Customer success managers and product marketers
Designing an automated onboarding sequence for new SaaS customers
カテゴリー
概要
The Domino Project Flow: Customer Journey in Motion mind map template visualizes a 6-stage event-driven customer lifecycle, from sign-up through loyalty rewards. Designed for project managers and customer success teams, this 45-node template maps each stage with a trigger event and three corresponding actions—such as 'Send welcome email' under Customer Sign-Up 🎉 and 'Collect NPS score' under Feedback or Review Request 📝. The template uses a linear timeline layout with emoji-coded milestones, making it easy to track engagement triggers and automate follow-ups. It covers the full journey: Customer Sign-Up, Product First Use, Key Activity Completion, Feedback or Review Request, Renewal or Upgrade Opportunity, and Loyalty Reward Program.
利用規約このテンプレートを使うタイミング
Project managers and growth teams
Mapping trigger-based actions for milestone completions (e.g., first project created)
Customer loyalty managers and community leads
Planning a loyalty program with tiered rewards and referral goals
このテンプレートの使い方
ステップ 1
Access the Template
Open the .xmind file in Xmind desktop or web app.
ステップ 2
Analyze the Event Timeline
Review the 6 event stages on the main timeline; each stage has a trigger event and three actions.
ステップ 3
Update Actions and Triggers
Replace the example actions (e.g., 'Send welcome email') with your own specific tasks or automation triggers.
ステップ 4
Personalize the Visual Style
Customize emojis and colors to match your brand or project theme.
ステップ 5
Export and Share Results
Export as PDF, image, or share the interactive mind map with your team.
よくある質問
The template includes 6 event-driven stages (Customer Sign-Up, Product First Use, Key Activity Completion, Feedback or Review Request, Renewal or Upgrade Opportunity, Loyalty Reward Program) with 3 actions per stage, totaling 45 nodes.
Map each stage's trigger event to your CRM or automation tool. For example, under 'Customer Sign-Up 🎉', use the actions 'Send welcome email' and 'Schedule intro session' to set up automated sequences.
Yes, the .xmind file is fully editable. You can add, remove, or rename nodes, change emojis, and adjust the timeline layout to fit your specific project flow.
This stage triggers when a customer completes a milestone (e.g., first project created). Actions include 'Award achievement badge', 'Trigger progress survey', and 'Introduce advanced features'.
Absolutely. The template provides placeholders like 'Send personalized upgrade email' and 'Schedule success manager call' that you can tailor to your product's renewal process.
Use it during customer journey mapping workshops, onboarding process design, or when building automated lifecycle campaigns. It's ideal for SaaS teams planning event-driven engagement.
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