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  • Idealised Journey Name: Your choice of Idealised Journey name, what the Journey symbolises – this can be changed at any time.

  • Add Milestone: Adds a new Milestone to the far-right hand side of the Idealised Journey canvas. Milestones can be inserted at other locations using the Add button within the Idealised Journey Canvas

  • Delete: Allows deletion of the Idealised Journey after confirmationto be deleted

  • Saving: The Idealised Journey screen will automatically save as you make changeswork. Where multiple changes take place in succession it will wait for a suitable pause and then save at that point. The saving icon shows when it is saving and confirms a successful save.

  • Redo / Undo:  Changes to the Idealised Journey can be undone or redone.

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Milestones represent the broad stages your customer will go through as part of the Journey. Examples includes Awareness, Research, Purchase, Follow-up, Support, Meeting , or Test Drive etc.

It is expected that the Milestones are created in order with the first milestones on the far left and the final milestones placed on the right. The Journey therefore flows from the left to the right.

It is likely, but not mandated that your customers will go through each Milestone before moving unto the next Milestone to the right. For example, your customers need to be aware of who you are before they can purchase from you.

Adding and Deleting Milestones

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Not every customer or prospect will go through each Step. Some will, and therefore you need to plan how this step is met by the Internal actions and whether the Customer Action could be positively influenced by the Internal actions.

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