# Customer Conversational Cycle Mapping

## 🌀 Customer Conversational Cycle Mapping Template

> This document helps you map the real and cyclical journey of your leads, considering multiple entry points, pauses, re-engagements, and conversion.\
> Fill in each section based on the data and behaviors of your current leads.

***

### 🎯 Mapping Objective

Describe in 1 or 2 sentences the objective of this cycle (e.g.: Inbound leads journey via WhatsApp focusing on consultative diagnosis):

***

### 🔁 Conversational Cycle Points

#### 1. **Entry**

**Where does the lead start the contact?**

* [ ] Ad (Meta, Google, LinkedIn)
* [ ] Landing page form
* [ ] WhatsApp button
* [ ] Referral or partner
* [ ] Other: `__________`

> Note:
>
> ####

#### 2. **Automated Screening (AI)**

**Does AI perform any screening?**

* [ ] Yes
* [ ] No

> If yes, what questions does it ask?

#### 3. **Human Support**

**When does a human take over? What are the handoff criteria?**

#### 4. **Active Follow-up**

**How do you maintain contact if the lead doesn't respond right away?**

* Channels used:
  * [ ] WhatsApp
  * [ ] Email
  * [ ] Phone
  * [ ] Social networks
* Type of message:
  * [ ] Content (case study, article)
  * [ ] Direct proposal
  * [ ] Meeting/CTA

> Example sequence:

#### 5. **Spontaneous Return**

**What does the lead usually do when they come back?**

* [ ] Clicks an old link
* [ ] Replies to a previous email
* [ ] Returns via WhatsApp
* [ ] Other: `__________`

> How do you identify this return?

#### 6. **AI or Human Re-engagement**

**What strategies do you use to re-engage the lead?**

#### 7. **Conversion**

**What marks the moment of closing or advancement?**

* [ ] Proposal accepted
* [ ] Contract signed
* [ ] Onboarding started
* [ ] Other: `__________`

> Average time to this stage:

### 🚧 Common Journey Barriers

List the friction points that usually interrupt the cycle:

* [ ] No response after proposal
* [ ] Difficulty qualifying via AI
* [ ] No-show for meeting
* [ ] Lead without budget at the moment
* [ ] Other: `__________`

> Improvement ideas for each barrier:

### 📊 Final Cycle Diagnosis

**Use emojis, notes, or markings to indicate maturity by point:**

| Stage         | 🟢 Strong | 🟡 Medium | 🔴 Weak | Notes |
| ------------- | :-------: | :-------: | :-----: | ----- |
| Entry         |     ☐     |     ☐     |    ☐    |       |
| AI Screening  |     ☐     |     ☐     |    ☐    |       |
| Human Support |     ☐     |     ☐     |    ☐    |       |
| Follow-up     |     ☐     |     ☐     |    ☐    |       |
| Re-engagement |     ☐     |     ☐     |    ☐    |       |
| Conversion    |     ☐     |     ☐     |    ☐    |       |

### 🧭 Priority Actions

List 2 to 3 actions that will be applied based on this mapping:

***

> Last updated: `{{ fill in the date }}`\
> Created by: `{{ your name or responsible team }}`

***


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