What is the goal of the 'Agree' step in the customer journey?

The goal of the 'Agree' step in the customer journey is focused on aligning expectations and reaching a mutual agreement on the services to be provided. This step is crucial as it establishes a clear understanding between the service provider and the customer about what the service entails, the respective responsibilities, and the expected outcomes.

By taking the time to agree on these aspects, both parties can ensure that they share a common vision and understanding, which helps to prevent misunderstandings and misaligned expectations later on in the relationship. This step aids in setting the foundation for a successful partnership, as both sides know what to expect from one another, ultimately enhancing customer satisfaction.

While capturing customer preferences, onboarding new customers, and providing detailed service descriptions are important elements of the overall customer journey, they serve different purposes and are not the primary focus of the 'Agree' step. This step specifically emphasizes mutual agreement and alignment on service terms and expectations.