In this episode, Mark Stern, CEO of Custom Box Agency, discusses strategies for enhancing client engagement and optimizing the customer journey to drive faster results and better experiences. 

The conversation covers the application of marketing funnels, the importance of physical experiences, and how to create premium customer interactions. Mark emphasizes the role of strategic client engagement in driving revenue, particularly for law firms, and illustrates the impact of customized box experiences in different stages of the marketing funnel – acquisition, delivery, and retention. He provides practical examples of how this approach can improve client onboarding, educational efforts, and long-term client retention.

Mark gives listeners actionable tips on:

• 00:00 Intro
• 01:47 Middle of the Funnel Tactics
• 02:38 Effective Use of Swag and Creating a Box Experience
• 03:53 Examples of Middle Funnel Strategies
• 04:47 Physical vs Digital Experiences
• 09:37 Drip Driving Revenue
• 13:41 Retention Strategies
• 20:14 The Importance of Clear Guidance
• 22:55 Reinforcing the Client Journey
• 23:47 The Role of Content in Client Education
• 25:55 Acquisition Strategies for Law Firms
• 31:44 Book Recommendation
• 36:20 One Final Takeaway

Resources mentioned in this episode:

• Who Not How by Dan Sullivan

Connect with Mark here:

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• https://customboxagency.com/

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• Conroy Creative Counsel on Facebook
• https://conroycreativecounsel.com