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: Instagram LinkedIn Facebook https://customboxagency.com/ Connect with me Instagram Pinterest Facebook Twitter Karin on Twitter Karin on LinkedIn Conroy Creative Counsel on Facebook https://conroycreativecounsel.com 

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: Instagram LinkedIn Facebook https://customboxagency.com/ Connect with me Instagram Pinterest Facebook Twitter Karin on Twitter Karin on LinkedIn Conroy Creative Counsel on Facebook https://conroycreativecounsel.com