How do I track customer journey

ROI insights

Understanding how customers move from first hearing about your business to making a purchase – and becoming repeat customers – is absolutely vital for maximising your return on investment. This ‘customer journey’ isn’t a straight line, and tracking it allows us to optimise each touchpoint for better results. Many Australian SMEs overlook this, focusing solely on final sales figures instead of the steps that *lead* to those sales.

So, how do we actually track this journey? It’s about collecting data and then analysing it to see patterns. Here are a few key insights:

  • Website Analytics are Your Foundation: Google Analytics (or similar platforms) are non-negotiable. We need to see where visitors are coming from (search engines, social media, referrals), what pages they view, how long they stay, and where they exit. This tells us what’s working and what’s confusing people.
  • CRM Systems for Relationship Insights: A Customer Relationship Management system isn’t just for large corporations. Even a simple CRM helps us track interactions with potential and existing customers – emails, phone calls, website form submissions. This builds a picture of individual customer behaviour.
  • Attribution Modelling – Connecting Actions to Revenue: This is where things get powerful. Attribution modelling attempts to assign value to each touchpoint in the customer journey. Did they find you via a Facebook ad, then read a blog post, before finally purchasing? Understanding which interactions are most influential allows us to allocate marketing spend more effectively. First-click, last-click, and linear attribution are common models to explore.
  • Customer Surveys – Direct Feedback is Gold: Don’t underestimate the power of simply asking your customers about their experience. Short, targeted surveys can reveal pain points and highlight what they value most. This qualitative data complements the quantitative data from analytics and CRM systems.

The goal isn’t just to collect data, but to *use* it. Regularly review your customer journey maps, identify areas for improvement, and test different approaches. For example, if we see a high drop-off rate on a particular webpage, we can redesign it to be clearer and more engaging. As customer behaviour evolves, so too must our understanding of their journey. Continual analysis will be even more important as competition increases in 2026 and beyond.

The next step? Start with Google Analytics. If you aren’t already using it, set it up today. Then, begin thinking about how you can integrate a simple CRM to capture more detailed customer information. This foundational work will set you up for significant improvements in ROI and profitability.

The bottom line

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