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The Hidden Question That Could Transform Your Professional Services Firm

Susan Gold

Written by
SUSAN GOLD

Does your firm truly know why clients hire you?

If you answered “yes” without hesitation, you might want to reconsider. Most B2B professional services firms believe they understand their value proposition—but when pressed, they’re often working from assumptions rather than actual client intelligence. The difference between what we think we know and what our clients actually experience represents one of the most significant blind spots in professional services marketing.

The Uncomfortable Truth About Client Decision-Making

Here’s the reality: we think we know why clients choose us, but more often than not, we haven’t genuinely asked. And no, I’m not talking about the post-project surveys or the polished testimonials we collect after delivering exceptional work. Those serve an important purpose, certainly—they validate our quality and provide social proof. But they’re fundamentally different from understanding the precise moment when a prospect becomes a client.

That critical juncture—when someone decides “yes, I’m hiring your firm”—contains invaluable intelligence that most professional services firms never capture. We’re so relieved to win the business, so eager to get started, that we skip right past the most revealing conversation we could possibly have.

Why This Matters More Than You Think

Understanding why clients actually hire you isn’t just about satisfying curiosity. It has profound strategic implications:

1. You Might Be Getting Hired for the Wrong Reasons

Imagine discovering that clients are choosing your firm primarily for your responsiveness when you’ve been investing heavily in showcasing your technical expertise. Or learning that your perceived flexibility matters more than your methodology. When you’re unaware of your actual differentiators, you risk under-investing in what truly matters while over-emphasizing attributes that clients find less compelling. This misalignment doesn’t just waste marketing dollars—it can lead you to position your firm in ways that gradually erode your competitive advantage.

2. Alignment Accelerates Everything

Conversely, when you’re hired for the right reasons—the reasons that align with your firm’s core strengths and strategic direction—magic happens. Projects run smoother because expectations match reality. Client satisfaction soars because they’re getting exactly what they valued from the start. Your team feels more fulfilled because they’re being recognized for their genuine strengths. This alignment creates a virtuous cycle that compounds over time.

3. Patterns Open New Opportunities

When you systematically track why clients hire you, patterns emerge. You’ll discover that firms facing similar pain points consistently cite the same hiring reasons. This insight is gold. It allows you to identify high-potential prospects more accurately, tailor your outreach with precision, and speak directly to the concerns that matter most to your ideal clients. You’re no longer guessing at what resonates—you’re working from data.

4. Authentic Marketing Messages That Actually Build Trust

Here’s something worth considering: when you describe why someone should hire you, prospects hear it as your perspective. When clients share why they actually hired you, prospects hear it as evidence. The difference is subtle but powerful. Client hiring stories—told in their own words, reflecting their actual decision-making process—carry a weight that even the most thoughtful positioning statement can’t quite match. This approach shifts your marketing from telling prospects what you think they need to hear, to showing them what peers in their position actually valued. It’s not about being pushy or promotional; it’s about being transparent and letting client experiences speak for themselves.

The Right Moment: How to Ask the Question That Changes Everything

Timing is everything. The moment to ask this crucial question isn’t three months into the engagement, and it’s definitely not after project completion. It’s in that fleeting window immediately after they say yes.

Here’s how to do it right – all in a matter of a few minutes:

Step 1: Acknowledge the decision with genuine enthusiasm
“This is fantastic—we’re excited to work with you and really grateful for this opportunity.”

Step 2: Make the ask
“Would you mind if I asked you something? It would really help us understand what we’re doing well—what made you decide to move forward with our firm?”

Step 3: Go deeper than the first answer
This is where firms stop too soon. Your client will likely give you a surface-level response: “Well, we trust you” or “You seemed like a good fit” or “Your proposal was solid.”

Don’t stop there. These first answers are true but insufficient. They’re the tip of the iceberg.

Step 4: Apply the “Three Whys” Technique
When they say “We trust you,” follow up with genuine curiosity: “That means a lot to us. What specifically did we do that created that trust?” (Why #1)

When they answer that, go deeper: “That’s really helpful. When you say [their answer], what about that approach mattered most in your decision?” (Why #2)

By the third “why,” you’ve typically reached the core value statements—the fundamental drivers that actually influenced their decision. These aren’t just nice sentiments; they’re strategic intelligence about what your firm truly offers that competitors don’t.

Turning Insight into Advantage: Leveraging the Golden Nuggets

Once you’ve collected several of these conversations, you’re sitting on something valuable: authentic value statements that differentiate your firm in ways that actually matter to clients.

Create client-language positioning
The words your clients use to describe your value are the words other similar companies will relate to. When your marketing materials echo the language of client decision-making rather than internal jargon or consultant-speak, your message lands with greater impact. You’re speaking their language because it is their language.

Build a decision-driver database
Track these hiring reasons systematically. Look for recurring themes. Which reasons appear most frequently? Which correlate with your most successful client relationships? Which align with your strategic direction? This database becomes a strategic asset that informs everything from business development to service design.

Develop targeted positioning for different buyer segments
You may discover that different types of clients hire you for different reasons. CFOs might value your risk mitigation capabilities, while COOs emphasize your implementation speed. This segmentation allows you to customize your approach without being inauthentic—you’re simply emphasizing different genuine strengths for different audiences.

Create social proof that actually proves something
Rather than generic testimonials that say, “Great firm, highly recommend,” you can now share specific decision stories: “We chose this firm because their approach to change management meant our team would actually adopt the new system—and that’s exactly what happened. The business impact was huge: reduced expenses, increased data accuracy, and improved staff morale – they appreciated the benefits of the system.” Specificity creates credibility.

The Competitive Advantage Hiding in Plain Sight

In a crowded professional services marketplace where firms often sound frustratingly similar, this practice creates genuine differentiation—not through clever marketing spin, but through clarity about your authentic value. You’re not inventing positioning; you’re discovering it where it already exists: in the minds of the clients who chose you.

The firms that systematically capture and leverage client hiring intelligence don’t just market better—they make smarter strategic decisions, attract better-fit clients, and build more sustainable competitive advantages. They stop guessing at what makes them special and start operating from evidence.