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Case Study: Boosting Retention with Branded Notebooks
Maintaining strong client relationships is vital for advisory firms. While a company may seek strategic advice and collaborate with a firm for a specific project, engagement often diminishes once the project concludes. To ensure long-term success, your organisation must leave a lasting impression and continue fostering valuable connections. That is what we learned from an advisory firm we worked with. This case study explores how Cubic Promote helped a Melbourne-based business advisory firm enhance client retention with promotional notebooks. Through a carefully executed branding strategy, the firm saw a 13% increase in repeat business and organic referrals—all by using a simple yet highly effective promotional tool. 🎁
❗The Challenge: Maintaining Engagement After The Project
Last year, we worked with an advisory firm providing mid-sized businesses with strategic planning, financial consulting, and operational improvement services. Clients worked with them intensively for several months but then shifted focus to internal projects or engaged with other consulting firms. When new challenges arose a year or two later, clients didn’t always consider returning to the same firm. Most of them were influenced by competitor outreach, digital content, or networking events. The firm mentioned that they needed a non-intrusive yet effective way to stay top-of-mind with their clients.
📌 Their objectives were clear:
- Keep the brand present in a client’s daily workflow.
- Reinforce the firm’s expertise without being overly promotional.
- Provide a high-quality branded item that would be used frequently.
After exploring the options we provided, the firm decided that custom branded leather-bound notebooks would best fit their branding.
🚀 Boosting Retention with Promotional Notebooks
They decided on leather-bound notebooks to align with their brand’s identity. The notebooks feature:
- A leather-bound hardcover with a subtle debossed logo for a premium look.
- Custom-printed inside pages with strategic planning templates, business growth tips, and industry insights.
- A personalised message on the inside cover, thanking the client for their partnership.
- A ribbon bookmark and elastic closure add functionality and make the notebook ideal for daily business use.
📌 Their goal was firm: to distribute a notebook that clients would actually use. We helped them achieve that goal with our promotional notebooks.
🎯 Strategic Distribution
The firm didn’t just hand out notebooks randomly. Instead, they distributed them at key client touchpoints to ensure they were received in high-value moments.
- Onboarding of New Clients: To make an impression, they gave away a branded notebook to their new clients as part of their professionalism.
- Annual Strategy Reviews: During strategic planning sessions, clients were given a fresh notebook to document goals, insights, and action plans.
- Exclusive Networking Events: During trade shows and conferences, they gave promotional notebooks as curated gifts to the VIP clients they connected with.
📔 Incorporating these notebooks into their interactions with clients allowed them to foster client relationships and boost brand recall.
📈 The Result: Increased Client Retention for Them
The branded notebook initiative delivered measurable results within six months.
- Client Retention increased by 13%
- Stronger brand recall among decision-makers
- Many clients reported that they used the notebooks daily for notetaking, meeting planning, and strategic brainstorming
- Organic referrals and word-of-mouth marketing
- Several clients mentioned sharing their notebooks with colleagues or partners, leading to new business inquiries from companies who had seen the branded product in use.
- Higher engagement during strategy meetings
Why This Promotional Notebook Strategy Worked
This initiative was able to help the firm because of these four factors:
1️⃣ Long-Term Usability 🔄: Unlike brochures or digital ads, a promotional notebook is a functional and reusable item that remains used for months or even years.
2️⃣ Professional and High-Quality Design 🎨: The leather-bound type aligned with the firm’s brand identity and allowed them to make good impressions because of its sleek style.
3️⃣ Branding 🏷️: The debossed logo and branded pages reinforced the company’s presence without overwhelming the user.
4️⃣ Strategic Distribution📍:Rather than handing out notebooks randomly, the firm distributed them at meaningful moments—onboarding, annual reviews, and executive events—ensuring they were associated with strategic business discussions.
Lessons for Other Australian Businesses
Branded notebook is a powerful tool for professional service firms, financial consultants, law firms, and corporate advisors to strengthen client relationships and elevate brand visibility. Premium, executive-style notebooks like our leather-bound type are great for making a lasting impression. Distributing them strategically is also crucial. Ensure you give them key client interactions like onboarding or during meetings to provide maximum impact. A well-thought promotional notebook becomes more than just a giveaway. It will reinforce and connect you with your clients and spark potential partnerships.
Make Notebooks Work For Your Promotions
This Melbourne-based advisory firm’s experience proves that a carefully chosen and strategically distributed promotional notebook can give wonders. They are subtle yet effective ways to keep your brand in sight. With their move, they transformed a simple notebook into a long-term branding tool their clients will bring everywhere. If you’re considering using promotional notebooks for your business, explore our collection and craft a branding strategy that delivers real impact.
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