Client Engagement Articles

Read the latest updates and tips about Client Engagement

Recent Articles

Inside the Packet – Real beats polished

Your next marketing move may already be sitting on your phone, or could be just 15 minutes away from being created.

In this article, we explore why real often works better than overly polished when it comes to marketing. From iPhone photos to client screenshots to low-fi video, sometimes the most effective content is the version that’s most authentic.

Read More »

Client Question: Should We Use Paid Ads or Focus on Organic Growth?

Before investing in paid advertising, build a strong foundation with clear messaging, a great website, consistent social media and effective client processes.

Why niching is the key to better marketing for financial advisers

Why niching down, not broadening out, is the smartest marketing move financial advisers can make for clarity, messaging, and growth.

Why your website isn’t converting visitors into clients (and the simple fix)

If your website isn't converting visitors into clients, the problem might be simpler than you think. Here's why a calendar booking system beats forms every time.

The real reason face-to-face networking actually works

Face-to-face networking works best when your online presence has done the groundwork first. Here's how the two work together to turn warm leads into booked clients.

Why your marketing feels chaotic (and what to do about it)

Abi Gatling of Crisp Communications joined the Broker Tools podcast to talk marketing strategy, brand clarity, and how to build a system that actually works for your business.

Inside the Packet – The best party in town… but the front door was really hard to find

Our client had a huge profile, a loyal audience, and a following most people would envy. But what she didn’t have was an easy way for people to take the next step. In this Inside the Packet, we explore the importance of removing friction, and meeting people when they’re in the right mindset.
Your next marketing move may already be sitting on your phone, or could be just 15 minutes away from being created. In this article, we explore why real often works better than overly polished when it comes to marketing. From iPhone photos to client screenshots to low-fi video, sometimes the most effective content is the version that’s most authentic.
The best marketing starts with thoughtful questions – just like a great hair appointment.

How our most successful clients started their year 

January has a habit of disappearing quickly. But the strongest leaders use it on purpose and a thoughtful January can change the course of an entire year.
We take you behind the scenes of a real estate team who changed the way they asked for Google Reviews, followed up, and got their whole team involved. The result of 600+ Google Reviews, plus an added bonus, surprised even them.

Want to know more about how we can help?

Schedule in a free Zoom call with Abi to discuss your marketing needs.