Mapping the Path to Security: Clarifying the Customer Journey for Risk Management Businesses

Published by Marshal on

Clarifying the customer journey in the Security, Risk Management & Resilience industry involves a detailed understanding of their needs, concerns, and decision-making processes. Here’s how we, at Marshal, help you approach this task:

1. Understand Your Clients’ Market and Personas
  • Market Segmentation: Identify the different segments within the security, risk management, and resilience industry (e.g., corporate security, cybersecurity, physical security, travel security, risk consulting, training, intelligence, technology, from conflict zones, to global sporting tournaments ot cyberspace).
  • Customer Personas: Your detailed personas for each segment, including roles (e.g., security managers, IT directors, risk officers), pain points, goals, and purchasing behavior, can be used to create content that speaks to their requirements and behaviours.
2. Map the Customer Journey Stages

The customer journey typically includes several stages: Awareness, Consideration, Decision, and Post-Purchase. Tailor each stage to the specifics of the security, risk management, and resilience industry.

Awareness Stage
  • Identify Triggers: What events or situations make potential clients realize they need security or risk management services? (e.g., a recent breach, regulatory changes, growth in company size).
  • Content Creation: Develop educational content that addresses these triggers. Examples include blog posts, whitepapers, webinars, and industry reports highlighting recent threats and solutions.
Consideration Stage
  • Solution Education: Provide in-depth information about different security solutions, risk management strategies, and resilience planning. Use case studies, comparison guides, and expert interviews to highlight your expertise.
  • Engagement: Offer free assessments, security audits, or risk evaluations to engage prospects. This builds trust and positions your clients as thought leaders.
Decision Stage
  • Product Demonstrations: Offer demos, detailed product specs, and ROI calculations. Highlight the unique selling points of your clients’ solutions.
  • Testimonials and Case Studies: Showcase success stories and testimonials from similar businesses. These act as social proof and help prospects envision their own success.
Post-Purchase Stage
  • Onboarding: Ensure a smooth onboarding process with clear communication, training, and support..
  • Continuous Support: Develop a post-purchase support plan, including regular check-ins, updates on new threats and solutions, and opportunities for feedback.
  • Community Building: Create a feedback loop through social proof mechanisms, enabling clients to share experiences and best practices.
3. Optimize Communication Channels
  • Website: Ensure our platform is user-friendly, informative, and optimized for search engines. Wei enable clear CTAs at each stage of the customer journey.
  • Email Marketing: We use email campaigns to nurture leads, segmented based on markets and interests.
  • Social Media: We leverage platforms where the target audience is also active.
4. Measure and Refine
  • Analytics: We use analytics to track the effectiveness of marketing efforts, identifying where prospects drop off and optimize those touchpoints.
  • Feedback: We set up exhibits to collect feedback from clients to help understand their experience and areas for improvement, and we help use this information to refine your customer journey map.
  • Continuous Improvement: Regularly update your strategies based on industry trends, technological advancements, and customer feedback.
5. Collaborate with Clients
  • Workshops and Training: Offer workshops and training sessions to help your clients understand the customer journey and their role in it.
  • Customized Solutions: Tailor your approach to each client’s specific needs and market positioning. Provide customized strategies that align with their goals and resources.

By implementing these strategies, you can effectively clarify and optimize the customer journey, leading to increased engagement, conversions, and customer satisfaction.


Marshal is a powerful, exclusive digital marketing platform that helps to simplify and scale access to the complex Security Risk Management and Resilience market, in order to develop opportunities, drive growth and achieve objectives across conflict zones to cyberspace.