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The Direct to
Consumer Journey

CHAPTER 1: It All Starts with the Customer Journey

2025 Direct to Consumer (DTC) competition is expected to be fierce. Customer expectations are relentlessly evolving. New options - and distractions - are popping up every day. Despite these challenges, brand marketers who build strong customer journeys will weather the storms and be more likely to come out on top.

In this chapter, you’ll learn:
- The core components of the DTC journey
- Foundational metrics to calculate and track
- Expensive disconnections in the DTC journey

The Customer Journey

Ensure your DTC journey is addressing ALL six of these components.

1.
Awareness
is key

Focus on generating a powerful first impression. Clear and memorable to instantly signal your brand's unique value.

2.
Interest & Consideration

Demonstrate concrete solutions. Present clear case studies and comparisons to showcase your unique advantages over competitors in solving specific problems.

3.
Desire & Research

Provide detailed value evidence. Clear ROI calculations and implementation guides to validate your solution's fit with prospect needs.

4.
Action & Purchase

Remove purchase barriers. Focus on clear pricing, simple processes, and risk-free trials to convert interested prospects into confident customers.

5.
Post Purchase & Social Proof

Focus on exceeding expectations. Provide clear onboarding support and success milestones to generate authentic advocacy and testimonials.

6.
Loyalty & expansion

Focus on exceeding expectations. Provide clear onboarding support and success milestones to generate authentic advocacy and testimonials.

BECOME AN EXPERT
WITH THESE METRICS

Site Visitors
$ Purchasers
Conversion Rate
Total Purchasers
Total Order Value
Average Order Value
Total Spend By Customer
Average Customer Lifespan
Customer Lifetime Value
(Cost of Sales + Cost of Marketing)
Number Of New Customers
Customer Acquisition Cost
Lost Customers
Total Customers at starting time period
Churn Rate

WARNING: Do not obsess about a single step or channel in the DTC journey.

Journeys are rarely formulaic. Consumers may step into - and out of - the journey at odd junctures. And the combination, pacing, and number of touchpoints can vary wildly.

Take a holistic view instead.

Spotting Disconnects in the Journey
Look for these signals of a disconnected DTC journey:

- Rise in negative feedback
- High website bounce rate
- Slipping conversion rate

CHAPTER 2: Mapping and Improving the Customer Journey

Now that you have the foundational elements of the DTC journey, it’s time to build one.

BEGINNER

You can use anything from a whiteboard, to Canva, to Microsoft Clarity.

Don’t fear the octopus!

When you start exploring all the paths to purchase while mapping your journey, it will grow large, messy, and scary.

Stick with it.

The process will uncover disconnects - and optimization opportunities - early

INTERMEDIATE

Once mapping is done, generate customer personas.
Simulate how each persona would travel through your mapped out journey.

Your personas should include, at a minimum:

- Demographics: Age, gender, income, education, occupation

- Psychographics: Lifestyle, interests, values, beliefs

- Behaviors: Purchase habits, online behavior, communication preferences

- Goals and motivations: What are their goals and what drives their purchasing decisions?

ADVANCED

Now go over your journey yet again, but this time view it through these emotional lenses.

Fear and anxiety: Customers may experience fear or anxiety when making a purchase, especially if the product or service is new or expensive. They also may fear missing out on limited-edition items

Excitement and anticipation: Customers may feel excitement and anticipation when they find a product or service that specifically meets their needs, motivating them to make a purchase

Disappointment and frustration: If a customer has a negative experience, they may feel disappointed or frustrated, which could stop them dead in their tracks

Release the Kraken

IMPLEMENT Cursory Learnings
Here’s an example of a change we made to one of the pathways of a customer journey after going through this three-phase process:

New lead Nurturing

BONUS! Building a DTC Journey on a Budget?

Watch this rapid roundup of tools and tactics for building a DTC Journey on a budget →

Updated | September 12, 2024
HIGHLIGHTS

Use free and low-cost tools like Microsoft Clarity and Canva to map out customer journeys and analyze behavior. 

Visualize your website, landing pages, and paid media touch-points on a whiteboard to see how they all connect.

Leverage the Heat Mapping and Click Data functionality in Microsoft Clarity to capture a complete view of user interactions.

Use social media and surveys to gather direct customer feedback and complement your digital monitoring.

CHAPTER 3: Leveraging Advanced Analytics for Sustainable Growth

You’ll get way more mileage out of your DTC journey maps by upgrading your analytics capabilities to track more advanced data.

In essence, examining the data in this way increases the resolution of your holistic view of the journey, making your findings more accurate.

Micro Conversions
These are smaller actions that customers take before making a purchase:
- Newsletter signups
- Freebie downloads
- Wishlist product adds
- Watching a video
- Commenting on a campaign post

Churn Analysis
Track churn rate through the lens of customer lifetime value (CLTV), customer acquisition cost(CAC), and customer satisfaction.

Attribution Models
- Last click attribution
- First click attribution
- Linear attribution (Each click is given the same weighted value.)
- U-Shaped attribution (First and last clicks are given higher weighted values.)
- Time decay attribution (More weight given to clicks nearest the time of conversion.)

Experiment with the different models to find which delivery the most valuable insights.

Predictive Analytics
EXAMPLE: A DTC subscription box service might use time series analysis to predict sales fluctuations throughout the year based on historical data, or to see when seasonal events pegged to holidays like Halloween or Valentine’s Day are most effective.

WARNING: This stuff can get super nerdy, (translation: expensive). But for larger brands in highly competitive verticals, it can make a huge difference in the effectiveness of journey optimizations.

BONUS! Watch this
3-minute Sprint Through advanced analytics

The Power of Advanced Analytics: Mastering the DTC Customer Journey Livestream Excerpt →

Updated | September 12, 2024
Power Plays

Use media mix modeling and predictive analytics to help identify what’s really driving results across channels.

Go beyond ad performance by integrations your analytics with your CRM.

Build multiple attribution models (first touch, last touch, and so on).

Tailor creative and messaging based on less common audience segment test groups, like prospecting vs. retargeting.

CHAPTER 4: Growth Hacking & Omnichannel A/B Testing at Scale

It’s critical to remain grounded in reality when working with DTC ourneys. DTC journey optimization demands data-backed decision making. When you identify optimization opportunities, transform them into strategic A/B testing initiatives.

Test Scale Examples:
Micro-Optimization: Fine-tune your post-purchase flow by testing current email sequence against an enhanced 4-touch nurture campaign.
UI/UX Enhancement: Transform conversion rates by split testing conversion-optimized landing page architectures.
AI-Powered Innovation: Maximize CLV through comparative analysis of next-gen product recommendation engines.

Key Success Factor:
Design statistically significant experiments to validate your optimization hypotheses.

Most enterprise marketing platforms offer built-in statistical analysis tools to streamline this process.


The image below demonstrates A/B testing in action, showing how simple changes in color or copy can significantly impact engagement rates. Always keep testing!

WARNING: Never stop testing. Consumer behaviors and expectations are not static. They evolve, ebb, and flow. Just because the purple button won the test last Black Friday, doesn’t mean it will win again this year.

Learning the LanguageGlossary handbook

Customer Journey Mapping: Visual representation of a customer’s interactions and experiences with a brand, from awareness to post-purchase loyalty.
Omnichannel Strategy: Coordinated use of multiple marketing and sales channels to provide a seamless customer experience.
Touchpoint Optimization: Enhancing specific customer-brand interactions to improve satisfaction and conversion rates.
KPI Framework: A structured approach to selecting and analyzing Key Performance Indicators aligned with business goals.
Friction Points: Barriers or challenges within the customer journey that negatively impact experience or conversions.
Customer Segmentation: Dividing a brand’s audience into smaller groups based on behavior, demographics, or preferences for targeted strategies.
Retention Metrics: Data points measuring the success of efforts to keep customers engaged and loyal over time.
A/B Testing in CX: Running controlled experiments on customer-facing elements (e.g., email subject lines, landing pages) to determine what drives better engagement or sales.
Personalization at Scale: The practice of delivering tailored experiences to individual customers using automation and data insights.
First-Party Data: Customer information collected directly by a brand, such as purchase history or website interactions, as opposed to third-party data.
Customer Lifetime Value (CLV): A projection of the total revenue a customer will generate over their relationship with a brand.
Journey Analytics: Tools and methods for measuring and analyzing customer behaviors across touchpoints to improve the overall experience.
Conversion Pathing: The specific sequence of touchpoints that lead a customer from awareness to purchase.
CX Journey Alignment: Ensuring internal teams and strategies work cohesively to support and enhance the customer experience.
Adaptive CX Design: Customer experience frameworks that evolve dynamically based on real-time feedback and changing behaviors.
Proactive Retention Strategies: Initiatives designed to prevent churn by addressing issues before customers consider leaving.
Post-Purchase Experience: Interactions and engagements after a sale, designed to increase satisfaction, referrals, and repeat purchases.
Behavioral Triggers: Specific customer actions (e.g., abandoning a cart) that prompt automated brand responses, such as emails or notifications.
Churn Prediction Models: Algorithms or analytics frameworks designed to identify customers at risk of disengagement or leaving a brand.
Continuous Feedback Loops: Ongoing systems for collecting and implementing customer feedback to refine processes and experiences.

wanting more?

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