Customer Journey & Opportunities
A simple workspace that helps you see how customers move through your flow and where to improve.
About template
The Customer Journey & Opportunities template helps you see where customers come in, how they move, and where they slow down. It gives you a clean place to log touchpoints, insights, and possible improvements without building everything yourself. The structure is ready from the start, so you only fill in what fits your workflow. It stays simple for beginners, yet you can expand it with views and fields if you want more control. And because it’s free from NimbleGot, you can use it as your main workspace or as a lightweight add-on to your current system..
What's Inside
Journey stages database
Helps you map each step in the customer flow
Opportunities tracker
Helps you spot actions that can improve results
Touchpoints list
Insights board
Insights board
Helps you collect notes, feedback, and patterns
Priority view
Helps you sort opportunities by impact or effort
Timeline view
Helps you track when changes were made and why
Key Features
Track each stage of your customer journey
Organize insights and feedback in one place
Visualize opportunities with simple views
Automate links between stages and actions
Customize fields, filters, and layouts
Share your workspace with your team
