Is it time to kill the traditional marketing funnel? A bold new model for professional services
For decades, professional services firms have relied on the traditional marketing funnel: attract leads, nurture them, and eventually convert them into clients. But this approach doesn’t fit the way high-trust, relationship-driven industries like law, accountancy, and consulting operate.
Today’s buyers don’t follow a linear path. They seek trusted recommendations, engage in ongoing discussions, and expect value long before they sign a contract. It’s time for a new model—one that better reflects how decisions are actually made in professional services.
Why the traditional marketing funnel falls short
The marketing funnel assumes a predictable, step-by-step journey from awareness to decision. However, professional services don’t sell like consumer products. Buying decisions are often complex, involve multiple stakeholders, and rely heavily on trust.
Key problems with the funnel approach:
- It’s transactional – Funnels focus on one-time conversions, but professional services rely on long-term relationships and repeat business.
- It ignores peer influence – Buyers don’t just engage with marketing content; they consult colleagues, industry peers, and existing clients.
- It doesn’t reflect non-linear decision-making – Clients might pause their decision for months, revisit old relationships, or shift priorities mid-process.
Instead of forcing clients through a rigid pipeline, firms should focus on building momentum through relationships, credibility, and ongoing engagement.
The rise of the “Trust Flywheel”
A more effective model for professional services is the Trust Flywheel, a continuous, relationship-driven approach that builds credibility, nurtures engagement, and turns satisfied clients into advocates.
How the Trust Flywheel works
Rather than “pushing” prospects through a funnel, the flywheel creates ongoing momentum through three interconnected stages:
1. Attract through trust-building content and reputation
- Thought leadership (articles, webinars, speaking engagements) positions your firm as an expert.
- Peer recommendations, testimonials, and case studies create credibility.
- Personalised content, tailored insights for different client segments, keeps engagement high.
2. Engage with ongoing value and relationship-building
- Instead of nurturing leads with automated emails, focus on high-value interactions, roundtable discussions, Q&A sessions, and 1:1 consultations.
- Engage in industry conversations on LinkedIn and professional networks.
- Host events or contribute to key discussions in industry groups.
3. Convert and amplify through advocacy and referrals
- When you deliver value consistently, clients become your best marketers.
- Encourage referrals through structured programmes or informal connections.
- Maintain relationships post-sale check in, share insights, and invite them to exclusive networking opportunities.
Unlike the funnel, the flywheel keeps spinning, each satisfied client strengthens your reputation and brings in new opportunities.
Lessons from SaaS and B2B tech marketing
B2B tech companies have shifted from a funnel approach to community-driven, relationship-based marketing, a strategy professional services firms can learn from. Key takeaways include:
- Continuous engagement – SaaS firms focus on retention and long-term value rather than just acquisition. Professional services should apply the same mindset, keeping clients engaged beyond the initial project.
- Peer influence matters – Successful tech firms leverage social proof, case studies, and user communities. Professional services can do the same through client success stories, peer discussions, and networking events.
- Personalisation wins – Account-based marketing (ABM) in tech focuses on tailored, high-value engagement rather than broad campaigns. Firms should personalise outreach, content, and relationship-building efforts.
Moving from a funnel to a flywheel: actionable steps
How can professional services firms transition to the Trust Flywheel model? Here are four steps to get started:
- Reframe your approach – Stop thinking in terms of “lead generation” and start focusing on “trust-building.” Shift KPIs from conversion rates to engagement metrics, referrals, and client advocacy.
- Double down on thought leadership – Publish insightful content, contribute to industry discussions, and actively engage with your audience beyond traditional marketing channels.
- Create structured relationship-building opportunities – Host intimate client roundtables, exclusive briefings, and networking events to foster trust and referrals.
- Optimise client experience beyond the sale – Maintain ongoing engagement with clients through value-added insights, check-ins, and tailored support. Happy clients drive the flywheel forward.
The future of professional services marketing
Traditional marketing funnels no longer reflect how clients buy professional services. Trust, relationships, and peer influence now drive decision-making. The firms that succeed won’t be those with the most aggressive lead generation tactics, but those that build lasting credibility and create communities around their expertise.
The Trust Flywheel isn’t just a new model (and to note not one that I have created but read about) it’s a mindset shift. Those who embrace it will not only win more business but also create sustainable, long-term growth.
Need help? If you would like help with your marketing, then bringing on a marketing consultant with a fresh pair of eyes can make all the difference. I work with B2B businesses and professional service firms in London, Kent, UK, and Europe, as well as specialising as a legal marketing consultant. Please get in touch or book a free 30-minute consultation.
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