Choose a customer moment
Focus on one situation, such as collection, a return or finding product information. Describe what the person is trying to achieve.
Connect the customer journey to the everyday work.
Bring store, digital and support perspectives onto one canvas. Explore the moments where an experience becomes confusing and plan a useful improvement.
Hosts sign up. Guests join with a name.
Follow the experience across channels.
Bring the different views
Invite the people involved to map the touchpoints, handovers and questions they see.
Plan one improvement
Choose a confusing transition and agree how to investigate or test a clearer experience.
An example session
Improve a collection handover
Map the customer’s experience from an order confirmation to collecting an item. Add the messages, staff questions and exceptions that can make the handover difficult.
Give the team a shared view of the moment it wants to improve.
RetailExample board FindDiscover the right option
ChooseGet the information needed
ReceiveUnderstand what happens next
ResolveGet help when plans change
Does this page describe a live retail integration?
No. These are examples of planning and workshop use. Boards does not automatically read orders, inventory or customer records through this workflow.
Can people from different locations contribute?
People with an editable board link can join the shared board in their browser and contribute with a name.
Bring the next conversation
onto a board.
Start with 3 free live boards. Invite your participants through a link.
Start free