Clients Blackbox, Inc.

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.