I went to work for my dad when he was diagnosed with a malignant brain tumor and needed the help getting a startup company off the ground. 

"If there was ever a time to come work for me, it would be now," I remember him saying. And I jumped at the opportunity to be closer to him, and to immerse myself in the world of sales.  

I was a young sales rep with zero training and little idea what I was doing, selling an engineered product to landscape architects and parks & rec agencies across Florida. 

I grinded through cold calls, trade shows, literally walking in on people in their office just to try to get 5 min of their time to share my product. 

Then I discovered inbound marketing. There was a small SaaS company called HubSpot that had coined the term and was teaching everyone about it via live webinar sessions. I soaked it in and taught myself how to generate my own leads = less dependent on trade shows and no need for cold calls. I was busy fielding the inbound inquiries. 

I then paired up with my wife who earned her Master's in Journalism from Medill, and had also launched a freelance career in communications. We co-founded of Craft Impact in 2014. 

For a while we had wild client mix, working on everything from e-commerce yoga products to Fortune 500 clients. But since 2020 we've been solely focused on applying our expertise to independent financial advisors. 

We now have 15 clients who partner with us as their outsourced CMO and digital marketing team, supporting big changes in their practice and helping fuel their organic net new AUM growth. We execute most of the work in house, and oversee the rest. 

Content Marketing Strategy - Messaging - Branding - Web Design & Web Development - Social Media - Collateral - SEO - Webinars - Reporting & Analytics 

My family and I run an annual "Hope..It's a Beach Thing 5K Walk/Run" to raise money for brain tumor research at Dana-Farber Cancer Institute. After an inspiring and courageous battle with a GBM brain tumor, my father passed away from a brain tumor in 2012. He had just turned 53 a few days earlier. He was my mentor, my hero and my best friend. We run the fundraiser in honor of him, and to support the families and patients who are currently fighting their own brain tumors. We've raised $544,000 raised over 10 years, and I'm really proud to say 100% of the proceeds go to brain tumor research at Dana-Farber Cancer Institute. 

My wife and I love traveling both in the US and internationally, and we've got some really fun kids ages 7, 5, and 3. Not a lot of dull moments around our house!

Stephen Beach

Thomas Helfrich

Win More Marketing Clients, Get Verified | Build trust faster, overcome skeptical buyers, & win more clients | Get Verified, Risk-Free | 1 Mil YouTube Subs / Top 10% Global Podcast

I deliver on the promise of Ai marketing to generate leads and build your brand. In fact, I guarantee it.

I bring together AI, automation, and human expertise to drive measurable growth for clients ranging from billion-dollar engineering firms to $100M SaaS companies to high-performing solopreneurs. Book a time with me here: Calendly.com/instantlyrelevant

My team and I provide end-to-end growth solutions:
• Social media management (LinkedIn, Meta, and more)
• Content production (posts, podcasts, YouTube, newsletters)
• Direct outreach (DMs, connections, network growth)
• Thought leadership + AI-SEO human-written articles
• 1:1 coaching to sharpen offers, systems, and sales flows
• Integrating Ai into you business to achieve measurable results

In the past five years, we’ve helped secure over $500M in contracts, doubled revenue from $40M → $80M in just two years, and scaled small businesses from $1M → $3M ARR. Every engagement is customized—and all of it comes for less than the cost of an intern.

Before launching Instantly Relevant, I spent 20 years in consulting (including KPMG) and led intelligent automation and AI strategy implementations at Eli Lilly and Stanley Black & Decker.

🎙️ In 2024, I launched the Cut The Tie podcast + YouTube channel, which grew into a top 2.5% globally ranked show with 1M+ subscribers—proof that the same growth systems we use for clients work at scale.

👉 Want to see how your lead gen stacks up? Take my 3-minute assessment: assessment.instantlyrelevant.com

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