Understanding the Customer Decision Journey

🔎 How To Redesign Complex Navigation: How We Restructured Intercom’s IA (https://lnkd.in/ezbHUYyU), a practical case study on how the Intercom team fixed the maze of features, settings, workflows and navigation labels. Neatly put together by Pranava Tandra. 🚫 Customers can’t use features they can’t discover. ✅ Simplifying is about bringing order to complexity. ✅ First, map out the flow of customers and their needs. ✅ Study how people navigate and where they get stuck. ✅ Spot recurring friction points that resonate across tasks. 🚫 Don’t group features based on how they are built. ✅ Group features based on how users think and work. ✅ Bring similar things together (e.g. Help, Knowledge). ✅ Establish dedicated hubs for key parts of the product. ✅ Relocate low-priority features to workflows/settings. 🤔 People don’t use products in predictable ways. 🤔 Users often struggle with cryptic icons and labels. ✅ Show labels in a collapsible nav drawer, not on hover. ✅ Use content testing to track if users understand icons. ✅ Allow users to pin/unpin items in their navigation drawer. One of the helpful ways to prioritize sections in navigation is by layering customer journeys on top of each other to identify most frequent areas of use. The busy “hubs” of user interactions typically require faster and easier access across the product. Instead of using AI or designer’s mental model to reorganize navigation, invite users and run a card sorting session with them. People are usually not very good at naming things, but very good at grouping and organizing them. And once you have a new navigation, test and refine it with tree testing. As Pranava writes, real people don’t use products in perfectly predictable ways. They come in with an infinite variety of needs, assumptions, and goals. Our job is to address friction points for their realities — by reducing confusion and maximizing clarity. Good IA work and UX research can do just that. [Useful resources in the comments ↓] #ux #IA

20 years ago, transparency was seen as a risk. Today, it's become the strongest currency in building customer trust. Take ANITA DONGRE's brand- Grassroots. By being completely transparent about their: > Organic fabric sourcing > Fair wage practices > Sustainable production methods  They've built unprecedented customer loyalty. 65% of shoppers now switch brands based on supply chain transparency (FMI- The Food Industry Association Report, 2024) Transparency has become a cornerstone for fostering customer loyalty, and brands like Anita Dongre’s Grassroots are setting a powerful example. By openly sharing their methods and practices, they build trust with consumers who prioritize honesty and ethical sourcing. Today's customers invest in values, caring about product origins, makers, environmental impact, and fair labor. But here's what most brands miss: transparency isn't just about sharing information—it's about building trust. With over 20+ years in retailing across India, Pakistan, and Bangladesh, I’ve learned that: > Being transparent about challenges, processes, and mistakes turns customers into trusted partners who understand our value and commitment. > The future belongs to brands brave enough to open their books and share their stories. Because in today's connected world, the most valuable thing we can offer isn't just quality products—it's authentic transparency. What transparency practices would you like to see more brands adopt? #RetailStrategy #CustomerTrust

Stop making people think. It’s costing you money. Most brands overcomplicate their message. They use clever headlines. Fancy metaphors. Internal lingo. And in doing so, they accidentally force customers to think. Bad move. Your audience is lazy, busy and frankly they do not give a flying fudge about you. They will not decipher your offering. Decision fatigue is real. Overstimulation is even more so. And the more mental energy they need to spend figuring out what you do…the less likely they are to say yes. I saw this written on the back of a rental track once: “This holds a queen-size bed.” That’s it. Clear. Obvious. Zero guesswork. Or even better the famous: “1000 songs in your pocket” from the first iPod. Now compare that to the average B2B website: “Empowering scalable ecosystems through collaborative digital transformation.” Or with the average 2025 startup: “They Ai driven XYZ..” What does that even mean? I’ve read it three times and I’m still not sure what’s in for me. The truth is, the brands that win are the ones that remove friction. Not add it. They say: 🧠 This is for headaches 💇♂️ This helps you grow hair 📦 This holds a queen-size bed You’re not dumbing things down, you’re removing the friction to say yes.. Here’s a simple example I love: A B2B payments startup increased conversions by 40% with just four words: “Vendors get paid faster.” Why? Because CFOs don’t care about “automated AP workflows.” Not dashboards. Not integrations. Just: Will this stop angry emails from suppliers? So here’s your challenge: - Go look at your homepage. - Read your tagline. - Look at your product descriptions. Are you communicating or are you confusing? Because clarity doesn't just sell better, it builds trust faster. Do not make them think, make them say “Hell Yeah!”

Most people have the wrong idea about sales. The pushy SDR. The smooth-talking closer. The reality: good sales is simply the art of removing friction. Here's what sales actually looks like: Early Airbnb hosts hesitated to list their homes. The stated problem was "no bookings," but the hidden objection was trust. Brian Chesky (CEO) went door-to-door in New York in 2009 and watched where confidence fell apart - poor photos and thin profiles. He didn't add more explainers about trust and safety. He removed the psychological barrier. Pro photography. Identity verification. Conversion lifted. Sales wasn't persuasion. It was friction removal. Founders do the opposite because they're uncertain. So they overexplain and try to overqualify every lead. They add more copy, more form fields, more steps. Each one asks users to trust you before they have proof. Here's where that shows up: Landing pages: You wrote three paragraphs explaining your product. Healthy landing page conversion (visitor to signup) is 3-6% (OpenView). Below 2%? Your message isn't landing. Cut it to one line: "For [who], we [outcome]." Signup forms: You ask for company name, role, team size. Each extra field causes 10-40% drop-off. Start with email and password. Get them to value first. Pricing pages: You buried pricing three clicks deep. If users work to find your price, you lost them. Make it visible. "Cancel anytime.” Things you can try this week: 1. Watch 3 users try your product. Track where they stop: landing, signup, first action, first value. That's your barrier. 2. Remove the biggest friction point(s). Low landing conversion? Test if a stranger can explain what you do in 5 seconds. Low activation? Cut steps between signup and first value. 3. Measure. A 10% lift on 2% landing conversion means 2.2%. On 10K monthly visitors, that's 20 more signups. Good sales is listening for where users stop and removing what's stopping them. Build the product and remove everything between them and proof.

I recently walked into a grocery store for milk and walked out with ₹ 1200 worth of stuff I didn't plan to buy. Not by accident. By design. Because the store knows something about human behavior that most B2B brands ignore. Milk wasn't at the front. It was at the back of the store intentionally. Milk is a necessary item. Most of us are already committed before we walk in.  So the store doesn't waste prime space on it. Instead, they place it deep inside, forcing you to walk through aisles before you reach what you came for. And when you've already decided to buy one thing, your brain relaxes. The guard is down. Decision made. That's the most vulnerable state for influence. On the way to milk, I passed snacks I wasn't craving but suddenly was. Offers I didn't need but now felt reasonable. Things I picked up because "I'm already here." By the time I reached milk, my basket was full. Most B2B brands do the exact opposite. They put the pitch right at the front. "Book a call." "Let me show you." But people need to walk through your thinking first. Here's what works better- 1. Lead with the environment, not the ask. People buy after they feel oriented. 2. Design paths, not pitches. Let them explore before they decide. 3. Build trust before intent. By the time someone reaches your offer, they should already trust you. PS: When was the last time you bought something unplanned just because the journey felt right? #RetailPsychology #B2BMarketingStrategy #ConsumerBehavior #PathNotPitch #TrustBeforeIntent

As an analyst, I was intrigued to read an article about Instacart's innovative "Ask Instacart" feature integrating chatbots and chatgpt, allowing customers to create and refine shopping lists by asking questions like, 'What is a healthy lunch option for my kids?' Ask Instacart then provides potential options based on user's past buying habits and provides recipes and a shopping list once users have selected the option they want to try! This tool not only provides a personalized shopping experience but also offers a gold mine of customer insights that can inform various aspects of a business strategy. Here's what I inferred as an analyst : 1️⃣ Customer Preferences Uncovered: By analyzing the questions and options selected, we can understand what products, recipes, and meal ideas resonate with different customer segments, enabling better product assortment and personalized marketing. 2️⃣ Personalization Opportunities: The tool leverages past buying habits to make recommendations, presenting opportunities to tailor the shopping experience based on individual preferences. 3️⃣ Trend Identification: Tracking the types of questions and preferences expressed through the tool can help identify emerging trends in areas like healthy eating, dietary restrictions, or cuisine preferences, allowing businesses to stay ahead of the curve. 4️⃣ Shopping List Insights: Analyzing the generated shopping lists can reveal common item combinations, complementary products, and opportunities for bundle deals or cross-selling recommendations. 5️⃣ Recipe and Meal Planning: The tool's integration with recipes and meal planning provides valuable insights into customers' cooking habits, preferred ingredients, and meal types, informing content creation and potential partnerships. The "Ask Instacart" tool is a prime example of how innovative technologies can not only enhance the customer experience but also generate valuable data-driven insights that can drive strategic business decisions. A great way to extract meaningful insights from such data sources and translate them into actionable strategies that create value for customers and businesses alike. Article to refer : https://lnkd.in/gAW4A2db #DataAnalytics #CustomerInsights #Innovation #ECommerce #GroceryRetail

Yesterday, I led a roundtable at SaaStr on churn in AI adoption. We’re at a critical moment: early enterprise AI contracts are up for renewal, and the novelty is wearing off. AI spend is moving from innovation budgets to operational budgets, where enterprises are asking what business outcomes this technology is actually driving. 5 strategies I’ve seen work: ⚙ Embed to eliminate friction. Don't make customers do the heavy lifting. Too many AI products operate in a silo, forcing users to copy-paste data between systems. That’s friction. And friction is your enemy. Embed into existing workflows and add value right where your customers already are. Once you’ve integrated, you can slowly shift the workflow over time, but only after you’ve won their trust. No one wants to reinvent the wheel on day one. 🏰 Create a data moat. Automation alone isn’t a differentiator anymore. Model capabilities are advancing fast, and if all you’re selling is marginally better automation, you’re in a race to the bottom on price. Automation is best used as a trojan horse that gets you through the door and allows you to develop a differentiated data moat. Customers may come for automation, but they will stay for data. 💲Track your ROI. Internal champions are under pressure. They need hard numbers around business outcomes to justify the spend—hours saved, revenue generated, customer satisfaction boosted. Don’t make them scramble for those numbers. The best teams track customer value relentlessly, embed ROI metrics directly into the product, and serve up those metrics regularly. You need to make it painfully obvious why you’re worth the spend—give them the numbers before they ask. ♻ Kickstart network effects. Network effects are the holy grail, but they don’t happen by accident. Multi-sided AI products (think meeting transcription, presentations) have a golden opportunity to trigger virality—but only if you make the conversion process effortless. Once a viewer sees your product in action, give them a way to jump in right then and there. You want zero friction between seeing the product and becoming a user. Build for the customer's network, as much as for the customer. 💭 Be a thought partner, not just a vendor. Enterprise AI isn’t plug-and-play. It’s more like plug-and-maybe-play, but only after your customers overcome security, privacy, and change management concerns. The best AI companies don’t just sell tech—they sell vision In an era of constant change, being a thought partner is as important as being a technology provider.

Attribution dashboards don’t tell you why customers buy. They only tell you what your pixels managed to notice. Which is *not* the same thing. You’ve probably sat through this kind of presentation. Polished slides. Immaculate journey maps. Attribution percentages that miraculously total 100. MQLs cascading seamlessly into SQLs. Then the CMO lands on the final slide: “According to our multi-touch attribution model, email drives 23% of conversions, social contributes 18%, and content delivers 31% of qualified pipeline.” Everyone nods. It looks airtight. Credible. And then someone asks: “When’s the last time you talked to a customer about why they actually bought?” Crickets. I was in a marketing leadership roundtable recently, and a SaaS team was celebrating their new attribution dashboard. They’d mapped 47 touchpoints across a 180-day buyer journey. Their model showed a webinar series as the highest-converting channel. So we called five recent customers. - Customer 1: “I signed up after your CEO posted about API security on LinkedIn.” - Customer 2: “My developer recommended you.” - Customer 3: “I asked ChatGPT for solutions and you came up.” - Customer 4: “The sales rep just got our problem.” - Customer 5: “Someone in my mastermind group told me about you.” Not one mentioned the webinar. Not one followed the journey the dashboard had mapped. That’s because attribution models don’t measure customer behavior. They measure the data exhaust left behind by customer behavior. And those are very much not the same thing. Customers think in moments, not touch points. - The late-night frustration. - The colleague’s offhand comment. - The demo that finally made sense. - The competitor that dropped the ball. - The rep who actually listened. Most of those moments happen in places your tracking pixels could never reach. You can build the most sophisticated attribution model on the planet. You can layer in AI, predictive scoring, fancy dashboards. But if the inputs are incomplete, all you’ve done is build a faster, smarter way to be wrong. It’s expensive theater. Start with customer listening. I dedicated an entire chapter to it in my book ‘High-Impact Content Marketing’ because it’s *that* important. Your customers will tell you exactly why they bought. They’ll name the moments that mattered. But only if you ask them directly. Not if you expect your dashboard to tell their story. #AttributionModel #CustomerListening #ContentMarketing #CustomerInsights #hicm

Over 80% of users skim, so when a PDP tries to say everything at once, it ends up saying nothing. A cluttered PDP gets more friction than function. Overwhelming users, leading to: - less time spent on page - missing value cues - fewer checkouts A well structured PDP doesn’t overwhelm, rather presents the information in a clear and digestible manner. Encouraging them to take action. In this post, I’ve broken down 12 changes I made to make the PDP easier to read and more focused on what actually helps users purchase. 1. Highlight customer satisfaction upfront. Show how many customers have purchased in the announcement bar. This builds immediate social proof that stays on all your pages. 2. Add benefit-focused badges above the product name. These help shoppers understand what key problems the product solves without needing to read through paragraphs. 3. Keep the title clear, and use a short subtitle to summarise the product and its core benefit. This helps users get both the “what” and the “why” at a glance. 4. Show the number of reviews beside the rating. It adds transparency and makes the rating feel more trustworthy, especially for first-time visitors. 5. Clarify price and pack size early. It saves users from searching for basic details which keeps attention focused on the purchase. 6. Use a context-rich main image. Featuring the product in its real-world use makes it easier to understand what’s being sold and how it fits into everyday life. 7. Expand image thumbnails beyond angles. Include images that show packaging and portion size to help customers evaluate fit and quality. 8. Add 2–3 bullet points above the fold. These help break down the product’s key benefits clearly, making it easier for skimmers to understand what makes it different. 9. Reinforce trust near the Add to Cart section. This is where buying hesitation happens so highlight things like delivery speed, return policies, or support to reduce friction. 10. Use icon-based highlights instead of long descriptions. Visual markers help users absorb information faster and keep the layout clean and scannable. 11. Break down product details visually. Showing ingredient percentages or content breakdowns in a simplified format helps make complex info more digestible. 12. Use accordions (not horizontal tabs). This allows users to expand only what they need, keeping the page organized and improving mobile usability. 13. Bring related variants closer to the decision zone. Show similar options earlier to help customers switch easily without needing to scroll to the bottom. Other UI/UX changes I did – Reduced text density to improve readability – Used consistent icons to simplify scanning – Added color cues for visual balance Found this useful? Let me know in the comments. PS: This checklist helps PDPs be clear and easy to follow without cramming in too much at once. This in turn will help the users make informed decisions that drive action. 

One of the biggest reasons deals stall isn’t that buyers doubt your solution—it’s that they doubt their ability to make the right choice. Matt Dixon's research for The JOLT Effect found that 40% of lost deals are driven by customer indecision, not preference for a competitor. And Brent Adamson's new book The Framemaking Sale highlights that customers with high decision confidence are TEN TIMES more likely to make a purchase. Here are a few ways you can help buyers build confidence in themselves: 1. Reduce Decision Complexity According to Gartner, 77% of B2B buyers report their last purchase was “very complex or difficult." Streamlining options, providing decision guides, or recommending a clear best-fit reduces “analysis paralysis” and gives buyers confidence they aren’t missing something. 2. Reframe Risk in Personal Terms Buyers often fear personal blame more than organizational failure. Use case studies and peer validation to show how people in their role succeeded—helping them feel safe and supported in their choice. 3. Provide Buyer Enablement Tools Tools like ROI calculators, pre-built board decks, or checklists reduce the burden on them and demonstrate that they have what they need to decide. 4. Normalize Their Concerns The JOLT Effect also emphasizes “normalizing indecision” as a critical skill—buyers need to know hesitation is common and that you can guide them through it. Framing uncertainty as a normal step in the process reduces the shame that often delays action. 5. Signal Post-Decision Support Harvard Business Review highlights that buyers who see strong post-sale support are more confident in making initial commitments. Show them the path forward—onboarding, customer success, peer communities—so they know they won’t be left alone after purchase. Helping buyers feel personally confident and protected is as important as proving your product’s value. The most successful marketers and sellers don’t just build confidence in the solution—they build confidence in the decision-maker.