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Writer's pictureRoger Wilks

How to optimise every stage of the B2B buyer journey

The journey from initial awareness to final purchase is anything but straightforward. Prospects don’t move smoothly from one stage to the next, ticking off checkboxes as they go. Instead, they jump between phases, revisit earlier stages, and continuously reassess their options. As a marketer, your challenge is to meet them wherever they are on that journey—and offer the right message at the right time.

How to optimise every stage of the B2B buyer journey

Every stage of the buyer journey is an opportunity to influence and guide your prospect toward a decision. But to do that effectively, you need to optimise your messaging for each stage—whether it’s sparking interest at the discovery phase or reinforcing confidence just before the final decision. Your content should be as dynamic as your prospects’ journey, responding to their needs at every touchpoint.


What does it take to engage your audience at every stage of their decision-making process? In this post, we’ll explore how to optimise the buyer journey and ensure you’re not just part of their consideration but their final choice.


The Anatomy of a Lead 2024 breaks down the buyer journey into six distinct stages: Discover, Inspire, Compare, Coach, Select, and Shine. Let’s take a closer look at how to optimise each phase to accelerate the decision-making process and drive more conversions.


1. Discover: Capturing Attention at the Top of the Funnel

Every successful buyer journey starts with a spark—an initial moment when a prospect realises that they have a problem, and more importantly, that there might be a solution out there. But capturing their attention at this crucial early stage is no small feat. Your prospects are overwhelmed with information, facing an endless sea of content competing for their time and focus. So, how do you stand out?

The Discover phase isn’t about making an aggressive sales pitch. It’s about cutting through the noise with value-driven content that speaks directly to the needs and concerns of your audience. It’s the moment where you introduce your brand as a trusted advisor—not a vendor, but an expert offering something of genuine interest and relevance.


Here’s how to succeed at the Discover stage:

  • Lead with education, not promotion: Prospects at this stage aren’t looking to be sold to. They’re still in the process of understanding their challenges and seeking knowledge to make sense of their options. The content you deliver needs to meet them where they are—curious but cautious. Instead of jumping straight into product specifics, provide educational content that frames the problem, explores industry trends, and offers insights they might not have considered. Think whitepapers, thought leadership articles, and industry reports that add real value to their understanding.

  • Speak to their pain points, not your product: During discovery, it’s vital to connect with the specific challenges your prospects are grappling with. If your content isn’t addressing their immediate pain points, it’s unlikely to grab their attention. Use this phase to build rapport by acknowledging their issues and showing that you deeply understand the problem before even mentioning a solution. Be empathetic to their situation—whether it’s evolving market demands, inefficiencies, or risks in their current operations.

  • Establish credibility early: At the Discover stage, prospects are assessing your credibility as much as your content. They’re asking themselves, "Why should I trust this source?" By providing data-backed insights, showcasing deep industry knowledge, and citing authoritative sources, you can position your brand as a trusted voice in the conversation. Use statistics, research, and expert commentary to back up your points and build early trust.

  • Make it easy to engage: Prospects in the discovery phase are often browsing casually—they’re not yet ready to invest time in complex, time-consuming content. Your goal is to engage them quickly and clearly. Create easily digestible pieces like blog posts, short videos, or interactive content that provide immediate value. This initial engagement is the first step in building trust, so the simpler and more accessible the content, the more likely they’ll come back for more.


The Discover phase is about more than just capturing attention—it’s about laying the groundwork for a deeper relationship. By delivering high-value, relevant content that educates and empathises, you position yourself as a valuable resource in your prospect’s early search. Get this phase right, and you’ll have opened the door to a more meaningful engagement down the line.

A study by Demand Gen Report found that 47% of B2B buyers viewed 3-5 pieces of content before engaging with a sales rep. This highlights the critical importance of delivering impactful, educational content at the Discover stage, ensuring your brand is part of their research process early on.

2. Inspire: Building Desire Through Emotional and Rational Appeal

Getting your prospects to notice your solution is just the beginning. Once you’ve caught their attention, the real challenge is transforming their curiosity into a strong, emotional desire to engage with you further. This is where the Inspire phase comes in. You’re not just selling features or benefits—you’re painting a picture of what success looks like with your solution in place.


The Anatomy of a Lead 2024 makes it clear that people buy with their hearts as much as their heads, even in the B2B world. Rational benefits like efficiency and ROI are important, but it’s the emotional connection—the vision of what they stand to gain personally and professionally—that often drives action. The key is to inspire them to see your solution not just as a good fit, but as a game-changer for their business.


Here’s how to do it:

  • Craft a compelling narrative: Instead of listing out features, tell a story. How does your solution transform businesses like theirs? What happens when it’s implemented successfully? Create a vision of the future that connects with their goals and solves their challenges. The most successful narratives highlight both the practical and emotional rewards—whether it’s improved efficiency, enhanced team performance, or even personal career growth.

  • Make it about them: Inspiration comes from relevance. Instead of talking about what your product can do, show them what it will specifically do for them. Tailor your messaging to reflect their industry challenges, company goals, or even individual pain points. When prospects can clearly picture themselves succeeding with your solution, they’re far more likely to engage deeply.

  • Tap into personal and business motivations: Decision-makers aren’t just thinking about what’s best for their business—they’re thinking about their own reputation, their career, and the potential risks of making a wrong decision. Show them how your solution helps them become a hero within their organisation—whether it’s streamlining processes, increasing revenues, or creating an innovation that leaves a lasting impact.

  • Use vivid proof points: Back up your narrative with evidence that inspires confidence. Showcase how others in their industry have been transformed by your solution. Use detailed case studies, customer testimonials, and visual stories to illustrate real-world success. Show them that your solution doesn’t just promise results—it delivers them, time and again.


In the Inspire phase, you’re not simply stating facts—you’re creating a vision. Prospects should come away with a clear image of how their world will improve with your solution in place. This is your opportunity to evoke a deeper, emotional connection that goes beyond functionality. Inspire them to imagine a better future, and you’ll have them leaning forward, eager to take the next step.

Research by Gartner shows that 86% of B2B buyers say that content that provides a vision for the future significantly influences their purchasing decisions. This is why it's critical to not only provide data but to inspire with a clear, compelling vision of what's possible.

3. Compare: Helping B2B Prospects Evaluate Their Options

At the comparison stage, your prospects are no longer just exploring—they’re in the thick of decision-making. This is when things get serious. They’re evaluating their options, digging into the details, and pitting your solution against your competitors. The problem? With so much information to process, it can quickly become overwhelming.


Your job here isn’t just to showcase your solution—it’s to cut through the noise. Prospects don’t just need another set of product features; they need clear, decisive information that simplifies their decision. The role of the Compare phase is to offer that clarity and make the choice obvious.


The Anatomy of a Lead 2024 suggests that to truly stand out at this stage, you need to move beyond traditional feature comparisons and instead focus on how your solution addresses their specific challenges, fits into their ecosystem, and delivers undeniable value.


Here’s how you do that:

  • Be the expert they need: Offer deep, relevant insights that help them see beyond surface-level comparisons. Dive into their pain points and show precisely how your solution solves problems your competitors can’t. Go beyond "better features" and highlight why your approach works best for them.

  • Tailor the message for every stakeholder: The CFO doesn’t care about a feature rundown. They need to see the financial benefits—the reduced costs, higher ROI, or lower risk exposure. The CIO? They’re focused on integration, data security, and future scalability. Your content needs to match each persona’s specific concerns, providing the right type of comparison to the right people.

  • Show real-world proof: This is the time for hard data. Use case studies, side-by-side comparisons, and ROI calculators to show exactly how your solution outperforms alternatives. Real-world success stories with quantifiable results (not just vague claims) are your best assets. Show how you’ve solved similar challenges for other companies and how the impact was measurable, swift, and sustainable.


Remember, the Compare stage isn’t just about winning a features battle—it’s about making the decision easier for your prospects. They’re looking for a solution that checks all the boxes for every stakeholder, from finance to tech, from marketing to operations. Your job is to make it clear that your solution is not just the best option but the only one that truly delivers across the board.

A study by Forrester reveals that 68% of B2B buyers feel overwhelmed by the sheer volume of information at the comparison stage. Simplifying their decision-making process with clear, concise, and role-specific content can drastically improve your chances of closing the deal.

4. Coach: Guiding Prospects to the Right Decision

At this stage, your prospects are deep into their evaluation. They’ve done their research, weighed the options, and are getting close to a decision. But even now, they’re likely to have doubts, uncertainties, and internal debates. This is where they need more than just information—they need guidance.


The role of the coach is to move beyond selling and step into the shoes of a trusted advisor. You’re no longer simply showcasing features or pushing for a close; instead, you’re offering the insight and reassurance that helps them feel confident in making the right choice. Your prospects don’t want to be told what to do—they want to be guided toward a solution that feels like the obvious, natural fit.


The Anatomy of a Lead 2024 emphasises the importance of transparency and honesty in this phase. It’s about acknowledging the challenges they face and addressing the final hurdles with clarity. Rather than hard-sell tactics, offer clear, practical advice that reinforces why your solution is the best fit for their unique needs.


For example:

  • Address lingering objections head-on: Don’t shy away from the questions they haven’t asked yet. Address concerns proactively with evidence, testimonials, and direct answers that remove the guesswork.

  • Provide insider expertise: Share practical tips or industry insights that help them think about the decision in a new way. This positions you as a valuable partner, not just a vendor.

  • Reinforce trust: At this point, your credibility is key. Provide real-world examples of how you’ve helped similar companies, using detailed case studies or expert endorsements to underline your reliability.


Remember, your job as a coach is not just to guide them toward a decision—it’s to help them feel absolutely certain that they’re making the right one. Prospects want to feel empowered and informed, not pressured. Offer them clarity, reassurance, and expert advice that makes the choice feel inevitable.


5. Select: Reinforcing Confidence in the Final Decision

The decision to choose your solution isn’t made lightly. By the time your prospects reach the Select stage, they’ve done their homework. They’ve explored options, evaluated competitors, and scrutinised the fine print. But even with all the research, this final stage is often clouded by hesitation, uncertainty, and last-minute internal debates. Your job now is to remove that doubt and reinforce their confidence in selecting your solution.


At this critical point, prospects aren’t looking for more information—they’re looking for assurance. They need to feel that choosing your solution is not just a smart choice, but the only logical one. The Anatomy of a Lead 2024 stresses that at the Select stage, trust is your greatest asset. You’ve already provided the data; now it’s time to build an emotional connection that seals the deal.


Here’s how to approach it:

  • Reassure them with social proof: At this point, nothing is more powerful than validation from others. Share success stories, detailed testimonials, and endorsements from companies they respect. Show them that businesses just like theirs have faced the same challenges, made the same choice, and thrived because of it. Highlight similar use cases, industry leaders, or respected brands that have already placed their trust in you.

  • Address unspoken concerns: Even if they’re not vocalising it, there are likely lingering fears—‘What if the solution doesn’t integrate as seamlessly as promised? What if adoption takes longer than expected? What if I’ve missed something critical?’ Preempt these concerns by addressing common objections before they even arise. Provide clear, reassuring answers to those final questions that might be holding them back.

  • Make them feel secure in their decision: The decision is more than a professional choice—it’s personal. People want to feel good about the decisions they make, especially in high-stakes environments like enterprise deals. Reinforce how your solution will lead to their success—not just as a company, but as individuals who’ve made the right call. Position their decision as a win for their team and their career.

  • Support post-purchase confidence: The Select stage doesn’t end with a signature on the contract. You need to start thinking about the first steps after the purchase. Offer post-decision support by outlining a clear onboarding process, customer success initiatives, or ongoing training. Ensure they know what comes next, and that their experience will be supported every step of the way. This reassures them that their decision is backed by a solid, reliable partner.


By reinforcing the value of your solution and addressing any last-minute hesitations, you can ensure that the Select stage is not just a checkbox but a moment of clarity for your prospects. The decision should feel like a natural, confident step, not a leap into the unknown.

Research by Bain & Company shows that 80% of B2B buyers feel that trusted customer testimonials and case studies significantly reduce their perceived risk in making a final decision. This underscores the importance of social proof and reassurance in the final stretch of the buyer journey.

6. Shine: Turning Customers into Advocates

Winning the deal doesn’t mean the journey is over—it’s just the beginning of a new, equally important phase. After the contract is signed, your goal is no longer to convince; it’s to deliver. This is where the Shine stage comes in. You’ve promised value—now it’s time to prove it, and more importantly, exceed expectations.


The Shine phase is all about demonstrating that your solution doesn’t just meet the initial expectations—it delivers exceptional results that create lasting impact. This is your opportunity to transform a new customer into a long-term advocate. And in a competitive market, turning satisfied customers into brand champions can be your most powerful tool for future growth.


Here’s how to make sure your solution truly shines:

  • Onboard with excellence: First impressions matter—especially when it comes to onboarding. Make the post-purchase experience as seamless and supportive as possible. Provide step-by-step guidance, offer personalised training, and ensure your new customer feels confident using your product or service from day one. At this stage, your goal is to eliminate any friction and start delivering quick wins. A smooth onboarding process can help solidify the decision your customer made and prevent buyer’s remorse before it has a chance to take hold.

  • Deliver early wins and measurable results: During the Shine phase, nothing speaks louder than results. Your customer chose your solution because they believed it would solve their problems—now, it’s time to show them you can deliver. Focus on achieving early, tangible outcomes that align with their most pressing goals. Whether it’s improving efficiency, reducing costs, or accelerating growth, provide them with data that proves your solution is making a positive impact. This will not only reinforce their decision but also encourage them to deepen their relationship with your brand.

  • Keep communication strong: Don’t disappear once the deal is closed. Keep lines of communication open and continue to engage with your customers beyond the initial implementation. Regular check-ins, progress reports, and performance reviews allow you to showcase the ongoing value your solution is providing. It’s during this phase that you can transition from a vendor into a strategic partner—someone who is actively invested in their success. By keeping the conversation going, you also identify new opportunities for upselling or cross-selling.

  • Turn them into advocates: Customers who see real value from your solution are your greatest marketing assets. Encourage them to share their success stories, participate in case studies, and provide testimonials. Their positive experiences not only help you retain their business but also serve as powerful social proof for future prospects. A customer who shines with your solution will gladly champion it within their network, giving you access to new audiences and referrals.


In the Shine phase, your focus shifts from acquisition to retention and advocacy. It’s no longer about simply meeting expectations—it’s about exceeding them and ensuring your customers feel confident that they made the best decision. By delivering continuous value and nurturing the relationship, you turn satisfied clients into long-term partners and enthusiastic advocates.

According to research by Bain & Company, a 5% increase in customer retention can boost profits by 25% to 95%. This makes the Shine phase not just a final step in the buyer journey, but a critical component of sustainable business growth.

Conclusion: Aligning Your Content with the Buyer Journey

Optimising every stage of the buyer journey isn’t about bombarding prospects with content—it’s about delivering the right message, at the right time, to the right person. By aligning your content strategy with the specific needs of each stage, you’ll not only engage your prospects more effectively—you’ll close deals faster and build lasting relationships.


The Anatomy of a Lead 2024 

Want to learn more about mastering the buyer journey? The Anatomy of a Lead 2024 provides the strategies and insights you need to guide prospects from discovery to decision—and beyond. Download the ebook today to start optimising your lead generation efforts.




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