B2B SaaS Customer Journey Template

A comprehensive solution for B2B SaaS companies to map and organize customer journeys.
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What's this template for?

The B2B SaaS template outlines the phases and steps of a business’ interaction with your software—from lead generation, nurturing, and proposal submission to negotiation and contract signing. It can be used to identify areas for building and nurturing long-term relationships, including ongoing support and upselling opportunities.


B2B SaaS Journeys in TheyDo

The B2B SaaS Journey workspace within TheyDo is designed to give teams and departments across the organization a head start in journey mapping and management. It’s a place for you to store journey data and learn from it, so that you can influence and align stakeholders throughout the buying process:

  • Pre-loaded for ease: The workspace template comes ready-made with phases, steps, and personas, all customizable to align with your current and future business objectives.

  • One centralized hub: Keep all your customer journeys in one place, adapting journey stages as needed. Make use of a predefined taxonomy (Types, Statuses, and Tags), or create your own.

  • Actionable insights: Create unique libraries of Insights, Opportunities, and Solutions that you can interlink to discover connections across the customer experience and determine next steps for development.


Use the SaaS Journey template to hit targets across the board

Embracing the customer perspective can help you hit your goals across Marketing, Sales, Product, and CX.

  • Discover opportunities: Understand their unique needs, pain points, and decision-making processes within an organizational context.

  • Tailor solutions: Ideate, plan, develop, and track the success of tailored solutions to address the specific needs of each business client.

  • Incorporate metrics: Easily integrate metrics such as customer lifetime value, customer retention rates, contract renewal rates, and ROI to evaluate the effectiveness of customer journey initiatives.


Who is this template for?

This template is meant to be used cross-functionally, but is especially useful for:

  • Marketing leaders

  • Product designers

  • Service designers

  • CX leaders

  • SDRs and Sales leaders

Set up your B2B SaaS Journey

Use the template in TheyDo to create your own B2B SaaS Journey, complete with Journey Phases and Steps that you can customize to your organization’s needs.