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Assess Your Customer Journey to Identify Unseen Blind Spots

Get your Customer Journey Quick Action Plan to boost your loan and deposit growth.

Assess My Customer Journey Questions? Request a Callback.

Do you know where customer journey blind spots are costing you loans and deposits?

84% of banks and credit unions have NEVER mapped out their digital customer journeys.

(Digital Growth Institute)
84% of banks and credit unions have NEVER mapped out their digital customer journeys.

83% of banks and credit unions DO NOT have a defined digital application abandonment process.

(Digital Banking Report)
83% of banks and credit unions DO NOT have a defined digital application abandonment process.

94% of the financial brands DO NOT have an optimized onboarding program.

(JD Power)
94% of the financial brands DO NOT have an optimized onboarding program.

Our Promise: No Risk, All Reward.

100% Risk-Free Customer Journey Assessment

Get a 100% refund if your Customer Journey Assessment does not identify at least $10,000 worth of opportunities you can create or capture.

The Fastest Way to Uncover Your Biggest Customer Journey Blind Spots 

Step 1

Step 1: Schedule Your Customer Journey Blind Spot Assessment

The Customer Journey Blind Spot Assessment unfolds remotely via a 60-minute Zoom call. 

Click here to schedule yours.

Schedule Secret Shopping Study
Step 1
Step 2

Step 2: Get Your Customer Journey Quick Action Plan

Your Customer Journey Blind Spot Assessment is framed around one of your financial brand's key customer journeys and follows the agenda below:

1. Future Goals for Growth: The assessment starts by defining what your future goals for growth are.

2. Blind Spot Assessment: Next, we map your current activity within the five stages of the customer journey (Awareness > Consideration > Purchase > Adoption > Advocacy) to identify where you have the biggest unseen blind spots costing you loans and deposits. 

3. Get Your Customer Journey Action Plan: Once we clarify the stage of your customer journey with the biggest blind spot, we help you prioritize 1-3 actions you can immediately implement within 30 days.

 

 

Get Your Quick Action Game Plan
Step 2
Step 3

Step 3: You Take Action While We Hold You Accountable to Get Quick Wins

You apply your Customer Journey Quick Action Plan over the next 30 days to eliminate your biggest customer journey blind spots. 

We'll also hold you accountable through email check-ins to ensure you continue to progress while eliminating roadblocks that might pop up along the way. 

Take Action and Get Quick Wins
Step 3

The Bottom Line:

How much is this?

Quickly uncover your biggest customer journey blind spots for $995.

How long will it take?

The Customer Journey Blind Spot Assessment unfolds over a 60-minute Zoom call.

What do I get?

You get your Customer Journey Quick Action Plan + one month of email accountability.

“The key insights on industry trends and feedback on how consumers feel about your brand is invaluable. My 8-year run as a digital marketer wouldn’t be what it is without the strategic coaching, guidance and feedback I had from the Digital Growth Institute.”
Jonathan Clay
Jonathan Clay
OnPath Credit Union
"This was an eye-opening, fun and informative experience. It gave us a new perspective on how to help and transform the lives of people that we help in the communities that we serve financially."
Yanna Coleman
Yanna Coleman
Skyla Credit Union

Still have questions?

 

What is the Customer Journey Blind Spot Assessment?

The Customer Journey Blind Spot Assessment is a focused evaluation of one of your financial brand’s key customer journeys, designed to identify unseen areas where you might be losing loans or deposits. This includes reviewing the customer experience from awareness through advocacy to uncover and prioritize areas for immediate improvement.

What will I get from the assessment?

You will receive a Customer Journey Action Plan that identifies 1-3 immediate actions you can implement within 30 days to start closing the gaps in your customer journey. Additionally, you’ll get one month of email accountability to ensure progress.

How much does the assessment cost?

The cost is $995, which includes the 60-minute Zoom assessment, your Customer Journey Action Plan, and one month of follow-up accountability through weekly email check-ins.

What does the 100% risk-free guarantee mean?

We promise a 100% refund if your assessment doesn’t identify at least $10,000 worth of opportunities for growth. This ensures that the value of the assessment outweighs the cost.

How long does the assessment take?

The assessment takes place during a 60-minute Zoom call, followed by the delivery of your Customer Journey Action Plan.

What areas of the customer journey are reviewed?

We assess five key stages of the customer journey: Awareness, Consideration, Purchase, Adoption, and Advocacy. This helps uncover blind spots at each stage, ensuring your customer experience is optimized for growth.

How do I prepare for the assessment?

Once you schedule your Customer Journey Blind Spot Assessment, we will send you an email with a simple framework to help you prepare for the call. 

What happens after the assessment?

After you receive your Customer Journey Action Plan, you’ll begin implementing the recommended actions. We will check in via email to ensure you’re on track and offer support as needed over the next 30 days.

What if we already have a customer journey mapped out?

Even if you’ve mapped your customer journey, this assessment helps uncover hidden blind spots or new opportunities you may not have previously identified.

What makes this different from other consulting services?

Our approach is fast, action-oriented, and risk-free. We don’t just identify problems; we provide a game plan with specific, immediate actions that drive results in 30 days or less.

Is there any ongoing support after the initial 30-day period?

Beyond the first month of email accountability, we often dive deeper to uncover additional unseen blind spots with a Website Secret Shopping Study.

Ready to get started?

Schedule Your 100% Risk-Free Customer Journey Assessment