Shailes Consultancy

Customer journey mapping across channels: the B2B guide to seamless experiences

Written by Jo Shailes | Sep 8, 2025 8:15:00 AM

Customer journey mapping across channels: the B2B guide to seamless experiences

When I first started working on B2B customer experience projects, I quickly realised that the path from first contact to long-term loyalty isn’t a straight line. It’s a winding road, full of detours, pit stops, and occasionally the odd dead end. And unlike in B2C, you’re rarely dealing with one person; instead, you’re navigating a network of decision-makers, influencers, and end-users, all interacting with your brand through a mix of digital and physical channels.

That’s why customer journey mapping across channels is such a powerful tool. It takes all those moving parts and lays them out in a way that’s visual, logical, and most importantly, actionable.

Why B2B journey mapping matters more than ever

In B2B, the stakes are high and the timelines long. A decision can take months or even years, with dozens of touchpoints in between. By mapping the journey, you can see exactly where customers are thriving, where they’re getting frustrated, and where you have the chance to delight them. Without that clarity, it’s all too easy for teams to work in silos, creating a fragmented experience that drives prospects to competitors.

If you’re not already aligning your marketing and sales around a unified approach, you might find my article on all-bound marketing a useful companion read.

Step one: mapping from the customer’s point of view

A good journey map doesn’t reflect your internal processes; it captures what the customer experiences. I start by defining the scope: am I mapping the full journey from awareness to renewal, or zooming in on a specific phase, like onboarding?

Then, I gather data. This means customer interviews, sales team insights, analytics, and sometimes just sitting in on calls to hear how clients talk about us. The goal is to understand the stages they go through, the actions they take, and the emotions they feel.

If you’ve never built out formal personas, my post on ideal customer profiles can help you lay the groundwork for this step.

Step two: plotting digital and physical touchpoints

B2B touchpoints are often a blend of online and offline. For example:

  • Awareness: LinkedIn ads, industry events, referrals, PR coverage
  • Consideration: Whitepapers, webinars, product demos, trade show meetings
  • Decision: Proposal discussions, site visits, pilot programmes
  • Onboarding: Training workshops, onboarding portals, welcome packs
  • Retention: Quarterly business reviews, email newsletters, and user conferences

Listing these out for each stage shows where the journey flows well and where customers might fall through the cracks.

Step three: finding the pain points

This is where the magic happens. Every touchpoint is an opportunity, but it can also be a risk. I look for moments where:

  • Customers have to repeat themselves because teams aren’t sharing information
  • Processes take too long, causing frustration
  • The brand experience feels inconsistent between digital and in-person interactions

In B2B, a single pain point can derail a deal that’s been months in the making.

Step four: spotting opportunities to delight

Once you see the gaps, you can start turning them into wins. For example:

  • If onboarding feels overwhelming, create a phased welcome plan with bite-sized training videos
  • If your in-person events are strong but your follow-up is weak, build an automated nurture sequence tailored to each attendee’s interests
  • If your proposals feel generic, develop role-specific content for each stakeholder group

Step five: assigning ownership and measuring success

A journey map without clear ownership is just a pretty diagram. For each touchpoint, I define who’s responsible, how we measure performance, and how important it is to the overall experience. This ensures teams know where they fit and what success looks like.

I also treat the map as a living document. As markets shift, new channels emerge, and customer expectations evolve, I revisit and refine it. If you’re unsure where your marketing is currently delivering or falling short, my article on marketing audits will help you.

Turning maps into measurable results

When B2B journey mapping is done well, the impact is tangible. Sales cycles shorten because prospects get the right information at the right time. Retention improves because customers feel understood and valued. And internally, teams align around a shared vision of the customer experience, rather than pulling in different directions.

In short, mapping the customer journey isn’t just about drawing lines on a whiteboard; it’s about creating a seamless, joined-up experience that builds trust, loyalty, and long-term growth.

If you need some support, then please reach out to me.