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- | Successful completion | [What is considered a result] |
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-
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- 2. If the persona is not defined call `$icp-buyer-persona`.
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-
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- ### Step 2Awareness
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- 1. How the customer first learns about the problem / product.
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- 2. First-touch channels (search, social media, recommendations, ads, content).
76
- 3. Emotional state: curiosity, unconscious need, urgent pain.
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- 4. Customer actions at this stage.
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- 5. Pain points and barriers.
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- 6. **Stage metrics:** reach, CTR, cost per acquisition (CPA), brand awareness.
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-
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- ### Step 3 Consideration
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- 1. How the customer compares options and deepens research.
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- 2. Touchpoints: website, demo, reviews, case studies, comparative overviews.
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- 3. Decision criteria for this persona.
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- 4. Questions and doubts of the customer.
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- 5. Pain points and barriers.
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- 6. **Stage metrics:** visit lead conversion, time on site, bounce rate, content engagement.
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-
89
- ### Step 4Decision
90
- 1. Final actions before purchase / subscription.
91
- 2. Touchpoints: pricing, trial, demo call, contract.
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- 3. Who else influences the decision (decision-maker, stakeholders, influencers).
93
- 4. Typical objections and how they are handled.
94
- 5. Pain points and barriers.
95
- 6. **Stage metrics:** lead trial/demo conversion, sales cycle length, win rate.
96
-
97
- ### Step 5Purchase / Onboarding
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- 1. The process of completing a purchase or subscription.
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- 2. First Time User Experience (FTUE).
100
- 3. Expectations vs reality: "aha moment" or disappointment.
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- 4. Touchpoints: payment, welcome series, onboarding, support.
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- 5. Pain points and barriers.
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- 6. **Stage metrics:** trialpaid conversion, time-to-value, activation rate, onboarding CSAT.
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-
105
- ### Step 6Retention
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- 1. Regular use and habit formation.
107
- 2. Triggers for repeat purchases or expansion (upsell / cross-sell).
108
- 3. Frustration moments: bugs, slow support, hidden costs.
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- 4. Touchpoints: email communication, in-app notifications, support, updates.
110
- 5. Pain points and barriers.
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- 6. **Stage metrics:** retention rate (M1, M3, M6, M12), churn rate, NPS, expansion revenue.
112
- 7. If data is available — link to `$cohort-analysis` (drop-off points).
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-
114
- ### Step 7 Advocacy
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- 1. Transition from a loyal customer to a promoter.
116
- 2. Actions: recommendations to colleagues, reviews, UGC, community participation.
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- 3. Advocacy triggers: exceptional experience, sense of belonging, rewards.
118
- 4. Advocacy barriers: no mechanism, inconvenient, nothing to share.
119
- 5. Touchpoints: referral program, community, events, social sharing.
120
- 6. **Stage metrics:** NPS promoters %, referral rate, review rate, UGC volume, viral coefficient.
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-
122
- ### Step 8 Channel mapping
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- 1. For each stage identify active channels and their role:
124
-
125
- | Stage | Online channels | Offline channels | Main channel | Consistency |
126
- |------|:-------------:|:-------------:|:--------------:|:---------------:|
127
- | Awareness | [Which ones] | [Which ones] | [Which one] | / ⚠️ |
128
- | Consideration | [Which ones] | [Which ones] | [Which one] | ✅ / ⚠️ |
129
- | Decision | [Which ones] | [Which ones] | [Which one] | ✅ / ⚠️ |
130
- | Purchase | [Which ones] | [Which ones] | [Which one] | ✅ / ⚠️ |
131
- | Retention | [Which ones] | [Which ones] | [Which one] | ✅ / ⚠️ |
132
- | Advocacy | [Which ones] | [Which ones] | [Which one] | ✅ / ⚠️ |
133
-
134
- 2. Identify gaps: where the customer "gets lost" when transitioning between channels.
135
- 3. Evaluate omnichannel consistency: whether the experience is the same across different channels.
136
- 4. Note loops and alternative paths (a customer returns from Decision to Consideration, skips stages, etc.).
137
-
138
- ### Step 9Moments of Truth
139
- Highlight critical moments that define further customer behavior:
140
-
141
- | # | Moment | Stage | Description | Current state | Risk (1-5) | Impact on metric |
142
- |---|--------|------|----------|-------------------|:----------:|-------------------|
143
- | 1 | First impression | Awareness Cons. | Does messaging match expectations | [As is now] | X | Visit → lead conv. |
144
- | 2 | First success (aha-moment) | Onboarding | Do they achieve a goal quickly | [As is now] | X | Activation rate, M1 ret. |
145
- | 3 | First problem | Retention | Support quality and resolution speed | [As is now] | X | Churn rate, NPS |
146
-
147
- > It is acceptable to add more Moments of Truth (up to 5) if they are critical for the given product.
148
-
149
- ### Step 10 — Gap analysis and recommendations
150
- 1. For each stage compare customer expectations and actual experience:
151
-
152
- | Stage | Customer expectation | Reality (as-is) | Gap | Severity |
153
- |------|------------------|--------------------|-----|:--------:|
154
- | [Stage] | [What they expect] | [What they get] | [What is the gap] | 🔴/🟡/🟢 |
155
-
156
- 2. Prioritize by the Impact × Effort matrix:
157
-
158
- | | Low Effort | High Effort |
159
- |--|:----------:|:-----------:|
160
- | **High Impact** | 🎯 Quick Wins (P1) | 💎 Big Bets (P2) |
161
- | **Low Impact** | 🔧 Fill-ins (P3) | Avoid |
162
-
163
- 3. Formulate an action plan:
164
-
165
- | Priority | Stage | Gap | Action | Target metric | Expected effect | Effort |
166
- |:---------:|------|-----|----------|-----------------|:----------------:|:------:|
167
- | P1 | [stage] | [gap] | [what to do] | [metric] | +X% | Low |
168
-
169
- ## Example — B2B SaaS HR Platform
170
-
171
- **Context:** HR platform for recruiting automation, B2B SaaS, subscription. Persona: HR director, company 50-200 emp.
172
-
173
- ### Customer journey map
174
-
175
- | Stage | Actions | Touchpoints | Emotions | Pains | Metrics |
176
- |------|----------|----------------|:------:|------|---------|
177
- | **Awareness** | Searches a solution to close 15+ vacs | Google, LinkedIn, colleagues | 😰 Overwhelm | Doesn't know where to start comparing | CTR 2.1%, CPA $45 |
178
- | **Consideration** | Compares 3-4 platforms, reads reviews | Site, G2, demo video, blog | 🤔 Caution | Unclear how we differ from competitors | Visit→lead: 4%, bounce: 62% 🔴 |
179
- | **Decision** | Requests demo, shows to CEO | Demo call, pricing, trial | 😟 Fear of error | No ROI calculator, CEO doesn't see value | Lead→trial: 28%, cycle: 21 days |
180
- | **Purchase** | Connects trial, imports vacancies | Welcome email, onboarding, chat | 😊→😐 | Excel import broken, 3 emails no reply | Trial→paid: 18% 🔴, TTV: 5 days |
181
- | **Retention** | Uses 3x/week, but no upsell | Email digest, in-app, support | 😊 Habituality | No hh.ru integration, duplicates manually | M1: 72%, M6: 48%, NPS: 32 🟡 |
182
- | **Advocacy** | Uses silently, doesn't recommend | — | 😐 Neutral | No referral program, nothing to share | Referral: 2% 🔴 |
183
-
184
- ### Channel mapping
185
-
186
- | Stage | Online | Offline | Main | Consistency |
187
- |------|--------|--------|----------|:---------------:|
188
- | Awareness | Google Ads, LinkedIn | HR events | LinkedIn | ✅ |
189
- | Consideration | Site, G2, blog | — | Site | ⚠️ Site doesn't reflect G2 features |
190
- | Decision | Demo call (Zoom) | — | Demo call | ✅ |
191
- | Purchase | In-app onboarding | | In-app | ⚠️ Welcome email untied from onboard. |
192
- | Retention | Email, in-app | — | In-app | ✅ |
193
- | Advocacy | | | No channel | 🔴 Channel missing |
194
-
195
- ### Moments of Truth
196
-
197
- | # | Moment | Stage | Current | Risk | Impact |
198
- |---|--------|------|---------|:----:|---------|
199
- | 1 | First site visit | Consideration | Bounce 62%, loose messaging | 4 | Visit→lead |
200
- | 2 | First vacancy import (aha-mom.) | Purchase | Excel import broken for 30% | 5 | Trial→paid |
201
- | 3 | First support ticket | Retention | Reply >24h, 3 emails unreplied | 4 | Churn, NPS |
202
-
203
- ### Gap analysis → Action Plan
204
-
205
- | Priority | Stage | Gap | Action | Metric | Effect | Effort |
206
- |:---------:|------|-----|----------|---------|:------:|:------:|
207
- | P1 🎯 | Purchase | Excel import broken | Fix parser + add drag-n-drop | Trial→paid | +8% | Low |
208
- | P1 🎯 | Consideration | Bounce 62%, lacking diff. | Hero section redesign: "Close vacs 2x faster" | Bounce rate | -15pp | Low |
209
- | P2 💎 | Retention | No hh.ru integration | API integration with hh.ru | M6 retention | +10pp | High |
210
- | P2 💎 | Advocacy | No referral program | Launch "invite HR-peer → month free" | Referral rate | +5% | Med |
211
- | P3 🔧 | Decision | No ROI calculator | Interactive calculator on site | Lead→trial | +3% | Low |
212
-
213
- ## Validation (Quality Gate)
214
-
215
- - [ ] All 6 journey stages covered (Awareness Consideration Decision Purchase Retention Advocacy)
216
- - [ ] For each stage: actions, emotions, touchpoints, pains, opportunities
217
- - [ ] Metrics specified for each stage (real or benchmarks with a note)
218
- - [ ] Retention and Advocacy analyzed separately
219
- - [ ] Identified at least 3 Moments of Truth with risk assessment and impact on metric
220
- - [ ] Channel mapping: online + offline channels at each stage, consistency evaluated
221
- - [ ] Loops and alternative paths are marked (customer doesn't always go linearly)
222
- - [ ] The map is tied to a specific persona (not an abstract customer)
223
- - [ ] Gap analysis with Impact × Effort prioritization
224
- - [ ] Action plan with target metrics and expected effect
225
- - [ ] Data sources indicated; data older than 12 mo marked with ⚠️
226
-
227
- > If validation fails rework until passing, do not pass further.
228
-
229
- ## Handoff
230
- The output of `$customer-journey-mapping` is input for:
231
- - **Strategist / Mediator** understanding the customer journey for strategic decisions.
232
- - **`icp-buyer-persona`** enriching personas with real behavior and pain data.
233
- - **`rfm-analysis`** touchpoints to increase frequency and amount of purchases (Retention stage).
234
- - **`unit-economics`** optimizing CAC via conversion enhancement at key stages.
235
- - **`cohort-analysis`** churn points for in-depth cohort analysis.
236
- - **`jtbd-analysis`** jobs at each stage to refine the value proposition.
237
-
238
- Handoff format: journey map + Moments of Truth + gap analysis + action plan. When handing off — use `$handoff`.
239
-
240
- ## Anti-patterns
241
-
242
- | Mistake | Why it's bad | How to do it right |
243
- |--------|-------------|---------------|
244
- | Map without a persona | Abstract journey, untied to real behavior | Always tie to a specific persona |
245
- | Only online channels | Half the customer journey is missed | Channel mapping: online + offline at each stage |
246
- | No emotions | Dry scheme without customer understanding | Capture emotional state at each stage |
247
- | Linear journey | Customers loop, return, skip stages | Note loops and alternative paths |
248
- | No gap analysis | Map for the sake of a map, no actionable insights | Always conclude with gap analysis + Impact × Effort |
249
- | Idealized journey | Drawing "how we want" instead of "as is" | Start with as-is, then build to-be |
250
- | Too many details | Unreadable map, focus is lost | 5-7 touchpoints per stage maximum |
251
- | Retention + Adv. in one | Retention ≠ recommendation, different mechanics and metrics | Analyze as separate stages |
252
- | No metrics | Qualitative map without numbers half the value | Connversion, NPS, time-to-value, churn at each stage |
253
-
254
- ## Output Template
255
-
256
- ```markdown
257
- ### Customer Journey Mapping — [Product / Service]
258
-
259
- **Persona:** [Name / role]
260
- **Map type:** As-Is / To-Be
261
- **Business model:** [model]
262
- **Analysis date:** [date]
263
- **Data type:** Real / Benchmarks ([source])
264
-
265
- ---
266
-
267
- #### Customer Journey Map
268
-
269
- | Stage | Customer actions | Touchpoints | Emotions | Pains | Opportunities | Metrics |
270
- |------|-----------------|----------------|:------:|------|-------------|---------|
271
- | **Awareness** | [what they do] | [channels] | [😊😐😟] | [problem] | [improvement] | [CTR, CPA] |
272
- | **Consideration** | [what they do] | [channels] | [😊😐😟] | [problem] | [improvement] | [conv., bounce] |
273
- | **Decision** | [what they do] | [channels] | [😊😐😟] | [problem] | [improvement] | [win rate, cycle] |
274
- | **Purchase / Onboard.** | [what they do] | [channels] | [😊😐😟] | [problem] | [improvement] | [activ., TTV] |
275
- | **Retention** | [what they do] | [channels] | [😊😐😟] | [problem] | [improvement] | [ret., NPS, churn] |
276
- | **Advocacy** | [what they do] | [channels] | [😊😐😟] | [problem] | [improvement] | [refer., UGC] |
277
-
278
- ---
279
-
280
- #### Channel Mapping
281
-
282
- | Stage | Online channels | Offline channels | Main channel | Consistency |
283
- |------|:-------------:|:-------------:|:--------------:|:---------------:|
284
- | [Stage] | [Which ones] | [Which ones] | [Which one] | ✅ / ⚠️ / 🔴 |
285
-
286
- **Loops and alternative paths:** [description of nonlinear routes]
287
-
288
- ---
289
-
290
- #### Moments of Truth
291
-
292
- | # | Moment | Stage | Current state | Risk (1-5) | Impact on metric |
293
- |---|--------|------|-------------------|:----------:|-------------------|
294
- | 1 | [moment] | [stage] | [description] | X | [metric] |
295
-
296
- ---
297
-
298
- #### Gap Analysis
299
-
300
- | Stage | Customer expectation | Reality (as-is) | Gap | Severity |
301
- |------|------------------|--------------------|-----|:--------:|
302
- | [Stage] | [What they expect] | [What they get] | [Gap] | 🔴/🟡/🟢 |
303
-
304
- ---
305
-
306
- #### Action Plan (Impact × Effort)
307
-
308
- | Priority | Stage | Gap | Action | Target metric | Expected effect | Effort |
309
- |:---------:|------|-----|----------|-----------------|:----------------:|:------:|
310
- | P1 🎯 | [stage] | [gap] | [what to do] | [metric] | +X% | Low |
311
- | P2 💎 | [stage] | [gap] | [what to do] | [metric] | +X% | High |
312
- | P3 🔧 | [stage] | [gap] | [what to do] | [metric] | +X% | Low |
313
-
314
- ---
315
-
316
- #### Recommendations for subsequent stages
317
- - **→ Strategist:** [key insight for strategy]
318
- - **→ $icp-buyer-persona:** [persona enrichment]
319
- - **→ $unit-economics:** [impact on CAC/LTV]
320
- - **→ $cohort-analysis:** [churn points for in-depth analysis]
321
-
322
- ---
323
-
324
- #### Sources and Assumptions
325
-
326
- | # | Fact / assumption | Source | Date | Reliability |
327
- |---|-------------------|----------|------|:-------------:|
328
- | 1 | [Fact] | [Source] | [Date] | / ⚠️ / 🔮 |
329
-
330
- Legend: ✅ Verified (analytics data / A/B test) | ⚠️ Estimated (benchmark / 1 source) | 🔮 Assumed (expert hypothesis)
331
- ```
1
+ ---
2
+ name: customer-journey-mapping
3
+ description: Analysis of customer touchpoints — from awareness to advocacy
4
+ type: triggered
5
+ domain: analytics
6
+ owners:
7
+ - strategist
8
+ gates:
9
+ - STRATEGIST
10
+ tech: []
11
+ topic: []
12
+ triggers:
13
+ - "customer-journey-mapping"
14
+ - "CJM"
15
+ - "карта путешествия клиента"
16
+ - "customer journey"
17
+ related: []
18
+ budget_lines: 347
19
+ schema_version: 1
20
+ ---
21
+ # Customer Journey Mapping Analysis of touchpoints from awareness to advocacy
22
+
23
+ ## When to use
24
+ - When designing a new product / service — to understand the complete user journey.
25
+ - When optimizing the conversion funnelidentifying bottlenecks and drop-off points.
26
+ - When launching an omnichannel strategy — aligning the experience across all channels.
27
+ - When churn rate is growing — diagnosing moments of frustration and loss.
28
+
29
+ ## Input
30
+
31
+ | Field | Required | Description |
32
+ |------|:-----------:|----------|
33
+ | Product / service | ✅ | What we are analyzing |
34
+ | Target persona | | Who we build the map for (from `$icp-buyer-persona` or description) |
35
+ | Business model | ✅ | B2B / B2C / SaaS / Marketplace etc. |
36
+ | Current channels | ✅ | Online and offline touchpoints |
37
+ | Known problems | | Where complaints/low conversion already exist |
38
+ | Analytics data | ⬚ | GA, Hotjar, CRM funnels, NPS, reviews |
39
+ | Competitors | | For experience benchmarking |
40
+
41
+ > If mandatory fields are not provided **ask the user** before starting the analysis. Do not guess.
42
+
43
+ ## Data Sources
44
+ 1. **Web search** industry CX benchmarks, customer journey best practices.
45
+ 2. **Reviews and feedback** — NPS data, reviews on platforms, support tickets.
46
+ 3. **Product analytics** — conversion funnels, heatmaps, session recordings.
47
+ 4. **CRM data** — sales cycle length, rejection reasons, repeat purchase points.
48
+ 5. **Interviews / surveys** if provided by the user.
49
+
50
+ > For each stage, indicate sources confirming the behavior pattern. Data older than 12 months — mark with ⚠️.
51
+
52
+ ### Connection with other skills
53
+ | Skill | What we take | When to call |
54
+ |------|-----------|----------------|
55
+ | `icp-buyer-persona` | Persona profile, goals, context (step 1) | If the persona is not defined |
56
+ | `jtbd-analysis` | Jobs-to-be-done at each journey step (steps 2-7) | For an in-depth understanding of motivation at each stage |
57
+ | `cohort-analysis` | Retention curves, churn points (steps 6-7) | If quantitative retention data is needed |
58
+ | `competitive-analysis` | Competitor CX benchmarking (step 9) | To compare customer experience with competitors |
59
+ | `rfm-analysis` | Frequency/amount segments for the Retention stage (step 6) | To understand different retention patterns |
60
+ | `web-research` | Conversion benchmarks, industry CX practices | If there is no data or industry guidelines are needed |
61
+
62
+ ## Protocol
63
+
64
+ ### Step 0 Context collection
65
+ 1. Check the availability of all mandatory input data.
66
+ 2. Determine the map type:
67
+
68
+ | Type | Description | When to use |
69
+ |-----|----------|-------------------|
70
+ | **As-Is** | Current state of the customer journey | By default. Diagnosing problems |
71
+ | **To-Be** | Target state after optimization | After as-is, based on gap analysis |
72
+
73
+ 3. Determine the availability of quantitative data (conversions, NPS, churn). If there is no data work with a qualitative model + industry benchmarks.
74
+
75
+ ### Step 1 Defining the persona
76
+ 1. Record key characteristics:
77
+
78
+ | Parameter | Value |
79
+ |----------|----------|
80
+ | Persona | [Name / role] |
81
+ | Goal | [What they want to achieve] |
82
+ | Context | [In what situation they turn to the product] |
83
+ | Technical literacy | Low / Medium / High |
84
+ | Entry trigger | [What launches the journey] |
85
+ | Successful completion | [What is considered a result] |
86
+
87
+ 2. If the persona is not defined call `$icp-buyer-persona`.
88
+
89
+ ### Step 2Awareness
90
+ 1. How the customer first learns about the problem / product.
91
+ 2. First-touch channels (search, social media, recommendations, ads, content).
92
+ 3. Emotional state: curiosity, unconscious need, urgent pain.
93
+ 4. Customer actions at this stage.
94
+ 5. Pain points and barriers.
95
+ 6. **Stage metrics:** reach, CTR, cost per acquisition (CPA), brand awareness.
96
+
97
+ ### Step 3Consideration
98
+ 1. How the customer compares options and deepens research.
99
+ 2. Touchpoints: website, demo, reviews, case studies, comparative overviews.
100
+ 3. Decision criteria for this persona.
101
+ 4. Questions and doubts of the customer.
102
+ 5. Pain points and barriers.
103
+ 6. **Stage metrics:** visitlead conversion, time on site, bounce rate, content engagement.
104
+
105
+ ### Step 4Decision
106
+ 1. Final actions before purchase / subscription.
107
+ 2. Touchpoints: pricing, trial, demo call, contract.
108
+ 3. Who else influences the decision (decision-maker, stakeholders, influencers).
109
+ 4. Typical objections and how they are handled.
110
+ 5. Pain points and barriers.
111
+ 6. **Stage metrics:** lead trial/demo conversion, sales cycle length, win rate.
112
+
113
+ ### Step 5 — Purchase / Onboarding
114
+ 1. The process of completing a purchase or subscription.
115
+ 2. First Time User Experience (FTUE).
116
+ 3. Expectations vs reality: "aha moment" or disappointment.
117
+ 4. Touchpoints: payment, welcome series, onboarding, support.
118
+ 5. Pain points and barriers.
119
+ 6. **Stage metrics:** trial → paid conversion, time-to-value, activation rate, onboarding CSAT.
120
+
121
+ ### Step 6 — Retention
122
+ 1. Regular use and habit formation.
123
+ 2. Triggers for repeat purchases or expansion (upsell / cross-sell).
124
+ 3. Frustration moments: bugs, slow support, hidden costs.
125
+ 4. Touchpoints: email communication, in-app notifications, support, updates.
126
+ 5. Pain points and barriers.
127
+ 6. **Stage metrics:** retention rate (M1, M3, M6, M12), churn rate, NPS, expansion revenue.
128
+ 7. If data is available link to `$cohort-analysis` (drop-off points).
129
+
130
+ ### Step 7 Advocacy
131
+ 1. Transition from a loyal customer to a promoter.
132
+ 2. Actions: recommendations to colleagues, reviews, UGC, community participation.
133
+ 3. Advocacy triggers: exceptional experience, sense of belonging, rewards.
134
+ 4. Advocacy barriers: no mechanism, inconvenient, nothing to share.
135
+ 5. Touchpoints: referral program, community, events, social sharing.
136
+ 6. **Stage metrics:** NPS promoters %, referral rate, review rate, UGC volume, viral coefficient.
137
+
138
+ ### Step 8Channel mapping
139
+ 1. For each stage identify active channels and their role:
140
+
141
+ | Stage | Online channels | Offline channels | Main channel | Consistency |
142
+ |------|:-------------:|:-------------:|:--------------:|:---------------:|
143
+ | Awareness | [Which ones] | [Which ones] | [Which one] | / ⚠️ |
144
+ | Consideration | [Which ones] | [Which ones] | [Which one] | / ⚠️ |
145
+ | Decision | [Which ones] | [Which ones] | [Which one] | / ⚠️ |
146
+ | Purchase | [Which ones] | [Which ones] | [Which one] | ✅ / ⚠️ |
147
+ | Retention | [Which ones] | [Which ones] | [Which one] | / ⚠️ |
148
+ | Advocacy | [Which ones] | [Which ones] | [Which one] | ✅ / ⚠️ |
149
+
150
+ 2. Identify gaps: where the customer "gets lost" when transitioning between channels.
151
+ 3. Evaluate omnichannel consistency: whether the experience is the same across different channels.
152
+ 4. Note loops and alternative paths (a customer returns from Decision to Consideration, skips stages, etc.).
153
+
154
+ ### Step 9 Moments of Truth
155
+ Highlight critical moments that define further customer behavior:
156
+
157
+ | # | Moment | Stage | Description | Current state | Risk (1-5) | Impact on metric |
158
+ |---|--------|------|----------|-------------------|:----------:|-------------------|
159
+ | 1 | First impression | Awareness → Cons. | Does messaging match expectations | [As is now] | X | Visit → lead conv. |
160
+ | 2 | First success (aha-moment) | Onboarding | Do they achieve a goal quickly | [As is now] | X | Activation rate, M1 ret. |
161
+ | 3 | First problem | Retention | Support quality and resolution speed | [As is now] | X | Churn rate, NPS |
162
+
163
+ > It is acceptable to add more Moments of Truth (up to 5) if they are critical for the given product.
164
+
165
+ ### Step 10 Gap analysis and recommendations
166
+ 1. For each stage — compare customer expectations and actual experience:
167
+
168
+ | Stage | Customer expectation | Reality (as-is) | Gap | Severity |
169
+ |------|------------------|--------------------|-----|:--------:|
170
+ | [Stage] | [What they expect] | [What they get] | [What is the gap] | 🔴/🟡/🟢 |
171
+
172
+ 2. Prioritize by the Impact × Effort matrix:
173
+
174
+ | | Low Effort | High Effort |
175
+ |--|:----------:|:-----------:|
176
+ | **High Impact** | 🎯 Quick Wins (P1) | 💎 Big Bets (P2) |
177
+ | **Low Impact** | 🔧 Fill-ins (P3) | Avoid |
178
+
179
+ 3. Formulate an action plan:
180
+
181
+ | Priority | Stage | Gap | Action | Target metric | Expected effect | Effort |
182
+ |:---------:|------|-----|----------|-----------------|:----------------:|:------:|
183
+ | P1 | [stage] | [gap] | [what to do] | [metric] | +X% | Low |
184
+
185
+ ## Example — B2B SaaS HR Platform
186
+
187
+ **Context:** HR platform for recruiting automation, B2B SaaS, subscription. Persona: HR director, company 50-200 emp.
188
+
189
+ ### Customer journey map
190
+
191
+ | Stage | Actions | Touchpoints | Emotions | Pains | Metrics |
192
+ |------|----------|----------------|:------:|------|---------|
193
+ | **Awareness** | Searches a solution to close 15+ vacs | Google, LinkedIn, colleagues | 😰 Overwhelm | Doesn't know where to start comparing | CTR 2.1%, CPA $45 |
194
+ | **Consideration** | Compares 3-4 platforms, reads reviews | Site, G2, demo video, blog | 🤔 Caution | Unclear how we differ from competitors | Visit→lead: 4%, bounce: 62% 🔴 |
195
+ | **Decision** | Requests demo, shows to CEO | Demo call, pricing, trial | 😟 Fear of error | No ROI calculator, CEO doesn't see value | Lead→trial: 28%, cycle: 21 days |
196
+ | **Purchase** | Connects trial, imports vacancies | Welcome email, onboarding, chat | 😊→😐 | Excel import broken, 3 emails no reply | Trial→paid: 18% 🔴, TTV: 5 days |
197
+ | **Retention** | Uses 3x/week, but no upsell | Email digest, in-app, support | 😊 Habituality | No hh.ru integration, duplicates manually | M1: 72%, M6: 48%, NPS: 32 🟡 |
198
+ | **Advocacy** | Uses silently, doesn't recommend | — | 😐 Neutral | No referral program, nothing to share | Referral: 2% 🔴 |
199
+
200
+ ### Channel mapping
201
+
202
+ | Stage | Online | Offline | Main | Consistency |
203
+ |------|--------|--------|----------|:---------------:|
204
+ | Awareness | Google Ads, LinkedIn | HR events | LinkedIn | ✅ |
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+ | Consideration | Site, G2, blog | | Site | ⚠️ Site doesn't reflect G2 features |
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+ | Decision | Demo call (Zoom) | — | Demo call | ✅ |
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+ | Purchase | In-app onboarding | | In-app | ⚠️ Welcome email untied from onboard. |
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+ | Retention | Email, in-app | | In-app | |
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+ | Advocacy | | | No channel | 🔴 Channel missing |
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+
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+ ### Moments of Truth
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+
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+ | # | Moment | Stage | Current | Risk | Impact |
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+ |---|--------|------|---------|:----:|---------|
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+ | 1 | First site visit | Consideration | Bounce 62%, loose messaging | 4 | Visitlead |
216
+ | 2 | First vacancy import (aha-mom.) | Purchase | Excel import broken for 30% | 5 | Trial→paid |
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+ | 3 | First support ticket | Retention | Reply >24h, 3 emails unreplied | 4 | Churn, NPS |
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+
219
+ ### Gap analysis Action Plan
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+
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+ | Priority | Stage | Gap | Action | Metric | Effect | Effort |
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+ |:---------:|------|-----|----------|---------|:------:|:------:|
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+ | P1 🎯 | Purchase | Excel import broken | Fix parser + add drag-n-drop | Trial→paid | +8% | Low |
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+ | P1 🎯 | Consideration | Bounce 62%, lacking diff. | Hero section redesign: "Close vacs 2x faster" | Bounce rate | -15pp | Low |
225
+ | P2 💎 | Retention | No hh.ru integration | API integration with hh.ru | M6 retention | +10pp | High |
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+ | P2 💎 | Advocacy | No referral program | Launch "invite HR-peer → month free" | Referral rate | +5% | Med |
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+ | P3 🔧 | Decision | No ROI calculator | Interactive calculator on site | Lead→trial | +3% | Low |
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+
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+ ## Validation (Quality Gate)
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+
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+ - [ ] All 6 journey stages covered (Awareness Consideration → Decision → Purchase → Retention → Advocacy)
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+ - [ ] For each stage: actions, emotions, touchpoints, pains, opportunities
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+ - [ ] Metrics specified for each stage (real or benchmarks with a note)
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+ - [ ] Retention and Advocacy analyzed separately
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+ - [ ] Identified at least 3 Moments of Truth with risk assessment and impact on metric
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+ - [ ] Channel mapping: online + offline channels at each stage, consistency evaluated
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+ - [ ] Loops and alternative paths are marked (customer doesn't always go linearly)
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+ - [ ] The map is tied to a specific persona (not an abstract customer)
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+ - [ ] Gap analysis with Impact × Effort prioritization
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+ - [ ] Action plan with target metrics and expected effect
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+ - [ ] Data sources indicated; data older than 12 mo marked with ⚠️
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+
243
+ > If validation fails — rework until passing, do not pass further.
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+
245
+ ## Handoff
246
+ The output of `$customer-journey-mapping` is input for:
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+ - **Strategist / Mediator** understanding the customer journey for strategic decisions.
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+ - **`icp-buyer-persona`** enriching personas with real behavior and pain data.
249
+ - **`rfm-analysis`** touchpoints to increase frequency and amount of purchases (Retention stage).
250
+ - **`unit-economics`** optimizing CAC via conversion enhancement at key stages.
251
+ - **`cohort-analysis`** churn points for in-depth cohort analysis.
252
+ - **`jtbd-analysis`** jobs at each stage to refine the value proposition.
253
+
254
+ Handoff format: journey map + Moments of Truth + gap analysis + action plan. When handing off — use `$handoff`.
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+
256
+ ## Anti-patterns
257
+
258
+ | Mistake | Why it's bad | How to do it right |
259
+ |--------|-------------|---------------|
260
+ | Map without a persona | Abstract journey, untied to real behavior | Always tie to a specific persona |
261
+ | Only online channels | Half the customer journey is missed | Channel mapping: online + offline at each stage |
262
+ | No emotions | Dry scheme without customer understanding | Capture emotional state at each stage |
263
+ | Linear journey | Customers loop, return, skip stages | Note loops and alternative paths |
264
+ | No gap analysis | Map for the sake of a map, no actionable insights | Always conclude with gap analysis + Impact × Effort |
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+ | Idealized journey | Drawing "how we want" instead of "as is" | Start with as-is, then build to-be |
266
+ | Too many details | Unreadable map, focus is lost | 5-7 touchpoints per stage maximum |
267
+ | Retention + Adv. in one | Retention ≠ recommendation, different mechanics and metrics | Analyze as separate stages |
268
+ | No metrics | Qualitative map without numbers — half the value | Connversion, NPS, time-to-value, churn at each stage |
269
+
270
+ ## Output Template
271
+
272
+ ```markdown
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+ ### Customer Journey Mapping [Product / Service]
274
+
275
+ **Persona:** [Name / role]
276
+ **Map type:** As-Is / To-Be
277
+ **Business model:** [model]
278
+ **Analysis date:** [date]
279
+ **Data type:** Real / Benchmarks ([source])
280
+
281
+ ---
282
+
283
+ #### Customer Journey Map
284
+
285
+ | Stage | Customer actions | Touchpoints | Emotions | Pains | Opportunities | Metrics |
286
+ |------|-----------------|----------------|:------:|------|-------------|---------|
287
+ | **Awareness** | [what they do] | [channels] | [😊😐😟] | [problem] | [improvement] | [CTR, CPA] |
288
+ | **Consideration** | [what they do] | [channels] | [😊😐😟] | [problem] | [improvement] | [conv., bounce] |
289
+ | **Decision** | [what they do] | [channels] | [😊😐😟] | [problem] | [improvement] | [win rate, cycle] |
290
+ | **Purchase / Onboard.** | [what they do] | [channels] | [😊😐😟] | [problem] | [improvement] | [activ., TTV] |
291
+ | **Retention** | [what they do] | [channels] | [😊😐😟] | [problem] | [improvement] | [ret., NPS, churn] |
292
+ | **Advocacy** | [what they do] | [channels] | [😊😐😟] | [problem] | [improvement] | [refer., UGC] |
293
+
294
+ ---
295
+
296
+ #### Channel Mapping
297
+
298
+ | Stage | Online channels | Offline channels | Main channel | Consistency |
299
+ |------|:-------------:|:-------------:|:--------------:|:---------------:|
300
+ | [Stage] | [Which ones] | [Which ones] | [Which one] | / ⚠️ / 🔴 |
301
+
302
+ **Loops and alternative paths:** [description of nonlinear routes]
303
+
304
+ ---
305
+
306
+ #### Moments of Truth
307
+
308
+ | # | Moment | Stage | Current state | Risk (1-5) | Impact on metric |
309
+ |---|--------|------|-------------------|:----------:|-------------------|
310
+ | 1 | [moment] | [stage] | [description] | X | [metric] |
311
+
312
+ ---
313
+
314
+ #### Gap Analysis
315
+
316
+ | Stage | Customer expectation | Reality (as-is) | Gap | Severity |
317
+ |------|------------------|--------------------|-----|:--------:|
318
+ | [Stage] | [What they expect] | [What they get] | [Gap] | 🔴/🟡/🟢 |
319
+
320
+ ---
321
+
322
+ #### Action Plan (Impact × Effort)
323
+
324
+ | Priority | Stage | Gap | Action | Target metric | Expected effect | Effort |
325
+ |:---------:|------|-----|----------|-----------------|:----------------:|:------:|
326
+ | P1 🎯 | [stage] | [gap] | [what to do] | [metric] | +X% | Low |
327
+ | P2 💎 | [stage] | [gap] | [what to do] | [metric] | +X% | High |
328
+ | P3 🔧 | [stage] | [gap] | [what to do] | [metric] | +X% | Low |
329
+
330
+ ---
331
+
332
+ #### Recommendations for subsequent stages
333
+ - **→ Strategist:** [key insight for strategy]
334
+ - **→ $icp-buyer-persona:** [persona enrichment]
335
+ - **→ $unit-economics:** [impact on CAC/LTV]
336
+ - **→ $cohort-analysis:** [churn points for in-depth analysis]
337
+
338
+ ---
339
+
340
+ #### Sources and Assumptions
341
+
342
+ | # | Fact / assumption | Source | Date | Reliability |
343
+ |---|-------------------|----------|------|:-------------:|
344
+ | 1 | [Fact] | [Source] | [Date] | ✅ / ⚠️ / 🔮 |
345
+
346
+ Legend: ✅ Verified (analytics data / A/B test) | ⚠️ Estimated (benchmark / 1 source) | 🔮 Assumed (expert hypothesis)
347
+ ```