Expansion Journey: Premium to Ultimate Up-tier

Epic for understanding how our largest customers expand into Ultimate

Expansion Journey: Premium to Ultimate Up-tier

Purpose

Create the foundational customer journey to describe our customer experience with the GitLab teams expanding into Ultimate from awareness, through purchase and onboarding, to adoption and renewal for this tier of customer.

While there are many micro journeys that were created by teams that describe a moment in the journey or a product interface user experience, the holistic pre- through post-sales journey currently does not exist.

Essential to this research is not only understanding what the journey looks like for customers where Ultimate is the right fit, but also understanding where Ultimate tier is not a fit and why.

Core Team

Person Role What they own
Sarah Schuster Customer Experience Strategy Owns overall CX strategy, insights Lead research efforts, mapping journeys, communications
Brandon Butterfield CX Strategy Analytics Owns overall CX metrics, dashboards and reporting
Jong Lee Data Analytics Consultation on data analytics, insights
Ben Leduc-Mills UX Research Consultation on research methodology, best practices

Cross-functional Counterparts

Product Go-to-Market Operations
Product Marketing, Product Management, User Experience (UX), Data & Analytics Sales, Solution Architects, Customer Success, Services, Support Strategy & Operations

Scope of Work

  • Customers who have considered, bought, and/or down-tiered from Ultimate tier
  • Mapping the customer journey (current state, future state)
  • Mapping of current metrics and data systems, dashboards
  • Contextual interviews of 15-20 customers
  • Interview internal teams ICs, leaders across field teams for input
  • Determine strategic recommendations to improve the customer experience

Deliverables

  • Customer journey framework
  • Completed current and future state maps for this cohort
  • Customer Journey dashboard with baseline metrics
  • Three strategic recommendations to improve customer experience

Key Resources

  • For more details on this research - see program poster (add link)
  • GitLab Epic (add link)
  • Slack (internal only): #cxs-ultimate-tier-customer-journey
Last modified April 9, 2025: patch 5 for FTW (02cb96c2)