Customer Touchpoint & Data Collection Map

1. Awareness Stage

How potential customers first discover GreenMart.

Goal:

Drive organic discovery and direct visits to the website.

2. Lead Capture Stage

Where customer data is first collected.

Goal:

Convert anonymous visitor → identifiable lead.

3. Engagement Stage

How the brand interacts with leads.

Goal:

Understand customer interests and buying intent.

4. Conversion Stage

Where leads become customers.

Goal:

Convert lead → paying customer.

5. Post-Purchase Stage

Maintaining the relationship.

Goal:

Increase retention and repeat purchases.

Critical Task:

You must map every form collecting customer data, including:

Website Forms

• Wholesale form

• Newsletter signup

• Account registration

• Contact form

Popups

• Email capture popup

• Promotion popup

• Exit popup

• Vitals popup

Ecommerce

• Checkout account creation

These are key data entry points into the system.

Simplified Data Flow

Current structure likely looks like:

Website / Forms
      ↓
Shopify Customer Data
      ↓
Email Platform
      ↓
Odoo CRM

• fewer tools

• centralized customer data

• clearer marketing automation

✅ Recommended Next Step

Create a Master Inventory of Data Collection Points like this: