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

Mark Stern

CEO, Custom Box Agency

Mark Stern, a serial entrepreneur and founder of the Custom Box Agency, leads an experience design agency that specializes in optimizing the customer journey through direct mail, enhancing the overall customer experience. His innovative work caught the attention of Forbes, which featured him as one of the Next 1,000 Entrepreneurs redefining the American Dream. He was also highlighted in Joey Coleman’s Wall Street Journal Bestseller Never Lose an Employee Again.
 
Before embarking on his entrepreneurial path, Stern was a top-ranked strategy consultant at Deloitte Consulting, the world’s largest consulting firm. He is an MBA graduate from Duke University. Stern is also a five-time Spartan Trifecta holder and serves as a mentor at South by Southwest (SXSW), guiding up-and-coming startups. He is a lifelong enthusiast of tacos and BBQ and currently resides in Austin, Texas.

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When it comes to conversions, it's about making people feel safe to move forward with you and your product or service.

Mark Stern

Episode 140

Show Notes

Brief summary of show:

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.

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Mark Stern 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

Who Not How by Dan Sullivan

Mark Stern's Book

Introducing our latest selection for the Thought Leaders Library, chosen by the insightful Mark Stern. This month’s book is “Who Not How” by Dan Sullivan, a transformative guide that shifts the focus from asking “How can I do this?” to “Who can help me achieve this?”

In “Who Not How,” Sullivan explores the power of collaboration and leveraging the strengths of others to achieve greater success. This book is a must-read for anyone looking to elevate their productivity, grow their business, and drive revenue through effective teamwork and strategic partnerships.

From the publisher:

The world’s foremost entrepreneurial coach shows you how to make a mindset shift that opens the door to explosive growth and limitless possibility–in your business and your life.

Have you ever had a new idea or a goal that excites you… but not enough time to execute it? What about a goal you really want to accomplish…but can’t because instead of taking action, you procrastinate? Do you feel like the only way things are going to get done is if you do them? But what if it wasn’t that way? What if you had a team of people around you that helped you accomplish your goals (while you helped them accomplish theirs)?
When we want something done, we’ve been trained to ask ourselves: “How can I do this?” Well, there is a better question to ask. One that unlocks a whole new world of ease and accomplishment. Expert coach Dan Sullivan knows the question we should ask instead: “Who can do this for me?”

Who Not How by Dan Sullivan