Artificial intelligence is everywhere. Tools like ChatGPT, Gamma, Synthesia, and Canva have made it easier than ever to produce content quickly. But for financial services companies, where compliance rules are strict and presentation matters, using AI effectively requires more than just typing a question and hitting “Enter.”

Even with AI, great content takes time. From crafting the right prompts to catching the little “tells” that scream AI-generated (like the dreaded em dash or a mysterious leading space), you still need an expert eye, and often, a skilled team, to ensure your content is polished, accurate, and on-brand.

Learn to Prompt, and Prompt Well

ChatGPT is a powerful tool for ideation, scripting, and even creating prompts for other AI platforms. But AI is only as good as the prompts you give it. 

  • Bad prompt in = bad output out. If you don’t tell the tool exactly what you want, you’ll spend hours editing.
  • You need to guide tone, structure, and format so your results align with your brand voice and compliance requirements.
  • You must read through every output to ensure accuracy and compliance. AI doesn’t understand regulations, and it will confidently “make things up” if unchecked.

Use AI Across Multiple Platforms

When you’ve mastered prompting, you can chain it to other AI tools for a full content pipeline:

1. Gamma.ai – Quickly turn AI prompts into polished slide decks, presentations, and visual narratives. Perfect for client education, pitch decks, or explaining complex concepts simply.

2. Synthesia.io – Create professional videos with AI avatars, so you can deliver insights without being on camera. Ideal if you’re camera-shy or need consistent branding across multiple video assets.

3. Rev.com – Add burned-in captions to every video. This improves accessibility, makes content watchable without sound, and boosts engagement.

4. Canva – Design custom video thumbnails and marketing visuals without needing a full-time graphic designer. ChatGPT can help you brainstorm copy and layouts, but execution still takes time to get right.

Turn One Video Into Endless Content Using AI 

Video isn’t just another marketing format; it’s a driver of unique content. From a single video, you can create:

  • Blog posts (by transcribing and refining the script)
  • Social media clips and reels
  • Email newsletters
  • Infographics and client resources

And thanks to AI avatars and tools like Synthesia, you can do all of this without ever stepping into a studio.

AI Helps, But Content Creation Is Still a Process

A few months ago, at the end of a bi-weekly call, one of our favorite clients said:

“Can you just post this video to socials for me?”

Innocuous, right? Since they’re a great client, I said, “Sure. Let’s do it together in real time.”

“How long do you think it will take?” I asked. “Ten minutes max,” they replied.

Here’s what “ten minutes” really looked like:

  1. Drop the video in Google Drive.
  2. Download it, open video editing software, and trim the start and end.
  3. Upload to Rev.com for burned-in captions and a transcript.
  4. While Rev processes, open Canva, load the brand kit, and design a custom thumbnail.
  5. Open Drive, create a new blog doc.
  6. Return to Rev to edit captions — AI is close, but it misspells words and botches industry acronyms.
  7. Download the transcript, drop it into ChatGPT (in a dedicated client thread that knows their voice, tone, and quirks), and request a blog draft.
  8. Edit the blog, request revisions, and finalize it.
  9. Download the captioned video from Rev.
  10. Upload to YouTube Studio, add a YouTube description (from ChatGPT).
  11. Place the blog in the Google Doc — never copy/paste from ChatGPT directly into WordPress, or you risk SEO-degrading code tags.
  12. Publish the video on YouTube.
  13. Open Metricool, schedule the video to go live in the social feed, uploading natively.
  14. Create a social caption in ChatGPT, edit out AI tells like em dashes, and clean up hashtags.
  15. Open WordPress, add a new blog post.
  16. Source a featured image from iStock (we have a subscription), download it, upload it to WordPress, and edit alt text for SEO.
  17. Add the blog text, get the embed code from Embed Responsively, and insert the YouTube video in a code block.
  18. Add the meta description in Yoast, choose the correct categories, and make the blog live.
  19. Schedule posts in the content calendar to promote the video over the next two weeks, peppered into existing scheduled content.

Yep. Just posted! No problem. But it’s not a 10-minute job — it’s a process, and every step matters for quality, compliance, and visibility.

The Hidden Cost: Time

Here’s the caveat: none of this is instant.

  • Learning prompt engineering takes practice.
  • Editing AI output for compliance and tone takes expertise.
  • Designing, captioning, and creating thumbnails takes attention to detail.

If you don’t have an eye for design, a deep understanding of your industry’s compliance rules, and the bandwidth to learn multiple platforms, it can quickly become a full-time job.

At Digital Storyteller, we do this every day, for financial services companies just like yours.

  • We understand compliance and the nuances of regulated language.
  • We know how to prompt AI tools to get the right results the first time.
  • We edit out the AI tells so your content feels human, professional, and trustworthy.
  • We turn your expertise into a polished, multi-platform content strategy, quickly, professionally, and with integrity.

If you want content without the learning curve, hire the team that knows your industry inside and out.

Ready to get started? Let’s talk about how we can make AI work for you, without sacrificing time, quality, or compliance.

Digital Marketing Team optimizing marketing for business

How do you know if you need a digital marketing agency?
The simple answer: if you’re ready to focus on your business and do what you do best, then let a marketing agency do what they do best—help you grow and get noticed.

But there are also some clear signs that your business is ready to partner with an outsourced marketing team. If you’re experiencing any of the five below, it’s time to stop running your marketing on autopilot and bring in experts.

1. You Have a Reactive, Not a Proactive Marketing Plan

There’s a time and place for reactive strategy, but your marketing isn’t one of them. Reactive marketing is a band-aid, not a long-term solution.

It usually sounds like:

  • “Oh no, we don’t have any holiday posts scheduled for tomorrow!”
  • “We need more leads—ASAP!”

Last-minute posts are rushed, off-brand, and more likely to contain errors.

At Digital Storyteller, we help clients build proactive marketing plans with a content calendar that maps out weeks (and often months) in advance. Campaigns, blog launches, employee spotlights—everything has a place.

Need a Thanksgiving post? Added to the calendar. Celebrating an employee’s milestone? On the calendar. This kind of planning keeps your marketing consistent and stress-free.

2. You’re Not Focused on Search Engine Optimization (SEO)

A beautiful website and great blog posts mean little without SEO. If you’re not optimizing for search, you’re essentially invisible.

SEO is how you get found in the sea of Google results. When done consistently, SEO drives organic traffic, improves keyword rankings, and boosts your domain authority, a key measure of how likely your site is to rank.

At Digital Storyteller, we use tools like Semrush to analyze keywords, competitors, and performance data. With the right strategy, SEO compounds over time—delivering results long after content is published.

3. Your Content Isn’t Consistent

Be honest, how often are you posting? Consistency looks like:

  • Weekly blog posts
  • At least 3 social posts per week
  • Regular emails or newsletters

Posting “when you feel like it” won’t cut it in today’s market. Buyers look at how active and credible you are online. Consistency builds authority, trust, and keeps you top of mind.

Our audience knows they’ll see new blog articles weekly and regular social posts across our channels. That rhythm isn’t just for visibility; it builds credibility.

4. You’re Not Posting on the Right Social Media Platforms

Consistency is step one, but posting in the right places is step two.

As an organic digital marketing agency, we focus on platforms that align with B2B and professional services such as LinkedIn, Instagram, and Facebook. But depending on your industry, you may need to consider TikTok or YouTube Shorts, which continue to gain traction even in B2B spaces.

The point: you need to meet your audience where they already spend time. And you need to show up with content that adds value, not just noise.

5. You’re Not Optimizing for Mobile

It’s 2025—if your content isn’t optimized for mobile, you’re losing business.

From emails to blogs to websites, everything should be easy to read and navigate on a phone. Why? Because that’s where your audience is.

According to Statista, over 60% of global web traffic now comes from mobile devices, and in the U.S., Google reports the majority of searches originate on mobile. If your site isn’t mobile-friendly, visitors will bounce—fast.

A Final Note

If you find yourself nodding to one (or more) of these signs, it’s time to bring in help. Partnering with a digital marketing agency gives you access to a full team of strategists, writers, designers, and SEO specialists—all focused on building your brand, growing your visibility, and driving results.

Your expertise is running your business. Ours is making sure people find it.

→ Ready to see what outsourced marketing can do for you? Let’s talk.

Let’s Get Something Straight

If someone told you SEO is dead, they’re either not doing it right or not doing it at all.

Search engine optimization has evolved, yes. But it’s far from dead. The real issue? Most B2B businesses are using outdated strategies that haven’t worked since 2015.

If you’re still relying on keyword stuffing, generic meta tags, and chasing vanity rankings, you’re not invisible because SEO failed. You’re invisible because you stopped adapting.

What Used to Work (And Doesn’t Anymore)

Keyword Stuffing

Google got smarter. Jam-packing a blog post with keywords makes you look like you’re trying too hard. It doesn’t help rankings anymore. If your sentences read like robots wrote them, you’re already losing.

Ranking for the Wrong Terms

“Best financial services firm in North America” sounds impressive. But is anyone actually searching for that? If your keyword list looks like a brag sheet instead of a solution to client problems, your traffic will stay flat.

Publishing for Volume, Not Value

Twenty low-quality blogs per month won’t move the needle. One well-optimized, highly targeted, genuinely useful piece will do more than a library of fluff ever could.

Ignoring User Intent

People don’t just search keywords. They ask questions, compare options, and look for proof. If your content doesn’t answer those questions, it doesn’t matter how optimized it is.

What Actually Works in 2025

Content That Solves Real Problems

You don’t need to sound smart. You need to be useful. Create content that answers questions your clients actually ask and say it plainly.

Topic Clusters

One-off blogs don’t build authority. Topic clusters do. Create a central “pillar” page with supporting blogs linked together. Google sees this structure as a signal you know your stuff.

On-Page Optimization Still Matters

This isn’t about gaming the system. It’s about helping Google help you. That means:

  • Strong H1s and H2s
  • Clear meta titles and descriptions
  • Internal linking
  • Image alt text
  • Fast load times

None of this is flashy. All of it is necessary.

E-E-A-T: The New SEO Standard

Google now evaluates content using Experience, Expertise, Authoritativeness, and Trustworthiness. That means your site needs real authors, real value, and real proof that you’re credible.

Intent-Led SEO

Instead of thinking “what keywords should we rank for?” ask “what is the person searching this trying to accomplish?” Then tailor your content to meet that intent. Awareness content looks different from decision-stage content. Stop treating it all the same.

What CEOs Need to Know

SEO is not a checklist. It’s not a plug-and-play software tool. It’s a long-term strategy that requires alignment between your business goals, your marketing plan, and your website.

Your marketing team or agency should be doing more than sending traffic reports. They should be:

  • Identifying high-value opportunities based on search data
  • Optimizing old content to meet new standards
  • Building a content strategy that actually supports your pipeline
  • Reporting on real metrics like traffic quality, conversion, and lead attribution

If they’re not doing that, you’re not investing in SEO. You’re just buying buzzwords.

Metrics That Actually Matter

It’s not about traffic volume. It’s about relevance and ROI.

Here’s what you should actually be tracking:

  • Organic traffic to conversion pages
  • Time on page and bounce rate
  • Keyword rankings tied to intent-based searches
  • Backlink quality and domain authority
  • Blog traffic trends tied to publishing consistency
  • Lead generation from organic sources

If your SEO report doesn’t tell you how this is impacting revenue, it’s incomplete.

Final Word: Evolve or Get Buried

Search hasn’t gone anywhere. But your audience has changed, your competition has improved, and your old tactics aren’t cutting it.

This isn’t a call to abandon SEO. It’s a call to update it.

Because if your strategy is stuck in the past, your traffic and your leads will be too.

Let’s Fix Your SEO Strategy


Book a call to find out where your site stands, what your competitors are doing, and what actually works now.

If you run a website, understanding how users interact with it is essential. Google Analytics 4 (GA4) is the latest and most powerful tool for doing just that. Unlike its predecessor, Universal Analytics, GA4 tracks user interactions through an event-based model — giving you deeper insights across devices and platforms.

But let’s face it: GA4 can be overwhelming at first glance. This guide will help you understand the essential metrics and how to interpret them so you can make informed decisions to improve your site and achieve your business goals.

What Is GA4?

GA4 is Google’s new default analytics platform, replacing Universal Analytics as of July 1, 2023. It focuses on tracking events instead of sessions, allowing for more accurate and flexible data. GA4 works across both websites and mobile apps, and it provides enhanced user privacy controls and predictive metrics.

Key GA4 Metrics You Should Know

Here are the most important metrics in GA4, what they mean, and how to use them:

1. Users

  • Definition: GA4 reports both Total Users and Active Users. Active Users are those who had an engaged session.
  • Use it to: Track how many individuals are visiting and interacting with your site.
  • Watch for: Sudden drops or spikes that could indicate tracking issues or campaign performance changes.

2. Engaged Sessions

  • Definition: A session lasting longer than 10 seconds, with a conversion event or 2+ pageviews.
  • Use it to: Understand how many sessions include meaningful interaction.
  • Watch for: A low number may suggest users aren’t finding value or are bouncing quickly.

3. Engagement Rate

  • Definition: The percentage of engaged sessions out of total sessions.
  • Use it to: Gauge user interest and relevance of your content.
  • Watch for: Drops that may indicate poor targeting or content performance.

4. Average Engagement Time

  • Definition: The average time users actively engage with your content.
  • Use it to: Measure how long users are paying attention.
  • Watch for: Declines could mean users aren’t finding what they need.

5. Events

  • Definition: Any user interaction tracked in GA4 (e.g., clicks, video plays, form submissions).
  • Use it to: Track key actions throughout your site.
  • Watch for: Gaps in event tracking may mean setup needs adjustment.

6. Conversions

  • Definition: Events you’ve flagged as meaningful, like purchases or lead submissions.
  • Use it to: Measure success based on business goals.
  • Watch for: Low conversion numbers can indicate friction in your sales funnel.

7. Event Count Per User

  • Definition: Total events divided by total users.
  • Use it to: Understand how interactive users are with your site.
  • Watch for: Low interaction might signal poor content or unclear calls to action.

8. Traffic Sources

  • Definition: Tells you where your users are coming from (organic, direct, paid, referral, etc.).
  • Use it to: Evaluate marketing channels and refine targeting.
  • Watch for: Underperforming sources that may need new strategies.

Best Practices for Analyzing GA4 Data

Segment Your Data

Break down traffic by channel, device, location, or demographics to identify patterns.

Align Metrics with Business Goals

Focus on metrics that support your KPIs — such as lead form completions, purchases, or newsletter signups.

Track Conversions Thoughtfully

Set up and label conversions carefully so you’re measuring actions that matter.

Use Custom Events

GA4 lets you define custom events for precise tracking. Use them for specific actions like button clicks or downloads.

Leverage Explorations

Explore user paths and funnels through GA4’s Explorations tool to find drop-off points and optimize flow.

Integrate with Google Looker Studio

Use Looker Studio (formerly Data Studio) to create dashboards that visualize key metrics for your team.

Final Thoughts

GA4 is a major shift in how we measure and interpret digital behavior. With its event-based tracking and flexible reporting, it gives marketers and business owners more power than ever to understand and optimize the customer journey.

But like any tool, it’s only as useful as your understanding of it. By focusing on engagement metrics and aligning them with your goals, you can turn data into actionable insights.

Need Help?

At Digital Storyteller, we help B2B companies make sense of their data and use it to drive real results. If you’re unsure how to make GA4 work for your business, reach out to our team.

And if you’re ready to go deeper, don’t miss our Ultimate Guide to B2B Marketing for Financial Services Companies.

If you want to improve your LinkedIn game and ensure that your posts get seen by the right people, you’re in the right place. And to sweeten the deal, we’ve got a free download at the end of this blog post (you’re welcome.)

In this guide, we’ll cover everything you need to know about the LinkedIn algorithm in 2025. We’ll explain how LinkedIn categorizes posts, how to avoid being flagged as spam, how to achieve high-quality status, and which formats are preferred. We’ll also share tips on how to make the most of the golden hour, when to post, how to encourage meaningful engagement, and what not to do.

By the end of this guide, you’ll have a solid understanding of how the LinkedIn algorithm works and be equipped with the knowledge to take your LinkedIn game to the next level. So, let’s get started!

How LinkedIn Categorizes Posts

When you post, LinkedIn puts it in one of three categories:

  • Spam
  • Low quality
  • High quality

How to Avoid Being Categorized as Spam

To stay out of the spam folder, follow these updated 2025 guidelines:

  • Use correct grammar and proper formatting
  • Limit external links (preferably none in the post body; place in comments instead)
  • Tag no more than five people, and only if they are likely to engage
  • Avoid posting more than once every 12 hours
  • Don’t use engagement bait (phrases like “Comment if you agree!” or “Like this post!”)
  • Avoid low-quality or overly AI-generated content

How to Achieve High-Quality Status

This part is key to expanding your reach. Here’s what to do:

  • Only tag people who are likely to respond
  • Use around three hashtags: one broad, one niche, one hyper-niche (e.g. “#socialmedia,” “#b2bsocialmedia”)
  • Use carousels (PDF posts) or short videos when appropriate
  • Focus on niche, high-value topics
  • Ask thoughtful, open-ended questions
  • Use keywords your audience is likely to search
  • Encourage saves and long-form comments (15+ words)
  • Avoid editing posts after publishing

Preferred Formats for 2025

LinkedIn is rewarding posts that encourage dwell time and engagement:

  • Carousels and PDFs: perform 1.6–1.9x better than static text
  • Short videos (30–60 seconds): still perform well but are slightly less favored than PDFs
  • Interactive content like polls: can drive strong engagement if relevant

The LinkedIn Golden Hour

The first hour after posting remains crucial. This is when LinkedIn evaluates whether your post deserves broader distribution. The algorithm now factors in:

  • Comments with substance (not one-word replies)
  • Saves/bookmarks
  • Time spent viewing (dwell time)

Make this hour count by engaging with other posts, replying quickly to comments, and posting when your audience is online (typically weekday mornings 8–10 AM or evenings 5–7 PM).

LinkedIn Golden Hour Do’s and Don’ts

Do’s:

  • Post during high-activity windows
  • Engage with other content around your post time
  • Ask thoughtful questions
  • Reply promptly to comments
  • Use a consistent posting schedule

Don’ts:

  • Post more than once every 12 hours
  • Tag people who won’t engage
  • Edit your post within the first hour
  • Rely on engagement bait

What Happens After the Golden Hour

Positive Engagement Keeps You in the Feed

Once your post passes the first engagement filter, positive interactions (comments, shares, saves) help extend its reach—as detailed in LinkedIn Help.

Negative Engagement Slows Your Reach

Negative signals, such as being hidden or marked as spam, reduce post visibility and performance.

3 Key Factors That Influence Your Feed

  1. Personal Connections: LinkedIn considers who you interact with regularly
  2. Interest Relevance: Based on your followed pages, hashtags, groups, and profile info
  3. Engagement Probability: Based on how likely you are to interact with a given post

Understanding B2B Buyers: Key to Growth

According to LinkedIn’s VP of Marketing, Minjae Ormes, the B2B sector has the potential to drive economic growth worldwide. B2B marketing success hinges on understanding buyer group dynamics.

Understanding Buyer Groups

B2B buying usually involves a team of 6–10 decision-makers. Familiarity and trust influence purchasing decisions more than aggressive tactics.

Target vs. Hidden Buyers

Target buyers are product experts. Hidden buyers are internal process experts (finance, legal, procurement) who control nearly half the decision-making process but don’t leave strong signals. They prioritize security over innovation.

To succeed, cater to both groups. Build familiarity and reduce perceived risk.

According to LinkedIn and Bain & Company, emphasize trust and safety, especially if your brand is not well known. Present a united narrative that aligns both target and hidden buyer interests.

Final Thoughts

In 2025, LinkedIn prioritizes authentic, high-value content that fosters real conversation. Posts that generate saves, meaningful comments, and dwell time perform best. Carousels, PDFs, and insightful videos outperform basic text. Stick to ethical posting practices, focus on delivering value, and use your golden hour wisely.

Want to optimize your business’s LinkedIn page but not sure where to start? Download our freebie, here.

Read on to learn how to leverage your business using LinkedIn. Then, get in touch with our team to schedule your FREE Brand Storytelling Session.

Let’s cut to the chase: most emails suck. They get sent, forgotten, or—worse—ignored. 

But there’s good news: writing emails that grab attention and spark responses is possible (it just takes a little more effort.) If you’re tired of seeing your emails collect dust in inboxes, these tips will help you write messages that not only get opened but also get a reply.

Let’s dive in.

Email Benchmarks: What Should You Aim For?

So, you’re sending emails. Great start. But what’s next? Are people actually opening them, or are they disappearing into the void of unread inboxes? Let’s check the stats.

According to Campaign Monitor, here’s what “average” looks like for all industries:

  • Average open rate: 17.92% (not bad, but let’s aim higher).
  • Average click-through rate: 2.69% (yes, this is normal).
  • Average unsubscribe rate: 0.17% (we’ll call that a win).
  • Average click-to-open rate: 14.10% (a solid “opened and mildly interested”).

These benchmarks are a helpful starting point, but they’re just that—a starting point.

Want to take it even further? Learn how to craft emails that don’t just sit in inboxes but actually get opened, read, re-read, and even replied to.

Keep reading to find out how.

1. Do Your Research

We get it—automation is tempting. But sending the same email to everyone on your list? That’s a missed opportunity. Take the time to learn about your audience and personalize your message. It works—Campaign Monitor reports that personalization boosts open rates by 26%.

So, how do you make it personal?

  • Start small by adding the recipient’s name.
  • Go a step further by offering helpful, relevant information. This might mean building buyer personas and crafting thoughtful, targeted content.

Want to take it even further? Dive into audience demographics and use that data to create dynamic, customized emails that truly resonate.

2. Work on Your Subject Line

The quickest way to boost your email open rate? Improve your subject lines. It’s a balancing act—make them interesting, but not over-the-top.

Here’s how to craft better subject lines:

  • Keep it clear and concise. Aim for about eight words, according to Retention Science.
  • Describe what’s inside. Give readers a reason to open your email in just a few words.
  • Use action words. Swap out excessive exclamation points and caps for verbs like “visit,” “get,” or “follow.”
  • Personalize it. Adding the recipient’s name can grab attention and make your email feel personal.

In short, keep it simple. The goal is to hook readers into opening, reading, and clicking through—without trying too hard.

3. Don’t Overlook the Preview Test

Most email clients show a preview of your email’s body text, giving you up to 60 characters to hook readers before they even open the email.

This is prime real estate, so make the most of it! Use it to give a quick, enticing glimpse of what’s inside. A strong preview can spark curiosity and increase your chances of getting the open. Think of it as the “teaser” for the content that follows – short, sweet, and attention-grabbing.

4. Make Your First Sentence Engaging

Once your email is opened, you’ve got just a couple of seconds to grab your reader’s attention. The first sentence is critical – it sets the tone and determines whether they’ll keep reading or move on.

Start with something that hooks them immediately. For example, “90% of marketers say this tool is a game-changer” or “Here’s how you can boost your ROI by 50%.” Offering stats or compelling statements can pique curiosity and make them want to know more.

Remember, your goal is to spark interest right from the start, so make that first sentence count!

5. Be Specific with What You’re Asking

No one likes uncertainty, especially when it comes to emails. With only a few seconds of your recipient’s attention, clarity is key. If your email’s purpose isn’t obvious right from the start, they’re less likely to engage.

So, if you need something – whether it’s feedback, a click, or a reply – be direct about it. Don’t beat around the bush. For example, instead of “Let us know your thoughts,” try “Click here to share your feedback.”

On the flip side, if your email is purely educational, avoid making any promises or giving the impression that there’s an immediate action required. Keeping things clear and to the point ensures your message hits home.

6. Keep Your Email as Short as Possible

It might be tempting to share everything, but remember: less is more. Your recipients likely don’t need every single detail. The goal is to get to the point quickly and keep the email concise.

If you need to convey important information, make sure it’s clear and direct. Skip the fluff and focus on what truly matters. A clean, straightforward email increases your chances of engagement without overwhelming your audience.

7. Skip the Small Talk

Small talk is a time-sucker. If it doesn’t add value or align with the message of your email, cut it. Your readers are scanning your email with one goal: to find the relevant content. If you bog them down with unnecessary words, they’ll tune out.

The purpose of your email is simple: engage, encourage action, and (hopefully) convert. Extra filler doesn’t help. Keep it sharp to keep your audience hooked.

8. Highlight the Most Important Parts

Formatting your email for easy reading is essential. Use headings to break up the content and draw attention to key points or calls to action (CTAs). Adding white space between sections helps the reader subconsciously identify what matters most. By visually guiding them, you make it easier for your recipients to digest the information and remember what’s important.

9. Make Your Links Friendly

Links in your email should be easy to find and compelling to click. Avoid vague text like “click here.” Instead, use anchor text that gives readers a reason to click—such as offering interesting facts or details followed by a link. 

Pro-tip: CTA buttons are often more effective than hyperlinks at encouraging clicks.

10. Use Bullets to Make Your Email Easy to Scan

Bullet points are your friend. They make it easy for readers to scan and highlight essential information. They also add more white space to your email, making it more digestible. Use bullets for lists, such as software features or key points, to keep your content organized and readable.

11. Use the Word “You”

Speak directly to your audience by using “you.” This makes the email feel personal and relatable, positioning you as someone guiding them through important next steps. Using “you” creates a sense of connection, making your message feel more authentic—like it’s coming from a trusted friend or colleague.

12. Add Facts

Stop guessing—use facts and data. Give your subscribers something of value by backing up your claims with stats, research, or case studies. People like solid, interesting information. Just make sure to link to your sources so your credibility doesn’t come into question.

13. Add an Email Signature

Make your emails feel personal, and that includes a custom email signature. Let your readers know who’s behind the message. A good email signature should include:

  • Your name and contact details (keep it neat)
  • Your photo or company logo to build trust
  • Social media icons that link to your profiles for engagement
  • CTAs or promo banners with links to your latest content or offers

Use email signature generators like MySignature.io or Newoldstamp to build a signature that fits your brand. If you’re managing a team, these tools make it easy to standardize signatures across employees for brand consistency.

14. Consider Using Images

Images are fine—just keep them under 50 kB. People expect links, so make sure images are hyperlinked, and add alt text in case the image doesn’t load. A good image strategy can make your email pop.

15. Double-check Attachment Names

Be specific with file names—“document.pdf” is a no-go. Try something like “winter-sales-report.pdf” for clarity. And don’t forget to mention any attachments in the email body so your recipient knows exactly what they’re getting.

Wrapping Up

To create an email that grabs attention and sparks a response, think about what emails you’d personally want to read and engage with. Here’s a quick reminder of key tips:

  • Understand who your recipients are.
  • Craft a subject line that’s clear and under 10 words.
  • Hook your readers from the very first sentence.
  • Be specific—avoid ambiguity.
  • Skip small talk and stick to useful, relevant information.
  • Use headings, CTA links, or buttons to highlight key points.
  • Bullet points make content scannable and digestible.
  • Speak directly to your readers using “you.”
  • Match your tone and language to your audience.
  • Use a professional email signature to personalize your emails and promote your content.
  • Keep images small to avoid slow loading times.
  • Ensure attachment names are clear and relevant.

For more tips, check out our guide to email marketing that works.

Follow these tips, and you’ll see better engagement with your emails.

With that being said, however, we know cold emailing isn’t easy—which is why we’re here to help. Interested in learning more about how we help our clients? Read on to see how we shorten sales cycles for our clients (using email marketing and more!)

Interested in learning more? Check out our guide: Your Email Marketing Sucks… Here’s How to Fix It.

person holding their phone at desk using linkedin application

LinkedIn is more than just a place for inspirational quotes and flexing your job experience… This platform—primarily used for professional networking and career development—is also a great place to leverage your business.

The best part? You don’t have to rely solely on paid advertising when it comes to LinkedIn! (That’s a win in our book). While organic marketing on LinkedIn takes more time and effort, the results are well worth the investment.

Interested in learning more? Here are our best tips on how to leverage your business using LinkedIn.

What is Organic LinkedIn Marketing?

First, what is organic LinkedIn marketing? Simply put, organic LinkedIn marketing is your ability to reach a desired target audience without using paid ads or marketing (i.e. no pay-per-click, also known as PPC).

Now, let’s dive into how to do it.

Connect with Individuals in Your Industry

When it comes to organic marketing, it’s absolutely essential that you have a social element driving your marketing efforts.

This means making connections with individuals who are in similar industries and/or positions (aka individuals who will actually care about the information you put out!)

Why? Your content will resonate even deeper with these connections.

So, how do you start building your network? The search bar on LinkedIn is a great tool that can help build connections. Using the search bar, you can search for:

  • People
  • Companies
  • Groups
  • Posts
  • And more!

Don’t Shy Away from Thought Leadership

LinkedIn is known for rewarding those who engage in thought leadership. But what is thought leadership? Thought leadership is defined as “the expression of ideas that demonstrate you have expertise in a particular field, area, or topic.”

Use your industry knowledge to your advantage; become a thought leader! This effort can have an even bigger impact if you’ve grown your social network intentionally as mentioned above (this means all the right people will see your awesome insights!)

Use Video Content to Your Advantage

We’ve said it a million times over… Video content is GOLDEN—especially in today’s day and age! Why? Video is a great attention grabber. Plus, it keeps things authentic and personable!

Think: Would you rather read 300 words on a page or watch a real person speak for one minute on camera? We’d choose the latter. So, use video content you have to your advantage on LinkedIn.

Interested in learning more? Read on in our article “Want to connect with your prospects? Use video.”

Don’t Be Afraid to Engage

You want people to engage with your content, right? So, don’t be afraid to do the same… Practice what you preach!

Next time you’re scrolling through LinkedIn, consider: Is there a piece of content that you think your audience would like? If so, share it and add some of your insights or thoughts in the caption. Have you enjoyed something that someone posted? Let them know in their comments!

Comments and reshares are a fantastic opportunity to showcase your own expertise while also getting your business’s name out there.

Use Hashtags

Just like any other form of social media, hashtags are a great tool you should be taking advantage of on LinkedIn. Using hashtags can increase your chances of showing up on someone’s feed as well as the ability to be found by search.

For example, in a piece on the importance of SEO and content marketing, hashtags might include #SEO #ContentMarketing #DigitalMarketing #Marketing and so on.

Let People Know You’re on LinkedIn

Shout it from the rooftops! People should know what social media platforms your business is on. Let people know that you’re on LinkedIn by cross-promoting it on your other profiles (i.e. Instagram, TikTok, Twitter, Facebook, Pinterest, etc).

Define and Maintain Your Brand Voice

Every brand has its own unique voice. At Digital Storyteller, we believe that each of our clients has a primary and secondary brand voice, split 90% to 10%. The 12 brand archetypes are as old as Greek tragedy (sadly, we can’t take credit for making them up…) and include:

  • The Innocent
  • Everyman
  • Hero
  • Outlaw
  • Explorer
  • Creator
  • Ruler
  • Magician
  • Lover
  • Caregiver
  • Jester
  • Sage

Want an example or two? Harley Davidson is a great example of an outlaw brand voice, whereas Disney is the magician archetype. An example of a ruler is Rolex; Chanel would be a lover.

Make sense? Not quite? Read on to learn more about our unique Brand Storytelling Sessions that we conduct to define brand voice.

Post Consistently

No one wants to follow an account that posts for Thanksgiving and then not again until Christmas. Make sure that you’re posting consistently to LinkedIn (and all of your social media platforms, for that matter!)

To reap the rewards of organic content marketing, you have to be consistent. At Digital Storyteller, we estimate that it takes between six to 12 months to see the results of organic marketing. This is why so many people today decide to go the paid route instead… They are impatient and in search of a quick fix.

Our best advice? Whether you’re posting once a day or once a week, create a content calendar and stick to it.

Don’t worry – We’ve made it easy for you. Click the link below to download our full content calendar template!

Download our FREE Content Calendar Template

Still feeling overwhelmed? Reach out to our team today! When you partner with Digital Storyteller, you gain access to an entire team of marketing experts at a fraction of the cost. Think content specialists, a client success manager, graphic design team, social media team, SEO specialists, and more!

Want to learn more about what a partnership looks like? Read on to learn what to expect when working with an outsourced digital marketing agency (including how much it costs!)

How They Work Together

The world of digital marketing is constantly evolving. (We know you know this because we remind you of this in nearly every piece of content we push out!) There are, however, a handful of tried and true marketing efforts under the larger umbrella term of ‘digital marketing.’

Because let’s be honest, not all marketing efforts are created equal. Here we will discuss the top seven categories of digital marketing and how they work together. These seven categories of digital marketing are fundamental to the success of your business’s content marketing strategy.

So, let’s get started.

Content Marketing

First, what is content marketing? Content marketing is the bread and butter of what we do at Digital Storyteller.

Content marketing is “a strategic marketing approach focused on creating and distributing valuable, relevant, and consistent content to attract and retain a clearly-defined audience—and, ultimately, to drive profitable customer action,” as put by the Content Marketing Institute.

Today, the traditional sales pitch style of marketing is decreasing in value every day. Instead, content marketing approaches prospective clients by providing useful, relevant content to help solve problems or answer questions. Furthermore, content marketing aims to build trust with your prospective clients rather than simply complete a sale. 

Effective content marketing utilizes the “creating and sharing [of] relevant articles, videos, podcasts, and other media.”

This type of marketing helps to establish expertise and increase brand awareness. The goal is to make sure your business is at the top of your prospect’s mind when the time to purchase a product or service comes.

Search Engine Optimization (SEO)

SEO is another crucial pillar in terms of your digital marketing strategy. SEO, in simple terms, is what allows your content to be found.

For our friends who love definitions, SEO, according to Moz, is “the practice of increasing the quantity and quality of traffic to your website through organic search engine results.” SEO is how marketers tailor their content to appeal to search engines like Google, Yahoo!, and Bing.

For example, you might search ‘affordable chardonnay near me’ on Google. The way that Google then provides results based on your search is determined by SEO. SEO is the tool that tells Google, “Hey! This is what information my website has, this is what I’m talking about, and these are the types of people that would find my website interesting!”

One of our favorite SEO tools to use at Digital Storyteller is Semrush. Semrush is an online tool that collects research on your business’s SEO, pay-per-click (PPC), content, and social media efforts. It can also help you identify keywords you are currently ranking for or targeting.

If you didn’t know, information about ranking keywords is critical to making your way up the Google Search Engine Results Page (SERP).

For more on all things SEO, check out this article for 10 tips to maximize your SEO efforts, this article we wrote on why SEO is important, or one of our more recent articles on how to effectively combine SEO and content marketing!

Search Engine Marketing (SEM)

Parallel to SEO, we have SEM. You guessed it, another crucial piece of digital marketing.

SEM stands for Search Engine Marketing, which is, according to Optimizely, “a digital marketing strategy used to increase the visibility of a website in search engine results pages (SERPs).”

In the past, SEM typically encompassed both organic and paid search. Today, however, it almost exclusively refers to paid search advertising.

SEM is “the act of using paid strategies to increase search visibility.” Every day, businesses pay big money for their ads to rank first on search engine results pages. Hint: You can tell when businesses are using SEM by the bold “Ad” text that accompanies a search result.

SEO, SEM, why so many acronyms?! While these two may seem like the same thing, they are actually quite different. Learn more about the difference between the two in this article.

Email Marketing

Email marketing is not dead. It has, however, become increasingly difficult to grab the attention of clients and prospects through their inboxes.

Email marketing, as defined by MailChimp, is “a form of direct marketing as well as digital marketing, that uses email to promote your business’s products or services.”

Email marketing can be used to promote your latest items and offers, or it can assist with lead generation, brand awareness, relationship building, and customer engagement. 

The biggest challenge with email marketing is breaking through the noise. The best email marketing experts:

  • Craft compelling campaigns
  • Understand optimal audience outreach
  • And analyze customer interactions and data

Email marketing software companies, including HubSpot, Campaign Monitor, Constant Contact, and more, help perfect your email marketing campaigns by providing automated email workflow options as well as in-depth email marketing data (i.e. open rates and click-through rates).

Data Analytics

Marketing without data is merely speculation—a guessing game of what you hope will land with your prospects and clients.

At Digital Storyteller, we recognize that data is a crucial part of your digital marketing strategy. When it comes to our analyses, we use Google Analytics (primarily for website data), Semrush (for keyword analytics), and additionally Metricool (to look at social media performance).

Design and Website

As far as design goes, making sure your brand is consistent across all digital and print platforms helps clients and prospects recognize your brand immediately. 

Contrary to popular belief, design—whether for marketing collateral, social media, or a website—is more than just pictures and drawings. Venture and Grow state, “Graphic design is the art of communication that requires creativity and a systematic plan to solve a problem or achieve specific objectives.”

So, what makes effective design in digital marketing?

Effective graphic design “highlight plans to discover what makes [content] genuinely stand out and get shared.”

Additionally, top-notch design helps:

  • Build trust
  • Increase brand awareness
  • Influence the customer decision-making process

Don’t underestimate this component’s power in your digital marketing strategy. After all, you could have amazing content that gets swept under the rug because of poor presentation.

Speaking of design, let’s take a moment to chat about your website. Your business’s site isn’t just an opportunity to showcase your branding and design. Whether or not your site is easy to navigate and structured properly has a huge influence on how (and IF) clients and prospects will interact with your brand.

So, take a minute to ask yourself these questions: Is my website easy to navigate? Is it nice to look at? Does it lead people on a journey to find out more about my business?

Social Media Marketing

Of course, social media is a huge pillar in your digital marketing strategy. The platforms that you use (and that are essential to your digital marketing strategy) depend heavily on your target audience. Ask yourself where your prospects spend the most time, and where they are most likely to be influenced to trust a brand.

To learn which social platforms your business should be on, read our article “Financial Services Companies: Which Social Media Platforms Should You Be On?

Social media marketing includes any content that is released via a business’s social media channels. When it comes to a business, however, it’s not all fun and games. Crafting the perfect social media marketing strategy to fit into your larger digital marketing strategy is more complicated than posting on your own Instagram or LinkedIn.

Social media marketing is integrated and strategic. It takes hard work. Everything that pushes to social media must mirror the messages that are used throughout your business.

Social Media Analytics

Analytics are also crucial to your social media marketing.

This data can help you discover what types of posts do or don’t do well and why. With this data, social media marketers can better tailor their strategies for their business’s benefit.

Digital Storyteller is Here to Help

We know, there is a lot that goes into a successful digital marketing strategy. At Digital Storyteller, we like to think of your digital marketing strategy as a giant system of gears working together. Content is at the heart of this system and drives all of the marketing components like SEO, SEM, social media marketing, and so on.

The system would fail without each gear in place. So, how does your digital marketing strategy measure up? Read on to learn how to measure the success of your digital marketing strategy. You might be surprised by how your business is really doing.

ROI of organic marketing

ROi for organic content marketing

B2B marketing is changing fast, and companies are finding all kinds of new ways to reach clients and stand out. 

The focus? Making marketing feel more personal and less like a hard sell. These shifts are all about connecting with people in smarter, more genuine ways—and they’re set to make a big impact in the next few years.

If you’re looking to keep your business ahead, here are ten trends worth watching.

1. Podcasts Are Booming in B2B

Podcasts are no longer just for entertainment—they’re now a big deal in B2B marketing too. With businesses like HubSpot seeing millions of downloads for their podcasts, it’s clear that companies are tuning in. 

In fact, Edison Research reports that podcast listening has more than doubled since 2014. How can you use podcasts to get in front of B2B customers?

You have two options: create your own podcast or you can advertise on podcasts that your target customers listen to. 

2. LinkedIn is Making a Comeback

People are doubling down on LinkedIn. Searches for “LinkedIn followers” have jumped 143%, and businesses are seeing its value for B2B marketing more than ever.

LinkedIn might not be the next TikTok or a one-size-fits-all platform like YouTube, but for B2B, it’s tough to beat. It’s the only major social network purely focused on work and business—meaning that your clients aren’t just “on” LinkedIn, they’re in the right mindset for professional content when they’re there.

Why the resurgence? First, LinkedIn has added new features to keep things fresh. Video posts, for example, give users a way to connect in a more dynamic, engaging format.

Another reason: LinkedIn’s organic reach is still strong. Posts here tend to get more visibility compared to platforms like Facebook or X (formerly Twitter), meaning content goes further with less effort.

3. Video Is Still on the Rise

A study found that 92% of marketers see video as essential for their marketing efforts—and it’s not hard to see why. Video is versatile and can reach B2B audiences in all kinds of ways, including:

  • YouTube videos
  • Facebook Live streams
  • Webinars (live and recorded)
  • LinkedIn videos
  • Explainer videos

There’s no one-size-fits-all approach for B2B video marketing. It really comes down to what your business offers and where your customers spend their time online.

Successful B2B companies often use video in multiple ways. For instance, Business Insider has built a strong presence on YouTube, reaching their audience with a steady stream of valuable content. The key takeaway? Try different formats to see what connects best with your audience.

4. Content Marketing Is Getting Competitive

Content marketing has been a staple of B2B marketing for years, but over the last few years, its popularity has really skyrocketed. That’s made the space more crowded and expensive.

According to the Content Marketing Institute, 56% of B2B marketing teams are investing more money into content creation. A big part of this budget is aimed at scaling up production, but a significant portion (36%, to be exact) is being spent on making sure their content stands out in a crowded market.

So, how can businesses create B2B content that actually drives traffic?

BuzzSumo recently analyzed 50,000 B2B articles and uncovered some important insights about what makes content successful. Their findings?

  • Evergreen topics tend to get more shares and keep performing better over time compared to trendy news items.
  • Content with specific headline phrases, like “The future of…” performed the best.
  • Long-form content (more than 1,000 words) got more backlinks, shares, and engagement than shorter pieces.

In short, the more relevant and detailed your content, the better it will perform.

5. AI Tools Are Boosting Ad Campaigns

Artificial intelligence is starting to change how B2B businesses run their PPC ad campaigns. Take Google’s “Smart Bidding” feature, for example. Over the past decade, search interest in Smart Bidding has surged by 3,700%.

Smart Bidding automates much of the work involved in managing a Google Ads campaign. By analyzing numerous variables simultaneously, it can often optimize ad spending more effectively than humans.

That said, human input remains essential. AI isn’t yet capable of crafting compelling ad copy or designing eye-catching creatives from scratch. However, as ad platforms continue to integrate AI into their offerings, more B2B businesses are likely to leverage this technology to enhance their PPC campaigns.

6. Chatbots Are Becoming Essential

Chatbots might’ve seemed like a trend when they first appeared, but they’ve clearly become a key tool in B2B marketing, especially for turning website visitors into leads and sales.

They’re now a common feature on many B2B websites.

Why? Because chatbots help with “the last mile” of marketing. Here’s how it works:

You’ve already brought someone to your website through a piece of content or an ad. They’re checking out your plans and pricing pages. But a lot of visitors still need that little “nudge” to take the next step.

Sure, you could hire a 24/7 support team to handle live chat, but that can get expensive.

This is where chatbots come in. While they may not act exactly like a human, they’re infinitely scalable. And thanks to AI, they learn and improve over time as they interact with site visitors.

For example, chatbots helped the B2B company SalesRabbit boost leads from their website by 50%.

But chatbots aren’t just for lead generation—they’re also great for supporting existing customers. Available 24/7, they enhance the customer experience, answering questions, handling account upgrades, and even assisting with retention marketing.

7. Marketing Automation Is Getting Simpler

Marketing automation has been a major trend in digital marketing over the past five years. Google searches for “marketing automation” have more than tripled in the last decade. 

 When implemented correctly, it can lead to higher email open rates, more clicks, and increased leads.

However, setting up marketing automation can be complex. In fact, 41% of B2B businesses report they’re not fully leveraging their marketing automation tools, and half are seeking more affordable alternatives. 

This has led many B2B companies to turn to simpler, cost-effective funnel tools. These tools offer a streamlined approach to marketing automation. One notable example is ClickFunnels, which reported an annual recurring revenue of $160 million.

8. Repurposing Content Is Key

Creating new content constantly can be exhausting and expensive, so many B2B brands are finding ways to repurpose what they already have. Got a great blog post? Turn it into a LinkedIn article or a quick video. Repurposing helps you get more mileage from the content you create without reinventing the wheel every time.

9. Customer Personas Help You Target the Right People

Customer personas are crucial for any company’s marketing, but they’re especially important in B2B. They help you visualize the exact decision-maker you want to reach. This could be a CEO, a C-level executive, or the head of IT.

Creating a persona allows you to pinpoint the right person to target, choose the appropriate marketing platforms, craft messages that resonate, and write copy that appeals to that specific individual.

For instance, ShipBob tailors its messaging to appeal directly to its target customers—direct-to-consumer (DTC) eCommerce brands.

10. Storytelling Makes Brands Memorable

Storytelling marketing has become a big focus for B2B companies, with a 69% increase in interest over the last five years.

Traditionally, most B2B marketing focuses on product features and positioning your company as the best option. On paper, this makes sense—after all, the goal is to convince decision-makers that your product is the best choice.

But in reality, it’s not always that simple. Just like in B2C, B2B decisions aren’t made purely with logic. There’s a lot of emotion behind the choices, too. That’s why more and more B2B businesses are turning to storytelling to make their products stand out, be memorable, and ultimately close deals.

Take Salesforce, for example. They use storytelling to show how their CRM truly benefits customers, making the product feel human and relatable rather than just a set of features.

Another good example is Storybrand, a company that’s seen impressive growth by helping other businesses weave storytelling into their B2B marketing strategies.

Storytelling isn’t just a trend—it’s a proven way to connect with potential clients on a deeper level, creating lasting impressions that help businesses grow.

We are not new to storytelling—if you didn’t catch that from the name of our company. In fact, it’s what we do.

We start every engagement with a Brand Storytelling Session where we identify your unique brand voice. Then, our team uses bi-weekly client calls, and shared content calendars to make sure you know what’s happening.

Looking for Help Navigating These Trends?

At Digital Storyteller, we specialize in helping businesses like yours implement cutting-edge digital marketing strategies. The goal of an outsourced digital marketing agency is to understand your business and brand voice, then share your story with the world.

Our creative team is here to bring fresh ideas to the table, building a relationship based on trust and collaboration. That’s the beauty of digital marketing—your success is our success.

For those who are interested in learning more about the difference between outsourced marketing and in-house marketing, read on here.

Think about the last time you bought something without feeling “sold to.” Maybe it was a software subscription that felt like the obvious solution rather than a forced sale. Or a business consultant whose insights were so valuable that hiring them was a no-brainer.

That’s great marketing. Not the kind that floods your inbox with “last chance” emails or cold calls you during lunch. The best marketing blends into your decision-making process by offering real value—educating, informing, and guiding rather than pushing.

In B2B, this is even more critical. Your audience is busy, skeptical, and bombarded with sales pitches. They don’t want to be sold—they want to be helped.

The Problem with Traditional, Pushy Marketing

If you’ve ever received a LinkedIn message that reads like a sales script, you know the struggle.

B2B buyers today are overloaded with marketing messages—most of which they ignore. Traditional marketing methods, like hard-sell emails or generic ads, often do more harm than good. Why?

You know the drill:

  • Endless cold emailsDeleted without opening.
  • Annoying pop-up adsBlocked.
  • Webinars that are secretly 45-minute sales pitchesNo, thank you.

People—especially B2B decision-makers—are way too smart for that. They can smell a sales pitch from a mile away, and if your strategy is all about the hard sell, guess what? They’re out.

Today’s buyers don’t want to be sold to—they want to be helped. They want insights, answers, and a brand they actually trust before they even consider working with you.

This is why marketing that doesn’t feel like marketing works so well.

But what exactly does this type of marketing look like? Let’s discuss.

What ‘Marketing That Doesn’t Feel Like Marketing’ Actually Looks Like

The best marketing doesn’t interrupt—it integrates. It doesn’t yell—it pulls you in.

Here’s what that looks like:

1. Content That Helps and Provides Value (Instead of Annoys)

People turn to Google long before they reach out to a salesperson. If your brand is providing helpful blogs, guides, or reports that solve real issues, you become the go-to expert.

Bad marketing: “Our software is the best! Schedule a demo now!”
Good marketing: “Here’s a free guide on streamlining your workflow—oh, and if you want a tool that does this for you, we have one.”

2. Storytelling That Makes People Care

B2B isn’t just business—it’s people making decisions for their companies. And people connect with stories, not sales jargon.

Tell real stories about real customers. Show how you helped them succeed. Make your brand feel human.

Bad marketing: “We help companies grow revenue by 37%.”
Good marketing: “Meet Sarah. She was drowning in spreadsheets. Now she spends Fridays on actual strategy instead of fixing errors. Here’s how.”

3. Thought Leadership That’s Actually Valuable

Want to sell without selling? Become the expert people trust.

Write LinkedIn posts people actually read. Run a webinar that delivers real value instead of being a disguised sales pitch. Share insights that help rather than just promote.

Bad marketing: “Join our webinar to learn why our product is the best.”
Good marketing: “Join our webinar where we break down real industry trends and strategies—no sales fluff.”

4. Word-of-Mouth That Feels Natural

People trust other people more than they trust ads. The best marketing happens when happy customers talk about you.

Encourage referrals. Feature real success stories. Make it easy for clients to recommend you.

Bad marketing: “We’re the top-rated solution in the industry!”
Good marketing: “Here’s how a real company used our product to solve a real problem.”

Brands That Get It Right

Some companies understand how to market without making it feel like marketing. They don’t push their products. They make people want to buy.

  • HubSpot: Their entire business runs on free, valuable content. By the time you need a CRM, you already trust them.
  • Slack: They never begged people to sign up. They made an easy-to-use product, and word-of-mouth did the rest.
  • Salesforce: Instead of just selling, they educate their audience with research, insights, and industry reports.
  • LinkedIn: People go there to learn, connect, and engage—along the way, they start using premium features without even thinking twice.

These brands don’t push. They create so much value that buying from them feels like the obvious next step.

How to Make Your Marketing Feel Less Like Marketing (But Still Drive Conversions)

If you want to sell without being just another sales-y brand, here’s how:

1. Stop Selling, Start Storytelling

Turn case studies into stories. Make testimonials worth reading. Show how customers win by working with you.

2. Educate First, Pitch Later

Offer valuable insights for free. Help solve problems before asking for anything in return. When people are ready to buy, they’ll remember you.

3. Focus on Conversations, Not Conversions

Talk with your audience, not at them. Engage on LinkedIn. Respond to comments. Ask questions. Build trust first—sales will follow.

4. Make It Easy for People to Talk About You

Encourage happy customers to share their experiences. Feature them in case studies. Make referrals easy and rewarding.

Final Notes

B2B buyers aren’t looking for more sales noise. They’re looking for real solutions from brands they trust.

The best marketing? It’s the kind that doesn’t feel like marketing at all. It’s the blog post that answers a burning question. The LinkedIn post that makes someone think, “That’s smart.” The case study that tells a real story instead of just listing stats.

Need help creating marketing that connects without the hard sell? Let’s talk.

girl sitting at desk on zoom

The cat’s out of the bag. Video is the hottest media source out there right now—and therefore, should be an integral part of your digital marketing strategy.

The challenge that many business owners face, however, is not having the bandwidth or the knowledge on how to record quality video without breaking the bank. (No, you don’t have to pay a professional videographer for three hours of in-person recording…)

If you want to connect with your prospects, you have to use video. So, how can you do it yourself? Here are some suggestions on how to get the most out of a video that is recorded over Zoom, in-person, or even on an iPhone:

The Set-Up

Lighting, sound, and positioning are important. Here are some valuable, simple tips regarding each element.

  1. Make sure light comes from in front of you, not behind. A big window showcasing a garden behind you might serve as a lovely Zoom backdrop, but without lighting on your face, you’ll be washed out.
  2. Give yourself some space around your head. Frame yourself from mid-bicep up with a hand’s width of headroom above your head.
  3. Sit a little lower than the camera. There is a reason selfies are always up at a 45º angle—and while that’s a little extreme, a shot from below is rarely flattering.
  4. Give yourself some depth of field. Leave room behind you, it’s visually more interesting than a blank wall a foot behind you.
  5. When possible, forego the zoom background for something real. Unless you have piles of boxes or a messy bed, a real background looks better. Not going to work for you, we recommend one of these virtual zoom backgrounds. (Plus, they’re free!)
  6. If you have a lavalier mic or a stationary mic, use it. If you don’t, make sure the birds chirping, car horns tooting, and leaf blower blowing in the background is as muted as possible.

The Attire

Dress to the nines! Well, not quite to the nines… But you should certainly look presentable!

The Trunk Club recommends that you choose your meeting wardrobe the same as you would for an in-person work meeting or job interview.

Dress and prepare yourself as you would if you were meeting a prospect for a 9:00 am meeting in the office. 

Men, a collared shirt; ladies, a nice top. Do your hair and—if you choose—makeup.

What to Say in a Video Testimonial

This is where we find our clients get the most tripped up. Firstly, you want to showcase happy customers and success stories of yours. Why? You can build trust in a video testimonial by discussing your ideal client’s pain points and describing how your product or service helped them.

Here are a few examples of what to say in a video testimonial:

Start with your name, your company, and a brief description of what you do. For example: “Hi, I’m John Doe, founder of Awesome Company and we are a full-service Original Equipment Manufacturer located in Orange County, CA.”

State the “before.” When we first met Brent at Innovative Capital, we had been looking for financing for a large equipment purchase to increase our manufacturing capacity in our Santa Ana Warehouse.”

State the problem.We’d been to our regular business bank but, because of other debt and a sharp downturn in 2020 revenue, we were not able to secure the funds the old-fashioned way.”

Explain what the person you’re doing the video testimonial for offers. “We were referred to Innovative Capital by our Bank to help out. They said that Brent knew all about any kind of lending that you can think of.”

Tell the solution. “The whole process took about five weeks from the first meeting to funding. First, they got a ton of information about the company, historical and projected data, and put together a package that he was able to bring to a number of different lending institutions and funds… We couldn’t believe it when he came back with four options each with varying terms and rates after just 10 days.”

Explain how the solution helped you. “Without his help we would have spent countless hours going to banks, jumping through hoops only to get a loan that we couldn’t possibly benchmark against other offers. Brent helped us review the terms and rates and choose the funding source that suited our needs best.”

Share the final result—how did it impact your life and/or business? “We probably saved the business by getting this done so fast.”

How Long Should a Video Testimonial Be? 

No more than three minutes. We believe 90 seconds is best!

Final Tips for Recording Your Video Testimonial

  1. Know what you’re going to say but do NOT write a script. Actors spend a lifetime getting really good at seeming natural while saying memorized lines. The truth is, you will not seem natural and, since this is a genuine message, authenticity is important. 
  2. Make notes, don’t write a script. It’s OK to look down, but do not look off of the screen where your camera sits.
  3. Talk to someone specific.
  4. Don’t look at yourself in the camera. We can tell when people are looking at themselves.
  5. It doesn’t have to be perfect. Don’t record a ton of takes. If you stumble, that’s OK. That’s how people talk in real life (and we want you to come off like a real person, not a perfect, shiny robot!)
  6. It’s not that deep. It shouldn’t hurt, take forever, or be super stressful. 
  7. Have fun! Tell a short story and say thank you. Know that video helps people connect with businesses by increasing trust and reducing stranger danger.
  8. BEWARE OF THE BAD CAMERA ANGLE… Here, our kick*ss Founder and Chief Creative Officer, Amanda Rogers, is here to demonstrate…

A Final Word

There you have it! All of the tools to set yourself up for success when recording a Zoom testimonial for prospective customers to view. Interested in learning more? Read on to hear about the variety of different video types available for your business to record.

We’ll be honest: you need social media to survive in business today. But here’s the thing—just having a profile doesn’t automatically translate to results. If you’re wondering why your social media presence isn’t moving the needle, you’re not alone. It’s time to stop guessing and start taking action with purpose. 

 Here are the top 5 things you should be doing to actually make social media work for you.

1. Follow and Actually Engage with Your Clients’ Company Pages and Personal Profiles on LinkedIn

Following your clients’ company pages and personal profiles on LinkedIn isn’t enough. Yeah, sure, you’ve clicked that “follow” button, but what now? It’s time to actually engage. Not just passively scroll through their updates like some kind of LinkedIn lurker, but really show up. Like their posts, drop a thoughtful comment, share their articles, and start meaningful conversations.

Listen, when you engage with clients and their stakeholders online, you’re showing them that you care. You’re not just some faceless company that does business with them—you’re a partner. By engaging consistently, you’re also staying on their radar and proving that you’re more than just a name on a contract.

Not sure where to start with LinkedIn? Check out our Guide to LinkedIn, right here.

2. Get Specific About What You Do

There’s this misconception that being super vague about your services is a good strategy, but it’s not. If you want people to actually understand what you do, you need to get specific. No one’s going to guess what you offer by skimming your LinkedIn bio. Make sure you’re crystal clear about your niche, and if they’re interested, they’ll know exactly how you can help them.

You’re not going to alienate people by being specific—what you’re doing is filtering out the people who aren’t a good fit, while helping those who are a perfect match know that you’re the person (or company) they need to connect with.

So, what does that mean? Don’t just say “We provide digital solutions.” No. Instead, say something like, “We help mid-sized B2B businesses automate their sales processes to improve lead conversion rates by 25%.” Now that sounds like something worth talking about, right? Specificity is your friend.

3. Use Video—With Captions (Seriously)

By now, you’ve heard it a thousand times—video is king. But there’s a secret ingredient you’ve got to add: captions. Why? Because most people are scrolling through their feeds in public or at work with their sound off. So, guess what? If you’re not adding captions, you’re basically sending your video into the void.

But it’s not just about adding captions for accessibility. It’s about ensuring that your message is still getting across, whether or not the sound is on. Plus, captions can make your video more engaging, especially on platforms like LinkedIn and Instagram, where people scroll fast and expect to grasp the main point in seconds.

Here’s the truth: people are watching, not listening. So make your videos eye-catching, get to the point quickly, and use captions to keep them engaged. The goal is to keep viewers from scrolling right past your content.

4. Be Professional, But Keep It On Brand

It’s important to show that your business is made up of real people. Social media is a great place to let your team’s personality shine—just be mindful of where you draw the line. Share behind-the-scenes moments, highlight team achievements, or give a glimpse into the work culture that makes your company unique.

But here’s the key: Don’t overdo it. No one needs to see your company’s entire retreat in Cancun, or your CEO celebrating with a margarita on a boozy boat ride. Keep it professional and purposeful. Social media is a great way to humanize your brand, but remember, you’re still here to showcase your expertise, not to become the subject of a reality TV show.

Find a balance between fun and professionalism where your audience can connect with your team on a personal level, without losing sight of what you do best.

5. Keep Your Content Consistent and Value-Driven

Consistency is key, not just in your posting schedule but in the value you provide. Make sure your content consistently aligns with the interests and needs of your audience. It’s easy to get distracted by trends, but your followers are looking for valuable, relevant insights that they can apply to their business.

Whether it’s sharing industry news, offering tips and best practices, or showcasing case studies that highlight your expertise, always aim to deliver something your audience can learn from. Think of it this way: you’re not just filling up your social media calendar—you’re building trust and positioning your business as a thought leader.

Consistency also means staying true to your brand voice and values. If your company stands for integrity, make sure that’s reflected in everything you post. Your followers should know what to expect from you every time they engage with your content.

Any Questions?

The goal of an outsourced digital marketing agency is to understand your business and your brand voice to then let the world know how awesome you are.

We start every engagement with a Brand Storytelling Session where we identify your unique brand voice. Then, our team uses bi-weekly client calls, and shared content calendars to make sure you know what’s happening.

We’ll bring you fresh ideas from our kick-a** creative team from a relationship built on trust. Because that’s the beauty of digital marketing.

For those who are interested in learning more about the difference between outsourced marketing and in-house marketing, read on here.

Let’s face it: social media can be tricky, especially for B2B businesses. It’s easy to feel overwhelmed, unsure of what’s working, or worse, unknowingly fall into bad habits that do more harm than good. 

Don’t worry—we’ve got your back. Let’s break down the common mistakes and help you steer clear of them.

1. Inconsistent Posting

If your posting schedule looks like a “when I feel like it” situation, we’ve got a problem. Showing up on social media once in a while and expecting engagement is like hitting the gym once a month and wondering why you don’t have abs. Consistency is key, folks.

Consistency builds trust, and trust builds engagement. But don’t confuse “posting regularly” with “spamming people’s feeds”—nobody wants to see your brand six times a day (seriously, don’t be that account). Instead, focus on posting content that’s relevant, valuable, and tailored to your audience.

LinkedIn isn’t TikTok, so leave the dance challenges behind.

Pro tip: Get a content calendar. Tools like Buffer or Hootsuite can save you from those “Oops, I forgot to post this week” moments. Bonus: We’ve got a Guide to Scheduling Tools, right here.

2. Overloading on Hashtags

But if your posts look like a #spilled #scrabble #board, you’re doing it wrong. Did you know Instagram is phasing out the “follow hashtags” feature? Probably because no one actually follows hashtags. Do you? Yeah, we didn’t think so.

Focus on a few targeted hashtags that make sense for your industry. For example, if you’re a SaaS company, stick to #SmallBizTips or #B2BSolutions. Leave the #YOLO and #Blessed for personal accounts. (Or better yet, leave them in 2014 where they belong.)

Quality over quantity, always. No one wants to read a caption that’s half hashtags.

3. Super Long, Tall Infographics

Infographics are meant to make information digestible, not give your audience a scrolling marathon. If your graphic feels longer than a CVS receipt, it’s time to simplify. People have short attention spans—keep your visuals clear, concise, and to the point.

We’ve been there, too. Take this infographic we made a few years ago—it’s a little… ambitious. Let’s just say it could’ve done with fewer words and less scrolling. Lesson learned.

Pro tip: Break giant infographics into a series of carousel posts. Not only is it easier for your audience to follow, but it also gives you multiple pieces of content to post. Win-win!

See the difference? Compare these first few slides to the old version:

Much better, right? It captures attention without making your audience work for it. 

4. Oversharing on LinkedIn

LinkedIn is not Facebook. Say it with me: LinkedIn is not Facebook. Yes, it’s great to show personality, but oversharing about your personal life—like your divorce or your cat’s health scare—is not what people signed up for. (Unless it’s me, because I secretly live for drama. But most people? Hard pass.)

That said, a little personality can go a long way. Share stories that resonate with your audience and tie back to your business values or lessons learned. Keep it professional yet relatable.

Remember: LinkedIn is where people look for value, not drama.

5. Mistaking Spam Followers for Real Engagement

Follower count can be deceiving. If you’re benchmarking your success against accounts with 20K followers, make sure they’re legit. Bots, fake accounts, and spam followers might inflate numbers, but they won’t engage, buy, or share your content.

Having 800 real, engaged followers is worth way more than 20,000 fakes. Real followers comment, share, and actually care about your content. Build relationships, not just numbers.

6. Wasting Time on X (Twitter)

Unless your target audience consists of journalists, politicians, or people who are weirdly into celebrity feuds, Twitter—sorry, X— might not be worth your time. We have to admit: for most B2B businesses, X isn’t the powerhouse platform it used to be. 

So, why bother? There are platforms that are far more conducive to reaching the audience you actually care about, like LinkedIn or Instagram, where professionals are actively engaging, networking, and sharing valuable content.

Instead: Redirect your precious time and energy into creating thought-provoking, share-worthy posts on LinkedIn. Engage with people who actually want to hear from you. It’s a far better investment of your time than trying to stand out in the noise on X. Trust us, your followers will thank you.

OK, Now You Know What Not to Do…

Avoiding these mistakes is a solid first step in leveling up your social media game. But we’re not leaving you hanging. We’ve got the answers to the burning question: “What should I actually be doing on social media to make it work for my B2B business?”

Good news: we’ve got a guide for that too. 

Click here for the Top XX Things You Should Be Doing on Social Media as a B2B Business.

Any Questions?

The goal of an outsourced digital marketing agency is to understand your business and your brand voice to then let the world know how awesome you are.

We start every engagement with a Brand Storytelling Session where we identify your unique brand voice. Then, our team uses bi-weekly client calls, and shared content calendars to make sure you know what’s happening.

We’ll bring you fresh ideas from our kick-a** creative team from a relationship built on trust. Because that’s the beauty of digital marketing.

For those who are interested in learning more about the difference between outsourced marketing and in-house marketing, read on here.

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