Every step counts. Every journey should be inspiring.

Automated, empathy-driven customer journeys with a system.
Customers don't just buy, they experience a journey. With Customer Journey Excellence, we design this journey—from the first contact to long-term engagement—with strategic intent, technical precision, and human empathy. You don't get a rigid funnel, but rather a lively journey that is tailored to your business and your customers.
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Services & Modules

We cover all phases to ensure your customer journey is coherent, effective, and emotional:

Triggers & Awareness
We identify triggers and set touchpoints that reach new prospects in a targeted manner.
Lead nurturing / segmentation
Your leads are segmented into relevant groups and receive automated communication that truly resonates.
Conversion & Upsell Journeys
Strategically placed offers lead from the decision to upsells or cross-sells – with gentle guidance instead of surprise.
Reactivation & loyalty strategies
We bring back people who have become inactive – with automations that feel personal and have an impact.
Journey optimization & data management
Touchpoints are continuously measured, data is interpreted – you act based on insights, not assumptions.

Why Customer Journey Excellence is your competitive advantage

Holistic & empathetic
Not neatly segmented advertisements without context – but well-thought-out journeys with emotion.
Less wastage, more relevance
Every contact, every automation, every message happens with intention and personal added value.
Technology + people in balance
Behind every automation lies a human intention. We don't automate blindly, but with attitude.
More sales & loyalty
Satisfied customers recommend, repeat, and stay – this increases your customer lifetime value.

Process and collaboration

The 5-Step Customer Journey Excellence Method
1

Analysis & inventory

We understand current journey structures, pain points, data & systems

2

Workshop / Journey Mapping

Visualize your ideal customer journey with touchpoints, transitions, messages

3

Implementation & Automation

Setting up triggers, segments, automations, workflows

4

Testing, Monitoring & Iteration

We measure touchpoints, optimize funnels, adjust messages

5

Review & Scaling

We pave the way for your journey to grow – new segments, new paths, new automation.

Satisfied customers

What others say

5.00

“Our conversion rate increased by 30%—and our churn rate decreased noticeably—since Helda optimized our journey.”

Pascal
Managing Director SME
5.00

“Our company's good reputation now precedes us online, too. The 82 Google reviews we received in eight weeks are making a real impact on our new customer business.”

Christian
Managing Director SME
5.00

“Now I can see how sales are going in real time and no longer have to wait until the sales meeting at the end of the month.”

Roberto
Member of the Executive Board
Helda, Nicola Schwendimann, Gründer, Unternehmer, Berater, Boutique-Beratung, digitale Transformation, Cloud-Projekte, Microsoft 365, Microsoft Cloud, GoHighLevel, Shopify, IT-Beratung, Business Analyse, Ressourcenplanung, Zertifizierungsstrategie, Mitarbeiter-Readiness, Digitalisierung, Unternehmensberatung, Start-up, Konzern-Erfahrung, Leadership, Teamführung, Schweizer Armee, Kommunikation, Technologie-Stack, Skalierung, Strategie, DSGVO-konform, Schweizer Qualität, asynchrones Onboarding, Abendtermine,

Ready to get started?

Every journey you plan consciously is a competitive advantage.

Book your journey analysis workshop now and let's create touchpoints together that work.

Book your workshop now