From 97ee2628021b5a1209447a37359b4fda25003ac1 Mon Sep 17 00:00:00 2001 From: Michael Davis Date: Sun, 25 Jan 2026 18:58:45 -0800 Subject: [PATCH] Create v2/customer-journey.md --- src/handbook/sales/v2/customer-journey.md | 181 ++++++++++++++++++++++ 1 file changed, 181 insertions(+) create mode 100644 src/handbook/sales/v2/customer-journey.md diff --git a/src/handbook/sales/v2/customer-journey.md b/src/handbook/sales/v2/customer-journey.md new file mode 100644 index 0000000000..083e0e2c96 --- /dev/null +++ b/src/handbook/sales/v2/customer-journey.md @@ -0,0 +1,181 @@ +# Customer Journey + +## Purpose + +This page describes how the Commercial Organization supports customers across the full customer journey at FlowFuse. +It defines lifecycle stages, primary ownership, and cross-functional collaboration to ensure a consistent, coordinated experience from initial engagement through renewal and expansion. + +The customer journey is not linear in practice, but clear stage ownership helps reduce friction, confusion, and risk as customers progress. + +--- + +## Customer Lifecycle Overview + +FlowFuse organizes the customer journey into the following high-level stages: + +1. Awareness & Initial Engagement +2. Discovery & Qualification +3. Solution Evaluation +4. Proof of Concept (PoC) +5. Commercial Commitment +6. Implementation & Adoption +7. Ongoing Value & Expansion +8. Renewal & Advocacy + +Each stage has a primary owner, with other functions contributing as needed. + +--- + +## Lifecycle Stages and Ownership + +### 1. Awareness & Initial Engagement + +**Primary owner:** Sales +**Supporting functions:** Sales Partnerships + +Focus: +- Initial customer engagement +- High-level qualification +- Identifying buying context and intent + +Outcome: +- Decision to enter a formal discovery process + +--- + +### 2. Discovery & Qualification + +**Primary owner:** Sales +**Supporting functions:** Solution Engineering + +Focus: +- Understanding customer problems and impact +- Validating intent, urgency, and fit +- Mapping stakeholders and decision process + +Outcome: +- Qualified opportunity with clear next steps + +--- + +### 3. Solution Evaluation + +**Primary owner:** Sales +**Supporting functions:** Solution Engineering + +Focus: +- Solution alignment and technical validation +- Targeted demos and technical deep dives +- Risk identification and mitigation + +Outcome: +- Agreement to proceed to PoC or structured evaluation + +--- + +### 4. Proof of Concept (PoC) + +**Primary owner:** Solution Engineering +**Supporting functions:** Sales, Professional Services + +Focus: +- Validating solution fit against agreed criteria +- Reducing technical and delivery risk +- Establishing confidence in the proposed approach + +Outcome: +- PoC success or failure against defined criteria + +--- + +### 5. Commercial Commitment + +**Primary owner:** Sales +**Supporting functions:** Solution Engineering, Professional Services + +Focus: +- Proposal development and pricing +- Contract and commercial alignment +- Executive and procurement approval + +Outcome: +- Signed agreement and readiness to implement + +--- + +### 6. Implementation & Adoption + +**Primary owner:** Customer Success +**Supporting functions:** Professional Services, Solution Engineering + +Focus: +- Onboarding and enablement +- Initial adoption and usage +- Delivery of contracted services (if applicable) + +Outcome: +- Customer live and realizing initial value + +--- + +### 7. Ongoing Value & Expansion + +**Primary owner:** Customer Success +**Supporting functions:** Sales, Solution Engineering + +Focus: +- Monitoring customer health and outcomes +- Identifying additional use cases or value opportunities +- Supporting expansion discussions when appropriate + +Outcome: +- Sustained adoption and growth of customer value + +--- + +### 8. Renewal & Advocacy + +**Primary owner:** Sales +**Supporting functions:** Customer Success + +Focus: +- Renewal planning and execution +- Commercial expansion (where applicable) +- Customer advocacy and references + +Outcome: +- Renewed relationship and long-term partnership + +--- + +## Guiding Principles + +The Commercial Organization supports the customer journey according to the following principles: + +- **Clear ownership at every stage** + One function is always accountable, even when multiple functions contribute. + +- **Early collaboration reduces downstream risk** + Engaging the right expertise early improves outcomes later. + +- **Customer outcomes over internal convenience** + Internal boundaries should not create customer friction. + +- **Progression requires intent and validation** + Customers move forward based on readiness, not pressure. + +--- + +## How This Page Is Used + +This page provides shared context for: + +- Onboarding new team members +- Aligning cross-functional engagement +- Clarifying ownership and handoffs +- Supporting consistent customer experiences + +Detailed execution guidance is documented in: +- Function-specific pages +- Sales process documentation +- Playbooks and enablement materials