Strategic Client Journey Workshop
See the Gaps in Your Client Journey and Turn Them into Growth
If marketing feels like a constant drain of time, energy and money, don’t worry, most business have found this too.
Most professional service businesses I speak with are frustrated. They’ve tried all the agencies, ads, experts, and “the latest thing” but nothing feels connected. Nothing feels strategic.
I’m not going to proclaim that this is “the one thing missing” from your marketing which will open the floodgates and “get you 50 leads a month starting tomorrow”…
Because the truth is, no-one can do that without getting to exactly know your business – or have you throw a bunch of money at them. (Even I tried that and I realised that all the money in the world can’t make up for missing strategy and give-a-damn that they lacked).
It’s not because you’re doing anything wrong.
It’s because you’re trying to grow without a clear, connected map between your brand, your message, and your business goals.
I’m here to help you see the whole picture, so we can find the right moves for your business, in the right order, and make them count.
The Reality for Most B2B Professional Services
In many businesses, marketing is treated like “the marketing department” – separate from sales, separate from client experience, separate from the real business strategy.
The default solution? Paid ads, short-term lead generation, and tracking ROI month-to-month.
The problem with this is:
It’s reductive and siloed.
It doesn’t build long-term trust or loyalty.
It ignores the relationship-based nature of professional services.
Marketing isn’t just about generating leads. For professional services, it’s about nurturing relationships over time. Because your sales cycle can be 6-12 months (not 6-12 days).
Your balance sheet won’t tell you how much trust you’ve built (or lost) with your market. And without trust, even the best lead gen campaigns will underperform.
The Opportunity Gap
Every business has a current reality and a potential future. The space between the two is where the growth lives – but you can’t close it by throwing more ads, more content, or more money at the problem and hoping something sticks.
Right now, you might be:
Running disconnected activities that don’t connect to your bigger goals
Losing warm leads somewhere in your long nurture stage
Missing opportunities to keep existing clients engaged and referring you
It’s not about finding “the one missing tactic” that magically fixes it all. It’s about seeing the whole journey laid out clearly, so you know where trust is being built, where it’s being lost, and what’s worth fixing first. That’s what this mapping session gives you – a clear, evidence-backed view of where to focus.
What Happens in the Session
1. Pre-Session Goals & Context Before we meet, you’ll send me:
Your top 3 business goals for the next 12–24 months
Your top 3 marketing priorities or frustrations
How you currently measure success
Anything you’ve tried before that worked (and didn’t)
This means we start the session already grounded in your reality, so we can spend our time mapping solutions instead of gathering basic info.
2. 60–90 Minute Deep-Dive Call
We’ll work together to map your client journey from: Awareness → Nurture → Onboarding → Retention → Advocacy.
You’ll talk me through what’s been tried, what’s worked, and where you feel things aren’t clicking and I’ll guide you to connect the dots. The aim here isn’t to force your business into a pre-made template. It’s to uncover the real-world points where your relationships are either moving forward or stalling, and start identifying where the biggest wins might be.
3. After the Session
I’ll take everything we uncovered, refine the journey map, and look for additional opportunities we didn’t see in the live conversation. From there, I’ll create your Action Step Plan (short, medium, and long-term) that work with the way your business actually runs, not against it. You’ll receive it all as a PDF map + editable checklist, so you can keep building on it as you implement and measure.
What You’ll Walk Away With
Before this session:
Marketing feels disconnected from your bigger strategy
You’re spending without knowing what’s working
You’re measuring ROI on too short a timeline to see real impact
After this session:
You have a clear, visual map of your client journey and experience
You know exactly what to focus on, and in what order
You can see how your marketing supports retention, referrals, and long-term trust
Your marketing spend is aligned to business growth (not random tactics)
Proof It Works
“Before the session, our marketing was scattered. After seeing the gaps mapped out, we knew exactly where to focus. Within 3 months, we closed two deals just from fixing our nurture stage.” – [Client]
“We finally have a plan we believe in — and we’re confident every dollar we spend is working towards the right goals.” – [Client]
Why This Works
Most “journey mapping” is surface-level. I work specifically with B2B professional services where the sales cycle is long, relationships matter, and retention is just as critical as lead generation.
This isn’t an agency pitch disguised as strategy. It’s an objective, strategic process to show you where the opportunity lies, and how to act on it.
“We are so thankful to the team at Elevate for their guidance and assistance… They were dedicated to defining and refining our value proposition, streamlining our messaging for target audiences and working to keep all stakeholders on side. The team are super easy, friendly and professional to work with and were masterful at holding us accountable when actions from our end were required. We’re thrilled with the final result and wouldn’t hesitate to partner with Elevate again in the future.“
– S.F., Head of Marketing, Peter Berry Consulting
Book a session
$935 incl. GST
Only x3 workshops available pw
Once payment is made, we’ll contact you to book your session time.
You might be wondering...
How do I know this will be worth the money?
If this session prevents you from wasting even one more month’s marketing budget on the wrong things, it’s already paid for itself. You’re buying clarity, focus, and a plan that aligns every marketing effort with your actual business growth.
Will this be just another generic “strategy session”?
No, everything we do in the session is based on your actual business goals, your client journey, and what’s happening in your market. You’ll leave with a map and action plan built for you, not something pulled off a shelf.
What if I already have a marketing plan?
That’s fine, we’re not replacing your plan, we’re pressure-testing it. The session will show you how your current plan connects (or doesn’t) to your brand, your client experience, and your bigger business goals. Sometimes that confirms you’re on the right track, other times it uncovers small changes that could make a big difference.
How much work will this create for me afterwards?
The action plan is prioritised into short, medium, and long-term steps, so you can start small and build over time. We can assign tasks to existing team members and if you want ongoing help, I can support you as your marketing or CMO partner.
What if my business is too small for this?
If you have clients, you have a client journey… and it’s already influencing your growth (you’re just not intentionally doing it). Mapping it now helps you strengthen it early, so you grow without losing touch with your clients.
Book a session
$935 incl. GST
Only x3 workshops available pw
Once payment is made, we’ll contact you to book your session time.
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