Yes, if you’re not updating your old content, you really need to start. Why? That blog post from seven years ago is likely not doing much for your site, but that doesn’t have to be the case. 

Think of it like this: when you’re browsing Google, are you more likely to click on something from two weeks ago, two months ago, or six years ago? Exactly. But updating your content is not as simple as just changing the publish date (though that certainly can help).

In this blog, we will discuss how often you should be updating your content, how to update it to maximize SEO, as well as how to choose exactly what to update. Let’s dive in!

How Often Should You be Writing New Blog Content?

In the past, the norm was to flood the digital world with blogs. But let’s face it—times change, and what used to be the go-to strategy isn’t cutting it anymore.

So how many blogs should you put out? We suggest publishing a new blog – maybe two at times – per week. Don’t tell your writing team to  celebrate just yet; there is more to the process than just creating brand new content. 

Instead, we found that what works best is redirecting some of the time and energy your team would have spent writing entirely new content to updating your old content. Let’s take a look at why.

Why Should You Be Updating Your Old Blog Posts? And, How Often?

Semrush notes that 53% of marketers saw their engagement rates increase after updating old content, while 49% saw an increase in traffic.

But, how often should you update your old blogs? To simplify our approach, we break content into two distinct categories:

  • In fast-changing industries like technology, digital marketing, or legal fields, updates might be needed more frequently, perhaps every 6-12 months, to ensure the content remains accurate and relevant.
  • For more evergreen topics or slower-changing industries, updates may be less frequent, maybe once every 1-2 years.

Choosing Which Blog Posts to Update

Managing content updates can feel like a juggling act, especially when there’s a constant flow of new posts in the pipeline. But to make the most impact, start by prioritizing the content that promises the most value post-update.

Google Search Console

A nifty way to pinpoint prime candidates for updates is via Google Search Console. Head to Performance > Search Results > Queries and sort by impressions. Keep an eye out for those posts with high impressions but low clicks.

Why does this matter? Well, it suggests that while your content appears in search results, it fails to entice clicks. It could be outdated, irrelevant, or simply not hitting the mark with user intent. Revamping these posts can work wonders, boosting their click-through rates (CTR) and driving more organic traffic your way.

The Comprehensive Content Audit

Now, don’t just stop there. Conduct a thorough content audit to spot the posts begging for a touch-up.

For instance:

  • Outdated Content Elements: Snag those old stats, stale references, or tired images.
  • Evolving Subjects: Keep an eye on industries or topics where new research or changes have taken place, benefiting your audience.
  • Keyword Evolution: Watch out for content linked to keywords that have lost their search volume mojo.
  • Languishing CTAs and Meta Descriptions: Don’t overlook the powerhouse of conversion-driving calls-to-action and enticing meta descriptions, especially for those high-impression, low-click posts.

Spotting any of these red flags? Bingo! It’s a strong signal that these pieces could use a bit of extra love.

Key Strategies for Updating Old Content

Updating old content isn’t just about a fresh coat of paint; it’s about reviving its relevance and impact. Here are key strategies to breathe new life into your archived gems:

1. Refresh the Published Date:

Updating the publish date after adding new content signals freshness to both search engines and readers, showcasing the content’s relevance.

2. Enhance Click-Through-Rate (CTR):

Revamp meta titles and descriptions using power words, numbers, and compelling punctuation to boost engagement and entice clicks.

3. Quality Assurance:

Correcting grammar and spelling blunders doesn’t just aid readability—it indirectly enhances SEO and ensures a smoother user experience.

4. Update and Fix Links:

Ensure all internal, external, and broken links are functional and relevant. Adding internal links to updated content amplifies its visibility and user experience.

5. Optimize Article Formatting:

Craft a clear and concise structure, pepper shorter sentences, weave in multimedia elements, and spotlight key points for improved readability and engagement.

6. Expand Content Depth and Breadth:

Dive deeper! Expand content coverage and provide comprehensive information to elevate its value and relevance.

7. Infographic Excellence:

Bring in updated, high-quality infographics to add depth and visual appeal, making the content more engaging and informative.

8. Incorporate Recent Data and Insights:

Integrate the latest data and insights to keep the content fresh, relevant, and valuable for your readers.

Updating old content is more than a touch-up; it’s an artful fusion of relevance and user engagement. These strategies ensure your revamped content shines bright in the digital universe.

Marketing: It’s What We Do Best

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, Monday emails, and content calendars to make sure you know what’s happening, always.

We have monthly reporting where we let you know what the return on investment that you’re getting is from your relationship with us.

Of course, there’s always a team member available to you just a call, email, or even text away. Not to toot our own horn, but we’ve been told on multiple occasions that our bi-weekly calls are their favorite calls!

Happy with the direction we’re headed in? We’ll keep running that way. Want to tweak something? More than happy to adjust.

We’ll bring you fresh ideas from our kick*** 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.

Congrats! You made the video. Now, you’re wondering how to turn this video into an SEO-optimized, compelling blog. We hate to break it to you: it is not as simple as hitting “copy” and “paste.” 

Creating a blog from your video content involves a strategic process to ensure seamless integration and engaging readability. In simple words, it takes a few purposeful steps to make your blog as interesting and easy to understand as your video is. But don’t worry – we’re here to help!

Let’s dive into the detailed breakdown of how to transform your video into a compelling (and yes, SEO-optimized) blog post.

Step 1: Produce a High-Quality Video

{inserting link to how to create a great video here}

Perhaps it goes without saying that you should begin by creating your video. Instead of a scripted performance, aim for authenticity. Prepare your points but embrace the natural flow of conversation. Authenticity resonates far more than rehearsed lines that feel forced.

Step 2: Edit Your Video Using Simple Software

Choose a user-friendly software like iMovie for video editing. Follow these key steps:

Zoom and Cut: Use zoom to rectify any discrepancies after editing. Cut out mistakes or unnecessary sections while maintaining a seamless flow.

Adjust Visual and Audio Aspects: Enhance light, sound quality, and volume levels for better viewer experience.

Review at Different Speeds: Listen through at 2X speed to spot any missed errors. Then, watch the entire video at regular speed to ensure coherence.

Save and Name the File: Save the edited video with an easily recognizable name for convenience.

Screenshot a nice moment in your video to use later when you create your YouTube custom Thumbnail. (Do this now because you’ll have captions and speaker titles on the video after this point.)

Speaker Title Overlay: Use Canva: Create a blank canvas 1920 X 1080 px – then add  a screenshot of your video to help with placement. Add your speaker’s name(s) and title(s) in the appropriate position (Place the title at the top of the video, you’ll have captions at the bottom). Then export with a transparent background so you can add it as a green screen overlay.  You’ll use the fade arrows to smoothly fade it in.

Step 3: Run your video through a Captions/Transcription service (We like

Upload your video and select .txt and burned in captions options. 

Take the txt output and use ChatGPT to help structure your transcription in blog format. 

Be SURE to read it through and edit. Chat Bots only get you about 60% of the way there (and, alas, that’s still an F in any grading system!)

Edit the captions to replace all the Gonna’s with Going to’s and Wanna’s with Want to’s. Make sure names are spelled correctly. Then export the video file and put it back in your editing software. 

Step 3.5: Add  your music and intro/ outro slides

Now that your video is transcribed and has captions, you can add music and intro/ outro slides. 

Make sure that, if you are going to use YouTube videos as ads, you do NOT have an intro slide. Those are precious viewership moments and you want your video’s impact to start off strong straight out of the gate. 

Add subtle music (you can find royalty free licensed music on Envato Elements) 

Add a final card to the end of your video with your company name, contact information, website, email, phone and what you’d like the viewer to do next. (Never hurts to ask!). 

Step 3.75: Make a Custom YouTube Thumbnail

Take your screenshot from Step 2 bullet point #3 and put it in Canva on another 1920 X 1080 px blank custom template. 

Add your Screenshot and then using your brand colors put a box to the left or right of your speaker with the title of your video clearly displayed.

Here’s where the naming is important. A long name is confusing, too short and it doesn’t tell the story.  Don’t be too clever – hopefully, your video is about something you feel is important and the title writes itself. 

Step 4: Structuring the Blog Content

Take that 60% blog you had Chat helped you write and get to work. You’ll want to structure it for humans to enjoy and Google’s bots to crawl efficiently.  Here are some tips to help you structure your content for ease of readability. 

Introduction: Start with an engaging introduction that captures the essence of your video content.

Body: Break down the key points discussed in the video into structured paragraphs. Add depth and context to each point.

Incorporate Visuals: Insert images or graphs or reference shots from the video to complement the written content.

Callouts and Quotes: Highlight important quotes or key takeaways from the video in a visually appealing manner.

Conclusion: Summarize the main ideas discussed in the video and encourage further engagement or action from the readers.

Step 5: Optimizing for SEO and Readability

Boosting your blog’s visibility requires strategic optimization for search engines. To ensure your blog attracts both the attention of search engine algorithms and your readers, follow these actionable steps:

Select Relevant Keywords: Start by identifying and selecting keywords that accurately reflect the content of your video. These keywords should resonate with your audience and match their search queries. Use tools like Google Keyword Planner, SEMrush, or Ahrefs to research and choose appropriate keywords.

Seamlessly Integrate Keywords: Once you’ve selected your keywords, integrate them naturally throughout your blog post. Include them in the title, headings, subheadings, meta descriptions, and body content. However, avoid overstuffing; maintain a natural flow in your writing.

Utilize Headers and Formatting: Enhance the readability of your blog by structuring it with headers and subheaders. These break down your content into digestible sections, making it easier for readers to navigate. Additionally, use formatting features like bold, italics, and bulleted/numbered lists to highlight key points.

Craft Engaging Meta Descriptions: Write concise, compelling meta descriptions that summarize your content and include your primary keyword. These meta descriptions appear in search engine results and should entice users to click through to your blog.

Incorporate Alt Text for Images: Add descriptive alt text to all the images you include in your blog. Alt text not only improves accessibility for visually impaired users but also provides search engines with information about your visual content, boosting SEO.

Include Internal Links: Strategically incorporate internal links to other relevant content on your website. This not only provides additional value to your readers but also helps search engines navigate and index your site more effectively.

Balance SEO with Readability: While focusing on SEO, ensure your content remains engaging and easy to read. Balance keyword usage with natural language and maintain a conversational tone throughout your blog. Remember, your audience’s experience matters as much as search engine rankings.

By striking this balance between SEO optimization and engaging readability, your blog post becomes more appealing to both search engines and your audience, ensuring it stands out amidst the digital noise and drives organic traffic to your content.

Step 6: Embedding the Video

First, upload the video to your YouTube Channel.  You’ll want to have a unique video description that has the main points of the video, the proper hashtags for searchers, and in the first line or 2, your website and phone number. 

Set the video to public and grab the link. 

Use a tool like to get the embed code. 

Add your embed code strategically within your blog. Keep it in the first 1/4 of the blog content, for SEO reasons. 

Step 7: Proofreading and Publishing

Proofreading isn’t just about fixing typos. It’s about ensuring your content flows smoothly, is error-free, and conveys your message effectively. Take a step back, read it aloud, and even get a fresh pair of eyes to review it.

Converting your video into a blog involves careful planning and execution. By following these steps, you’ll effectively repurpose your video content into a well-structured, engaging blog post for your audience to enjoy.

Why Videos Perform Well for SEO

Videos have become a powerhouse for SEO, transforming the way content is consumed and ranked by search engines. Incorporating videos into your blog can significantly boost your SEO efforts for several reasons:

Enhanced User Engagement: Videos captivate audiences in ways that text alone often can’t. Users tend to spend more time on webpages that feature videos, signaling search engines that your content is engaging and valuable.

Diversified Content: Search engines like Google appreciate diverse content types. Videos provide an alternate format, enriching your content portfolio and potentially attracting a broader audience.

Reduced Bounce Rates: Engaging videos can decrease bounce rates, the metric indicating how quickly users leave a webpage. Low bounce rates signal search engines that visitors find your content relevant and engaging.

Improved Time Spent on Page: Videos keep users on a page longer, which positively impacts dwell time. A longer dwell time signifies to search engines that your content is valuable and worth promoting in search results.

Potential for Backlinks: Engaging videos have higher potential to attract backlinks from other websites. Backlinks are essential for SEO, signaling authority and relevance to search engines.

By integrating videos into your blog content, you’re not only catering to diverse audience preferences but also enhancing your SEO performance through increased engagement metrics, reduced bounce rates, and improved content diversity.

The point is so many individuals watch videos nowadays.

Why is Video Important to My Digital Marketing Strategy?

So, why is video important? At Digital Storyteller, we love our metrics and stats. Let’s take a look at the booming industry. Did you know…

  • “Video is the number 1 source of information for 66% of people.
  • Over 500 million people watch Facebook videos every day.
  • More than 75% of all video views come from mobile devices.
  • The global video market was valued at $39.61 billion in 2018…” (Imagine where it’s at now!?)
  • “YouTubers upload 300 hours of video content to the platform every minute.
  • 93% of businesses gain new customers as a result of branded video content.”

Need Some with your Digital Marketing Strategy?

Ready to maximize your digital marketing strategy with engaging videos and top-notch content? Let’s chat! Contact our team at Digital Storyteller today to elevate your online presence and drive exceptional results.

Ah, the joys of making Google content. SEO tasks—a mix of necessary chores and digital pampering—keep your site in Google’s good books. But don’t worry, we’ve got your back. From appeasing the almighty search engine to understanding its quirks, here’s your guide to making Google a smidge happier while keeping your website from throwing an online tantrum.

  1. Time to Check the Console

First things first, head to and peek at your stats. If your site’s throwing a tantrum with 404s, show some love by setting up those 301 redirects. And if there are pages playing hide and seek with Google’s index, figure out why. Maybe you’ve got those hush-hush internal staff pages or just some secret stuff you don’t want Uncle Google to find.

  1. Giving Your Website a Health Checkup (Because Google Says So)

Ensuring your website’s optimal performance aligns perfectly with Google’s preferences. Embrace the idea of conducting a thorough health check for your digital space. Utilize HubSpot’s SEO tool to delve deeper into your website’s intricacies. This isn’t just a diagnostic tool; it’s your secret weapon to uncover hidden glitches or overlooked optimization opportunities. Trust in the power of an AI-driven analysis to unearth areas for improvement that might have eluded human eyes. 

A comprehensive site health check isn’t just about appeasing Google; it’s your gateway to a more efficient, user-friendly, and Google-favored online presence.

  1. Conduct a Content Audit 

Oh, the joy of content audits! Whip out SEMRush and see what’s going on in your blog-land. If you’ve got multiple pages hustling for the same keyword, it’s like having an internal showdown. Merge those power struggles and redirect the weaker ones to the bossiest page. Oh, and while you’re at it, cozy up to the idea of cornerstone content and schema structures. It’s like teaching Google its ABCs.

  1. Update Old Posts

Google’s a sucker for fresh content, so serve up those vintage posts with a modern twist. Sprinkle some “new” here and there to keep Google’s bots from yawning. Psst, and while you’re spicing things up, take a peek at your URL structure. If your links are stuck in a time warp, it might be time for a makeover. Just don’t throw everything into a 404 frenzy!

  1. Ensure Your Security is Updated

Google prioritizes user safety. Regularly updating themes, WordPress versions, and plugins shields your website from vulnerabilities. This proactive approach ensures your digital space isn’t an easy target for cyber threats, aligning with Google’s security-centric approach. We don’t want Google’s house to be the easiest one to break into, do we?

  1. Do a GA4 Tag Check

In case you missed the memo, ensure your GA4 tags are all cuddled up in your tag manager. Google’s got to know who’s visiting, right? This step ensures Google Analytics is accurately tracking visitor data. Providing Google with comprehensive insights into user behavior allows for informed decisions and targeted strategies.

  1. Submit that XML Sitemap

Picture your XML sitemap as the comprehensive guidebook for search engines navigating the intricate maze of your website. This roadmap isn’t just a passive document; it actively assists search engine crawlers in efficiently traversing your digital landscape and indexing your content. By submitting your XML sitemap to Google, you’re essentially rolling out the red carpet for search engine bots, ensuring they effortlessly explore every corner and crevice of your site. 

This proactive step not only caters to Google’s preference for well-organized and accessible content but also elevates your chances of having every valuable piece of your website duly recognized and indexed in the vast digital expanse.

  1. When Google Gets Too Complicated: Call in the Reinforcements

If all of this makes your head spin faster than Google’s algorithm updates, don’t panic. We’ve got your back. Check out our services to learn how we can help!

Other SEO Tips:

Optimize for Mobile

Google loves mobile-friendly sites. Ensure your website is responsive across devices. Test your site’s mobile-friendliness using Google’s Mobile-Friendly Test tool. Consider enhancing the mobile experience by optimizing loading times, text readability, and ease of navigation.

Embrace Rich Snippets

Stand out in search results with rich snippets. Implement schema markup to enhance your listings. Rich snippets can include reviews, FAQ sections, product information, and more. They catch the eye and can improve your click-through rates.

Prioritize User Experience (UX)

Google values user experience. Optimize your website for speed, easy navigation, and engaging content. Make sure visitors find what they’re looking for quickly. A user-friendly experience leads to longer sessions and lower bounce rates, which Google appreciates.

Content Diversification

Expand beyond written content. Incorporate diverse content formats like videos, infographics, podcasts, and interactive elements. Varied content engages users and can improve your site’s visibility in different search formats.

Build Quality Backlinks

Quality backlinks from authoritative and relevant websites can significantly boost your site’s SEO. Aim for natural link-building through guest posting, collaborations, or creating shareable content that others would want to link to.

Monitor and Adapt

SEO is an ongoing process. Regularly monitor your site’s performance using tools like Google Analytics and Search Console. Track keyword rankings, user behavior, and traffic patterns. Adapt your strategies based on these insights to stay ahead in the ever-evolving digital landscape.

Leverage Social Media

While not a direct SEO ranking factor, social media signals can impact your online visibility. Share your content across platforms to increase brand visibility, engagement, and potential traffic to your site.

Local SEO Optimization

For local businesses, optimize your site for local search. Create and verify a Google My Business listing, encourage customer reviews, and ensure consistency in NAP (Name, Address, Phone number) information across directories.

Interested in learning more? Check out our guide to maximizing your SEO, here.

Need a Little Help with SEO?

Being visible online goes a long way to growing and maintaining your business. When you’re easily found and high-ranking, prospects are more likely to trust you, your business, and the products or services you offer. Being easily found on search engines also allows you to foster relationships with current and prospective clients.

But crafting a personalized content marketing strategy for your business takes time and effort, and sometimes, you don’t have that. Enter Digital Storyteller!Our outsourced digital marketing agency is here to help create content, optimize your site, and make you more relevant to search engines on all social fronts. To develop an organic content marketing strategy with the SEO you need to make your business thrive, reach out to our diverse team of marketing experts at Digital Storyteller today!

At Digital Storyteller, we’re excited to shine the spotlight on our client Signature Analytics!

We partner with Signature Analytics to spotlight their expertise, share their journey, and amplify their specialized services. Our role is to assist in elevating their message and brand, enabling them to connect with businesses and foster smart decision-making rooted in sound financial practices.

Let Us Tell You About Signature Analytics: The Smart Choice for Outsourced Accounting & CFO Advisory Services

Signature Analytics believes that smart business decisions start with excellent day-to-day financial management.  To run your business well and make the best decisions possible,  you need reliable financial insights. Whether your company is growing or pivoting or if you’re simply looking at the landscape and engaged in scenario planning, we can help ensure your decisions are being made based on real numbers.

With an outsourced accounting team from Signature Analytics, you get accurate, relevant, and timely reporting and financial insights to help you make smart business decisions. 

Signature Analytics offers outsourced accounting and CFO business advisory services, geared towards empowering businesses to achieve their goals through:

Streamlined Accounting: Enhancing accuracy and efficiency in financial processes.

Comprehensive Assessments: Tailored assessments to improve accounting processes.

Outsourced Accounting Services: Providing accurate, relevant, and timely reporting for informed decision-making.

CFO & Business Advisory Services: Forward-thinking financial leadership and strategic planning support.

What Sets Signature Analytics Apart

At the core of Signature Analytics’ distinctiveness lies their unique approach, embodied in the Signature Analytics Five Step Method: define, develop, and achieve your goals.

This structured methodology involves a comprehensive analysis of your existing accounting structures and processes. Through this detailed exploration, Signature Analytics customizes the ideal solution tailored to your business needs. Leveraging these insights, they assemble the right outsourced team to deliver the accurate, relevant, and timely financial insights crucial for your business’s successful operations.

Signature Analytics Services

1. Comprehensive Assessments

In the initial 30 days, Signature Analytics deeply analyzes your company’s goals, internal accounting, and technology. This informs a strategic plan to fortify your accounting department for long-term growth.

People Assessment: Evaluating staff roles and capabilities.

Process Refinement: Implementing enhancements for day-to-day efficiency.

Technology Optimization: Fine-tuning systems for improved performance.

2. Day-to-Day Accounting

Post-assessment, Signature Analytics manages your daily accounting using a meticulous 5-step approach for accurate and timely financial reporting.

Monthly Close Process: Ensuring precision in financial statements.

Expense Controls & SOPs: Monitoring budgets and documentation.

Cash-Flow Management: Analyzing cash sources and uses for better financial foresight.

3. CFO Advisory Services

Access expert CFO insights and business advisory services for future-focused financial strategies.

Strategic Financial Insights: Planning, KPI development, and revenue recognition.

FIT Team Expertise: Technology improvements and reporting enhancements.

M&A Support & Audits: Expert guidance for acquisitions, audits, and profitability analysis.

Signature Analytics excels in comprehensive assessments, efficient day-to-day accounting, and strategic CFO advisory services, ensuring precise financial insights and strategies for long-term business success.

Signature Analytics supports the following industries:

  • Professional Services
  • Nonprofits
  • Technology
  • Manufacturing & Distribution
  • Recovery & Wellness
  • Life Sciences & Biotech

How Digital Storyteller Enhances Signature Analytics’ Brand

At Digital Storyteller, we’re instrumental in enhancing Signature Analytics’ digital footprint and refining its marketing strategy. Here’s an overview of our contributions:

Social Media Management: Leveraging captivating articles, blogs, and social media posts to disseminate Signature Analytics’ message across relevant platforms. Our team excels in content creation and scheduling for maximum exposure and engagement.

Web Design & Optimization: Overseeing the maintenance and optimization of Signature Analytics’ website. We focus on visual appeal, user-friendliness, and search engine optimization to bolster their online presence and user experience.

SEO Strategy: Employing SEMRush research to develop targeted content with carefully selected keywords. This strategy aims to elevate Signature Analytics’ domain authority and foster organic growth by improving search engine rankings.

Content Creation: Producing informative and engaging blogs and videos that showcase Signature Analytics’ expertise and industry verticals. These optimized pieces are strategically distributed across social media platforms and integrated into their blogs.

Design Services: Offering comprehensive design solutions for conferences, QR codes, postcards, giveaways, and business cards. These materials are meticulously crafted to leave a lasting impression on clients and partners.

At Digital Storyteller, we take immense pride in contributing to Signature Analytics’ success story. Through a holistic digital marketing strategy, we fortify their brand, expand their reach, and drive substantial growth within their industry.
Interested in learning more about how we help our clients? Read on to see how we shorten sales cycles for our clients.

In the ever-evolving world of digital marketing, staying on top of your social media game is crucial. Marketers and influencers are constantly on the lookout for ways to streamline their scheduling processes, making them faster, more efficient, and ultimately more effective. 

As a team of individuals who handle a substantial amount of scheduling, we’ve decided to share our insights and opinions on the top social media scheduling tools. And no, none of these recommendations are at all sponsored – we’re just a team of people who know the pain of scheduling all too well.

First Things First, Why is Scheduling Social Media so Important?

Posting at Specific Times: Posting at specific times can significantly impact the performance of your social media content. Different social media platforms have varying peak times when their users are most active. By scheduling your posts during these periods, you increase the chances of your content being seen and engaged with. This is especially critical if you’re targeting a global audience, as aligning with active time zones can expand your reach.

Algorithm Favorability: Social media algorithms tend to favor fresh content. Posting when your audience is most active increases the likelihood of your content appearing in their feeds, leading to more likes, comments, and shares, and ultimately improving your post’s visibility.

Competitive Edge: Scheduling content during non-peak hours when there’s less competition can help your posts stand out. This is particularly advantageous for businesses seeking recognition in crowded markets.

Consistency: Consistently posting at specific times establishes a routine for your audience, making them expect and look forward to your content at these times. This, in turn, enhances their engagement and loyalty.

And how can scheduling tools help?

In a world where every minute counts, nobody wants to spend hours each week tied to their computer, scheduling posts on multiple platforms. At Digital Storyteller, we’re all about efficiency. We leverage scheduling tools to slash the time spent on this task, guarantee reliability (no more missed posts due to hectic meetings), and ensure our content reaches its audience when it matters most.

The Challenge of Managing Social Media (and How Scheduling Tools Can Help)

Maintaining an active and engaging social media presence is no small feat. Each social network has its own peak activity times when users are most active. To reach as much of your audience as possible, you need to post during these peak periods. However, for most businesses, posting everything in real-time is a logistical nightmare.

To address this challenge, software providers have developed solutions that simplify social media scheduling and posting. These tools allow you to create and schedule multiple posts in advance, giving you the freedom to post at optimal times. They also grant you more time for content creation and strategy development. In this blog post, we’ll delve into some of the leading social media scheduling and posting tools.

Now, let’s discuss our favorite social media scheduling tools.


First on our list is Metricool, often hailed as the “Swiss army knife” of social media tools. Metricool has become the go-to choice for over a million professionals, agencies, and brands seeking a comprehensive solution for managing social media and online advertising.

Key Features

Multi-Platform Management: Metricool simplifies the process of managing multiple social media platforms, allowing you to centralize your efforts and save time.

Scheduling and Analytics: This tool offers a robust scheduling feature, enabling you to plan and schedule posts in advance. It also provides in-depth analytics to help you track the performance of your content.

Competitor Analysis: Gain insights into your competitors’ strategies, benchmark your performance, and refine your own tactics for better results.

Custom Reporting: Metricool lets you generate customized reports that highlight the metrics most relevant to your business.

Online Ad Management: In addition to social media, Metricool also supports online ad management, making it an all-in-one solution for your digital marketing needs.

User-Friendly: Metricool’s user-friendly interface and intuitive features make it accessible to both beginners and seasoned professionals.

Metricool caters to a wide range of users, from individual influencers to marketing agencies and large brands. Its versatility and comprehensive feature set make it an attractive option for those looking for an all-in-one solution.

Hootsuite – The Time-Tested Social Media Scheduler:

Hootsuite has long been a household name in the social media management realm. Renowned for its scheduling capabilities, it’s a trusted choice for marketers worldwide.

Key Features:

Social Media Dashboard: Hootsuite’s dashboard allows you to manage multiple social media profiles from a single location, streamlining your efforts.

Bulk Scheduling: Schedule posts in bulk, saving you time and ensuring a consistent posting schedule.

Content Curation: Discover and share content from a variety of sources to keep your audience engaged.

Team Collaboration: Collaborate with team members, assign tasks, and maintain a unified social media strategy.

Analytics: Hootsuite provides detailed analytics to measure the impact of your social media campaigns.

App Integrations: Easily integrate various apps and tools to enhance your social media management capabilities.

Hootsuite’s reputation as a reliable and user-friendly scheduling tool remains intact. It’s an ideal choice for those who prioritize efficiency and organization.


Buffer is a popular social media scheduling tool that can help you streamline your social media management efforts. Here’s why Buffer is a valuable choice for managing your social media presence:

Key Features:

Share Click-Worthy Content:

Buffer provides insights on the best times to publish your content to maximize engagement and click-through rates. It helps you make your content stand out and grab your audience’s attention.

Build an Engaged Audience:

Buffer assists in growing your social media following organically. It can suggest relevant hashtags and share your content on the right channels to help you reach a wider audience.

Save Tons of Time:

Buffer allows you to schedule and automate your social media posts, reducing the manual workload. You can plan your content in advance and let Buffer take care of publishing it at the optimal times.

Coordinate with Ease:

Buffer offers collaboration features, such as permissions levels and approval flows, which facilitate teamwork without micromanagement. This is especially helpful for businesses and teams managing multiple social media accounts.

Company Information:

10 years in business: Buffer has a decade of experience in the industry, making it a reliable and trusted option for social media management.

Customer Support:

Buffer provides round-the-clock customer support through email and social media. Additionally, they maintain a comprehensive and regularly updated help center for users who prefer self-service options.

Buffer is an intuitive and affordable solution for those looking to efficiently manage and grow their social media presence. Its scheduling and automation features, coupled with its emphasis on engagement and audience growth, make it a valuable addition to any social media marketing toolkit.

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.

A recent study by Price Waterhouse Cooper (PwC) forecasts that by 2030, AI will generate over USD 15 trillion for the global economy and boost local economies by as much as 26%. 

That’s a staggering sum, and it promises a major transformation in various industries. Marketers and business owners alike are eager to jump onto the AI train for turbocharged content creation, streamlined operations, and super-efficient budget management. Who could blame them – It’s the dream of lightning-fast SEO-optimized blogs and a flood of online visitors!

However, before we all embark on the AI journey, there are several common misconceptions about AI’s role in marketing that we need to unravel. It’s time to dive into the real scope of AI’s impact on marketing. Let’s take a look. 

First, AI is Not a Standalone Solution (No, Not Even for Content Generation)

The truth is, AI is a powerful tool, but it’s not a standalone solution. It doesn’t work in isolation. To get the most out of AI in your marketing endeavors, you need to integrate it into a well-thought-out strategy. 

AI Enhances, It Doesn’t Replace (I.E. Don’t Fire Your Marketing Team)

AI is a fantastic aid, but it won’t replace your marketing team. Instead, it enhances their capabilities. It can handle repetitive tasks, gather and analyze data at lightning speed, and offer insights that would take human analysts ages to unearth. However, the human touch remains crucial for creative thinking, strategy development, and understanding the nuances of your audience.

Remember – AI is far from infallible, especially when it comes to accuracy and eloquence. So, yes, you should definitely keep a set of human eyes on everything AI churns out.

The Right Data is Key

AI’s prowess hinges on its capacity to process and interpret data. The more data, the better. To fully harness AI’s potential, you must establish a robust foundation of data. This involves several critical steps:

Collecting the Right Data: Start by identifying the specific types of data that are most relevant to your marketing goals. This could encompass customer demographics, online behavior, purchase history, or any other data that provides valuable insights into your audience.

Maintaining Data Quality: Ensuring the accuracy and reliability of your data is paramount. Regularly clean and update your data to avoid inaccuracies that could lead to misguided AI-driven decisions.

Training AI Models Effectively: The real magic happens when you feed AI with high-quality data to train its models. The better the training data, the more accurate and insightful your AI will be. Consistent data feeds help AI understand your audience, recognize patterns, and make more informed recommendations.

Customization is Vital

AI is not a one-size-fits-all solution; it thrives on personalization. To maximize its effectiveness, customize AI to align with your brand’s unique voice, audience preferences, and specific goals. This requires a few essential steps:

Understanding Your Brand Voice: Your brand has a distinct tone, style, and personality that resonates with your audience. Ensure that your AI-generated content reflects and enhances this voice.

Audience Preferences: Customize AI to understand what your audience prefers in terms of content type, format, and delivery. By aligning with your audience’s preferences, you’ll increase engagement and resonance.

Setting Unique Goals: AI should be programmed to work towards your specific marketing objectives. Whether it’s increasing website traffic, boosting conversions, or enhancing brand visibility, AI should be fine-tuned to support your unique goals.

Human Oversight is Essential

While AI showcases remarkable capabilities, it’s not infallible. It can still make errors, especially when dealing with unprecedented scenarios or unusual data inputs. To ensure that AI-generated content aligns with your brand’s identity and objectives, human oversight is indispensable. Here’s how to integrate it effectively:

Content Monitoring: Your marketing team should routinely review and monitor AI-generated content. This involves checking for accuracy, relevance, and consistency with your brand’s messaging.

Quality Control: Implement quality control processes to catch any errors or deviations from your brand guidelines. This can include proofreading, fact-checking, and ensuring that the content conveys the desired tone and style.

Intervention When Needed: Human intervention is essential when AI encounters unique situations or when content requires a personal touch. Knowing when to step in and refine AI-generated content is crucial for maintaining brand integrity and audience satisfaction.

What Can AI in Marketing: More Than Just Content Creation

Data Analysis and Insights

AI can unlock the potential of your data by providing invaluable insights. Whether it’s deciphering customer behavior, monitoring market trends, or analyzing operational metrics, AI can empower you to make informed decisions based on data-driven recommendations. It’s not just about creating content; it’s about shaping your strategy.

Scaling and Automation

AI empowers businesses to scale and automate their operations. By automating repetitive tasks, it liberates your team to focus on creativity and value-added activities. This not only boosts productivity but also slashes operational costs, enabling your business to grow more efficiently.

Budget Optimization

AI can be a valuable ally in budget optimization. It goes beyond mere cost-cutting; it helps you allocate resources more effectively, identifies areas for cost reduction, and provides long-term financial stability. It’s about smart, strategic budget management.

SEO and Web Traffic

AI can significantly enhance your website’s search engine optimization (SEO) and lead to a sustained increase in web traffic. It’s not just about churning out SEO-friendly content; AI can help you analyze keywords, optimize on-page content, personalize user experiences, and track visitor behavior more effectively.

The Human-AI Partnership

An essential aspect of AI in marketing is understanding that it thrives in collaboration with human intelligence. AI isn’t a replacement; it’s a complement.

Creativity and Originality

AI can draft content efficiently, but it can’t replace the creativity, originality, and emotional connection that human writers bring to your content. AI can be a starting point, but the finishing touch often requires a human perspective.

Context and Understanding

Understanding your industry, audience, and brand identity requires a human touch. AI struggles to grasp these nuances. It’s humans who ensure that your content aligns with your business goals and resonates with your audience.

Strategy and Decision-Making

AI can provide insights, but it’s humans who make the strategic decisions. AI supports your decision-making; it doesn’t replace it.

The Real AI Revolution

AI isn’t a magical shortcut or a quick fix. It’s a powerful tool, and when used strategically alongside human expertise, it can yield remarkable results.

So, instead of wondering how AI can write your blogs, think about how AI can enhance your content creation process, streamline your operations, and bolster your decision-making. By embracing AI in its entirety, you can unlock its true potential and stay ahead in the dynamic landscape of digital marketing.

Final Notes

Incorporating AI into digital marketing is no longer a luxury; it has become a necessity to thrive in the modern business landscape. By capitalizing on the benefits of AI in marketing while remaining mindful of the implementation challenges, businesses can unlock new opportunities, drive growth, and stay ahead in an ever-evolving digital landscape.

Interested in finding out more? Read on to learn about the ROI of organic digital marketing (yes, it can be measured!) Then, get in touch with our team to schedule your FREE Brand Storytelling Session.

So, you’ve entered the thrilling world of financial services, armed with data, industry expertise, and a burning desire to conquer social media. You’ve seen those viral posts, the ones with millions of likes, shares, and comments.

Naturally, you thought, “Hey, I’ve got this!” But let’s pause the dream sequence right there, shall we? Because it’s time to face some harsh truths about social media for financial services.

In this blog, we’ll discuss why your posts may not be going viral. However, we have some good news: your posts do not need to be going viral to align with your marketing strategy and support your business.

So… Your Posts Aren’t Going Viral. Let’s Chat About Why.

Expectation: You’re convinced your financial wisdom is so profound that it should break the internet. You painstakingly craft a post about compound interest or the intricacies of investment portfolios. You hit that “Share” button and sit back, waiting for the world to recognize your genius.

Reality: Crickets. Maybe a couple lonely “likes” from co-workers. In the real world (or should we say the digital realm), financial advice doesn’t exactly set hearts aflutter. 

Your well-intentioned post might be met with the enthusiasm of a library on a Sunday afternoon. Turns out, people prefer TikTok dances and memes over, let’s say, insurance tips.

The Good News: Your Posts Don’t Need to be Going Viral to be Successful 

While achieving viral status might seem enticing, it’s not the primary path to making a meaningful impact with your financial services posts. In reality, striving for virality in this industry often proves impractical.

Here’s the essential point: Viral content typically caters to a broad audience, seeking widespread appeal and entertainment value. However, the financial sector operates differently. It thrives on providing personalized solutions and expert guidance tailored to individual needs.

Your posts can still be influential without pursuing virality. Instead of chasing an elusive goal, prioritize delivering genuine value. Consider the specific requirements and questions of your audience, and respond with expertise and clarity. It’s not about broadcasting to the masses; it’s about engaging with the right people and leaving a substantial impact on their financial journey.

How to Create Successful Social Media for Financial Services

1. Understand Your Audience Inside Out

The first rule of the secret sauce club is knowing your audience like the back of your hand. Dive deep into demographics, preferences, behaviors, and pain points. Are you addressing young professionals eager to invest, or perhaps retirees seeking retirement planning wisdom? The secret sauce here is tailoring your content precisely to their needs, desires, and interests.

2. Educate, Don’t Sell (That’s the Real Secret)

Here’s the biggest secret of them all: successful social media for financial services isn’t about pushing products or services down your audience’s throat. It’s all about building trust through education. Share valuable insights, unravel intricate financial concepts, and offer tips that genuinely empower your audience to make informed decisions. Position yourself as the wise sage, the guide through the labyrinth of finance.

3. Decode Complexity Like a Pro

Financial jargon can be a labyrinth of confusion. Your secret sauce ingredient is simplification. Break down those intricate financial concepts into bite-sized, digestible pieces. Use relatable examples, everyday analogies, and visual aids to make the information not just comprehensible but enjoyable.

4. Opt for Quality Over Quantity

The secret sauce doesn’t involve a relentless barrage of posts. Instead, focus on creating content that packs a punch. Quality trumps quantity every time. Well-researched, thoughtfully crafted posts leave a lasting impact and position you as a credible authority.

5. Visuals: Your Not-So-Secret Weapon

Humans are visual creatures. The secret sauce calls for a dash of eye-catching graphics, charts, and videos in your content mix. Visuals aren’t just appealing; they make your content shareable and memorable. And don’t forget, they’re exceptional at demystifying complex ideas.

6. Engage, Don’t Just Post

Remember, social media is a conversation, not a monologue. Engage with your audience by responding to comments, answering questions, and initiating discussions. Show your human side, inject personality into your interactions, and let authenticity be your secret sauce’s special ingredient.

7. Showcase Success Stories

The secret sauce also comes with a side of trust-building. Highlight how your financial services have genuinely impacted your clients. Share testimonials (with consent, of course) and case studies. These stories provide the social proof your audience craves and demonstrate your expertise in action.

8. Stay Compliant Without Killing the Vibe

The financial industry has strict regulations, but the secret sauce includes finding the balance between engaging content and compliance. Familiarize yourself with the rules governing financial services on social media and ensure your content plays by the book.

9. Ride the Wave of Trends

Secret sauce enthusiasts always stay ahead of the game. Keep a vigilant eye on social media trends, platform changes, and algorithm updates. Incorporate relevant trends into your content strategy to keep your audience captivated.

10. Measure, Analyze, Adapt

The final secret sauce ingredient is a healthy dose of analytics. Use powerful tools to track your social media performance. Metrics like engagement, reach, and conversion rates hold the key to your secret sauce’s success. Analyze what works and what doesn’t, and don’t hesitate to tweak your strategy accordingly. Social media is a dynamic realm, and adaptability is the ultimate secret.

Effective Post Types For Financial Services

Let’s get practical. Here’s what works:

Informative Infographics: Decode financial jargon with visuals – you’re making complexity a breeze.

Expert Insights: Share nuggets of financial wisdom, from investing insights to tax tips.

Real Success Stories: Showcase your knack for turning financial challenges into triumphs.

Interactive Polls: Engage by asking their thoughts on financial trends – their opinions matter.

Quick Trivia: Sprinkle in interesting financial facts to keep things engaging.

Behind-the-Scenes: Offer a glimpse into your world – it humanizes your brand.

Remember, it’s a mix of entertainment and education. Make your social media a space where followers can learn, engage, and find value.

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.

In this era of high-speed internet and sleek web designs, there’s no room for websites that cling to the past like your grandma’s vintage sofa. If your website is still rocking pixelated graphics and Comic Sans fonts, it’s high time for a dose of web redemption. Why bother, you ask? Well, your website isn’t just another pretty face; it’s your gateway to potential clients and partners. A well-executed B2B website can help you establish trust, flaunt your expertise, and drive business growth (yes, it’s a triple win).

In this guide, we’ll uncover the secrets that can drag your outdated website out of the digital Dark Ages and into the modern era. And just to spice things up, we’ll throw in some before-and-after snapshots of our favorite projects – because let’s face it, seeing is believing (and trust us, the proof is in the pudding). 

Clear Brand Identity

Your website should be a mirror reflecting your brand consistently. Colors, fonts, and messaging – all should shout “YOU.” And by “you,” we mean a carefully curated selection of colors, fonts, and messages that actually represent your brand.

If your website looks like it’s having an identity crisis, it’s time for a makeover.

User-Centric Design

Prioritize user experience because even B2B decision-makers are swiping on their smartphones these days. Make it easy, make it smooth, and make it mobile-friendly.

High-Quality Content

Content is the heart and soul of B2B marketing. We’re not talking fluff; we’re talking content that’s genuinely valuable. Solve problems, answer questions, and provide content that showcases your expertise.

Strong Calls-to-Action (CTAs)

Don’t leave your visitors hanging. Clearly guide them on the next steps, whether it’s clicking ‘Request a Quote’ or downloading a resource. Make those CTAs impossible to miss.

Robust SEO Strategy

Invest in SEO to optimize your content for important keywords, fine-tune meta tags, and build quality backlinks. Learn how to combine SEO and content marketing, here.

Security and Trust Signals

In a world filled with digital threats, show your visitors your website is safe. Get that HTTPS encryption and display trust badges. Trust is everything in the B2B world.

Regular Updates

Imagine someone telling a story from three years ago at a party. Boring, right? Keep your website fresh. Regular updates not only engage your visitors but also signal to search engines that you’re active.

Integration with CRM

You’re drowning in data chaos without efficient lead management. Integrate your website with a CRM system to streamline leads, nurture them, and boost conversions. Check out our guide on how to choose the right CRM, here.

Tailored Landing Pages

One size doesn’t fit all. Create landing pages tailored to different audience segments. It’s like having a conversation instead of shouting into the void. Personalization is key.

Now that we’ve covered the essential elements of a top-notch B2B website, you might be wondering, “Is it time for my website to undergo a transformation?” Well, let’s find out.

How to Know If Your Website Needs a Redo

High Bounce Rates: If visitors are making quick exits, blame slow loading, outdated design, or irrelevant content.

Outdated Design: Don’t be a digital fossil. Keep your website fresh and user-friendly.

Mobile Unfriendliness: In a mobile world, a non-responsive website is a deal-breaker.

Low Conversion Rates: If visitors aren’t becoming customers, something’s amiss in the conversion process.

Slow Loading Times: Speed matters. Slow websites frustrate users and hurt your SEO.

Dated Content: Freshen up your content. Old blog posts won’t cut it.

Poor SEO Performance: If your site’s not ranking, you’re practically invisible.

Security Concerns: Protect your digital fortress. HTTPS and regular security updates are a must.

Negative User Feedback: Listen to your users. Bad feedback points to areas that need improvement.

Competitors Are Outshining You: If rivals have better sites, it’s time to catch up.

It Doesn’t Align with Your Brand: Your website should match your brand’s identity like a tailored suit.

It’s Not Generating Leads or Sales: If it’s not contributing to your business goals, it’s time for a makeover.

How Much Should a Website Redesign Cost?

The million-dollar question: how much should a website redesign cost? Well, the bottom line is that it depends on what you want and how much time it will take to create it. Website redesign costs can vary significantly based on several factors:

Scope of the Redesign: Are you looking for a minor facelift, or do you want a complete overhaul with new features, functionality, and content? The more extensive the changes, the higher the cost.

Complexity: Complex websites with custom features, e-commerce capabilities, or interactive elements will naturally cost more than simpler, informational sites.

Design Complexity: If you desire a unique, highly customized design, it will come with a higher price tag compared to using pre-designed templates.

Content Creation: If you need new content, such as copywriting, graphics, or multimedia elements, this will add to the overall cost.

SEO and Optimization: Ensuring your site is search engine-friendly may require additional work and investment in SEO services.

Platform and Technology: The choice of the platform and technologies used can influence costs. Custom-built sites or those on specialized platforms may be more expensive.

Timeline: Tight deadlines often mean more resources need to be allocated, potentially increasing costs.

Testing and Quality Assurance: Rigorous testing and quality assurance are crucial for a smooth launch, and these services come with a price.

Maintenance and Support: Don’t forget to factor in ongoing maintenance and support costs, as websites require updates, security patches, and regular upkeep.

To provide a ballpark figure, a basic website redesign with minimal changes might cost anywhere from $2,000 to $5,000. However, for a comprehensive redesign with advanced features, e-commerce functionality, and custom design, the cost can range from $10,000 to $30,000 or more.

The best approach is to discuss your specific needs with web design professionals or agencies (like us!) and obtain detailed quotes. Remember that investing in a well-executed website redesign is an investment in the future success of your online presence.

Before And Afters: 

Elevating Your B2B Website

Your B2B website is your virtual storefront and the initial point of contact for potential clients. By adhering to these best practices and recognizing the signs that your website needs a makeover, you’re on your way to creating a powerful online presence that can drive leads, boost sales, and solidify your brand’s position in the market.

Need a Little Help With Your Website?

At Digital Storyteller, we recognize that these changes might be beyond your team’s expertise. We know, it’s a lot of work—which is why we’re here to help.

Contact our team at Digital Storyteller today to learn more about how we can support your upcoming website design project or website build.

2024 is knocking on the door, and it’s time to get down to brass tacks with your marketing budget. No fluff, just the nitty-gritty.

According to insights from Gartner, your marketing budget should devour roughly 9.1% of your total company revenue. Other sources recommend rounding that number to approximately 10%. 

However, it’s not just about setting a marketing budget; it’s about the smart allocation of that budget across various marketing channels. Let’s discuss how to make that happen.

Review Past Performance

Data Analysis

Before allocating your budget, it’s crucial to conduct a thorough review of your marketing activities in the current year. This review should encompass an examination of key performance indicators (KPIs) for each campaign. 

Dive into the data, both broad and detailed, to understand what worked…and what didn’t. Analyze the performance of digital marketing strategies and influencer collaborations, leaving no aspect unexamined.

ROI Assessment

Pay close attention to Return on Investment (ROI). By understanding which initiatives generated the most significant returns, you can make data-driven decisions about budget allocation for the upcoming year. Identify trends and recognize successful strategies while pinpointing areas that may require improvement.

In simpler terms, spot the winners that made it rain and, of course, those duds that couldn’t even summon a drizzle. We like to think of it as solving the thrilling case of “Where The F*&# Did Our Money Go?”

Set Clear Objectives

Strategic Goal Definition

Establish your budget objectives as the guiding principles for your marketing efforts. What are your strategic goals for 2024? Are you planning to launch new products, expand into new markets, or revamp your brand’s image?

Marketing and Sales Targets

Beyond overarching goals, define specific marketing and sales objectives. This includes objectives such as enhancing brand awareness, generating leads, improving online conversion rates, or hosting significant events. Setting these goals early not only provides direction but also allows you to plan your resources strategically and allocate your budget effectively to achieve each objective.

Research Industry Trends

Keeping Current

Stay updated on industry trends and innovations that can impact your marketing strategy. This involves monitoring your competitors’ activities and market trends in a proactive manner. If your competitors are planning significant moves, like rebranding or expanding their market share, you need to be prepared to respond with your own marketing initiatives.

Experimentation Budget

Allocate a portion of your budget for experimentation. Testing new approaches, emerging technologies, or novel marketing strategies can give you a competitive edge. This allocation allows you to explore innovative methods without risking your entire budget, providing room for adaptation and learning.

Identify Priority Channels

Channel Analysis

Scrutinize the performance of your various marketing channels, including earned, owned, paid, and shared channels. Assess their contribution to your marketing and business objectives.

Budget Allocation

Allocate your budget based on each channel’s importance to your goals. Recognize that one channel may excel in generating leads, while another may be more effective at closing sales. A balanced distribution of resources ensures that you have the right mix of channels to meet your objectives effectively.

Assess Seasonality and Campaigns

Strategic Timing

Now, isn’t this the part where we dust off our past campaigns and have a grand ol’ time with spreadsheets? Let’s dive into those archives and analyze the ebb and flow of demand.  We also recommend creating a rough campaign calendar for upcoming marketing initiatives and crucial activities such as product launches.

Resource Allocation

Distribute your budget across this calendar strategically to ensure that your marketing efforts have maximum impact when it matters most. Think of it as the strategic chess game of your marketing calendar. The aim? Making sure your marketing efforts hit their mark with precision during those critical moments. Why? Because making smart budget moves during peak times can unlock remarkable returns.

Evaluate Internal Capabilities and Outsourcing Needs

Team Assessment

Evaluate your team’s skills and capacity to handle the expected marketing workload in the new year. Determine if additional resources or expertise are required for specific tasks such as graphic design, content creation, or digital marketing.

Budget for External Resources

Don’t forget to factor in the budget for those outsiders we sometimes need to save the day. Whether it’s printing, photography, or calling in the specialists, make sure your budget has room to patch up any skill gaps within your team.

Now that we’ve covered the nuts and bolts of budget allocation and external resource planning, let’s delve into the power of Organic Marketing Strategy for cost-effective growth.

We Need to Talk About Organic Marketing Strategy: Budget-Friendly Growth

Organic marketing strategies like content marketing, SEO (Search Engine Optimization), and social media engagement are not just buzzwords; they’re practical tools that can help your brand grow without blowing your budget. Here’s why they’re a wise choice and how to allocate your budget effectively:

Why Organic Marketing is Budget-Friendly

Long-Term Benefits: Unlike paid advertising, which stops delivering results the moment you stop spending, organic strategies continue to provide value over time. A well-optimized piece of content, for instance, can attract traffic and leads for years without additional costs.

Cost-Effective: Creating high-quality content, optimizing your website for search engines, and engaging with your audience on social media are cost-effective activities. You don’t need a massive advertising budget to get started.

Builds Trust: Organic marketing helps build trust with your audience. When you provide valuable content and engage authentically, you’re more likely to establish long-lasting relationships with customers, reducing the need for costly customer acquisition campaigns.

Targets the Right Audience: By creating content that addresses specific pain points and questions your target audience has, you’re more likely to attract qualified leads who are genuinely interested in your products or services. This means you’re not wasting your budget on uninterested viewers.

What Exactly to Include in Your Organic Marketing Budget

Content Creation: Allocate funds for creating high-quality, valuable content. This includes blog posts, videos, infographics, and other content that resonates with your audience.

SEO: Invest in SEO activities to optimize your website and content for search engines. This may involve keyword research, on-page optimization, and backlink building.

Social Media Management: If you’re active on social media platforms, consider budgeting for social media management tools or outsourcing social media tasks.

Email Marketing: While email marketing is often considered part of organic marketing, it may involve some costs for email marketing software and list management.

Analytics and Monitoring: Budget for analytics tools that help you track the performance of your organic marketing efforts. This data is essential for making informed decisions and optimizing your strategy.

Professional Services: If you lack in-house expertise, consider budgeting for professional services such as content writing, SEO consulting, or social media management.

Experimentation: Set aside a portion of your budget for experimentation. Test new content formats, SEO strategies, or social media campaigns to see what works best for your audience.

Training and Education: Continuous learning is essential in the ever-evolving field of digital marketing. Allocate a budget for training and education to keep your team updated with the latest trends and best practices.

Need Help With Your Marketing?

Plan to succeed in 2024 with a thoughtful, strategic, and well-researched marketing budget – Your future self will thank you. 

As a digital marketing agency, we know firsthand the challenges and opportunities that businesses face when it comes to budgeting and executing effective marketing campaigns.

Our mission is to understand your business inside out, grasp your unique brand voice, and then let the world know just how awesome you are. We don’t just focus on the “what” of marketing; we dive deep into the “why” and “how.” We start every engagement with a Brand Storytelling Session to identify your brand’s essence. From there, our team utilizes bi-weekly client calls and shared content calendars to keep you in the loop every step of the way.

We bring fresh, innovative ideas from our kick-a** creative team, all rooted in a relationship built on trust. Because that’s the essence of digital marketing – it’s not just about numbers and algorithms; it’s about connecting with your audience authentically and leaving a lasting impact.

Interested in learning more about us? Let’s chat.

The internet is abuzz with the shocking revelation that Twitter, yes, the Twitter formerly known for its chirpy bird logo, has pulled a “Prince” and transformed into X. 

As we navigate this rebranding odyssey, consider it a crash course in how not to redefine your brand’s identity. Let’s take a look at exactly what went wrong and how to prevent it if you’re ever considering a rebrand (apparently, it’s not always as easy as A,B,C….X.)

Twitter’s Shift to X and the Why Behind the Rebrand

So, Twitter is now “X.” The name change was accompanied by a logo swap—replacing the iconic blue bird with a minimalistic design of the letter X—and an expressed ambition by its unconventional billionaire owner, Elon Musk, to be more than just a text-based platform. Musk insists Twitter will become an “everything app” comparable to China’s WeChat. While Twitter has undergone many changes since its October 2022 acquisition, this change might be the most shocking—and perhaps the most puzzling—thus far.

Why are they rebranding, you ask? Well, according to Musk, it’s all about “freedom of speech” and “accelerating X.” Yes, because nothing says “freedom” like a sleek app that promises to handle your financial world while you’re busy liking memes.

Let’s Talk Marketing: What Twitter’s Transition to X Teaches Us

So, what insights can we, the marketing enthusiasts, glean from this somewhat disastrous yet utterly captivating rebrand? Let’s break it down.

A Poorly Executed Rebrand Can Lead to Bidding Adieu to Brand Identity

When marketers alter the iconography and marks of their brand, such as their logo and color palette, they risk losing its identifiability (i.e.what makes the brand recognizable). The Twitter brand had plenty of that – its name was widely recognized across the world in a way that companies spend years (and lots and lots of money) trying to achieve.

And yet, Musk tossed this away in what seemed like a quick decision. A quick decision which, according to experts, cost an estimated $4 billion worth of brand value. Ouch.

The major challenge for Twitter’s switch to X? The name has changed, yes, but the platform has not. Rebranding typically happens when there’s a material shift in the company or its offerings. For example, take Facebook shifting to Meta. Meta tangibly moved into the metaverse and it’s important to note that the name changed just at the corporate level – not at the consumer product level – unlike our blue feathered friend.

However, there are no material differences to Twitter to deem this change necessary. The platform’s functionality and look are practically the same to what they were before the renaming. There is no real change happening beneath the altered logo. At least, not yet. 

Embrace Evolution, Not Revolution

The tale of Twitter’s transformation serves as a reminder that evolution often trumps revolution in the world of branding. Drastic changes can alienate your audience, causing them to question the authenticity of the shift. Gradual, purposeful evolution allows your loyal followers to adapt without feeling like they’ve lost the essence of what drew them to your brand in the first place.

Comprehensive Strategy

A rebrand should seamlessly align with your brand’s overarching strategy. It’s not just a surface-level makeover; it’s an opportunity to reaffirm your values and mission. Had Twitter’s transition to “X” been rooted in a strategic plan that clarified its new direction, users might have been more inclined to embrace the change as a positive evolution, rather than a “wtf…”

Stay True to Your Essence

In a digital age where authenticity reigns supreme, straying too far from your brand’s core identity can be a detrimental move. Twitter’s sudden shift to “X” left users questioning the authenticity of the rebrand’s motives. When considering a rebrand, ensure that the new identity genuinely reflects your brand’s values and purpose, sparing you from potential skepticism.

Measure Twice, Cut Once

Impulsiveness has its place, but not when it comes to rebranding. Rushing into a rebrand without thorough research and strategic planning can lead to unintended consequences. By pausing, analyzing your target audience, and understanding market trends, you can better navigate the complex landscape of rebranding and minimize the risk of negative outcomes.

User Experience Matters

The transition from Twitter to “X” underscores the importance of a seamless user experience. Beyond visual changes, ensure that the new identity harmoniously integrates with user interactions. A consistent, enjoyable user experience will foster a sense of continuity, making it easier for your audience to embrace the rebrand with enthusiasm.

Learn from Mistakes

In the aftermath of a rebranding mishap, introspection is key. Learning from the missteps and addressing what went wrong demonstrates resilience and a commitment to improvement. By acknowledging shortcomings, you position your brand for growth and future success, echoing the importance of authenticity in an ever-evolving landscape.

Adapt and Iterate

A rebranding failure doesn’t have to be the end of the story. Just as brands evolve, your rebranding journey can be iterative. Incorporate feedback, adjust your approach, and reevaluate your brand’s trajectory. This adaptability not only showcases your commitment to your audience but also paves the way for a more successful rebrand in the future.

The Shapeshifting Future: What Lies Beyond the Logo?

As we bid adieu to Twitter’s blue bird, one can’t help but wonder—what’s next? Rebranding should herald more than a superficial transformation; it should usher in a new era of meaning and value. 

Will it remain a single letter swap, or will “X” evolve into a force to be reckoned with?

In the realm of rebranding, Twitter’s saga serves as a cautionary tale—unveiling the power of change that lies beyond appearances. So, if you’re thinking of rebranding, remember to: Stay true to your brand’s essence, align with a comprehensive strategy, prioritize user experience, learn from any missteps along the way… and don’t be afraid to ask for some help from experts (like us!)

 By doing so, your brand can shape its future beyond the logo, forging a path of authenticity, value, and lasting success in the ever-evolving landscape of branding.

Any Questions? We Got Answers!

That’s right. Our job isn’t just crafting amusing blogs about the latest happenings in the digital marketing realm.

Our goal is to understand your business and your brand voice, and then let the world know how awesome you are (don’t worry, we won’t recommend a rebrand involving a single letter of the alphabet, we promise). 

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

We’ll bring you fresh ideas from our kick*** 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

At Digital Storyteller, we take immense pride in our partnership with SBMA, a company dedicated to serving employers seeking to provide their employees with accessible and affordable benefits. Our collaboration has been instrumental in simplifying the complexities of benefit offerings and ensuring strict compliance with the Affordable Care Act. Together, we have been able to make quality health care attainable for individuals from all walks of life.

Let’s take a look at what SBMA does.

SBMA: Revolutionizing Affordable Benefits for Employers

SBMA is a trailblazing company dedicated to revolutionizing the landscape of affordable employee benefits. With a mission to provide accessible and cost-effective benefits solutions, SBMA has positioned itself as a reliable partner for employers seeking to enhance their employees’ well-being while ensuring compliance with the Affordable Care Act.

Simplifying Benefits, Amplifying Value

SBMA’s core focus is simplifying the complexities of benefits administration. By taking on the intricacies of benefit offerings, SBMA enables employers to focus on their core operations, all while ensuring that benefits align with legal requirements.

Empowering Employees Through Accessibility

SBMA firmly believes that everyone should have access to quality healthcare and benefits. Their solutions are tailored to empower employees, offering them security, peace of mind, and a tangible connection to their workplace.

Unveiling the SBMA Edge

At the heart of SBMA’s success lies their unwavering commitment to customer service. Their dedicated team operates in sync with their clients, offering responsive support whenever needed. SBMA’s strategic partnerships with carrier providers bring exclusive offerings that complement their comprehensive medical plans, ensuring competitive pricing and extensive coverage.

What Makes SBMA Different

The unique strength of SBMA Benefits lies in their unwavering commitment to exceptional customer service. We’re proud to play a role in highlighting this attribute. Through our collaborative efforts, we’ve showcased SBMA’s dedication to operating on the clients’ schedule and providing dedicated support when it’s needed the most. With the help of our marketing strategies, we’ve highlighted SBMA’s exclusive partnerships with carrier providers, securing the best possible rates to complement their medical plans. This emphasis on agility in implementation and innovative approaches to benefit coverage truly sets SBMA apart in the industry.

Meet SBMA Founder Frank Crivello

Allow us to introduce Frank Crivello, the visionary leader behind SBMA. With a mission to provide ACA-compliant benefits administration across the United States, SBMA is headquartered in the sunny locale of San Diego, CA. Together, we’ve showcased SBMA’s specialization in offering the industry’s most competitive limited medical plans, virtual health solutions, worksite benefits, vision, dental coverage, and ACA-compliant plans tailored to affordability.

Elevating SBMA’s Success: Unveiling Our Marketing Strategies

At Digital Storyteller, we take immense pride in our role as a strategic marketing partner for SBMA. Our goal is to elevate their success by crafting and executing innovative marketing strategies that effectively communicate their unique value proposition and commitment to providing accessible benefits to employers and employees alike. Here’s a glimpse into how we’ve leveraged our expertise to enhance SBMA’s online presence and drive their growth:

1. Captivating Blogs and Compelling Content

Blogs serve as a powerful tool to educate, engage, and connect with SBMA’s target audience. Our team of skilled content creators crafts informative and thought-provoking blog posts that highlight the latest trends, insights, and industry news related to employee benefits, compliance, and health care. Through these blogs, we not only position SBMA as a thought leader but also provide valuable information that resonates with employers seeking comprehensive benefits solutions.

2. Engaging Social Media Campaigns

Social media is a cornerstone of modern marketing, and we’ve harnessed its potential to expand SBMA’s reach and engagement. Our social media management team carefully curates content that aligns with SBMA’s brand voice and resonates with their audience. From thought-provoking posts about ACA compliance to sharing success stories and informative graphics, our social media campaigns keep SBMA top-of-mind and foster meaningful interactions with clients, prospects, and industry peers.

3. Thought Leadership Articles

Our marketing efforts extend to showcasing SBMA’s expertise through thought leadership articles. We collaborate closely with SBMA’s team to create in-depth articles that explore relevant topics, provide solutions to common challenges, and offer insights into the evolving landscape of benefits administration. By positioning SBMA as an authority in the industry, we enhance their credibility and attract businesses seeking a knowledgeable partner.

4. Visual Brand Enhancement

Visual storytelling plays a pivotal role in communicating SBMA’s brand identity. Our design team has worked diligently to create eye-catching visuals that align with SBMA’s brand and messaging. From website banners to social media graphics, every visual element is carefully crafted to convey SBMA’s values, professionalism, and dedication to excellence.

Through these and many other strategic initiatives, Digital Storyteller has played a pivotal role in shaping SBMA’s digital presence, reinforcing their commitment to accessible and affordable benefits, and contributing to their ongoing success in the competitive landscape of employee benefits administration. Together, we continue to amplify SBMA’s narrative and drive meaningful results.

Interested in Learning More About How We Help Our Clients?

If you’re eager to discover how we transform marketing strategies and drive results for our clients, delve into how we shorten sales cycles for our clients

Navigating the world of B2B marketing for financial service companies can be quite the challenge. Why? Because it takes more than just a hodgepodge of tools; it demands strategies that adapt to innovation and a cohesive system where all components work in sync to achieve success. In plain terms – everything from your website, social media posts, emails, and blogs must form a unified marketing strategy. 

But don’t worry – we’re breaking down the system, component by component, to help you create a cohesive strategy (and we’re even including a downloadable content calendar… you’re welcome).  Let’s dive in!

Website: The Core

Your website serves as the central hub where potential clients can learn about your financial services and the value you bring to the table. A user-friendly, informative website is essential for attracting and engaging your target audience. 

Website Tips:

Optimize User Experience (UX): Ensure easy navigation, appealing design, and responsiveness across devices for an engaging user experience.

Clear Value Proposition: Communicate unique benefits concisely using visuals to address client challenges.

High-Quality Content: Feature informative blogs, whitepapers, and case studies to establish credibility and address audience pain points.

Strategic CTAs: Guide visitors with well-placed CTAs for actions like subscribing, consulting, or resource downloading.

Lead Capture: Use forms for valuable resources in exchange for contact details to build your email list.

Testimonials and Case Studies: Display client stories for trust and showcasing successful outcomes.

SEO Optimization: Improve visibility with keyword-optimized content for organic traffic. (but more on this later!)

Fast Loading Speed: Ensure quick loading by compressing images, minimizing plugins, and optimizing code.

Security Measures: Prioritize SSL certificates and regular updates for visitor confidence.

Analytics and Tracking: Implement Google Analytics to refine your strategy based on data.

What is the Best Platform for Websites? We Vote WordPress

WordPress is the ultimate choice for websites, catering to diverse needs from simple blogs to complex e-commerce setups. With clean code, SEO enhancement, robust community support, and easy scalability, it empowers you to create a responsive, budget-friendly, and user-centric online presence.

Social Media 

Your social media presence is a powerful tool in your marketing arsenal. It serves a dual purpose: supporting your brand’s message and driving valuable traffic back to your website. 

Platforms for Brand Awareness

Your profile, posts, and visuals should reflect your brand’s essence, forming a recognizable and memorable digital footprint. 

Engaging Strategies

Your audience should not only pause to admire your posts but also feel compelled to interact, share, and engage. How do you achieve this? By tapping into their preferences, addressing their pain points, and crafting content that resonates on a personal level. Whether it’s a thought-provoking question that ignites discussions or a visually captivating infographic that simplifies complex concepts – your strategies should serve as a bridge that leads them from a casual scroll to a click that lands them on your website.

Effective Post Types

Let’s get practical. Here’s what works:

Informative Infographics: Decode financial jargon with visuals – you’re making complexity a breeze.

Expert Insights: Share nuggets of financial wisdom, from investing insights to tax tips.

Real Success Stories: Showcase your knack for turning financial challenges into triumphs.

Interactive Polls: Engage by asking their thoughts on financial trends – their opinions matter.

Quick Trivia: Sprinkle in interesting financial facts to keep things engaging.

Behind-the-Scenes: Offer a glimpse into your world – it humanizes your brand.

Remember, it’s a mix of entertainment and education. Make your social media a space where followers can learn, engage, and find value.

Emails: Campaigns, Engaging Subject Lines, and More

Referral Partner Campaigns:

Staying top of mind with the people who refer you business is probably the fastest way to see increased revenue. Your referral partners effectively walk you into deals with a 5star recommendation. Make sure you share updates, insights and new offerings with this demographic regularly. Share your one-pager, share your new-business wins and share team highlights to stay connected.  

Client Nurture & Upsell:

Client nurture & upsell emails are a powerful tool to strengthen your relationships with existing clients. These emails focus on providing existing clients with a deeper look into all the services you provide. You would be amazed that your clients don’t know that you can offer services beyond the scope of work they receive.  A strong client workflow ensures your existing clients do go elsewhere for a service you could provide them. 

Prospect Emails:

Prospect emails are a tough vertical to master.  These are the emails that get deleted, overlooked, and ignored in your own inbox.  Finding strategies to get in the door through email marketing is the holy grail for marketers.  Think about what your clients struggle with. What is the “inciting incident” in the drama of their lives that brought them to you?  What problem can you solve for them? Now, be very clear on your subject lines.  Let tehm know what value they’ll get by reading your email. Then be sure to add calls to action that will help you determine whether or not your message is resonating.  Give something before you ask for something. Download this free forecaster template/ checklist for tax season/ how to walkthrough.  Do not sell them something, give them something

Former Clients – Stay in Touch:

While former clients may not be actively using your services at the moment, keeping them engaged ensures that your brand remains fresh in their minds. This opens the door to potential future opportunities, referrals, or even repeat business. A simple “hello” or periodic updates can go a long way in maintaining a positive relationship with your former clients. We like to put them on a newsletter list. 

Newsletters:  Connect, Educate, Inspire:

Oh, the dreaded newsletter. What will we say? Will they read it? Who has time for this?  We like to say a newsletter should connect, inspire and educate.  Here’s how:

Connect: Highlight your team, a client, an event or a case study.  Connection is a human to human interaction.  Share something that’s either fun or meaningful, not just your LI CV. 

Inspire: Do you volunteer as a company? Sponsor a charity? Do you have a favorite quote or a book or podcast? Inspire people to see you as more than a vendor. 

Educate: If you’re writing blogs that inform and solve problems, this part is easy! Pick a blog: highlight the major point it makes and add a link and teaser to the email.  

Your monthly social posts highlighting the team, your website case studies, and your blog posts combined will give you all the content you could possibly need for your newsletter, making it easy to put together! 

How to Write a Good Subject Line for Partners, Clients and Prospects

​​Crafting compelling email subject lines is essential for engaging partners, clients, and prospects. A well-crafted subject line can make the difference between your email being opened or ignored. Here are some tips for writing effective subject lines for each audience:

For Partners:

Personalize It: Use the partner’s name or company name to create a personalized touch.

Example: “Can you help us refer better clients to you, [Partner Name]?”

Highlight what YOU can do for THEM. You’re giving before asking and that’s important.

Example: “How would you like us to refer clients to you?”

Time-Sensitive Emails: Create urgency with time-bound opportunities.

Example: “Hi [Partner Name] did you get our invitation?” ← this strategy really only works if you are hosting an event. 

For Clients:

Acknowledge Their Needs: Address their pain points or challenges directly.

Example: “When interest rates rise, here are 3 steps you can take to address your rising debt costs”

Results-Oriented: Highlight the outcomes or results they can expect from your services.

Example: “Profitability hacks – 2 easy steps”

Personal Touch: Mention any recent interactions or previous discussions to add a personal touch.

Example: “Great Meeting Last Week, [Client Name]! Here’s an overview of what we discussed”

For Prospects:

Curiosity-Piquing: Spark curiosity to encourage them to open the email.

Example: “Discover the Key to Financial Success…”

Benefit-Driven: Clearly state the value they will gain from opening the email.

Example: “How [Your Service] Can Transform Your Financial Future”

Beyond Words: Why Blogs are Important and How to Use AI to Help You Write Them

Blogs play a pivotal role in the success of your B2B financial services marketing strategy. Their multifaceted benefits encompass more than just providing information. For example, blogs can help your company:

Showcase Industry Authority (You Get to Prove That You Know What You’re Talking About!): In the world of financial services, establishing yourself as a trusted authority is paramount. Blogs create a space for you to demonstrate your industry expertise. This not only fosters credibility but also positions you as a go-to resource for valuable information. 

Enhance Search Engine Visibility: Regular, high-quality blog posts with SEO-friendly keywords can significantly boost your website’s search engine ranking. As search engines recognize your website as a hub of relevant information, your online visibility improves, driving organic traffic and increasing the chances of lead generation. 

Nurture and Engage Leads: Blogs are a versatile tool for lead nurturing. You can utilize AI-generated analytics to gain insights into which topics resonate most with your audience. This data-driven approach enables you to refine your content strategy, focusing on subjects that hold the greatest appeal and relevance.

Stay Current and Relevant (We’ll be real: No one Wants Your Last Blog Post to be Two Years Ago): The financial sector is in a constant state of evolution. Blogs allow you to stay abreast of industry shifts, regulatory updates, and emerging trends. By consistently delivering timely and insightful content, you position your brand as a thought leader that clients can rely on for up-to-date information.

Humanize Your Brand:. Sharing anecdotes, real-life experiences, and unique insights humanizes your brand, making it relatable and fostering stronger connections with your audience.

How to Use AI for Advanced Blog Writing

Incorporating AI technology into your blog writing process can help you to be more efficient, creative and precise. The danger of course with AI is – it’s a machine – it sounds like a machine, it thinks like a machine… So you have to help it… a lot. Here’s a step-by-step guide on how to effectively utilize AI in your blog writing strategy:

Videos turned into blogs: 

Video is a powerful tool and, until the advent of ChatGPT, turning a transcript of a video into a well-written blog was a time-intensive task.  If you’re making videos you’ll have 4 – 6 ready to go at a time.  Once you’ve added subtitles and gotten a transcript that’s where AI can really help. ADd your transcript with very specific direction on tone, main ideas, and structure, and let the machine do the heavy listing for you.  THe result: A good first draft with structure and main ideas that is unique to YOUR company because YOU made the video. 

Topic Generation and Research:

AI-powered tools can assist in generating relevant and trending topics within the financial services industry. By analyzing data from various sources, these tools can identify popular subjects, emerging trends, and key keywords that resonate with your target audience.

Content Outline and Structure:

Begin by creating an outline for your blog using AI. These tools can help organize your thoughts and ensure a logical flow of ideas. By structuring your content beforehand, you’ll have a solid foundation to build upon.

Draft Creation:

AI-generated drafts are a powerful starting point. These drafts are based on language patterns and can mimic your writing style.  Just remember to have a human edit and add content before you hit publish! 

Grammar and Style Enhancement:

AI-powered grammar and style checkers can help refine your content. These tools identify grammatical errors, suggest sentence improvements, and ensure your writing is consistent with your brand’s voice and tone.

Keyword Optimization for SEO:

AI can suggest relevant keywords, analyze keyword density, and provide recommendations to improve your blog’s search engine visibility and ranking.

Combining These Components: How to Create a Content Calendar

Set Clear Objectives

Begin by defining your content calendar’s objectives, aligning them with your broader marketing goals. Determine how your content contributes to brand awareness, lead generation, or other key outcomes.

Establish Consistency

Consistency is king. Set a predictable content schedule—whether it’s daily, weekly, or monthly—to engage your audience and reinforce your brand presence.

Brainstorm and Plan

Gather your team for a focused brainstorming session. Generate content ideas that resonate with your target audience and are tailored to your company’s services.

Allocate Resources

Ensure your team is equipped to execute your plan. Assign tasks and responsibilities for each content piece.

Monitor, Analyze, and Adapt

Regularly review performance metrics, analyzing engagement rates and conversions. Use insights to refine your content strategy and focus on what works.

Free Template Download

To kick-start your content calendar, download our template:

Download Free Content Calendar Template

How Components Collaborate

Now that we’ve discussed each component, let’s break down how they all work together to create a successful strategy. 

Blogs Fuel Social Engagement:

Blogs are the cornerstone of your content strategy, offering rich insights into financial topics. Extracting key points, you craft compelling social media posts. This entices curiosity, drives traffic, and elevates your brand’s stature.

Emails Amplify Blogs:

Emails nurture relationships and deliver value. Capitalize on new blogs by sending newsletters to subscribers. This maintains engagement, drives website visits, and fosters lasting trust.

Blogs Click Together for Ultimate Guides:

Over time, your blogs coalesce into comprehensive guides. Expertly curated, these guides become trusted references, showcasing your financial expertise and attracting organic traffic.

Unlocking Synergy: How Sales and Marketing Drive Success in Financial Services

Sales and Marketing: a Match Made in Heaven

We can’t talk about marketing without talking about sales. Why? An effective sales process can significantly benefit marketing efforts in several ways. Here are some key ways in which sales and marketing can work together to enhance overall business success:

Better Targeting: An organized sales process provides valuable feedback to marketing teams. Salespeople can convey information about the characteristics and behaviors of the most profitable customers. This data helps marketers refine their target audience and create more precise, personalized marketing campaigns.

Content Creation: A well-defined sales process highlights the key stages that prospects go through before making a purchase. Marketing teams can use this information to create content that aligns with each stage of the buyer’s journey. This ensures that prospects receive relevant content that addresses their needs and concerns at every step.

Lead Nurturing: Marketing generates leads, but not all leads are immediately ready to buy. An effective sales process includes lead nurturing strategies that keep potential customers engaged until they are ready to make a purchase. Marketing teams can develop and deliver nurturing content (e.g., email campaigns, webinars) in alignment with the sales process.

Message Consistency: A well-structured sales process helps ensure that the messaging used by sales and marketing teams is consistent. When marketing and sales are aligned on the key value propositions, benefits, and messaging, it creates a seamless customer experience and reinforces the company’s brand image.

Data and Analytics: Sales processes generate valuable data on customer interactions, conversion rates, and sales pipeline progression. Marketing teams can use this data to measure the effectiveness of their campaigns and strategies, allowing for data-driven decision-making and continuous improvement.

Feedback Loop: Regular communication between sales and marketing teams fosters a feedback loop. Sales teams can provide insights into which marketing materials and leads are most effective in converting prospects. This feedback informs marketing teams about what is working and what needs adjustments.

Customer Insights: Sales teams are on the front lines and gather firsthand insights into customer pain points, objections, and preferences. This information is invaluable for marketing teams to refine their messaging, product development, and overall strategy to better address customer needs.

Shortened Sales Cycles: An effective sales process can help identify and prioritize high-quality leads, reducing the time it takes to convert prospects into customers. This efficiency benefits marketing efforts by allowing them to focus on generating more leads and nurturing existing ones.

Improved ROI: By aligning sales and marketing efforts and optimizing the sales process, companies can ultimately improve their return on investment (ROI) for marketing initiatives. Marketing resources are better utilized, and sales efforts become more productive.

Scalability: When both sales and marketing teams are aligned and have a clear process in place, it becomes easier to scale operations. As the business grows, the synergy between sales and marketing allows for a smoother expansion into new markets or the introduction of new products and services.

Design: Why Brand Consistency Matters

Your brand is the ambassador for your company.  How consistent is your look and feel from conference setups to social posts.  Do you have old logos on PDFs? Does your sparkly new website match your business cards? 

Design consistency can seem like gilding the lily to those who are not thinking holistically about brand presence but, trust us, it’s very important.  Here are some rules to live by for your company’s branding from a visual perspective.  Adhere to these to ensure you are perceived as being just as professional and expert as you actually are:

Color Pallette:  

  • Make sure to check the brand colors so they match the original template (save correct hex #’s in your brand kit in Canva)
  • Don’t use more than 3 brand colors per page. (2 primary, 1 can be an accent color) This is not a circus.


  • Double check fonts from original templates to make sure you’re using the correct fonts
  • Don’t use more than two fonts per page. See #circus above

Photography Style:  

  • Align photography with the website for the overall brand look/ feel (lighter, darker, overlaid, bright, landscape, people, etc. in images)
  • Use iStock for image consistency, create a “board” of photos.
  • Choose photos that have blank space or areas where text can live – don’t pick super busy images, clutter is hard on the end viewer.

Design Elements:

  • Pay attention to what branding elements are used ( circles, squares etc) and be consistent – not raised beveled buttons on a clean square post or design asset.
  • Don’t pick random icons, pay attention to line weight, style and color usage.

Typesetting – 

  • Widows and orphans – Never leave a single word at the bottom of a paragraph if possible. (adjust font size/ box width to fix this).
  • Line Spacing – The gaps between sentences can be adjusted. 1.4 is the most comfortable space but can be shrunk to 1.2 or expanded to 1.8 to better fill space. (this can be adjusted depending on how much type there is)
  • Character Spacing – The space between letters can also be adjusted. (all caps should be spread out (tracking))

Layout / Spacing

  • Negative Space – Leave room between elements so the page doesn’t look cluttered. Use boxes to measure distances between items to keep the spacing evenly distributed.
  • Padding – Make sure the padding / spacing is the same on all sides of the text box. 30PX is a good standard.
  • Hierarchy– The most important piece of information needs to be larger / bolded /  higher up, to simplify the concept. These should be set online and referenced on all assets by H1, H2, H3 classes. 

Logo Placement / Usage

  • Make sure the logo is always on the top most layer.
  • If using a dark overlay / use the white version of the logo for best contrast.
  • Pay attention to padding around the logo, there is designated safe space (usually one Capital letter’s width) around the logo to keep it readable.
  • Do not overlay the logo over a busy image, over a line or intersected with a text box. 

Other B2B Marketing Tips for the Financial Services Industry:

Address Clients’ Challenges:

Focus on clients’ needs by adopting an educational approach. Listen, understand pain points, and offer valuable insights to aid informed decisions.

Ensure Communication Accuracy:

Prioritize accuracy. Research thoroughly, fact-check, and cite reputable sources. Build trust through credible and data-driven communication.

Utilize SEO Research:

Conduct SEO research for deeper client understanding. Identify keywords, explore common queries, and tailor content accordingly.

Consistency is Vital:

Maintain consistent content schedules across blogs, videos, and social media to foster client engagement and loyalty.

Harness Video Content:

Videos connect powerfully. Explain complex concepts, showcase services, and personalize messages for effective client resonance.

Smart Search Ad Strategy:

Prioritize organic ranking through SEO before heavy investments in search ads. Establish authority for sustainable results.

Consider YouTube Ads:

Cost-effective YouTube ads can broaden your audience reach, particularly for video-friendly content.

Equip for Quality Videos:

Invest in top-notch equipment for higher video production quality, enhancing brand perception.

Incorporate Captions:

Boost engagement by adding captions to videos, catering to diverse audiences including those without sound.

Track Calls with Precision:

Use call tracking software like CallRail to analyze campaign effectiveness and understand client preferences.

Share Expertise Freely:

Transparency pays off. Offer insights and tips openly to establish trust and position your brand as a credible authority.

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.

Navigating the complexities of insurance can be challenging for entrepreneurs, but Apex Risk & Insurance Services is here to simplify the process. Led by founder Peter Katkov, Apex has been our valued client at Digital Storyteller since 2022.

Apex is on a mission to bridge the knowledge gap in insurance and provide clear explanations and guidance to business owners. Their philosophy revolves around personalized attention and strategic solutions tailored to each client’s specific industry.

As a marketing agency, we take pride in partnering with Apex to showcase their expertise, share their story, and promote their specialized services. Together, we strive to make a positive impact in the insurance world, empowering businesses to make informed decisions about their risk management.

With Apex Risk & Insurance Services as our valued client, we look forward to continuing our collaborative efforts and helping them shine as a reliable and trusted resource for businesses seeking comprehensive insurance solutions.

Meet the Founder and CEO, Peter Katkov

Peter, born and raised in Rancho Santa Fe, CA, graduated from USC Marshall School of Business in 2005 with degrees in marketing and psychology. After managing a live music venue and social lounge in British Columbia, Canada, he entered the insurance industry and realized his potential in helping business owners by providing clear guidance on commercial and personal insurance.

Let’s chat about what Apex does. 

What Sets Apex Apart

At Apex, they believe that every business is unique and requires a customized insurance approach. Unlike most brokers who simply have clients sign a broker of record agreement and then forget about them until renewal time, Apex takes a different path. 

Understanding Your Business

They employ “The Apex Proven Process,” a thorough method that involves learning about your business in-depth, strategizing to create the right insurance program, and utilizing their extensive industry and market knowledge to secure the best pricing and coverage.

Personalized Care and Attention

One of the key aspects that set Apex apart is their commitment to treating clients the way they deserve to be treated – with care and attention. They believe that the same level of dedication you give to your clients should be reciprocated by your insurance partner. At Apex, you can expect clear communication, straightforward advice, and a genuine interest in helping you make informed decisions about your insurance needs.

Making a Difference

Peter realized that many business owners struggled to grasp the significance of insurance in safeguarding their enterprises. With a determination to make a difference, he founded Apex with the intention of empowering business owners through clarity and straightforwardness. His approach has helped countless entrepreneurs gain a better understanding of their insurance needs and how to protect their businesses effectively.

Apex’s Services

Apex goes above and beyond to provide their clients with top-notch services and specialized expertise in commercial insurance. Here’s a glimpse of what Apex does for their valued clients:

Commercial Insurance:

Apex offers comprehensive commercial insurance solutions to protect businesses from potential risks and uncertainties. Their tailored policies are designed to meet the unique needs of each client, ensuring optimal coverage and peace of mind.

Brag-worthy Service:

Their commitment to exceptional service is evident through the positive testimonials and feedback they receive from satisfied clients. Apex takes pride in going the extra mile to deliver outstanding results and customer satisfaction.

White Glove Treatment:

Clients can expect a white-glove approach when dealing with Apex. From the initial consultation to ongoing support, Apex provides personalized attention and care, making clients feel valued and supported throughout their insurance journey.

Expertise in Commercial Insurance:

With years of experience in the insurance industry, Apex’s team of experts possesses in-depth knowledge and understanding of commercial insurance. They leverage this expertise to offer valuable insights and guidance to their clients, helping them make informed decisions.

Specialization in Wave Pool and Wave Park Coverage:

Apex has established itself as a leader in providing specialized insurance coverage for wave pools and wave parks. This niche expertise allows them to cater to the unique needs of businesses operating in this specific industry, ensuring comprehensive protection.

Apex’s dedication to their clients, coupled with their expertise in commercial insurance and specialized wave pool and wave park coverage, makes them a trusted partner for businesses seeking reliable insurance solutions. With Apex by their side, clients can focus on growing their ventures with confidence, knowing they are well-protected against potential risks.

How Digital Storyteller Elevates Apex’s Brand

At Digital Storyteller, we play a crucial role in elevating Apex’s online presence and overall marketing strategy. Here’s a glimpse of what we do for them:

Email Outreach

We craft engaging email campaigns to reach out to prospects, clients, and referral partners. Our personalized and compelling messages help build meaningful connections and foster business relationships.

Social Media Management

Through captivating articles, blogs, and social media posts, we ensure that Apex’s message reaches all relevant channels. Our expert team handles content creation and scheduling to maximize exposure and engagement.

Web Design, Maintenance, and Optimization

We take care of Apex’s website, ensuring it remains visually appealing, user-friendly, and optimized for search engines. Our goal is to enhance their online presence and provide an excellent user experience.

SEO Strategy

Using SEMRush research, we develop targeted content with carefully selected keywords to boost Apex’s domain authority and organic growth. Our data-driven approach helps them rank higher in search engine results.

Content Creation

We create informative and engaging blogs and videos that highlight Apex’s expertise and industry verticals. These optimized pieces are then shared across social media platforms and integrated into their blogs.

Design Services

Our design team takes care of conference setups, QR codes, postcards, giveaways, and business cards. These materials are designed to leave a lasting impression on clients and partners.

At Digital Storyteller, we are truly proud to be a part of Apex’s success story. By providing a comprehensive digital marketing strategy, we contribute to strengthening their brand, expanding their reach, and driving growth in their industry.

Final Notes

Apex represents a refreshing departure from the traditional insurance broker model. Their philosophy revolves around empowering business owners through clear explanations, personalized attention, and strategic solutions. Under the leadership of founder Peter Katkov, Apex is reshaping the way insurance is perceived and managed in the business world, providing entrepreneurs with the confidence and knowledge they need to protect their ventures.

Interested in learning more about how we help our clients? Read on to see how we shorten sales cycles for our clients

Choosing the perfect CRM for your business can be quite the task. With countless software options vying for attention with their buzzwords, promises, and colorful infographics, it’s essential to cut through the marketing noise and focus on what truly matters.

In this blog, we will discuss what a CRM is, why it’s important, and even give you insights into some of our favorite and least favorite CRMs. Let’s dive in!

First Things First, What Exactly is a CRM?

A Customer Relationship Management (CRM) system is a software tool or platform that helps businesses manage and analyze customer interactions and data throughout the customer lifecycle. Think of it as a digital assistant keeping track of every client interaction. It may sound a bit intrusive, but it’s a valuable resource.

But wait, there’s more! With a CRM system, you can analyze your customers’ behavior, almost like having a crystal ball to predict their preferences. While it won’t reveal lottery numbers (unfortunately), it provides valuable insights into their buying patterns.

Now, let’s discuss why choosing the right CRM is so important.

Why is Choosing the Right CRM is so Important

Customer Happiness, Anyone?

A good CRM helps you keep track of customer interactions, preferences, and purchase history. It’s like having a virtual memory bank that helps you deliver the personalized experiences your customers secretly (or not so secretly) crave.

Efficiency: It’s Not Just a Buzzword

In a world where time is money and efficiency is king, a well-chosen CRM can work wonders. It automates and streamlines your sales, marketing, and customer service processes, allowing your teams to focus on what really matters—building relationships and closing deals. 

Insights That Will Make You Go, “Hmm”

A good CRM system provides you with reports and analytics that shed light on your sales pipeline, marketing campaigns, and customer behavior. 

Long-Term Success (aka the Holy Grail)

Choosing the right CRM is an investment in your business’s future. It sets you up for success by giving you the tools and capabilities to manage customer relationships effectively.

So, when it comes to choosing a CRM, take a moment to consider the benefits it brings. Because in the grand scheme of things, it’s not just about having a fancy software tool—it’s about creating happy customers, streamlining operations, gaining insights, and setting your business on a path to long-term success. 

Key Considerations for Choosing a CRM

Now that we understand the value of CRM, let’s explore the key considerations when choosing the right CRM for your business:

Step 1: Assess Your Needs (Because Apparently, You Have Those)

Before diving headfirst into the sea of CRM options, take a moment to ponder your business’s deepest desires. What do you really need from a CRM? Is it a seamless integration with your existing tools? Or perhaps a dashboard that displays colorful charts and graphs to make you feel important? Figure out what floats your boat and jot down those requirements.

Step 2: Research, Research, and More Research (A.K.A. The Never-Ending Quest)

Now that you know what you’re looking for (or at least have convinced yourself that you do), it’s time to embark on an epic research journey. Explore the depths of the internet, read reviews, compare features, and immerse yourself in a world of CRM knowledge. 

Step 3: Consider Scalability (Because Your Business is Totally Going to Take Over the World)

Ah, scalability, the word that makes every entrepreneur’s heart skip a beat. You need a CRM that can handle your grand ambitions and accommodate your business’s growth. After all, who knows, maybe next year you’ll be the next big thing in your industry. Dream big, our friend, and make sure your CRM dreams big with you.

Step 4: Integration Galore – Who Has Time for Manual Data Entry?

In this modern era of technology, nobody has time for manual data entry. Look for a CRM that plays well with others, a harmonious integration that allows your various tools and systems to dance together in perfect sync.

Step 5: User-Friendly Interface 

Your chosen CRM should be so user-friendly that it simplifies navigation and leaves no room for confusion. A complex labyrinth of menus and cryptic icons is the last thing your team needs. Instead, they should focus on what truly matters – sipping coffee and coming up with brilliant ideas. Embrace a CRM that prioritizes simplicity and keeps frustrations at bay, making everyone’s work more efficient and enjoyable.

Step 6: Budget Matters 

Assess your financial situation, set a budget, and find a CRM that doesn’t make your bank account cry. Remember, it’s all about finding that sweet spot between functionality and affordability.

Step 7: Test, Test, and Test Some More 

Never jump into a long-term commitment without a proper test drive. Many CRM providers offer free trials or demos, so take advantage of them. Play around, click some buttons, and see if it feels right. Your relationship with your CRM should be built on trust and compatibility, just like any other meaningful relationship in your life.

By considering these key factors, you can choose a CRM system that aligns with your business needs and sets you up for success in effectively managing customer relationships.

Our Favorite (and Least Favorite) CRMs

At Digital Storyteller, we believe in transparency, which means we’ll be discussing both our favorite and less favorite CRMs. Let’s take a look.

CRM We Love: HubSpot

HubSpot has won our hearts with its user-friendly interface, seamless automation tools, and excellent integration capabilities. It’s been a reliable companion, empowering our storytelling process and enhancing efficiency.

CRM We Don’t Love: Salesforce

While Salesforce has its merits, we find it can be overwhelming at times due to its extensive features. Its complexity has occasionally slowed us down and required more time for training and adaptation.

Remember, the best CRM for your needs may differ from our experiences. We value the diversity of options available to cater to various preferences and requirements.

Final Notes

CRM is necessary for businesses to cultivate strong customer connections, enhance the customer experience, optimize sales and marketing processes, and gain valuable insights. That being said, we understand that selecting the right CRM isn’t an easy task—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

In the fast-paced world of marketing, staying ahead of the curve can feel like an uphill battle. The constant influx of new technologies and trends can make it challenging to develop a strategy that truly resonates with today’s ever-changing and discerning consumers. 

As a digital marketing company, we understand the struggle and are here to share our secret sauce – a marketing playbook that combines proven strategies with cutting-edge approaches. Let’s dive in!

First, We Need to Talk About the Shift in Consumer Behavior

To create an effective marketing playbook, it’s crucial to acknowledge the seismic shift in consumer habits. The pandemic, economic stress, and inflation have caused a significant decline in brand loyalty. According to a recent Mirakl study, a staggering 89% of shoppers worldwide now prioritize value over brand loyalty, with only 17% remaining committed to trusted brands regardless of price. 

Additionally,, consumers’ attention spans have reached an all-time low. Kantar’s research reveals a growing aversion to ads, with two-thirds of consumers either skipping them or paying to avoid them. Additionally, 48% of consumers have already resorted to ad blockers, while a bold 45% simply confess to not watching ads at all. 

So, how do we capture the fleeting attention of these elusive consumers?

Let’s discuss. 

How to Build a Marketing Playbook 

Make Videos (we promise it works)

Videos provide a format for companies to show expertise, build brand awareness and are more likely to grab (and retain!) viewer’s attention than lengthy text.

Why? Videos condense complex messages into digestible and entertaining snippets. They allow businesses to convey their value proposition, showcase products or services, and tell compelling stories in a visually captivating manner. 

Focus on Storytelling

Forget the hard sell – focus on content that educates, entertains, or solves a problem. Authenticity and personalization are your best friends here – they’re the secret sauce for forging real, lasting connections.

Leverage Multichannel Marketing for Maximum Impact

To create a successful marketing playbook, embrace the delicate balance of incorporating both traditional and digital channels. Multichannel marketing allows you to reach consumers through various touchpoints, maximizing your brand’s visibility and impact.

Audit your current marketing channels and strategies. Identify the ones that consistently deliver results and explore new avenues that align with your brand’s objectives. Leverage a mix of channels such as social media campaigns, mobile apps, in-person experiences, influencer collaborations, and personalized email marketing. Tailor your approach to meet your audience where they are and provide consistent messaging across channels.

Tailor Strategies to Your Brand’s Identity

Remember, there is no one-size-fits-all solution in marketing. Each brand has its unique audience and goals. To create a powerful marketing playbook, tailor your strategies to align with your brand’s identity and purpose.

Define your brand’s mission, values, and objectives clearly. Conduct client interviews to gain insights into your target audience’s preferences, behaviors, and media consumption habits. Use this information to shape your marketing strategies and messaging to connect authentically with your audience.

Test, Measure, and Adapt

Creating a marketing playbook is an ongoing process. Continuously test and measure the effectiveness of your strategies to refine and adapt your approach.

Establish clear metrics and KPIs to evaluate the performance of your marketing channels. Regularly monitor the results and analyze the data to identify areas of improvement. Use A/B testing to experiment with different approaches and optimize your tactics based on real-time feedback.

Marketing: It’s What We Do Best

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, Monday emails, and content calendars to make sure you know what’s happening, always.

We have monthly reporting where we let you know what the return on investment that you’re getting is from your relationship with us.

Of course, there’s always a team member available to you just a call, email, or even text away. Not to toot our own horn, but we’ve been told on multiple occasions that our bi-weekly calls are their favorite calls!

Happy with the direction we’re headed in? We’ll keep running that way. Want to tweak something? More than happy to adjust.

We’ll bring you fresh ideas from our kick*** 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.