Strategic marketing that aligns to your goals
Stop testing random marketing tactics and sending lifeless communications. Let’s implement a plan that works.
Marketing doesn’t have to be a bottomless pit of expenses or leave a sour taste in your mouth
Instead, imagine a world where:
- Your marketing team actually makes your life easier (they get you, your business and your clients)
- Client communications are consistent, educational and engaging
- Your marketing dollars are well spent, and you’re excited about the impact on your business
- We start by asking the right questions, then we shut up, listen, and ask follow up questions
- Understand your business model, target market, unique value prop, challenges, timeline, and goals (we thrive in the complex- yes, we are nerds)
- Gather insights into what has worked vs. what hasn’t
- Conduct workshops with your team and interviews with your clients to develop key messaging themes and marketing opportunities
- Capture your value prop and clarify “voice” with a concise and compelling messaging framework
- Build, or enhance, your visual brand - logo, color palette, typography, graphics, photography, and website design
- Create a comprehensive digital marketing, client communications, and business development strategy document
- Focus on tactics that drive results (brand awareness, engagement, referrals, sales & ROI)
- Buy-in from leadership by aligning the marketing strategy with business goals
- Create targeted, impactful content that resonates with your key audience(s)
- Embed into your business - we work closely with your tools, teams and existing workflows
- Optimize your marketing staff, or leverage our team of strategists, copywriters, designers, and developers
- Share what we worked on, review results, takeaways, what’s coming next
- Track KPIs: marketing analytics, prospect and client engagement, pipeline value
- Consistently refine the strategy to improve results and meet your business goals
Listen and Learn
- We start by asking the right questions, then we shut up, listen, and ask follow up questions
- Understand your business model, target market, unique value prop, challenges, timeline, and goals (we thrive in the complex- yes, we are nerds)
- Gather insights into what has worked vs. what hasn’t
Build the Foundation
- Conduct workshops with your team and interviews with your clients to develop key messaging themes and marketing opportunities
- Capture your value prop and clarify “voice” with a concise and compelling messaging framework
- Build, or enhance, your visual brand - logo, color palette, typography, graphics, photography, and website design
Develop the Strategy
- Create a comprehensive digital marketing, client communications, and business development strategy document
- Focus on tactics that drive results (brand awareness, engagement, referrals, sales & ROI)
- Buy-in from leadership by aligning the marketing strategy with business goals
Execute the Plan
- Create targeted, impactful content that resonates with your key audience(s)
- Embed into your business - we work closely with your tools, teams and existing workflows
- Optimize your marketing staff, or leverage our team of strategists, copywriters, designers, and developers
Analyze and Iterate
- Share what we worked on, review results, takeaways, what’s coming next
- Track KPIs: marketing analytics, prospect and client engagement, pipeline value
- Consistently refine the strategy to improve results and meet your business goals
Financial Advisory Firms
- RIAs and independent practices ready to attract prospects and increase referrals
- TAMPs focused on recruiting more advisors
Professional Services
- Executives focused on retaining and engaging employees during organizational change
- Service companies seeking new revenue
Product Manufacturers
- Sales teams who need help nurturing good fit leads over a long sales cycle
- Companies ready to scale and increase pipeline
Creating clarity with a marketing and sales strategy for a well-established RIA
Discover how this independent firm refined their target market and messaging, boosted traffic to their new website, and aligned their team on marketing efforts to drive business growth.
Effective results with clear messaging and comprehensive digital marketing strategy
Partnering with Craft Impact, MA Private Wealth has been able to harness their unique value proposition and unify their client communications.
RIA Launch & Strategic Client Communications
Craft Impact stepped in to build a sleek, professional website and strategic communications strategy to transition clients into the new practice. Following the successful RIA launch, Craft Impact continues to market and communicate to clients, prospects, and strategic referral partners as an extension of Certus Wealth Management’s business.
Comprehensive Branding & Digital Marketing Boost
With a streamlined website, smart content strategy, and powerful analytics tools, AMG is set to connect with clients and prospects more effectively. The project wasn't just an upgrade — it was a clear-cut path for growing their brand and engaging with their target audience.
Our firm has worked with Craft Impact for almost a year, and they have delivered a very professional experience as we have worked together on clarifying our messaging into a concise framework to be used as a filter for all marketing, sales, and communications materials. We look forward to a continued partnership as we develop and execute on growth strategies which include developing new content to attract more website visitors and converting them into leads.
We've had a tremendous experience working with the entire Craft Impact team. In just under a year they've helped us refine our messaging and target market, develop our new website, and onboarded our team to the HubSpot platform. The most impressive part about our experience with Craft is their team. Everyone we've worked with has been patient, knowledgeable, and responsive to the point where we feel like they're a part of our firm. We're excited to continue working together to implement our strategic growth plans.
Partnering with Craft Impact has been a huge help for my firm after setting up our RIA – I've had lots of unsolicited, positive feedback from clients regarding our communications. Together with Craft, we’ve identified timely information to share with clients on a regular basis and have improved our content collateral. My goal is to provide the best possible advisory experience while helping my clients achieve their dreams, and Craft Impact has been an indispensable partner in meeting that goal. Their ability to strategically extract information and deduce it into professional communications has been a time saver for me, allowing my firm to be more effective and efficient.
When we started working with Craft Impact, our only marketing plan was word of mouth and networking. In fact, our website content had not been significantly changed since at least 2003! Needless to say, we had ZERO experience in the digital marketing world. With Craft Impact’s help, we now have a website that is actively generating leads for us. We even started our first company blog! The Craft Impact team provides a personal level of service that helped us seamlessly transition to an inbound marketing vision and strategy that will be the future foundation of our company’s growth.
Craft Impact was great to work with for so many reasons. First and foremost, they have the client’s best interest at heart and make working with them easy. It was refreshing to work with a vendor that really cared about the success of our growing business, and was willing to really listen to our needs.
Their familiarity in working in the professional services field and SEO expertise made an a lot of impact in a short amount of time for livingHR and Talvibe. Within days of our SEO launch, a Fortune 500 company was reaching out to livingHR to reimagine their candidate and employee experience.
Sign Me Up
Sign up for a free 30-minute strategy session (virtual)