Which Stage Are Your Potential Customers At?

You can ignore the stages people move through before they buy. That doesn’t stop those stages from happening. It only makes your marketing less likely to meet people where they are.

Many business owners don’t think about marketing in stages.

They think about their website, Google Business Profile, social media, email and advertising as separate activities.

But potential customers aren’t thinking about your marketing channels.

They’re trying to solve a problem.

They may be discovering that a service exists. They may be checking whether it’s available locally. They may be comparing providers, looking for reassurance or trying to work out what to do next.

The stage they’re at determines what they need from you.

Someone who doesn’t know your service exists needs a different message from someone comparing three providers. Someone who trusts you but can’t work out how to enquire has a different problem again.

That’s why the first question shouldn’t be:

Which platform should we use?

A better question is:

Which stage are our potential customers at?

Start with what your customers already know

Let’s work out which stage most of your potential customers are at.

Do they know your type of service exists?

Do they know you provide it in their area?

Are they comparing your business with other providers?

Are they interested but still unsure whether they can trust you?

Are they ready to act, but the next step is unclear?

Your answer may change depending on the service, the location and the type of customer.

You might be well known for one service in one town but almost invisible for another service in a nearby area.

You might have strong awareness because people find you through Google, but weak conversion because your website doesn’t make the next step clear.

You might have loyal customers but no reliable process for bringing them back or encouraging referrals.

What’s happening? Likely stage What the customer needs
People don’t know the service exists Awareness A clear explanation of the problem and service
People know the service exists but not that you provide it locally Awareness Local visibility and clear service-area information
People know your business and are comparing options Consideration Proof, detail and reasons to choose you
People are interested but aren’t enquiring Conversion A clearer and easier next step
Existing customers don’t return Retention A reason and a path to come back
Happy customers rarely recommend you Referral A simple way to review, share or refer

A broad statement such as “we need more marketing” isn’t useful enough.

You need to identify which stage needs attention.

The five customer stages

The five stages are:

  1. Awareness
  2. Consideration
  3. Conversion
  4. Retention
  5. Referral

People don’t always move through these stages in a perfectly straight line.

A recommendation from someone they trust may move them quickly from awareness to consideration.

A strong review may give them enough confidence to enquire without reading several pages.

A past customer may move directly from an email reminder to a booking page.

The stages are still useful because they help you identify what’s missing.

Once you understand the stage, you can focus your marketing on the information, proof and signposts that help people move forward.

Stage Main question in the customer’s mind Marketing task
Awareness Does this service or business exist? Become visible and relevant
Consideration Is this the right business for me? Reduce doubt and build trust
Conversion What should I do next? Make action easy
Retention Is there a reason to return? Create a useful return path
Referral How can I recommend this business? Make sharing and referring simple

Stage 1: Awareness

Do the right people know you exist?

At the awareness stage, people may not know your business exists.

They may also know that your type of service exists but not realise it’s available in their area.

For example, someone may know that website strategy services exist but not know there’s a provider serving their town or region.

At this stage, your first job isn’t to prove that you’re the best provider.

Your first job is to become visible and relevant.

People may first notice your business through Google Search, Google Maps, social media, local directories, reviews, signage, brochures, referrals or community activity.

These are discovery points. They aren’t complete customer paths by themselves.

A path only becomes useful when it helps someone move towards the next step.

Awareness starting point Possible path
Google Search Search result → local service page → enquiry
Google Maps Business profile → reviews → website → phone call
Social post Post → useful article → service page → enquiry
Printed brochure QR code → landing page → booking form
Local referral Recommendation → relevant service page → phone call

Signs that awareness may be the problem

Sign What it may indicate
Customers say, “I didn’t know you did that” A service isn’t visible enough
People outside your immediate town rarely find you Service-area visibility is weak
You rarely appear for relevant local searches Search visibility needs attention
Your Google Business Profile is incomplete A major discovery point is underused
Social content reaches people but not the right local audience Visibility is broad but poorly targeted
A service gets little interest despite strong demand People may not connect your business with that service

What to focus on

Marketing asset or activity Purpose
Local service pages Show what you provide and where
Google Business Profile Improve local discovery
Search-focused articles Answer questions potential customers are already asking
Service-area pages Show local relevance
Directory listings Improve visibility in trusted local sources
Social content Introduce problems, services and useful ideas
QR codes and printed material Create offline-to-online paths
Local partnerships Reach audiences that already trust another business or organisation

The aim isn’t to appear everywhere.

It’s to appear in the places the right customers already check.

Stage 2: Consideration

People know you exist, but are they convinced?

At the consideration stage, people are comparing their options.

They may have several browser tabs open. They may be looking at reviews, prices, experience, examples, qualifications, availability and location.

Their questions often include:

  • Can I trust this business?
  • Have they handled a situation like mine?
  • Do they serve my area?
  • What does the process involve?
  • What will it cost?
  • Why should I choose them?
  • What happens after I make contact?

Your job at this stage is to reduce doubt.

Consideration question Content that can answer it
Can I trust you? Reviews, testimonials and credentials
Have you handled this before? Case studies and examples
Do you serve my area? Clear location and service-area information
What’s included? Detailed service pages
What will happen? A clear explanation of your process
Why choose you? Specific differences supported by proof
What will it cost? Pricing guidance or a clear quote process

Useful consideration paths

Starting point Consideration path
Service page Service details → case study → enquiry
Google Maps Reviews → website → proof → phone call
Social post Educational content → service page → testimonial → booking
Email Useful article → case study → strategy session
Referral Recommended page → local proof → enquiry form

Signs that consideration may be the problem

Sign What it may indicate
People visit but don’t enquire They may lack confidence
Prospects repeatedly ask basic questions The website isn’t answering them
Service pages sound broad or generic The offer is difficult to assess
Reviews are difficult to find Reassurance is missing
Testimonials make vague claims The proof isn’t specific enough
There are few examples of completed work Prospects can’t picture the result
The website makes claims without evidence Trust depends too heavily on assertion

What to focus on

Improvement What it should achieve
Detailed service pages Explain what the customer receives
Case studies Show how you solved a real problem
Reviews and testimonials Provide independent reassurance
Before-and-after examples Make the improvement visible
FAQs Answer common concerns
Process explanations Reduce uncertainty
Comparison content Help people evaluate their options
Local proof Show experience in the area served
Proof near calls to action Reassure people at the point of decision

Don’t make people search for the evidence they need.

Put the right proof close to the question or doubt it answers.

Stage 3: Conversion

Are interested people taking the next step?

At the conversion stage, someone already knows enough to be interested.

The problem is often friction.

They may be ready to call, enquire, request a quote, book, download a guide or join an email list.

But something gets in the way.

Perhaps the call to action is vague.

Perhaps the form is too long.

Perhaps the page asks them to choose between too many options.

Perhaps the landing page doesn’t match the message that brought them there.

Conversion problem Likely effect
Vague call to action The visitor delays deciding
Long form The next step feels like too much work
Too many competing buttons The visitor doesn’t know which action matters
Poor mobile experience Calls and forms become difficult
Generic landing page The page doesn’t match the visitor’s intent
No explanation of what happens next Enquiring feels uncertain
Weak confirmation or follow-up A potential lead loses confidence

Useful conversion paths

Starting point Conversion path
Service page Clear CTA → short enquiry form → confirmation
Google ad Matching landing page → quote request
Downloadable guide Relevant article → strategy session page → booking
Mobile search Service page → tap-to-call button
Email campaign Focused offer → booking page → confirmation

Signs that conversion may be the problem

Sign What it may indicate
Important pages receive traffic but few enquiries The action point needs work
People click but don’t complete the form The form may create friction
Calls to action use vague wording The next step lacks clarity
Bookings are low on mobile The experience may be difficult to use
Ads send visitors to the homepage The path is too broad
People ask what happens after enquiring The process isn’t clear
Visitors leave at the final step Trust or usability breaks down near conversion

What to focus on

Improvement Example
Clearer CTA Book your strategy session
Shorter form Ask only for information needed to respond
Better landing page alignment Match the page to the ad, post or search intent
Mobile call options Add a visible tap-to-call button
Confirmation message Explain what happens next
Proof near the CTA Add a relevant review beside the form
Reduced choice Give the page one primary action
Better follow-up Respond quickly and confirm the enquiry was received

The next step should be specific.

“Learn more” may be useful earlier in a path, but it often postpones action at the conversion stage.

Stage 4: Retention

Are you giving customers a reason to return?

Retention begins after the first project, booking, appointment or purchase.

This is where many businesses leave valuable opportunities untouched.

Existing customers already know you.

They may already trust you.

But they still need a reason and a clear path to return.

Retention opportunity Possible path
Completed project Follow-up email → useful guide → related service
Previous appointment Reminder → booking page → confirmation
Seasonal service Timely email → service page → booking
Past purchase Product care advice → related offer
Existing client Newsletter → new service page → enquiry

Signs that retention may be the problem

Sign What it may indicate
Communication stops when the job is complete No return path exists
Customers must search for you again Rebooking is harder than necessary
Past clients don’t know about other services Cross-service awareness is weak
Repeat business happens by chance There’s no deliberate process
Newsletters are irregular or unfocused Ongoing communication lacks purpose
Customers forget when maintenance or renewal is due Reminders are missing

What to focus on

Retention tool Purpose
Follow-up emails Continue the relationship after the sale
Newsletters Stay useful and visible
Rebooking reminders Make returning easier
Care and maintenance guides Help customers get more from the service
Related-service pages Show the next relevant offer
Seasonal campaigns Contact customers when the need is likely to return
Customer resources Give people a reason to stay connected
Simple repeat-purchase paths Reduce the effort required to buy again

Retention isn’t about sending more messages.

It’s about helping an existing customer take the next sensible step.

Stage 5: Referral

Is it easy for happy customers to recommend you?

A satisfied customer may be willing to recommend your business.

But willingness alone doesn’t create a reliable referral path.

They may not know whether you welcome referrals.

They may not know how to describe what you do.

They may not know which page or contact detail to share.

They may intend to leave a review and then forget.

Referral obstacle What can solve it
Customers don’t know how to refer Give them a simple link or page
They struggle to explain the service Provide a clear one-sentence description
They forget to leave a review Ask at the right time and include the direct link
They send people to a generic homepage Provide a relevant service or referral page
Referral partners lack useful material Create a partner page, card or QR code
Happy customers are never asked Build the request into the follow-up process

Useful referral paths

Starting point Referral path
Completed project Follow-up email → review link
Happy customer Referral page → relevant service page → enquiry
Referral partner Partner link → focused landing page → phone call
Printed card QR code → service page → enquiry
Case study Shareable story → service page → booking

Signs that referral may be the problem

Sign What it may indicate
Happy customers rarely leave reviews The request is missing or difficult
Referrals are inconsistent The process depends on memory
Customers send people to the wrong page The path lacks a clear destination
People struggle to explain what makes you different Your positioning is unclear
Referral partners have nothing useful to share They need a specific tool or link
You rarely ask for referrals The opportunity is being left to chance

What to focus on

Referral asset Purpose
Direct review links Remove steps from leaving a review
Shareable service pages Give people the right destination
Referral cards Support face-to-face recommendations
QR codes Connect offline conversations to online action
Case studies Give people a useful story to share
Partner landing pages Match the message to the referral source
Clear positioning statement Help others explain what you do
Follow-up sequence Ask at a natural point in the relationship

The easier the recommendation is to make, the more likely it is to happen.

Which stage should you work on first?

Don’t try to improve all five stages at once.

Start by asking:

Where are customers getting stuck?

What you’re seeing Stage to investigate first
People don’t know you exist Awareness
People know you but don’t trust you yet Consideration
People are interested but don’t act Conversion
Past customers disappear Retention
Happy customers don’t recommend you Referral

Then examine the path connected to that stage.

Ask:

  1. Where does the customer start?
  2. What gives them a reason to continue?
  3. Which content or proof do they encounter?
  4. Where do they reach your hub?
  5. What action should they take?
  6. Where does the path become unclear, weak or incomplete?

Start with one stage and one path

Choose one stage where your business appears weak.

Then identify one customer path connected to it.

Stage Example path What to improve
Awareness Google search → local service page → enquiry Visibility and local relevance
Consideration Service page → case study → consultation Proof and reasons to choose you
Conversion Landing page → short form → confirmation Clarity and reduced friction
Retention Follow-up email → useful guide → rebooking Ongoing value and return paths
Referral Review request → shareable link → referred enquiry Simplicity and timing

Improve that path before adding another disconnected marketing activity.

How the Local Hub Method connects the stages

The Local Hub Method is a strategic marketing framework for building one clear hub, strengthening existing paths and creating new ones that lead to profitable opportunities.

The hub is usually your website.

It’s where people should be able to understand what you offer, see where you work, find relevant proof, compare options and take the next step.

Hub responsibility What the visitor should find
Explain the offer What you provide
Establish relevance Who it’s for and where it’s available
Build trust Reviews, proof and examples
Support comparison Clear details and answers
Guide action One obvious next step

The internet is fragmented across platforms, channels and touchpoints.

That’s why it’s more useful to think about the paths customers follow than the individual places they happen to use.

A channel is where something happens. A path is how someone moves from attention to action.

Content, links, calls to action, landing pages, email, QR codes and forms can all act as signposts along those paths.

Signpost What it helps the customer do
Call to action Understand the next step
Internal link Move to relevant information
Service page Assess a specific offer
Case study See proof
QR code Move from an offline touchpoint to the hub
Email link Return to a useful page
Booking form Complete an action
Confirmation page Know what happens next

The aim isn’t to do more marketing everywhere.

It’s to identify the stage that needs attention, then strengthen an existing path or create a new one that helps the customer move forward.

Your next marketing move

Choose one customer group, one service and one location.

Then complete this table.

Question Your answer
Which stage are these customers at?
What do they already know?
What are they still unsure about?
Where does their path begin?
Which page or content should they reach?
What should they do next?
What’s missing from the path?
What will you improve or create first?

This gives you a more useful starting point than choosing another platform or publishing more disconnected content.

You stop asking:

What marketing activity should we try next?

And start asking:

Which stage needs attention, and which path will help the customer move forward?

That’s how you turn separate marketing activities into a clearer system.

It’s also how you make your next marketing decision with more purpose and less guesswork.

Ian Mackenzie 1

About the Author

When Ian's not helping clients with websites or marketing, he's usually exploring photography, writing about technology, or attempting to improve his golf swing.

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