Tag Archive for: b2b businesses

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How to Ask for Client Testimonials (And Actually Get Them)

man using a phone

If you’ve ever wondered whether you should be asking for client testimonials, the answer is a hard yes – and if you’re not doing it consistently, you’re leaving serious credibility on the table.

We hear the same questions from business owners all the time: “Do people actually read testimonials?” “Should I be doing video testimonials?” “How do I even bring it up without feeling awkward?”

This post breaks down exactly how to ask for client testimonials, why they matter more than ever, and the five-step process that makes collecting them simple. Our CEO, Andrew Marr, also walks through the video testimonial approach in more detail below.

Why Client Testimonials Are a Non-Negotiable Marketing Asset

You’ve done it yourself -scoured Google reviews before trying a new restaurant, or checked Yelp before booking a service. Your prospects do the exact same thing before deciding whether to work with you.

A strong testimonial can be the deciding factor between a prospect choosing you or your competitor. Boast found that 72% of consumers say positive testimonials directly increase their trust in a business. That’s not a small number – that’s the majority of your potential clients making decisions based on what others say about you.

Collecting and showcasing client testimonials lets your best clients do the selling for you. It builds trust before a prospect ever gets on a call, and it positions your business as one that consistently delivers results.

Why Video Testimonials Are Even More Powerful

Written testimonials are valuable, but video testimonials take it a step further. They put a face and a voice behind the words, which makes them far more persuasive and harder to dismiss.

Asking a client to record a short video testimonial might feel bold – many of us weren’t raised to talk openly about ourselves or ask others to advocate for us. But here’s the reframe: when you ask a client for a testimonial, you’re not asking for a favor. You’re giving them a platform to share a genuine success story.

The questions that resonate most with future clients are simple ones:

  • How did we solve a problem for you?
  • How did we help you save time or money?
  • What was it like to work with us?
  • Why would you recommend us to others?
  • How have others in your industry benefited from what we do?

Video testimonials don’t need to be long or highly produced. A focused, 30-second to one-minute video recorded on a phone or over Zoom is more than enough. If your clients need a little guidance on how to record one well, send them our article: “How to Record a Great Zoom Testimonial.”

Once you have the video, distribute it everywhere – your website, blog posts, LinkedIn, email campaigns, and beyond. A great testimonial should work hard across every channel.

How to Ask for Client Testimonials: A Simple 5-Step Process

The biggest obstacle most businesses face is overcomplicating the ask. Here’s a straightforward process that works.

Step 1: Ask – It Really Is That Simple

No testimonial has ever arrived without someone asking for it. Reach out to long-term clients who know your work well, newly satisfied clients who are still riding the high of a great outcome, and anyone in between. The ask itself is the hardest part, and it’s easier than you think.

Step 2: Remove All Friction

Make it effortless for your clients to respond. A short form with two or three guided questions takes them five minutes or less. Timing matters too – ask while your work together is still fresh, either during the engagement or immediately after wrapping up. A quick text message works just as well as an email.

Step 3: Offer Something in Return

You don’t have to send a gift card to incentivize a testimonial. Think about what your clients actually value – sometimes it’s as simple as featuring their business name and logo on your website, giving them added visibility with your audience.

Step 4: Publish It Where It Can Do the Most Work

A testimonial sitting in your inbox isn’t helping anyone. Post it on your website with a professional headshot, share it on social media, embed it in relevant blog posts, and include it in your sales materials. The more places a testimonial lives, the harder it works for you.

Step 5: Put Your Testimonials Where People Are Already Looking

Don’t let a great testimonial live in just one place. Your homepage and services pages are the obvious starting points, but think beyond your website. Post testimonials on your Google Business Profile, where they directly influence local search rankings and first impressions. Share them as social proof on LinkedIn, Facebook, and Instagram. Drop them into email campaigns and proposals. The more surfaces a testimonial appears on, the more trust it builds – and the more work it does for your business without any extra effort on your part.

Start Collecting Client Testimonials Today

Knowing how to ask for client testimonials is only half the battle – the other half is building it into a consistent habit. The businesses that do this well don’t wait for clients to volunteer praise. They have a system, they ask every time, and they put those testimonials to work across every marketing channel.

If you want help building that system or turning client stories into compelling content, let’s talk.

Frequently Asked Questions About Client Testimonials

How do you ask a client for a testimonial?

The best way to ask for a client testimonial is to keep it simple and timely. Reach out shortly after delivering a successful result and explain that their feedback would help other businesses understand the value of your services. Providing a few guided questions makes the process easier and increases the likelihood of receiving a response.

When should you ask for a client testimonial?

The ideal time to ask for a testimonial is when a client has recently experienced a positive outcome. This could be after completing a project, reaching a milestone, achieving measurable results, or expressing satisfaction with your work. Asking while the experience is still fresh typically leads to stronger and more detailed testimonials.

Should I ask for written or video testimonials?

Both written and video testimonials can be effective. Written testimonials are easier for clients to provide and can be quickly added to your website and marketing materials. Video testimonials add a personal element by allowing prospects to see and hear real clients share their experiences, which can build trust more quickly.

What questions should I ask in a client testimonial?

Focus on questions that highlight the client’s experience and results. Helpful questions include:

  • What challenge were you facing before working with us?
  • How did our services help solve that problem?
  • What results did you achieve?
  • What was it like working with our team?
  • Would you recommend us to others, and why?

Can I use client testimonials on my website and social media?

Yes, but it’s important to get permission before publishing a client’s testimonial. Once approved, testimonials can be used on your website, Google Business Profile, social media platforms, email campaigns, proposals, and other marketing materials to build credibility and trust.

How many client testimonials should my business have?

There is no perfect number, but consistency matters. Businesses should aim to collect testimonials regularly rather than gathering a large batch once and stopping. A steady stream of fresh testimonials demonstrates ongoing client satisfaction and helps keep your marketing content relevant.

Do client testimonials help with SEO?

Client testimonials can support SEO by adding fresh, relevant content to your website and increasing trust signals for visitors. Reviews on platforms like Google Business Profile can also improve local search visibility and help potential customers find your business more easily.

What if a client doesn’t respond to my testimonial request?

It’s common for busy clients to miss or forget testimonial requests. A polite follow-up message a week or two later is often enough. Making the process as simple as possible, such as providing a short form or a few questions, can significantly improve response rates.

Should I offer incentives for testimonials?

In most cases, satisfied clients are willing to provide testimonials without financial incentives. Instead of offering gifts or payments, consider highlighting their business on your website or social channels, which can provide additional exposure and value.

How often should I ask for client testimonials?

Asking for testimonials should be part of your regular client process. Whether you serve a handful of clients each month or hundreds each year, creating a repeatable system ensures you’re consistently collecting fresh social proof and strengthening your credibility over time.

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Why You Should Conduct Site Audits

Why You Should Conduct Site Audits

You See a Doctor Every Year, Shouldn’t Your Site? The same way that your own health sometimes requires a little TLC or a trip to the doctor’s office for extra attention, your site does too.

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How Do We Help Our Clients Shorten Sales Cycles?

Woman conducting a work meeting

Why Sales Cycle Length Shapes Growth

In B2B industries, growth is closely tied to how quickly decisions move forward.

Sales cycles stretch when buyers need more time to understand the problem, evaluate options, and feel confident in the outcome. That time adds pressure to internal teams, slows pipeline velocity, and creates uncertainty in forecasting.

When the process becomes more efficient, conversations progress with clarity, expectations are aligned earlier, and decisions carry more confidence.

That is where digital marketing plays a meaningful role.

At Digital Storyteller, the work centers on helping financial services companies create that kind of momentum across their pipeline. Law firms, HR consultants, commercial real estate groups, wealth advisors, and insurance firms all operate in environments where decisions carry weight. Buyers take their time, and the process involves multiple touchpoints before any conversation begins.

Marketing has the ability to shape that experience long before sales gets involved.

What a Sales Cycle Actually Includes

A sales cycle is the full journey from first exposure to a signed agreement and beyond.

Key Stages in a B2B Sales Cycle

  • Initial awareness through content, referrals, or search
  • Early research and internal discussions
  • Evaluation of providers and solutions
  • Direct conversations with sales teams
  • Final decision and onboarding

Each stage carries its own set of questions. Buyers are looking for clarity around outcomes, process, risk, and long-term fit. When those questions remain unanswered, timelines extend.

When those questions are addressed early, the process becomes more fluid.

How Digital Marketing Shortens B2B Sales Cycles

Digital marketing works by preparing buyers before the first conversation ever happens.

Instead of entering a sales call with limited context, prospects arrive with a baseline understanding of your approach, your expertise, and how you think. That foundation changes the tone of the conversation and allows it to move forward with more direction.

Content That Builds Decision Confidence

Content plays a central role in helping buyers move forward.

Blog posts, videos, and educational resources give prospects a place to explore questions at their own pace. Over time, this creates familiarity and reinforces credibility.

As content accumulates, it begins to support multiple stages of the sales cycle simultaneously. Early-stage readers gain awareness, while later-stage buyers use the same resources to validate their decisions.

Email That Maintains Momentum

Email creates consistency across longer sales timelines.

Buyers in financial services often revisit decisions over weeks or months. Strategic email campaigns keep your firm present during that process, providing relevant insights without requiring immediate action.

This continuity helps maintain engagement and keeps conversations moving forward when the timing is right.

Websites That Support the Buying Process

Your website acts as a central hub for evaluation.

Prospects use it to understand your services, explore your perspective, and assess whether your firm aligns with their needs. Structure, clarity, and usability all influence how quickly someone can find what they are looking for.

A well-built site reduces friction and allows buyers to move through information in a way that feels natural.

SEO That Aligns with Buyer Intent

Search visibility connects your firm with buyers who are actively looking for solutions.

When your content appears in those moments, it becomes part of the research process. Over time, this positions your firm within the consideration set before any outreach occurs.

That early alignment helps accelerate the path from discovery to conversation.

Social Media That Reinforces Familiarity

Consistent social presence builds recognition over time.

Buyers may encounter your insights multiple times before engaging directly. Each interaction contributes to a sense of familiarity, which makes future conversations more approachable.

This ongoing visibility supports trust and keeps your firm top of mind during longer decision cycles.

Branding That Creates Consistency

Brand consistency brings all of these elements together.

Clear messaging, aligned visuals, and a defined point of view help buyers understand what your firm represents. When that experience remains consistent across channels, it strengthens recognition and reduces hesitation.

Why Financial Services Marketing Requires a Different Approach

Financial decisions carry long-term implications.

Buyers evaluate risk, consider multiple stakeholders, and take time to validate their choices. Marketing in this space requires depth, clarity, and consistency across every touchpoint.

Each interaction contributes to how confident a buyer feels moving forward. That confidence builds gradually through repeated exposure to useful, relevant information.

Building a Marketing System That Moves Deals Forward

Shorter sales cycles are the result of alignment across multiple channels.

Email, content, SEO, website experience, and social media each play a role in shaping how buyers move through the process. When these elements work together, they create a system that supports decision-making from the first interaction through final conversations.

Over time, that system compounds. Buyers arrive more informed, conversations become more focused, and decisions progress with greater clarity.

If your current marketing efforts are not contributing to that momentum, there is an opportunity to refine how each piece supports the larger process.

Connect with the Digital Storyteller team to build a strategy that keeps your pipeline moving forward with purpose.

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5 Signs You Need a Digital Marketing Agency

Digital Marketing Team optimizing marketing for business

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

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

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

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

It usually sounds like:

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

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

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

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

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

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

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

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

3. Your Content Isn’t Consistent

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

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

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

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

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

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

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

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

5. You’re Not Optimizing for Mobile

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

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

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

A Final Note

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

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

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

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The Linkedin Algorithm Explained: How to Make it Work for You

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

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

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

How LinkedIn Categorizes Posts

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

  • Spam
  • Low quality
  • High quality

How to Avoid Being Categorized as Spam

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

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

How to Achieve High-Quality Status

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

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

Preferred Formats for 2025

LinkedIn is rewarding posts that encourage dwell time and engagement:

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

The LinkedIn Golden Hour

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

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

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

LinkedIn Golden Hour Do’s and Don’ts

Do’s:

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

Don’ts:

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

What Happens After the Golden Hour

Positive Engagement Keeps You in the Feed

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

Negative Engagement Slows Your Reach

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

3 Key Factors That Influence Your Feed

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

Understanding B2B Buyers: Key to Growth

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

Understanding Buyer Groups

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

Target vs. Hidden Buyers

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

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

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

Final Thoughts

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

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

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

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Outsourced VS In-House Marketing: What’s Best For Your Business?

Outsourced VS In-House Marketing: What's Best For Your Business?

So you’re wondering what type of marketing you should implement for your business? Well, you’ve come to the right place.
The two biggest types of marketing are outsourced and in-house. Both want to promote your business to the best of their ability, but they have a few big differences. Learn more about the differences between outsourced and in-house marketing below!

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How to Maximize Your YouTube Channel’s Potential

Are you frustrated with low views on your YouTube channel despite your efforts? We may have some bad news: simply posting videos is not enough. With 122 million daily active users and 500 hours of content uploaded every minute, competition on YouTube is fierce. 

The good news? You can optimize your Youtube content to increase your visibility and attract more viewers with just a few simple steps. 

Let’s dive into how you can do it.

Engaging Your Audience:

Audience engagement plays a crucial role in driving interactions and building a connection with your viewers. Encourage interaction by responding to comments, creating a community, and asking for feedback. Experiment with different formats like Q&A sessions, challenges, live streams, or contests to engage your audience effectively. 

Make sure to complete your profile to provide viewers with more information about you and your content.

Directing Viewers to Your Website:

Don’t underestimate the power of simply telling people to visit your website. Incorporate a bookend approach in your videos, mentioning your website at the beginning and end. Display your URL in the video description. By explicitly inviting viewers to visit your website, you can significantly increase referral traffic and expand your reach.

Encouraging Subscriptions:

While immediate traffic is important, focusing on long-term growth is equally crucial. Ask your viewers to subscribe to your channel. Subscribers receive notifications about your new videos and are more likely to become loyal fans. As your subscriber count grows, so does your viewership and potential website traffic.

Interacting with the Comment Section:

Here at Digital Storyteller, we’re all about embracing the fun and excitement of the comment section! It’s like a virtual hangout where viewers can ask questions, share their thoughts, and create an awesome community.

But wait, there’s more! By actively engaging with the comment section, you not only get to showcase your expertise (cue the expert mode), but you also have the perfect opportunity to sprinkle some magic. Share relevant links to your website or other valuable content, turning the comment section into a gateway for epic discoveries.

Partnering with Other YouTubers:

Collaborating with other YouTubers in your niche can be mutually beneficial. Look for channels with a slightly larger subscriber count than yours to expand your reach. By sharing audiences, both parties gain access to new traffic sources and increase their visibility – sounds like a win-win to us!

Optimizing Video Metadata:

We know, we know, the word “metadata” doesn’t sound like the most fun, but it’s the secret sauce that helps your videos rank higher in search results.

Metadata refers to the valuable information you provide about your video, including titles, descriptions, and tags. By optimizing these elements, you can work your way up the search results ladder and increase your video’s visibility.

Here’s how to work your magic on metadata:

Enchanting Titles: Create descriptive titles that incorporate relevant keywords. Think about what your target audience is searching for and craft titles that catch their attention.

Captivating Descriptions: Craft detailed descriptions that captivate viewers and provide valuable information about your video. Be sure to include targeted keywords and consider adding URLs to direct viewers to your website or other related content.

Strategic Tags: Add tags to your videos to include additional keywords that couldn’t be naturally incorporated into the title or description. These tags help search engines understand the content of your video and improve its discoverability.

By optimizing your metadata, you’ll increase your chances of ranking higher in search results and attracting more viewers to your videos.

Utilizing Descriptive Playlists:

Creating playlists for your videos helps organize your content, improves discoverability, and enhances viewer engagement. Group videos with similar topics or themes into playlists to make it easier for viewers to find what they want. Playlists also rank in search results, driving additional traffic to your content. 

Final Notes

Optimizing your YouTube channel is essential for standing out from the competition and achieving success on the platform. By engaging your audience, directing viewers to your website, encouraging subscriptions, interacting with comments, partnering with other YouTubers, optimizing metadata, utilizing playlists, and harnessing the power of annotations, you can maximize your channel’s potential and drive more traffic to your content.

Remember, building a successful YouTube channel takes time and effort. Consistently create high-quality content that resonates with your target audience, and apply the optimization strategies discussed in this guide. Monitor your channel’s performance, analyze the data, and make adjustments as necessary.

Keep exploring new techniques, staying up-to-date with the latest trends, and learning from successful YouTubers in your niche. With dedication, persistence, and a well-optimized channel, you can increase your visibility, attract more viewers, and achieve your YouTube goals.

Good luck on your YouTube journey!

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.

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How To Get The Most Out of Your Outsourced Digital Marketing Relationship

team members working together at digital marking agency

 If you’ve made the smart decision to partner with a marketing agency, you’re on the right track to accelerating your business growth. But to truly maximize the potential of this collaboration, there are certain steps you can take to set yourself up for success (spoiler alert: this includes communication, patience, consistency and yes, timely approvals for content – pretty please!) 

In this blog, we’ll guide you through a series of essential strategies and best practices that will help you foster a thriving partnership with your outsourced marketing agency. From clearly defining goals and expectations to establishing transparent communication channels, we’ll cover all the crucial elements that contribute to a successful outsourcing relationship. Let’s dive in!

Set Yourself Up For Success: The Foundation of a Thriving Partnership

Clearly Define Goals and Expectations: The Roadmap to Success

Take some time to define your goals and expectations. Do you want to increase brand awareness, boost conversions, or expand into new markets? Lay it all out and share it with your marketing agency. With a shared vision, you’ll be cruising towards success in no time.

Communicate Your Brand’s Voice and Values: A Unified Front

Share your brand’s personality, tone, and values, so they can create content that hits all the right notes. A unified front will resonate with your target audience and create a memorable brand experience.

Establish a Transparent Communication Channel: Keeping the Conversation Flowing

Communication is key to any successful relationship. Establish a transparent communication channel with your agency, whether it’s through email, project management tools, or regular video calls. Keep the conversation flowing. Share updates, ask questions, and provide feedback. The more you communicate, the better your agency can understand your needs and deliver exceptional results.

Provide Necessary Resources and Information: Sharing is Caring

Provide your agency with access to relevant data, customer insights, and industry knowledge. Share your brand guidelines, creative assets, and any other resources they might need. By equipping them with the right tools, you’ll empower them to create marketing campaigns that hit the bullseye.

Being an Active Participant in Your Own Success

It’s time to break down the walls between you and your marketing agency and embrace collaboration. You bring your industry expertise and deep knowledge of your target audience, while they bring their marketing prowess and creative genius. By working together as a team, you’ll unlock new ideas, innovative strategies, and out-of-the-box solutions that will propel your business forward. So, let those creative juices flow and let the magic happen!

Actively Engage in Strategic Discussions: The Power of Brainstorming

Strategic discussions are like electric storms of ideas, where sparks of brilliance fly around. Don’t miss out on the fun! Actively engage in these discussions with your marketing agency. Bring your unique perspective to the table, ask questions, challenge assumptions, and explore new possibilities. Together, you’ll uncover hidden opportunities and forge a path towards marketing greatness.

Be Patient – Organic MarketingTakes Time

Patience, grasshopper, patience. In the fast-paced world of digital marketing, it’s easy to expect instant results. But here’s the reality check: organic growth takes time, my friend. So, let’s take a deep breath and embrace the art of patience.

Understand the Nature of Organic Marketing: Planting Seeds for Future Success

Organic marketing is like nurturing a beautiful garden. You plant the seeds, water them, and patiently wait for them to bloom. Similarly, organic marketing requires consistent effort, valuable content, and genuine engagement. It takes time for your brand to gain visibility, build trust, and establish a loyal following. Remember, Rome wasn’t built in a day, and neither is a thriving organic presence.

Set Realistic Expectations

Managing expectations is key to maintaining your sanity in the world of marketing. Set realistic goals and timelines based on the nature of organic growth. Understand that it may take several months or even longer to see significant results. But rest assured, with a solid strategy, consistent effort, and a sprinkle of patience, your hard work will pay off in due time.

Embrace Consistency and Long-term Growth: Slow and Steady Wins the Race

Consistency is the secret sauce to organic success. Stay committed to delivering valuable content, engaging with your audience, and nurturing relationships. Keep showing up, even when it feels like progress is slow. Remember, every interaction, every piece of content, and every effort

Respect the Agency’s Expertise: Collaborate and Trust for Mutual Success

When you partner with an outsourced marketing agency, you’re tapping into a wealth of knowledge and experience. To get the most out of this dynamic relationship, it’s crucial to respect their expertise and foster a collaborative environment for mutual success.

Recognize the Agency’s Knowledge and Experience: Trust the Experts

Your marketing agency brings a wealth of knowledge and experience to the table. Recognize their strengths and value their expertise. Trust that they have the skills and knowledge to guide you towards success.

Be Open to New Ideas and Strategies: Embrace Fresh Perspectives

One of the benefits of working with an outsourced marketing agency is access to fresh ideas and strategies. Be open to their suggestions, even if they challenge your current thinking. Embrace their unique perspectives and explore new possibilities for your marketing efforts.

Trust Their Recommendations and Insights: Follow Their Lead

Your marketing agency has your best interests in mind. When they make recommendations or provide insights, trust their expertise and follow their lead. Remember, they’re working towards the same goal as you: success for your brand.

Approve Your Content (Please…We’re begging.)

We’re begging you, please, make timely approval a priority. Your marketing campaigns rely on the smooth flow of content creation and deployment. Delays in approval can disrupt the momentum and effectiveness of your initiatives. So, be responsive and proactive in reviewing and approving the content. Your agency will be eternally grateful, and your marketing engine will run like a well-oiled machine.

By embracing the content approval process, you play a crucial role in maintaining the quality, consistency, and success of your marketing efforts. So, grab your red pen, don your discerning marketer hat, and let’s give that content our seal of approval. Pretty please, with a cherry on top!

Get on Camera (However Much You Hate It)

Lights, camera, action! We know that the thought of being in front of a camera might send shivers down your spine, but trust us, it’s time to conquer that fear. In today’s digital landscape, video content reigns supreme, capturing attention and connecting with audiences on a whole new level. 

So, why should you get on camera, even if it’s not your favorite thing to do? Here are a few key reasons:

Captivating Visuals: Video has a unique ability to grab attention and engage viewers. With eye-catching visuals, dynamic storytelling, and the power of motion, videos can leave a lasting impact on your audience.

Authentic Connection: Videos allow you to showcase your personality, passion, and expertise in a way that resonates with your audience. By putting yourself in front of the camera, you humanize your brand and create a genuine connection with your viewers.

Expanded Reach: In the age of social media and sharing, video content has a greater potential to go viral and reach a wider audience. Engaging videos are more likely to be shared, increasing your brand’s visibility and attracting new viewers and potential customers.

Increased Conversion Rates: Studies have shown that including video on landing pages or in marketing emails can significantly increase conversion rates. Video has a way of capturing attention, keeping viewers engaged, and compelling them to take action.

Highlight Humans: Take Pictures at Your Events

In the digital age, where everything seems to happen online, it’s important not to forget the power of in-person connections. Events provide a fantastic opportunity to bring people together, showcase your brand, and create memorable experiences. And what better way to capture those moments than by taking pictures?

When you host or participate in events, whether it’s a conference, trade show, workshop, or even a casual gathering, make sure to have someone dedicated to capturing the highlights. These photographs not only serve as mementos for attendees but also become valuable assets for your marketing efforts.

Sharing event photos on your website, social media platforms, and other marketing channels humanizes your brand and gives your audience a glimpse into the real people behind it. It adds a personal touch and helps build trust and familiarity with your audience.

So, don’t be shy to whip out your camera or hire a professional photographer to capture the energy, excitement, and human connections at your events. Let those pictures tell a story and make your brand come alive.

Get Sales Involved: Marketing Serves Sales – Let Them Talk to Each Other

Marketing and sales are two sides of the same coin, and their collaboration is crucial for driving business growth. By fostering a strong relationship between your marketing and sales teams, you create a seamless customer journey and maximize your conversion opportunities.

Encourage regular communication and collaboration between the marketing and sales departments. This can be achieved through joint meetings, shared insights and data, and even cross-training sessions.

Marketing can provide valuable information and resources to support the sales team, such as targeted content, lead generation strategies, and customer insights. On the other hand, the sales team can provide valuable feedback and insights from direct customer interactions, helping to refine marketing messages and strategies.

When marketing and sales work together harmoniously, it creates a powerful synergy that boosts the overall effectiveness of your business. It aligns your messaging, ensures a consistent customer experience, and ultimately drives revenue growth.

So, break down those silos, encourage collaboration, and let marketing and sales teams talk to each other. Together, they can unlock new opportunities, improve customer engagement, and drive business success.

Interested in Learning More About Outsourced Marketing?

Give us a call or shoot us a message to schedule your Brand Storytelling Session today.Read on to learn more about why organic marketing is especially great for financial services companies.

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Social Media for Financial Services Companies

Social Media for Financial Services Companies

The use of social media in financial services is often disputed. Some believe that social media does not hold the same value for business-to-business (B2B) brands as it does in the business-to-consumer (B2C) market.

This, however, is not the case.

While it may be true that B2C companies are often more successful on social media than B2B companies, there are still a multitude of various reasons why building a social media presence benefits a financial services company.

Take it from our Social Media Team at Digital Storyteller: “A marketing strategy without social media is like a margarita without tequila. No one wants that!”

In this article, we’re detailing the key benefits of using social media marketing for financial services companies.

1. Strengthen Existing Relationships

One of the greatest benefits for all businesses to developing a social media presence is to strengthen their existing client relationships.

This may refer to:

  • Engaging with existing or past clients, or
  • Nurturing relationships with contacts that have yet to become clients

Either way, social media networks provide a platform to maintain relationships.

Email marketing and consistent calls are of course another option to nurture relationships! These methods, however, have the potential to get irritating rather quickly.

While blasting your clients’ inboxes with emails may lead them to the dreaded unsubscribe button, they may not feel the need to take such drastic measures when their level of engagement is the casual viewing of sporadic Instagram posts.

Social media provides a relaxed addition to your existing client nurturing process while additionally providing a platform to develop new relationships.

2. Build Trust 

In the same way that Google evaluates content for SEO purposes, viewers evaluate clients based on their authority and expertise. Developing a depth of content on social platforms provides potential clients an opportunity to review your level of expertise within your field.

Over time, existing clientele and prospective clients will likely begin to follow your accounts and engage with your content. Engagement with your content shows that you have a proven following and support system that trusts your business.

Read on to learn more about Instagram engagement.

3. Provide Customer Support 

Social media has turned into an easy, new line of communication.

It has become common for consumers to utilize social media to gain support and answers from companies rather than going through their traditional customer service channels. Various social media platforms provide space where clients are comfortable and familiar.

It is easier for a client to tag, tweet, or comment on a company’s latest post than it is to sit on hold with the customer service line for hours trying to solicit help… No, thanks!

Companies love to see their favorite clients and prospects engaging with them on a personal level through social media. Brands that engage and respond to their clients on social media have overall higher customer satisfaction ratings. 

It’s 2022, your clients are on social media—and your competitors are, too.

The truth of the matter is: Brands are expected to have a social presence.

Giving your clients an additional outlet to contact you offers them the support and guidance they’re looking for.

After all, your product or service already serves to solve a problem that they’re facing. Why not fix another one by making yourself more accessible?

4. Humanize Your Brand 

In a sense, this goes along with the previously mentioned need for customer support. Making your brand available on social media is like positioning yourself as their friend. Social media platforms were created to connect friends and share experiences, so why can’t the same be the case with brands?!

Social platforms allow your brand to share a behind-the-scenes look at the people that make your brand what it is. For example, our co-founders, Andrew Marr and Amanda Rogers, each have their series of relevant videos that we share weekly.

Not only do these videos “share the secret sauce” behind our brand, but they also give our viewers insight into the faces behind the brand! Plus, who doesn’t love a chardonnay review!?

The same may also be the case with your brand. Finding a way to interact with your clients on an informal basis allows them to consider you a friend or peer. It creates a relationship of trust and mutual respect: Two things you definitely want in your client relationships.

5. Gain Insight

Lastly, being engaged on social media allows your brand to gain insight. Be it consumer or competitive insights, social media functions as a reporting platform. 

The way that consumers engage with your social media account can tell you about their buying behavior, likes, dislikes, and needs.

Instagram, for example, has transitioned its functionality to operate similarly to a search engine for users. Tracking the views of your page, accounts reached, post likes, comments, shares, and saves can provide significant insight into how your brand is performing.

Read on for our article “What is Going on With the Instagram Algorithm!?”

Similar claims can be said about your competitors. One of the benefits of public social media accounts is that you can track insight into your competitors’ content. As they provide content for their followers, you have a front-row seat to see what they’re doing!

A Final Word

If your brand is already on social media, there are additional ways to ensure that you are optimizing your channels. This is particularly the case for financial services companies interacting on social media.

Check out this article for additional tips on the use of social media for financial services companies!

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What’s Going to Happen to Twitter?

Person using twitter on their phone after being bought by Elon Musk

If you’re like us, you’re trying to stay updated on what the heck is going on with Twitter. The nearly 20-year-old app has experienced some changes recently, and we’re here to explain what’s going on. 

Elon Musk Bought Twitter

Earlier this year, electric vehicle tycoon Elon Musk expressed interest in Twitter because he sought to continue the company’s commitment to free speech. In April, Musk bought over 9% of Twitter, making him the largest shareholder. 

After negotiations, Musk and Twitter finally agreed to a deal. According to the New York Times, “Twitter agreed to be taken over at $54.20 a share, a 38 percent premium over the share price before it was revealed that Mr. Musk had been buying up the company’s stock.”

In simple terms, he bought Twitter for about $44 billion. This is the largest deal in history to take a company private. 

Critics, however, question the deal since the platform has around 217 million daily users compared to the billions of users logging into Instagram and Facebook daily. Additionally, the little blue bird app hasn’t turned a profit in nearly a decade. 

Tesla’s CEO counters financial criticism because he is placing a higher value on opening the platform to free speech. In a release announcing the agreement between Twitter and Elon Musk, the new owner explains “free speech is the bedrock of a functioning democracy, and Twitter is the digital town square where matters vital to the future of humanity are debated,” said Musk. 

The billionaire tech mogul added, “I also want to make Twitter better than ever by enhancing the product with new features, making the algorithms open source to increase trust, defeating the spam bots, and authenticating all humans. Twitter has tremendous potential – I look forward to working with the company and the community of users to unlock it.”

C-suite level Executives Quit Twitter 

A company reshuffle is to be expected during any merger or acquisition. Twitter is no exception. This company, however, is experiencing a larger than usual reshuffle as three C-suite-level executives and two vice presidents depart from the company. 

Amid this new chapter for the company, their CEO, Parag Agrawal, has assured the staff at Twitter that they are not planning company-wide layoffs. 

Only time will tell how Twitter will fare after the dust settles. 

How is Twitter Reacting to the New Owner?

Of course, Twitter users have plenty to say about how they feel about Elon Musk purchasing the app. There are mixed feelings about it, but we thought we’d share a few of our favorite reactions below. 

The Twitter saga is long from over, and we’re excited to keep you up to date on any new news that surfaces. Save this link to stay updated on what’s going on with Twitter. Speaking of social media apps, read our next article explaining what’s going on with the Instagram Algorithm!

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How to Attract the Right Clients

How to attract the right client

So, you’re a business owner looking to get more clients? (Trust us, you’re not the only one!)

Every business owner ever:

But hold on – before you go all Heidi Klum on us and start looking to get MORE clients… Have you taken a minute to consider how to attract the right clients? Yes, the right clients. After all, you don’t want to be marketing your products and/or services to every person you walk by…

Not sure where to start? Lucky for you, we’ve got Andrew Marr, CEO and Owner of Digital Storyteller on camera to chat about how to attract the right clients.

Let’s see what he has to say.

Who is Your Ideal Client?

Clients, for any business owner, are obviously extremely important. Without clients, you’d have no business! (But you already knew that).

This considered, building a successful business and getting more clients is most likely one of your primary goals as a business owner.

Before we jump the gun and talk about getting more clients, however, it’s important to first discuss who the right clients are for you. How can you attract the right clients to your business?

Identifying the Perfect Client

The question isn’t, “Do you want more clients?” Of course, you do! The number one thing is, have you identified your perfect client?

Then, after you’ve identified your ideal client, think: Are you willing to create strategies around that particular client?

Our Perfect Client at Digital Storyteller

At Digital Storyteller, we focus on marketing for financial services companies. The realm of financial services ranges from commercial insurance to wealth advisories, commercial real estate firms, the list goes on.

While we love whisky, chardonnay, puppies, and tacos, we don’t market for companies that have anything to do with these elements. Why not? Because we’ve identified our perfect client (financial services clients) and unfortunately, whisky, chardonnay, puppies, and tacos have nothing to do with this industry (a little sad, right?)

We know it’s difficult not to accept whatever business walks through the door. It’s important, however, to hone in on who your ideal client is and not accept anyone else apart from this target audience.

So, to attract more clients, you have to first, figure out who your perfect client is. Put your energy and resources into that.

Interested in meeting one of our ideal clients? Check out this spotlight we did on our client Frank Crivello, founder and CEO of SBMA Benefits.

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Why We Focus on Marketing for Financial Services Companies

Marketing for Financial Services Companies

“At Digital Storyteller, we focus exclusively on [marketing for] financial services companies in the B to B space.”

Above is the text you’re faced with when you first visit DigitalStoryteller.io. Some of you might be thinking, “Great!… But what the heck is a financial services company?”

Most marketing agencies work with brands (think: restaurants, fitness centers, influencers, beauty companies, the list goes on). At Digital Storyteller, we’re a bit different… Here’s why.

Why Do We Focus on the Financial Services Industry?

So, why do we focus on financial services at Digital Storyteller? Well, aside from the fact that our team thinks financial services are wildly sexy (kidding… kind of?), we recognized a need and a gap in industry offerings.

But first, before we go into more detail, what is the financial services industry?

What the Heck is Financial Services?

We’re glad you asked.

According to the International Monetary Fund, the financial services sector “covers many different types of transactions in such areas as real estate, consumer finance, banking, and insurance.”

At Digital Storyteller, we have clients ranging from law firms to HR consulting firms, commercial real estate firms to wealth advisories, and commercial insurance. (Geez, that’s a mouthful, isn’t it?)

Anyway, when we say financial services, that’s really the realm we’re talking about.

Marketing for Financial Services Companies

So, back to why we market for financial services, at Digital Storyteller, we feel like that level of business, and that community of businesses, are underserved from a marketing perspective.

There are plenty of agencies out there who spend their time on biotech, startups, and influencer marketing—but not a lot who spend their time with financial services.

A Quick Aside

How did all of this come to be? In 1997, Amanda Rogers, Chief Creative Officer and Founder of Digital Storyteller taught herself how to code from a book when the actors union was on strike. 

She taught herself to write HTML, CSS, and Javascript before WordPress, Squarespace, and WIX existed. Although Amanda believes a lot has changed in the “how” of creating online presences for people and their businesses, the why is still the same… Tell the world what you do better than anyone else and the right people will be able to find you.

Why is Marketing Important for Financial Services Specifically

The financial services industry is a competitive and unique industry to market for. We know that those in the financial services industry navigate the difficult terrain of regulatory and compliance hurdles while seeking to successfully market their products and services.

Moreover, when it comes to financial services, you must build trust and authority through consistent content that is:

  • Reliable
  • Informational
  • Educational
  • Engaging

This considered—its difficulty—it’s essential that financial services companies seek out the right marketing for their businesses. Interested in learning more? Read on in the importance of digital marketing for financial services companies.

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What Is Web Accessibility and Why Is It Important?

What Is Web Accessibility and Why Is It Important?

We are not a one-size-fits-all society, nor are our websites. As our physical world becomes more aware of creating physical accessibility, we should also understand the importance of facilitating web accessibility as well.

As we spend more time surfing the web, learn more about how to increase inclusivity for people with disabilities. It’s just good practice, and it also benefits your company.

Read more
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Top 10 Resources for Digital Marketers

person typing on laptop to find resources for digital marketers

So you want to market your business, but you’re not sure where to start?
We wanted to share our favorite resources that make us successful in our industry so you can be successful in yours.

Read more
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Save Money on Ads (So You Can Spend It on Wine)

Save Money on Ads (So You Can Spend It on Wine)

When you think of marketing, what do you think of? For many, it’ll include billboards, that one realtor’s face on a bus stop, or the not-so random ads when you’re scrolling through Instagram.
It’s actually much more than that. Yes, paid ads have their time and place to increase your exposure, but let’s let you in on a little secret: there’s a better way to market yourself, and it’s not by relying on ads.
I know, shocking. 

Read more
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