Real stories, real results
See what our clients have to say about the successful partnerships we’ve built together
We’re honored that many of our clients continue our month-to-month partnerships for the long term (a handful have entrusted us with their business for more than 10 years!).
Partnering with Craft Impact has been a huge win for Quarry Hill Advisors. We knew we couldn’t reach our growth goals without investing in marketing, and Craft helped us build a clear strategy and stay consistent. From newsletters and video editing to a refreshed website, updated branding, and marketing materials for clients and prospects, they’ve covered everything. Their team meets with us weekly to plan and execute, and it feels like we now have a full marketing department within our firm. We’ve already seen about $50 million in growth this year. Working with Craft has absolutely been worth the investment.
Working with Craft Impact has been a fantastic experience for us at Fusion. Over the past year, they’ve helped us rebrand, refine our messaging, and launch Key Advisor events—all with high-quality materials and strategic support. The professionalism and clarity of the collateral they’ve produced has made a noticeable impact, not just for us, but for our advisors as well. After our recent Key Advisors event, we received great feedback from our clients who recognized the difference in how we’re presenting our company and supporting them in running their businesses more effectively.
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.
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Our advisors have been incredibly impressed with Craft Impact’s marketing support. The coordinated campaigns they create are clear, concise, and directly impactful to our business. In an industry where advisors are constantly juggling responsibilities, Craft makes it easy by delivering relevant and important information. Their ability to cut through the clutter and provide valuable, timely content has been a game-changer for us.
Craft Impact has been an excellent marketing partner for us. They are strategic and help a growing firm like ours scale our marketing efforts.
We are excited to be entering into our third contract extension with Craft Impact. You all are the reason we have selected your firm to be and remain as our technical marketing consultant for PermaTrak North America. I want to share our excitement with you and allow you to use this letter to share with other potential clients as a letter of recommendation.
Our company, PermaTrak, was formed in late 2009 and about 6 months later a company website was up and running telling the world about our unique product. Although the site was informative, it was not receiving enough traffic to our liking and was not properly channeling those visitors through a defined leads process. Since then a marketing plan has been developed and is being implemented to not only increase web traffic but to engage visitors in discussions about solving boardwalk challenges. This process drives our sales. These discussions, both written and verbal, are now our primary source of lead generation.
We have eliminated annual contracts with lead generation services, cold calling, and the larger expensive trade shows. Craft’s approach is working and soon we will be asking ourselves “how do we properly respond to all these leads”.
I would certainly recommend Craft Impact to others searching for someone to evaluate their website’s potential and/or to develop a plan to increase web traffic. Additionally, I want to say that Stephen has a sharp mind that listens to client’s questions, thinks before responding, and provides a thorough response to questions. It has been a pleasure working closely with Stephen and PermaTrak looks forward to many years to come as partners with Craft Impact.
Our company, PermaTrak, was formed in late 2009 and about 6 months later a company website was up and running telling the world about our unique product. Although the site was informative, it was not receiving enough traffic to our liking and was not properly channeling those visitors through a defined leads process. Since then a marketing plan has been developed and is being implemented to not only increase web traffic but to engage visitors in discussions about solving boardwalk challenges. This process drives our sales. These discussions, both written and verbal, are now our primary source of lead generation.
We have eliminated annual contracts with lead generation services, cold calling, and the larger expensive trade shows. Craft’s approach is working and soon we will be asking ourselves “how do we properly respond to all these leads”.
I would certainly recommend Craft Impact to others searching for someone to evaluate their website’s potential and/or to develop a plan to increase web traffic. Additionally, I want to say that Stephen has a sharp mind that listens to client’s questions, thinks before responding, and provides a thorough response to questions. It has been a pleasure working closely with Stephen and PermaTrak looks forward to many years to come as partners with Craft Impact.
Really good team, very responsive. We worked with Craft Impact to migrate one of our CRMs to a new one. They were very helpful and responsive throughout the whole process. We have continued to use them as they are quick to solve problems that we encounter.
Stephen and his company has been a huge help to our business. I was hesitate at first using a new CRM and one that seemed out of our league at first, but his team made it so simple to import all our data, help map it to right areas and get us up and running. I am now able to track whether or not my salespeople are performing. Makes it so easy to track progress with referral sources and manage incoming leads form the website and referral sources. You can see whether your referral sources are actually reading e-mails, and retroactively see the interaction history from a centralized data source instead of having to sift through the inboxes, excel sheets or another program. In general it has made work so efficient, that we have less client miscommunications, less missed leads, and a huge source of data for us to help grow our business. Thank you for helping us grow!!!
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.
Thanks to the Craft Team for being a great partner and cheers to what’s ahead!
Working with Craft was a game changer for us at BrooklynFi. Before, our marketing efforts were sporadic - an occasional post here, a webinar or white paper there - but nothing consistent or strategic. Craft helped us streamline everything and bring real structure to our approach. Their team is not only full of great ideas, but they also embraced the unique personality of our firm and elevated our existing brand. They're a joy to work with, and I highly recommend them to any advisory firm looking to step up their marketing.
If anyone needs a fantastic marketing team to bolt on to their financial planning, probably a CAS practice as well, I've got a great one for them. They've been doing wonders for us for the past year.
They're called Craft Impact. They're a fractional CMO service. I don't know, they're just kickass. But if you're looking, they're not cheap. They're north of $5K a month, so you have to have a big, solid budget to work with. But they're fantastic... I would say, yeah, give them a call.
-from Shane's Accounting High Podcast appearance
Our firm has worked with Craft Impact for almost one 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.
Our firm Burney Wealth Management partnered with Craft to create a new website and marketing strategy. We had worked with firms prior with mixed results and knew very quickly in our engagement with Craft that we were working with the right group. They delivered every step of the way and the end result is a website we can be proud of promoting and a marketing strategy that will allow us to continue to grow our business! In addition to the website and strategy they also equipped us with all of the necessary marketing collateral and helped us understand best practices for cultivating leads. These type of engagements mean a lot of time spent with each other and we are fortunate to call the Craft Impact crew not only colleagues but friends!
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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.
Craft Impact has been a fantastic force for our business! They take a really consultative approach - completing a deep dive on understanding our business, customers, and key needs when it comes to marketing and sales enablement before suggesting a strategic approach. They are also quick to pivot and respond to our evolving needs as a business, while remaining organized, accountable, and focused on our KPIs. They’ve also been an absolute pleasure to work with!
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.
I want to express my thanks for you and your team’s support and collaboration over the past year. Mary, Laura and Mackenzie have such positive attitudes and are always a pleasure to work with.
Plus they are all extremely organized and make my job easier, particularly with the variety of migration communications.
You’ve done a fantastic job building your team!
Partnering with Craft Impact has been a huge win for Quarry Hill Advisors. We knew we couldn’t reach our growth goals without investing in marketing, and Craft helped us build a clear strategy and stay consistent. From newsletters and video editing to a refreshed website, updated branding, and marketing materials for clients and prospects, they’ve covered everything. Their team meets with us weekly to plan and execute, and it feels like we now have a full marketing department within our firm. We’ve already seen about $50 million in growth this year. Working with Craft has absolutely been worth the investment.
Kyle Moore
Founder
Founder
Working with Craft was a game changer for us at BrooklynFi. Before, our marketing efforts were sporadic - an occasional post here, a webinar or white paper there - but nothing consistent or strategic. Craft helped us streamline everything and bring real structure to our approach. Their team is not only full of great ideas, but they also embraced the unique personality of our firm and elevated our existing brand. They're a joy to work with, and I highly recommend them to any advisory firm looking to step up their marketing.
AJ Ayers
Co-Founder
Co-Founder
Working with Craft Impact has been a fantastic experience for us at Fusion. Over the past year, they’ve helped us rebrand, refine our messaging, and launch Key Advisor events—all with high-quality materials and strategic support. The professionalism and clarity of the collateral they’ve produced has made a noticeable impact, not just for us, but for our advisors as well. After our recent Key Advisors event, we received great feedback from our clients who recognized the difference in how we’re presenting our company and supporting them in running their businesses more effectively.
Bryce Engel
CEO
CEO
If anyone needs a fantastic marketing team to bolt on to their financial planning, probably a CAS practice as well, I've got a great one for them. They've been doing wonders for us for the past year.
They're called Craft Impact. They're a fractional CMO service. I don't know, they're just kickass. But if you're looking, they're not cheap. They're north of $5K a month, so you have to have a big, solid budget to work with. But they're fantastic... I would say, yeah, give them a call.
-from Shane's Accounting High Podcast appearance
Shane Mason
Co-Founder
Co-Founder
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.
Adam Newman
Managing Partner and Wealth Advisor
Managing Partner and Wealth Advisor
Our firm has worked with Craft Impact for almost one 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.
Erica Arroyo
COO & Wealth Manager
COO & Wealth Manager
Our advisors have been incredibly impressed with Craft Impact’s marketing support. The coordinated campaigns they create are clear, concise, and directly impactful to our business. In an industry where advisors are constantly juggling responsibilities, Craft makes it easy by delivering relevant and important information. Their ability to cut through the clutter and provide valuable, timely content has been a game-changer for us.
Justin Koehler
Director of Sales
Director of Sales
Our firm Burney Wealth Management partnered with Craft to create a new website and marketing strategy. We had worked with firms prior with mixed results and knew very quickly in our engagement with Craft that we were working with the right group. They delivered every step of the way and the end result is a website we can be proud of promoting and a marketing strategy that will allow us to continue to grow our business! In addition to the website and strategy they also equipped us with all of the necessary marketing collateral and helped us understand best practices for cultivating leads. These type of engagements mean a lot of time spent with each other and we are fortunate to call the Craft Impact crew not only colleagues but friends!
Kyle McFarland
Partner and Wealth Advisor
Partner and Wealth Advisor
Craft Impact has been an excellent marketing partner for us. They are strategic and help a growing firm like ours scale our marketing efforts.
David Silver
CEO | President
CEO | President
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.
Joel Van Hofwegen
Founder
Founder
We are excited to be entering into our third contract extension with Craft Impact. You all are the reason we have selected your firm to be and remain as our technical marketing consultant for PermaTrak North America. I want to share our excitement with you and allow you to use this letter to share with other potential clients as a letter of recommendation.
Our company, PermaTrak, was formed in late 2009 and about 6 months later a company website was up and running telling the world about our unique product. Although the site was informative, it was not receiving enough traffic to our liking and was not properly channeling those visitors through a defined leads process. Since then a marketing plan has been developed and is being implemented to not only increase web traffic but to engage visitors in discussions about solving boardwalk challenges. This process drives our sales. These discussions, both written and verbal, are now our primary source of lead generation.
We have eliminated annual contracts with lead generation services, cold calling, and the larger expensive trade shows. Craft’s approach is working and soon we will be asking ourselves “how do we properly respond to all these leads”.
I would certainly recommend Craft Impact to others searching for someone to evaluate their website’s potential and/or to develop a plan to increase web traffic. Additionally, I want to say that Stephen has a sharp mind that listens to client’s questions, thinks before responding, and provides a thorough response to questions. It has been a pleasure working closely with Stephen and PermaTrak looks forward to many years to come as partners with Craft Impact.
Our company, PermaTrak, was formed in late 2009 and about 6 months later a company website was up and running telling the world about our unique product. Although the site was informative, it was not receiving enough traffic to our liking and was not properly channeling those visitors through a defined leads process. Since then a marketing plan has been developed and is being implemented to not only increase web traffic but to engage visitors in discussions about solving boardwalk challenges. This process drives our sales. These discussions, both written and verbal, are now our primary source of lead generation.
We have eliminated annual contracts with lead generation services, cold calling, and the larger expensive trade shows. Craft’s approach is working and soon we will be asking ourselves “how do we properly respond to all these leads”.
I would certainly recommend Craft Impact to others searching for someone to evaluate their website’s potential and/or to develop a plan to increase web traffic. Additionally, I want to say that Stephen has a sharp mind that listens to client’s questions, thinks before responding, and provides a thorough response to questions. It has been a pleasure working closely with Stephen and PermaTrak looks forward to many years to come as partners with Craft Impact.
Jason Philbin
President
President
Craft Impact has been a fantastic force for our business! They take a really consultative approach - completing a deep dive on understanding our business, customers, and key needs when it comes to marketing and sales enablement before suggesting a strategic approach. They are also quick to pivot and respond to our evolving needs as a business, while remaining organized, accountable, and focused on our KPIs. They’ve also been an absolute pleasure to work with!
Lexi Gervis
Head of Impact
Head of Impact
Really good team, very responsive. We worked with Craft Impact to migrate one of our CRMs to a new one. They were very helpful and responsive throughout the whole process. We have continued to use them as they are quick to solve problems that we encounter.
Eric Ramos
Director of Investments
Director of Investments
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.
Ben Cohen
President & Consulting Actuary
President & Consulting Actuary
Stephen and his company has been a huge help to our business. I was hesitate at first using a new CRM and one that seemed out of our league at first, but his team made it so simple to import all our data, help map it to right areas and get us up and running. I am now able to track whether or not my salespeople are performing. Makes it so easy to track progress with referral sources and manage incoming leads form the website and referral sources. You can see whether your referral sources are actually reading e-mails, and retroactively see the interaction history from a centralized data source instead of having to sift through the inboxes, excel sheets or another program. In general it has made work so efficient, that we have less client miscommunications, less missed leads, and a huge source of data for us to help grow our business. Thank you for helping us grow!!!
Alex Chamberlain
CEO
CEO
I want to express my thanks for you and your team’s support and collaboration over the past year. Mary, Laura and Mackenzie have such positive attitudes and are always a pleasure to work with.
Plus they are all extremely organized and make my job easier, particularly with the variety of migration communications.
You’ve done a fantastic job building your team!
Sheryl Southwick
Executive Director, Benefits Compliance
Executive Director, Benefits Compliance
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.
Thanks to the Craft Team for being a great partner and cheers to what’s ahead!
Keri Higgins-Bigelow
Founder, CEO
Founder, CEO