{"id":5497,"date":"2022-11-14T08:00:00","date_gmt":"2022-11-14T13:00:00","guid":{"rendered":"http:\/blog\/story\/mapping-the-client-journey-a-model-for-professional-services\/"},"modified":"2026-03-10T13:48:40","modified_gmt":"2026-03-10T17:48:40","slug":"mapping-the-client-journey-a-model-for-professional-services","status":"publish","type":"post","link":"https:\/\/hingemarketing.com\/blog\/story\/mapping-the-client-journey-a-model-for-professional-services","title":{"rendered":"The Buyer Journey: A Model for Professional Services"},"content":{"rendered":"<p>Analyzing and mapping the buyer journey is not new. In fact, it\u2019s commonly used in consumer marketing. But despite its tremendous benefits, it has not been widely adopted in the B2B professional services space. That\u2019s a missed opportunity.<\/p>\n<p>You see, buyer journey mapping encourages you to look at\u00a0<u><a href=\"https:\/\/hingemarketing.com\/blog\/story\/optimizing-the-b2b-content-marketing-funnel-turning-contacts-into-clients\" target=\"_blank\" rel=\"noopener noreferrer\">the entire lifecycle of a client<\/a><\/u>\u00a0\u2014 identifying every point of contact between your firm and your buyers.<\/p>\n<p>It\u2019s a tool that allows you to identify gaps in your marketing, sales and service processes. And you\u2019ll see where your tactics, online and off, may break down.<\/p>\n<h2>Buyer Journey Defined<\/h2>\n<p>Understanding the buyer (or \u201cclient\u201d in the B2B professional services context) journey involves researching and detailing the steps a buyer takes to move through the purchasing and use cycle. It\u2019s a systematic and comprehensive view of their experience that you can summarize in a buyer journey map.<\/p>\n<div class=\"cta-link\">\n<p><a href=\"https:\/\/hingemarketing.com\/library\/article\/inside-the-buyers-brain-fourth-edition-executive-summary\" target=\"_blank\" rel=\"noopener\">Download the Inside the Buyer&#8217;s Brain Executive Summary<\/a><\/p>\n<\/div>\n<p>The buyer journey mapping process puts you in your clients\u2019 shoes so you can understand and enhance their experience. And better client experiences are a\u00a0critical ingredient to building your firm.<\/p>\n<p>You\u2019ll be compelled to answer questions like, \u201cWhat goes on\u00a0<u><a href=\"https:\/\/hingemarketing.com\/library\/article\/inside-the-buyers-brain-fourth-edition-executive-summary\" target=\"_blank\" rel=\"noopener noreferrer\">inside your buyer\u2019s brain<\/a><\/u>\u00a0before they launch a project with a service provider?\u201d, \u201cHow do buyers make decisions?\u201d or \u201cWhat factors impact client satisfaction?\u201d By wrestling with these questions, you\u2019ll be able to improve the way you connect with prospective clients \u2014 and\u00a0boost your chances of closing the sale.<\/p>\n<p>But many firms end their mapping process at the point where a prospect becomes a new client. That\u2019s too bad. You should never think of closing a new client as the end of the process \u2014 after all, it could be the beginning of a years-long relationship. So your buyer journey map should also explore what goes on during the client engagement, what happens between engagements and how you can encourage former clients to become reliable referral sources. Such a comprehensive, detailed buyer journey map helps you analyze your clients\u2019 experience and better communicate with them. But where do you start? The rest of this article introduces you to a simple model you can use to map out and enrich your B2B client\u2019s lifecycle.<\/p>\n<h2><strong>Buyers Journey Stages<\/strong><\/h2>\n<p>To get started, your map will consist of four parts, each representing a stage of the B2B buyer\u2019s journey:<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-32735 size-full\" src=\"\/wp-content\/uploads\/2017\/04\/MappingTheClientJourney.png\" alt=\"MappingTheClientJourney\" width=\"2492\" height=\"948\" srcset=\"https:\/\/hingemarketing.com\/wp-content\/uploads\/2017\/04\/MappingTheClientJourney.png 2492w, https:\/\/hingemarketing.com\/wp-content\/uploads\/2017\/04\/MappingTheClientJourney-300x114.png 300w, https:\/\/hingemarketing.com\/wp-content\/uploads\/2017\/04\/MappingTheClientJourney-1024x390.png 1024w, https:\/\/hingemarketing.com\/wp-content\/uploads\/2017\/04\/MappingTheClientJourney-768x292.png 768w, https:\/\/hingemarketing.com\/wp-content\/uploads\/2017\/04\/MappingTheClientJourney-1536x584.png 1536w, https:\/\/hingemarketing.com\/wp-content\/uploads\/2017\/04\/MappingTheClientJourney-2048x779.png 2048w, https:\/\/hingemarketing.com\/wp-content\/uploads\/2017\/04\/MappingTheClientJourney-1000x380.png 1000w, https:\/\/hingemarketing.com\/wp-content\/uploads\/2017\/04\/MappingTheClientJourney-189x72.png 189w, https:\/\/hingemarketing.com\/wp-content\/uploads\/2017\/04\/MappingTheClientJourney-310x118.png 310w, https:\/\/hingemarketing.com\/wp-content\/uploads\/2017\/04\/MappingTheClientJourney-230x87.png 230w, https:\/\/hingemarketing.com\/wp-content\/uploads\/2017\/04\/MappingTheClientJourney-358x136.png 358w, https:\/\/hingemarketing.com\/wp-content\/uploads\/2017\/04\/MappingTheClientJourney-175x67.png 175w, https:\/\/hingemarketing.com\/wp-content\/uploads\/2017\/04\/MappingTheClientJourney-500x190.png 500w, https:\/\/hingemarketing.com\/wp-content\/uploads\/2017\/04\/MappingTheClientJourney-60x23.png 60w, https:\/\/hingemarketing.com\/wp-content\/uploads\/2017\/04\/MappingTheClientJourney-1500x571.png 1500w, https:\/\/hingemarketing.com\/wp-content\/uploads\/2017\/04\/MappingTheClientJourney-490x186.png 490w\" sizes=\"auto, (max-width: 2492px) 100vw, 2492px\" \/>Here\u2019s how to tackle each part:<\/p>\n<h4><strong>Stage 1. The Pre-Purchase Experience\u00a0<\/strong><\/h4>\n<p>The pre-purchase experience starts when potential buyers realize they have a problem \u2014 one they can\u2019t solve themselves. As they look around for answers, they become aware of your firm (as well as your competition, of course). That\u2019s great! You\u2019ve overcome the first hurdle \u2014 your prospects are aware you exist. Next, B2B prospects need to determine whether you can help them. They might talk to colleagues,\u00a0check out your website\u00a0(and those of your competitors) or get on social media to find out how others have solved similar problems. Ultimately, B2B buyers want to find out if your firm\u2019s expertise and past experience are\u00a0<em>relevant<\/em>\u00a0to their problems. Once your potential clients decide which service providers make their short list, they usually\u00a0<u><a href=\"https:\/\/hingemarketing.com\/blog\/story\/understanding-your-target-market-applying-the-latest-market-research-on-professional-services-buyers\" target=\"_blank\" rel=\"noopener noreferrer\">do further research<\/a><\/u>, interview the finalists and ask for pricing before making a final choice. At this point in the B2B buying process, there are three possible outcomes:<\/p>\n<ol>\n<li><em>You\u2019re hired. <\/em>Good for you!<\/li>\n<li><em>Not now.\u00a0<\/em>Frustrating, but actually not such a bad place to be. The buyer has good feelings about you, but the timing is not right.<\/li>\n<li><em>No way \u2014 you don\u2019t make the cut. <\/em>In this situation, you may not even know you were in the running. In fact, the buyer might have completed their research without ever contacting you.<\/li>\n<\/ol>\n<p>Okay, now let\u2019s consider what happens\u00a0<em>after<\/em>\u00a0you\u2019ve been hired.<\/p>\n<h4><strong>Stage 2. The Professional Services Client Experience<\/strong><\/h4>\n<p>During a client\u2019s initial engagement, they find out what it\u2019s like to work with you and the value you provide. While one-and-done projects generate incremental revenue, repeat clients fuel long-term growth. So it pays to build enduring client relationships. To win repeat business, you need to meet or exceed your clients\u2019 expectations. So as you map out your B2B buyer journey, ask yourself some questions: Are you living up to your promises? Are you easy to work with? Are you hitting deadlines and staying within budget? And during every engagement, you need to ask yourself how the project is going and what you can do to improve the client\u2019s experience.<\/p>\n<p>Eventually, your initial engagement will wind down. What happens next?<\/p>\n<div class=\"cta-link\">\n<p><a href=\"https:\/\/hingemarketing.com\/library\/article\/inside-the-buyers-brain-fourth-edition-executive-summary\" target=\"_blank\" rel=\"noopener\">Download the Inside the Buyer&#8217;s Brain Executive Summary<\/a><\/p>\n<\/div>\n<h4><strong>Stage 3: The Between Engagement Experience<\/strong><\/h4>\n<p>After you\u2019ve completed your first project \u2014 especially if you\u2019ve made a positive impression \u2014 the client may decide they want to use your services again. They may not have an immediate need, but you will be the first firm they call when they are ready. \u00a0Consumer marketers might call this a loyal customer or regular user. In the B2B buying process this stage is pivotal.<\/p>\n<p>Now, most buyer journey mapping models ignore the stage between engagements, but we believe it\u2019s critical. That\u2019s because it represents a significant opportunity, one that\u2019s often missed.<\/p>\n<p>Let\u2019s consider an example. Suppose at the end of a successful engagement you determine there is a chance you could work again with the client in two to three years. That\u2019s a long time for any company to remember you. If you don\u2019t reach out in the interim, they are likely to slip away forever.<\/p>\n<p>Here\u2019s another example. Often, clients hire you to solve one kind of problem, and in their minds that one thing is the\u00a0<em>only thing<\/em>\u00a0you do. Just as any actor who has played James Bond becomes typecast, your firm runs the risk of being pigeonholed. You can easily lose out on a future job that should be yours simply because the client doesn\u2019t associate your firm with other services you provide.<\/p>\n<p>So as you map your journey, think about what it takes to avoid being typecast. It\u2019s not enough\u00a0<u><a href=\"https:\/\/hingemarketing.com\/blog\/story\/how-service-providers-can-use-lead-nurturing-to-close-more-sales\" target=\"_blank\" rel=\"noopener noreferrer\">to nurture leads<\/a><\/u>\u00a0\u2014 you need to nurture\u00a0<em>clients<\/em>, too, educating them about everything you do. And you need to stay on their radar, even after your initial work is long over. The more they know about you, they more likely they will be to give you a call when the time is right.<\/p>\n<p>Eventually, every client runs its course. But they still have value. Let\u2019s find out how.<\/p>\n<h4><strong>Stage 4: The Former Client<\/strong><\/h4>\n<p>Clients leave for a variety of reasons. A contact can retire or take a new position, for example. While you can continue to nurture former clients, some situations are simply out of your control.<\/p>\n<p>In one camp are clients that had a poor experience. Maybe you dropped a ball or two. Or maybe it was bad chemistry. Either way, they aren\u2019t coming back and they probably aren\u2019t going to recommend you to others. Say goodbye to these forever (or at least for a long, long time).<\/p>\n<div class=\"cta-link\">\n<p><a href=\"https:\/\/hingemarketing.com\/library\/article\/inside-the-buyers-brain-fourth-edition-executive-summary\" target=\"_blank\" rel=\"noopener\">Download the Inside the Buyer&#8217;s Brain Executive Summary<\/a><\/p>\n<\/div>\n<p>In the other camp are clients who had good experiences. They just don\u2019t expect to need your expertise again. But that doesn\u2019t mean you should forget about them. That would be a terrible mistake.<\/p>\n<p>Why? Well, consider an investment banker who sells a business for a retiring owner. Is that the last opportunity with that client? Probably. Should that firm walk away from that client forever? No, they should stay in touch. You see, that former CEO is going to talk to her friends about the experience. And at some point, an impressed friend is going to consider that same firm to represent him when he sells his business.<\/p>\n<p>Former clients can be powerful advocates for your firm. Just don\u2019t let them forget you.<\/p>\n<p>Why do most companies ignore this final phase? Probably because it doesn\u2019t fit conventional buyer journey models. And it\u2019s far easier \u2014 and more exciting \u2014 to look to future opportunities than to pay attention to the ones that have slipped into the past. But if you keep in front of your best former clients, you will find that they can be exceptionally loyal, and lucrative, friends.<\/p>\n<div class=\"lb-vid\"><a id=\"69d57ec3b0201\" rel=\"wp-video-lightbox\" href=\"https:\/\/www.youtube.com\/watch?v=FQAkOZMOjLQ&#038;width=1280&#038;height=720\" title=\"\"><img decoding=\"async\" src=\"https:\/\/i3.ytimg.com\/vi\/FQAkOZMOjLQ\/sddefault.jpg\" class=\"video_lightbox_anchor_image\" alt=\"Click to play video\" \/><\/a>    <script>\r\n    \/* <![CDATA[ *\/\r\n    jQuery(document).ready(function($){\r\n        $(function(){\r\n            var width = $(window).innerWidth();\r\n            var setwidth = parseFloat(1280);\r\n            var ratio = parseFloat(0.5625);\r\n            var height = parseFloat(720);\r\n            var link = 'https:\/\/www.youtube.com\/watch?v=FQAkOZMOjLQ&amp;width=1280&amp;height=720';\r\n            if(width < setwidth)\r\n            {\r\n                height = Math.floor(width * 0.5625);\r\n                \/\/console.log(\"device width \"+width+\", set width \"+1280+\", ratio \"+0.5625+\", new height \"+ height);\r\n                var new_url = wpvl_paramReplace('width', link, width);\r\n                var new_url = wpvl_paramReplace('height', new_url, height);\r\n                $(\"a#69d57ec3b0201\").attr('href', new_url);\r\n                \/\/console.log(new_url);\r\n            }\r\n        });\r\n    });\r\n    \/* ]]> *\/\r\n    <\/script><\/div>\n<h2>Mapping Your Touch Points<\/h2>\n<p>Every phase in the B2B buyer\u2019s journey is connected to others. So you need to be able to step back and see how it all works. That\u2019s where the journey map comes in. Begin by identifying how and when your firm interacts with clients during each stage. Then note these touch points on your map.<\/p>\n<p>What does an actual buyer journey map look like? It can take a range of forms \u2014 from a highly visual infographic to a spreadsheet to a basic Word document. The tool you choose matters less than the quality of the data that goes into it. The goal is to recognize the critical decision points (see illustration above) where buyers will either hire you or take another avenue. Only then can you see how you can meet their expectations and tip the scale in your favor.<\/p>\n<p>At Hinge, we work with a wide range of data to map out a client\u2019s entire buyer journey. To understand the pre-client phase we conduct interviews with prospects in the marketplace, as well as the \u201cgot-aways\u201d who ended up selecting another firm. That way we learn what prospects want out of a service provider.<\/p>\n<p>We also talk to current clients to understand the quality of their experience with their professional service provider, as well as to learn whether they understand the full breadth of our client\u2019s services. Finally, we research former clients to understand where they stand on the map and what future prospects they offer: Are they between engagements, or are they gone for good? How likely are they to refer the client, and why? You can plot your own customer journey map with information you may already have \u2014\u00a0<u><a href=\"https:\/\/hingemarketing.com\/blog\/story\/target-market-research-for-the-professional-services\" target=\"_blank\" rel=\"noopener noreferrer\">client satisfaction surveys and follow up with former clients<\/a><\/u>. But without detailed research into prospects and \u201cbetweeners\u201d \u2014 and without a clear understanding of how much clients at every stage know about your range of services \u2014 there will be significant areas of\u00a0<em>terra incognita<\/em>\u00a0on your map.<\/p>\n<p>To understand where the gaps exist, you\u2019ll need to analyze each client stage. What proportion of clients experience each outcome? For example, how many prospects become clients? How often do clients move into the \u201cbetween engagements\u201d stage? How many former clients are recommending you? And, of course, why? Most important, what could improve your clients\u2019 experience \u2014 and create better outcomes? If you can\u2019t answer all these questions, you may need to conduct research to see the full picture and make the most of all of your opportunities.<\/p>\n<div class=\"cta-link\"><div class=\"inlineWidget yes_borders\"><a href=\"https:\/\/hingemarketing.com\/library\/article\/inside-the-buyers-brain-fourth-edition-executive-summary\" class=\"widgetLink\" ><img decoding=\"async\" src=\"https:\/\/hingemarketing.com\/wp-content\/uploads\/2022\/09\/2022-IBB-ExSumm-200x200.png\" alt=\"\" \/><\/a><div class=\"inlineWidgetText\"><h6>Free Research Report<\/h6><p>Inside the Buyer\u2019s Brain \u2013 Executive Summary<\/p>\n<a href=\"https:\/\/hingemarketing.com\/library\/article\/inside-the-buyers-brain-fourth-edition-executive-summary\" >Download Now<\/a><\/div><\/div><\/div>\n","protected":false},"excerpt":{"rendered":"<p>Learn how to map your firm&#8217;s client lifecycle into four stages and how to tackle each part.<\/p>\n","protected":false},"author":83,"featured_media":5498,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"om_disable_all_campaigns":false,"footnotes":""},"categories":[1],"tags":[388,397,399],"class_list":["post-5497","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-uncategorized","tag-c-suite-topics","tag-research","tag-strategy"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.3 - 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