Mapping the prospect journey — a Service Design case study

Summary: Mapping the prospect journey (at Clinked), on three levels (user experience, sales & CS, automations) with two objectives: documenting the service and flagging bottlenecks, inconsistencies & necessary improvements.

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Documenting prospect journey along Marketing channels

Helped identify nodes with most traffic and prioritize design

Mapping the demo booking, demo and follow-ups

Helped us better understand client needs before demo

Mapping the sign up experience (before an after)

Helped customizing the trial experience around use-case

Trial experience, downgrade, cancellation, failed payment

Revealed we needed to act faster, with customized content

Becoming a customer and booking onboarding

Revealed the need of a CS strategy to help client retention

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