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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How Can Client Engagement Strategies Drive Revenue Growth for Your Law Firm with Mark Stern