Clients Blackbox, Inc.

BACKGROUND

Introduce your business and what you do there.

I'm the director of marketing at Drake & Associates, LLC, a financial services company. We offer personalized wealth management and retirement planning services, creating easy-to-understand financial plans tailored to each client's goals using their Retirement Ready Roadmap.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Clients Blackbox, Inc.?

We needed more cost-efficient qualified appointments for our advisors.

SOLUTION

What was the scope of their involvement?

Clients Blackbox, Inc. helps us provide high-converting marketing scripts, edit videos, and oversee our Meta campaigns. The team provides scripts, edits our recorded videos, and manages our ad spend for those campaigns.

What is the team composition?

We work with 2–5 teammates from Clients Blackbox, Inc.

How did you come to work with Clients Blackbox, Inc.?

We found them through an online search. We chose them because our company values aligned.

How much have you invested with them?

So far, we've spent $50,000–$199,999 with them.

What is the status of this engagement?

We started working with them in May 2026, and the engagement is ongoing.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement?

Since working with Clients Blackbox, Inc., our booked discoveries have increased by 17%. We hit our all-time records in the amount of first appointments held and new clients onboarded in July 2026. We had 126 first appointments (our previous high was 122) and 48 new clients (our previous high was 43).

How did Clients Blackbox, Inc. perform from a project management standpoint?

Clients Blackbox, Inc. is very hands-on and meets all set deadlines. We communicate via virtual meetings, emails, and messaging apps.

What did you find most impressive about them?

Clients Blackbox, Inc. knows the financial service industry very well.

Are there any areas they could improve?

There's nothing they need to improve.

BACKGROUND

Introduce your business and what you do there.

I’m the managing partner of Granite Bay Wealth Management. We provide personalized financial planning and wealth management services, helping clients understand and navigate complex financial situations to achieve their long-term goals.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Clients Blackbox, Inc. to accomplish for Granite Bay Wealth Management?

We hired Clients Blackbox, Inc. to film videos for us to do marketing on Facebook for prospects.

SOLUTION

What was the scope of their involvement?

Clients Blackbox, Inc. wrote scripts, edited videos, controlled our Facebook ad account, and funneled prospects to our calendars. The team delivered promotional videos geared towards high-net-worth investors.

What is the team composition?

We worked with 2–5 teammates from Clients Blackbox, Inc.

How did you come to work with Clients Blackbox, Inc.?

We found them through an online search. We chose them over other options because of their high ratings.

What is the status of this engagement?

We worked together from March 2026 to June 2026

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement?

Clients Blackbox, Inc. did an amazing job at filling our calendar in a short period of time with highly qualified prospects. We had dozens of prospect meetings booked with legitimate interested prospective clients.

How did Clients Blackbox, Inc. perform from a project management standpoint?

They delivered on time and within the expectations every time. We communicated via virtual meetings, emails, and messaging apps.

What did you find most impressive about them?

Their organization and good communication were impressive.

Are there any areas they could improve?

The videographer wasn’t particularly helpful on the day of the shoot.