My 15-Year Journey Through the Evolving Landscape of Client Conversion
After 15 years of building expertise-based businesses, I've witnessed firsthand how the path to client conversion has transformed. If you're selling your expertise - as I have done as a consultant, coach, and thought leader - understanding today's touchpoint reality isn't just helpful; it's essential to your survival and success.
The Magic Number Question: A Personal Revelation
Early in my entrepreneurial journey, I obsessively sought the "perfect number" of touchpoints needed to convert a prospect. Maybe you're hoping for that magic number too? I've learned that the reality is far more nuanced, especially in 2025's complex buying environment.
My recent deep dive into the research revealed something fascinating: EmailTooltester's January 2025 report shows that touchpoints before a sale vary dramatically - ranging from as few as 1 to as many as 50, depending on your prospect's buying stage and relationship with your business. For instance, inactive past clients may only need 1-3 touches to reactivate, while completely cold prospects require significantly more engagement (EmailTooltester, 2025).
When I explored further, I discovered patterns specifically relevant for those of us selling our expertise:
- A comprehensive 2025 study by SID Marketing found that B2B customers need approximately 62.4 interactions with a company before closing a deal, spread across at least 3.5 different channels (SID Marketing, 2025).
- According to Alore's 2025 research, companies that successfully manage their sales touchpoints increase sales efficiency by up to 25%, with an average of 8 touchpoints needed to make a sale in traditional B2B environments (Alore, 2025).
- For expertise-based businesses specifically, Corporate Visions' February 2025 report indicates that making "every touchpoint count" is more important than the total number, as prospects are "doing more research but making worse decisions" without expert guidance (Corporate Visions, 2025).
Why Our Knowledge Businesses Require More Touchpoints Than Ever
Through my work with hundreds of expertise-based entrepreneurs, I've identified why our businesses inherently require multiple touchpoints:
Lesson 1: Trust is Our Currency
When clients buy your expertise, they're investing in you as much as your service. This relationship-based transaction inherently requires more trust-building interactions than product-based purchases. Each touchpoint is a deposit in the trust bank.
Lesson 2: Decision-Making Has Become Collective in Companies
Gone are the days of single-decision makers when you are selling into a corporate business. According to Spotio's March 2025 analysis, "On average, 7.4 decision-makers are involved in a typical purchase, and nearly 70% of the buyer's journey is complete before they even reach out to a sales rep" (Spotio, 2025). Each stakeholder requires their own trust journey.
Lesson 3: Content Validates Credibility
I've observed that knowledge purchases require prospects to validate your expertise through multiple content pieces. Forrester research confirmed my experience, finding that 82% of customers view five or more content items from the winning vendor before making a purchase.
Lesson 4: BANT Still Matters, But Differently
As I mentor emerging knowledge entrepreneurs, I emphasise that prospects must understand your Budget requirements, Authority (your credibility), Need (how you solve their problems), and Timeframe before they're sales-ready - each requiring separate touchpoints (Salesforce, 2021).
The Transformed Nature of Expertise-Based Touchpoints
What qualifies as an effective touchpoint for those of us selling expertise has evolved dramatically. Through trial, error, and continuous refinement, I've identified today's most meaningful touchpoints:
- Social Proof Encounters: When prospects see testimonials, case studies, or social media endorsements that validate your impact
- Value-Demonstration Content: Webinars, podcasts, articles, and other content that demonstrates your expertise without depleting it
- Personalised Outreach: Tailored emails, messages, or calls that address specific prospect needs and showcase your attention to detail
- Authority-Building Publications: Guest appearances, interviews, or featured content on respected platforms that position you as a thought leader
- Interactive Experiences: Workshops, assessments, or other interactive offerings that showcase your methodology while delivering immediate value
An Expert Touchpoint Example:
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My Strategic Framework for Knowledge Entrepreneurs
Over the last few years of refining my approach, I've developed this framework based on both research and real-world application:
Stage 1: Awareness (3-5 Touchpoints)
I create high-value content addressing prospect pain points, maintain active social media presence where my ideal clients congregate, optimise content for expertise-specific keywords, and participate in podcast interviews or guest content contributions.
Stage 2: Consideration (4-7 Touchpoints)
Here, I share case studies demonstrating my approach and results, host webinars or workshops showcasing my methodology, develop email sequences with progressive value delivery, and implement personalised outreach based on prospect engagement.
Stage 3: Decision (3-6 Touchpoints)
At this crucial stage, dependant on service stype; I offer a free consultation or strategy session, share relevant client testimonials, present proposals with clear value articulation, follow up addressing any concerns, and provide social proof from similar clients.
Stage 4: Post-Sale (6+ Touchpoints)
Relationship-building continues with onboarding communications, check-in meetings, value-add resources, testimonial requests, referral opportunities, and appropriate upsell/cross-sell touchpoints.
Client Touchpoints for Knowledge Entrepreneurs in 2025
The Numbers
- Myth: 8 touchpoints is all you need
- Reality: Knowledge businesses need between 8-62 touchpoints
- Research shows: B2B customers interact 62.4 times across 3.5 channels before converting
- Decision-makers: 7.4 stakeholders now involved in typical B2B purchases
- Pre-contact: 70% of buyer's journey happens before contacting you
Why Touchpoints Matter for Expertise Businesses
- Each touchpoint deposits in your prospect's "trust bank"
- Content validates credibility (82% view 5+ content pieces before purchase)
- Quality matters more than quantity
Strategic Touchpoint Framework
- Awareness: 3-5 touchpoints (content, social, SEO)
- Consideration: 4-7 touchpoints (case studies, webinars, personalised outreach)
- Decision: 3-6 touchpoints (consultations, proposals, testimonials)
- Post-Sale: 6+ touchpoints (critical for referrals and testimonials)
Success Principles
- Establish multi-channel presence where prospects spend time
- Create stage-specific, transformational content
- Personalise interactions based on previous engagements
- Measure both quantity and quality of touchpoints
- Focus on relationships, not just transactions
Optimising Your Touchpoint Strategy in 2025: Lessons from My Journey
Through constant experimentation and refinement, I've developed these five evidence-based approaches to make your touchpoints more effective:
Lesson 1: Embrace Multi-Channel Visibility
SID Marketing's 2025 research confirms what I've experienced: prospects interact with your business across an average of 3.5 different channels before converting. Your expertise needs to be visible across multiple platforms.
As their report states: "Your priority should be to reach and engage where your customers are spending most of their time. That means that your company needs to be present on the major channels that your buyers use" (SID Marketing, 2025).
For those of us selling expertise, this typically means maintaining an active presence on LinkedIn, your website/blog, email, podcasts, and at least one other platform where your ideal clients congregate.
Lesson 2: Create Transformational Content for Each Decision Stage
Cognism's 2025 buyer journey research outlines how content needs change throughout the buying process:
"Stage one: The buyer realises they have a problem. Touchpoints include blog posts, SEO searches, social media, and industry reports.
Stage two: The buyer actively looks for solutions and evaluates different vendors.
Stage three: The buyer finalises their choice and selects a vendor. Touchpoints include sales calls, product demos, free trials, and contract negotiations" (Cognism, 2025).
In my business, this means creating content specifically designed for each stage, from problem-awareness content to comparison content to decision-validation content.
Lesson 3: Personalisation Creates Connection
Generic outreach simply doesn't work anymore for expertise-based businesses. According to HubSpot's 2024 findings cited in Spotio's 2025 research, "80% of B2B buyers now expect a buying experience similar to B2C, including personalised content and seamless interactions" (Spotio, 2025).
I've found success leveraging data from previous touchpoints to make each subsequent interaction increasingly personalised and relevant - showing prospects I'm truly listening to their unique situation.
Lesson 4: Post-Sale Touchpoints Build Legacy
As Laire Digital's 2024 research emphasises: "Touchpoints after the sale are critical to retaining customers and generating social proof that attracts new customers. These B2B customer journey touchpoints include thank you letters, surveys, onboarding, upselling, and continued engagement through social media" (Laire Digital, 2024).
In my expertise-based businesses, post-sale touchpoints are particularly valuable, as they lead to testimonials, case studies, and referrals - all of which become touchpoints for future prospects, creating a virtuous cycle.
Lesson 5: Measure Both Quantity and Quality of Touchpoints
Corporate Visions' February 2025 research advises: "Make every touchpoint count - even the small ones. Set up clear ways to measure success and show your customers how you're helping them succeed over time" (Corporate Visions, 2025).
I've learned to track not just how many touchpoints occur before conversion, but also the impact of each touchpoint on advancing the prospect's journey - allowing me to continually refine my approach.
Your Journey Matters More Than the Number
While the data suggests knowledge-based businesses need anywhere from 8 to 62 touchpoints to convert a prospect in 2025, I've learned that the more important consideration is creating a strategic, value-driven touchpoint journey.
By focusing on delivering consistent value across multiple channels, tailoring your approach to each stage of the buyer's journey, and continuously measuring what works, you can create a touchpoint strategy that effectively converts prospects into clients - regardless of the exact number.
For those of us selling our expertise, remember: every high-quality touchpoint brings you one step closer to not just a sale, but a relationship with a client who values what you uniquely offer to the world.
TLDR: Key Takeaway
Your expertise deserves a strategic touchpoint plan that goes beyond the old "8 touchpoints" rule.
Start today by mapping your client's journey, identifying key touchpoints at each stage, and creating valuable content that builds trust progressively.
For instant inspiration to implement the right touchpoints in your knowledge business, sign up for my Authority Gap Masterclass at susannareay.com/masterclass
About the Author: Susanna Reay is a recognised authority on expertise-based business development, helping knowledge entrepreneurs convert their expertise into profitable client relationships.
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