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The OLIVER framework is a step-by-step method for building effective customer journey maps. It stands for Objective, Layers, Inputs, Visualize, Extract, and Revamp. Each step ensures that the map is grounded in real data, aligned with business goals, and useful for teams across the organization.

Setting clear objectives forms the foundation of any successful customer journey map. Without a well-defined purpose, journey mapping becomes an abstract exercise that fails to deliver actionable insights. The objective determines what aspect of the customer experience to examine, which touchpoints to focus on, and what type of data to collect. It shapes whether the map will uncover pain points in the onboarding process, identify opportunities for cross-selling, or reveal gaps in customer support.

Strong objectives connect directly to measurable business outcomes and user needs. They specify the scope by defining which customer segment, journey phase, or product interaction to analyze. When objectives align with both business strategy and user experience goals, journey maps become powerful tools for driving meaningful improvements.

Exercise #1

Define purpose and set objectives

Define purpose and set objectives Bad Practice
Define purpose and set objectives Best Practice

Every customer journey map needs a clear purpose and specific objectives to deliver meaningful results. Purpose defines why you're creating the map, while objectives outline what you'll accomplish to fulfill that purpose. Together, they transform mapping from a creative exercise into a strategic tool that drives action.

A well-defined purpose answers fundamental questions about your goals.[1] It clarifies whether you're trying to reduce checkout abandonment, improve onboarding completion, or identify service gaps. This clarity shapes your entire approach, from data collection methods to stakeholder involvement. Purpose statements should be specific. For example, "Reduce mobile checkout abandonment by 50% by Q2" beats "Understand customers better." Once the purpose is clear, set objectives that are Specific, Measurable, Achievable, Relevant, and Time-bound (SMART).[2] These break the purpose down into steps. For example, "Identify the top 3 checkout steps causing 70% of abandonment by analyzing analytics data within 2 weeks" is a SMART objective.

It’s also important to define which persona you're mapping for. The same product experience can look different across segments: first-time users, power users, or returning customers. Some maps stay generic but highlight where key moments differ by audience. Others go deep into a specific persona. Either way, the audience focus needs to be addressed upfront so the map stays grounded in real user behavior and avoids overgeneralizing the experience.

Pro Tip: Start every mapping session by writing your purpose statement at the top of the board. Reference it whenever discussions drift off track.

Exercise #2

Align objectives to business goals

Customer journey mapping objectives must connect your purpose to measurable business outcomes. While your purpose defines the customer problem you're solving, aligning to business goals ensures your solution gets resources and drives organizational change. This alignment transforms customer journey mapping from a design exercise into a strategic business tool.

Start by linking your customer-focused purpose to business metrics. If your purpose is "Understand why customers cancel subscriptions," connect it to business goals like "Reduce churn from 8% to 5%" or "Save $3M in annual recurring revenue." This connection shows stakeholders how addressing customer pain points protects revenue and reduces acquisition costs.

Frame your objectives to serve both user needs and business priorities. An objective like "Discover top user frustrations driving cancellations within 30 days of signup to reduce early churn by 40%" tackles customer dissatisfaction while protecting revenue streams. This dual focus ensures your customer journey insights lead to solutions that create value for everyone.

Exercise #3

Factor in your UX goals

Factor in your UX goals

Customer journey mapping objectives should balance business metrics with user experience goals to create solutions that truly work for customers. While business alignment secures resources, connecting to UX goals ensures the resulting improvements actually enhance the customer experience rather than just optimizing metrics.

UX goals focus on reducing effort, increasing satisfaction, and building customer confidence. These might include decreasing task completion time, minimizing cognitive load, or reducing anxiety during complex processes. For example, while a business goal targets "Increase form completion by 25%," the UX goal ensures "Users complete forms without confusion or repeated attempts."

Create objectives that satisfy both perspectives. An objective like "Simplify the return process from 7 steps to 3, reducing customer effort score by 40% while cutting service calls by half" addresses user frustration and operational costs simultaneously. This integrated approach produces solutions customers love while achieving business results.

Exercise #4

Select journey scenarios

Choosing the right journey scenario to map determines whether your efforts produce actionable insights or generic observations. Rather than attempting to document every possible path, focus on scenarios that represent critical moments in the customer relationship or address specific problems your organization faces. For example, a first-time user onboarding journey often matters more than mapping how users change their email preferences.

Priority scenarios typically fall into 3 categories:

  • High-impact journeys affecting revenue or retention
  • Problematic journeys generating complaints or support tickets
  • Transformational journeys where small improvements yield significant results.

Select scenarios based on available data and resources. If analytics show 40% of trial users never complete setup, that journey deserves attention. If support tickets spike during subscription renewal, map that specific scenario. This targeted approach ensures your customer journey mapping efforts address real problems with measurable impact.

Exercise #5

Define appropriate scope

Scope determines the boundaries of your customer journey map, preventing it from becoming either too narrow to be useful or too broad to be actionable. A well-defined scope specifies which customer segment, time frame, channels, and touchpoints to include while explicitly stating what falls outside the map's focus.[3]

Effective scope balances comprehensiveness with practicality. Instead of mapping "the entire customer experience," focus on "new customers' first 30 days using the mobile app" or "enterprise clients' contract renewal process via sales team interactions." This precision ensures you gather detailed insights rather than surface-level observations across too many scenarios.

Consider your resources when setting the scope. A two-week project can't map every persona across all channels. Start with one clearly defined segment experiencing one specific journey. You can always expand the scope in future iterations after proving value with a focused initial map that drives real improvements.

Exercise #6

Gain stakeholder alignment

Without buy-in from key decision-makers across departments, even the most insightful maps fail to influence product decisions or secure resources for improvements. Start alignment conversations by connecting customer journey mapping objectives to each stakeholder's specific goals and pain points. For example, show the VP of Sales how mapping reveals why deals stall, demonstrate to Customer Success how it reduces churn, and help the Product Head understand feature adoption barriers. This targeted approach makes the value tangible for each audience.

Create alignment through collaborative planning sessions where stakeholders help define objectives and success metrics. When leaders contribute to scoping decisions and see their priorities reflected in objectives, they become champions rather than skeptics. Document these agreements to maintain focus when competing priorities emerge during the mapping process.

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