Digital Services


The benefits of project and process framework can be applied to every part of existence.


Creating a Consistent Client Journey

Originally published at the InReach Solutions Blog

Your clients interact with your agency through a variety of channels, including phone calls, tweets, emails, and online forms. Your team likely strives to make sure each interaction is pleasant and provides the client with what they need at the time, but it’s hard to consider the bigger experience when you’re in the weeds.

That’s why it’s up to program managers and those in leadership positions to take a step back from single interactions and consider the client’s entire journey throughout your organization.

A client’s journey may begin with an application and end with a finalized adoption, but between those points, they interact with nearly every department at your agency. It’s important to create a consistent experience for your client and staff.

A recent study by the McKenzie group found that effective client journeys are more important than the satisfaction of individual interactions: measuring customer journeys is 30% more predictive of overall client satisfaction than measuring happiness for each individual interaction. In addition, maximizing satisfaction with client journeys has the potential not only to increase customer satisfaction by 20 percent but also to lift revenue by up to 15 percent while lowering the cost of serving customers by as much as 20 percent.

So what makes an effective client journey?


In the McKenzie study, researchers found that inconsistent service and experiences correlated with lower satisfaction and lower repeated customers. This makes sense - consider a restaurant that brings you an amazing meal one day and a terrible meal the next, you’d likely hesitate to try it a third time. The same applies to your organization’s services.

We often push workflow mapping here at InReach - that’s because you can’t deliver a consistent experience to your clients if you don’t understand what the experience should be. Have a clear understanding of each program and the case stages within it. What are the big milestones? How is your team communicating with your clients during these important steps?


Speaking of communication, it should be a major part of your client journey. It’s vital to keep everyone in the loop and clearly outline who is responsible for what. Your clients want to understand where they are in the process. Even if part of the journey takes a while to complete, automate messaging to reassure your clients that things are moving along and nothing more is needed from them at the current time.


A feeling of trust was the biggest drivers of satisfaction and loyalty in the study. Consistency creates trust - the client should know what to expect. Of course, the other side of consistent communication is follow through. If your team promises something to a client, they need to deliver. This is where those case stages are so important - have an understanding of how long processes really take to create realistic expectations. Don't make empty promises!