We always map first, then implement
Map exactly how your customers move through your business, before we touch your CRM.
Full mapping workshop from $1,500
HubSpot Platinum Partner
Certified and delivering across New Zealand & Australia, from Auckland.
Customer journey mapping
A clear picture of how customers move through your business
Most teams can describe their sales process off by heart. Their customer's journey? Usually more of a group shrug. The gap between the two is where leads stall, hand-offs drop, and "someone should have called them" happens.
We map the journey end to end — every touchpoint, hand-off and decision — before anyone touches your CRM. You get a picture the whole team can point at, and the blueprint any HubSpot build worth paying for should start from.
Sound familiar?
Every team tells a different story
Sales, marketing and service each have their own version of how customers move through the business. None of them match.
The CRM was built on guesses
Pipelines and workflows were set up around assumptions, so the reporting describes a journey your customers don’t actually take.
Leads vanish between stages
People arrive interested and quietly disappear somewhere between first click and closed deal — and nobody can point to where.
Honest, fixed pricing
Workshop
One mapped journey, agreed by the room
$2,850fixed, ex GST
- Facilitated mapping session
- Documented current and target state
- Prioritised gap list
What's included, step by step
01
Prep
We gather what you already know — funnel data, sales notes, and the theories everyone’s been arguing about.
02
Workshop
Your team in one room, one journey on the wall. We map how customers actually move, stage by stage.
03
Map
You get the finished journey map — stages, owners, handoffs and gaps, all agreed by the room.
04
Apply
We turn the map into CRM changes worth making: pipelines, automations and reporting that match reality.
“Zippily have been exceptional to work with throughout this project. They have consistently demonstrated flexibility, deep expertise, and a strong commitment to helping us successfully deliver. We have been particularly impressed by their knowledge, understanding of our business needs, and ability to facilitate progress while maintaining a collaborative and solution-focused approach. We would highly recommend Zipply to any organisation looking to move quickly, navigate complexity, and receive outstanding service and support from a highly capable team.”
Tomas Dickson — Wilson Parking
Proof in our promise
How this played out for PH Digital
1
Fully mapped journey, end to end
One of ten ways we get teams more from HubSpot.
Helpful resources
28 Nov 2025 · 5 min read
Why Mapping Your Tech Ecosystem is Critical for Startups and SMEs
In today’s digital-first business environment, technology is no longer optional — it’s the backbone. Yet too often, startups and SMEs make decisions about individual tools in isolation, without considering the bigger picture. The result? Tech bloat, siloed data, inflated costs, a
11 Sept 2026 · 4 min read
Lead Quality Starts With Process
There’s a familiar moment that happens in many marketing meetings. Sales says the leads aren’t good enough. Marketing points to the number of leads generated. Someone suggests marketing should “target better prospects,” and the conversation slowly turns into a quiet argument abou
Before you book — the honest answers
How long does it take?
The workshop itself is a single session with your team. Prep happens beforehand, and the finished map lands shortly after. It’s designed to be quick — the value is in getting everyone in the room.
What does it cost?
$2,850 for the workshop, including prep and the finished journey map. If you want us to build the CRM changes it surfaces, we’ll scope that separately — no obligation.
What do you need from us?
The people who actually touch the customer journey — someone from sales, marketing and service — in the same room for one session. That’s genuinely the hard part.
What happens afterwards?
You keep the map. Most teams use it to fix their pipelines and automations — with us or without us. It’s your map either way.
Ready to see your customer journey clearly?
A free 30-minute chat about where your customers wander off — and how a mapped journey fixes it.
Book your free chat