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Most business owners rely heavily on referrals to generate new business. And for good reason – referrals are a great way to get new clients. But, referrals should not replace a holistic biz-dev strategy. If you are relying on referrals for the majority of your new business, your pipeline is ultimately in the hands of someone else. And that puts YOUR business at risk.

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Learn how our Dream 25 system helps you take control of your biz-dev pipeline, revolutionize your business relationships, and create connections that help you get – and retain – your ideal clients.

AUTHENTICALLY ENGAGING.

POSITIVELY ALTERING.

SIMPLY REMARKABLE.

Beyond gifts, we design and deliver touchpoints that make people feel seen, cared for, valued and appreciated.

Our engagement strategies ensure you stay top of mind with the people important to your business’s growth and success.

Journey Through Our Dream 25 Blog Series

The ROI of Turning Touchpoints into Trust

The ROI of Turning Touchpoints into Trust

February 10, 20256 min read

In business, trust is the currency that moves mountains. It transforms leads into loyal clients, retains employees through tough times, and fosters relationships that withstand market pressures. Yet, trust isn’t a given. It’s earned through thoughtful, consistent engagement. And the touchpoints you use for that engagement aren’t just checkboxes on a marketing plan. They’re the building blocks of trust.

The Expressory’s recent market research reveals that 61% of service professionals believe trust is what most builds deep connections, while 53% cite time constraints as a major barrier to building these relationships. Combine that with data from the same research showing 80% agree that relationship-building is critical, and the picture becomes clear. Businesses must shift from transactional interactions to strategic engagement if they want to thrive.

Let’s explore how turning simple touchpoints into meaningful moments can shorten sales cycles, increase conversion rates, and ultimately deliver measurable ROI.

The Cost of Neglecting Relationships

It’s easy to blame external factors when relationships falter. Our research shows that 31% of respondents attribute economic conditions to strained professional connections, while 23% point to personal life events and 20% to workload changes. Women, in particular, feel the weight of personal and workload pressures—highlighting a significant disparity that businesses need to acknowledge.

But it’s not just external challenges. In a world where time constraints are cited by over half of respondents as the biggest obstacle to relationship-building, the deeper issue lies in how businesses prioritize connection. Without a structured engagement strategy, relationships are left vulnerable to neglect, and businesses miss out on the trust that leads to loyalty and growth.

Why Strategic Engagement Matters

Strategic engagement is more than simply reaching out to check in or following up after a sale. It’s about creating a consistent, thoughtful system of touchpoints that make people feel seen, valued, and cared for. Whether you’re engaging clients, employees, or partners, the goal is to shift from transactional interactions to meaningful connections that foster trust and loyalty.

The foundation of this approach lies in the principles of social psychology, specifically understanding what people need most in relationships: to feel understood, validated, and cared for. Link to previous blogs. These elements are at the heart of what builds trust, fosters mutual respect, and creates the kind of emotional connections that drive deeper loyalty. When these psychological insights are intentionally built into your engagement strategy, they can deliver:

  • Shorter Sales Cycles: Trust simplifies decisions. When potential clients feel understood and confident in your relationship, they move through the buying process more quickly.

  • Higher Conversion Rates: Tailored touchpoints aligned with individual priorities create confidence, breaking down hesitations and turning “maybes” into “yeses.”

  • Deeper Loyalty: Consistency and care leave lasting impressions. Research shows that 53% of professionals believe a culture of care directly impacts profitability. Loyal clients and employees not only stay—they become your strongest advocates.

Businesses that prioritize strategic engagement see the difference in their bottom line. It’s not about how much you say but how consistently and thoughtfully you say it, turning touchpoints into trust and trust into growth.

Building a Culture of Care

Developing a strategic engagement strategy doesn’t happen overnight—it’s a deliberate process that starts with embedding care and connection into your company’s culture. Companies that succeed at this don’t treat engagement as an afterthought; they make it a priority that guides every interaction. The key is to start small, with consistent actions, and scale those efforts into a structured system over time.

Here are three simple yet impactful ways to begin:

  • Encourage storytelling within your team. Regularly share examples of successful touchpoints and their impact on relationships. Whether it’s a handwritten note that brought a client back or a small gesture that made an employee feel valued, these stories highlight the power of thoughtful engagement and inspire others to follow suit.

  • Invest in tools to streamline engagement. Technology, like CRMs and automated reminders, helps ensure no client, prospect, or team member falls through the cracks. These tools don’t replace personal connections but enhance your ability to deliver them consistently and effectively.

  • Celebrate meaningful milestones. Acknowledge not just your company’s achievements but also the personal wins of your clients and employees. Whether it’s a promotion, a new baby, or a project well done, recognizing these moments shows genuine care and builds stronger bonds.

Expanding Beyond the Basics

While these actions form a strong foundation, developing a strategic engagement plan means going deeper. In our blog posts, we’ve discussed the importance of prioritizing your relationships and identifying key connections. As outlined in the book, Relationship-First Strategic Engagement, The Expressory’s Strategic Engagement Methodology™ outlines creating an effective strategy with these essential steps:

1. Prioritize Your Relationships: Identify the clients, employees, and partners who have the most impact on your business and focus your efforts on these key connections. Not sure where to start? Check out our blog, "Identifying and Prioritizing Key Connections” for actionable tips.

2. Research and Personalize: Dive deeper into the lives and interests of those you’re connecting with. What matters most to them? What milestones are they approaching? Use this information to craft personalized, meaningful touchpoints.

3. Design Thoughtful Touchpoints: Move beyond generic gestures. Use what you’ve learned to create touchpoints that align with the recipient’s values, interests, and goals.

4. Implement a System for Consistency: Consistency is key to building trust. Set up routines, processes, and tools to ensure regular engagement without overwhelming your team.

5. Track and Adapt: Engagement strategies aren’t static. Regularly assess what’s working and refine your approach based on feedback and results.

From Culture to ROI

Strategic engagement is about more than just actions. It’s about creating a culture where every team member values relationships and understands the impact of care. By starting small, building on successes, and following a structured plan, you can transform your approach to client and prospect engagement.

The results? Shorter sales cycles, higher conversions, deeper loyalty, and a company that people are proud to work with. Start building your culture of care today—because trust doesn’t just happen. It’s created, nurtured, and grown, one thoughtful touchpoint at a time.

Reflect and Rebuild: 5 Key Questions for Leaders

Here are five questions every leader should ask to ensure they’re building trust through thoughtful touchpoints:

1. Am I prioritizing long-term relationships over short-term wins?

It’s tempting to chase quick results, but sustainable growth comes from investing in trust. Are you playing the long game with your clients, prospects, and partners?

2. Do I have a system for consistent engagement?

Touchpoints lose their impact when they’re sporadic. A structured plan ensures no one feels forgotten.

3. How well do I understand the unique needs of my audience?

Blanket strategies rarely work. Are you taking the time to tailor your engagement to what matters most to each individual or group?

4. What barriers are holding us back from deeper connection?

Is it time, budget, or simply a lack of focus? Identifying obstacles allows you to address them head-on.

5. Does our culture reflect a commitment to care?

Engagement starts from within. If your team doesn’t feel valued, that energy will ripple outward to clients and partners.

Reflecting on these questions can reveal gaps in your strategy and highlight opportunities to strengthen connections.

If you’re unsure where to start, let’s connect. We’re always happy to provide some suggestions to help improve your relationship building efforts. We’re here to help. Schedule a conversation or join one of our community Q&A sessions to learn more.

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Talk to one of our experience managers to find out how our done-for-you, end-to-end service, will handle all the fine details of your personalized touchpoints, so you (and your team) can stay focused on your core business and still ‘wow’ and show your clients, prospects, team and strategic partners that you care.

Dive Deeper with Our Resources

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Creating Emotional Loyalty

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What Our Clients Are Saying...

“I can't tell you the number of times that the mailing of one of those packages has put someone on my calendar to reconnect with them.”

Shawndel Spader

Spader Group

Stephan Woessner

Predictive ROI

“I think you’ll be very pleasantly surprised, just like I was in how easy the process is. Why did we not do this years ago? Huge missed opportunity! I encourage you to no longer miss those opportunities and have the conversation with Jamie. I think you will be very pleased that you did."

Theresa Wilmot

Wilmot Designs

"Working with The Expressory for gifting is the perfect blend of giving a gift that is truly of your heart with the message you want delivered but the convenience and ease of having it done for you! The best!!"

What Others Are Experiencing

“Jamie and The Expressory are one of my most powerful assets as a small business owner. Client engagement beyond our direct service offering was a constant struggle in the past and we were failing to help show our appreciation for the amazing ways our clients support us, until I met Jamie and signed up for her services. Now my clients regularly tell me how much they love our beautiful and thoughtful cards. I have actually had stronger renewals from clients because they were touched by how much we actually cared about their lives outside of our studio. The Expressory is able to deliver on how we feel about our clients in a seamless and automated way that makes my team and business look great!”

Kevin Baker

Fitness Together

“Jamie and The Expressory are one of my most powerful assets as a small business owner. Client engagement beyond our direct service offering was a constant struggle in the past and we were failing to help show our appreciation for the amazing ways our clients support us, until I met Jamie and signed up for her services. Now my clients regularly tell me how much they love our beautiful and thoughtful cards. I have actually had stronger renewals from clients because they were touched by how much we actually cared about their lives outside of our studio. The Expressory is able to deliver on how we feel about our clients in a seamless and automated way that makes my team and business look great!”

Kevin Baker

Fitness Together

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