The Most Underrated Client Retention Tool

Written By TBU Design Group
office desk with a keyboard, notebook, camera, and note card with an illustrated bunch of flowers and the name suzanne sugarbaker

In real estate and financial services, most professionals compete on speed and pricing.
The ones who win long-term compete on relationships.

One of the simplest ways to strengthen those relationships? A handwritten note.
A quick thank-you after a closing. A congratulations on a milestone. A note welcoming a new client.
Everyone is fighting for attention in an inbox. No one is fighting for space on a desk — or in someone's memory.
Small gestures create lasting impressions. And lasting impressions create referrals.


Do you use handwritten notes with your clients?

TBU Design Group

Not just a collection of brands, but a collection of people, ideas, and passions.

TBU Design and TBU Design Group founder Kelsey McDonald has had an artistic flair for most of her life. Believing in the power of design, problem solving, the ability for simplicity and organization to alleviate stress and experience to drive creativity, she founded Blue Umbrella in 2009 after graduating with a degree in Design and English from the University of Minnesota – Twin Cities.

McDonald has helped designed and produced numerous projects ranging from intimate and stylized events and wedding, to business brands, logos and strategies, to simple stylized greeting cards. Having guided many clients through this exciting, yet sometimes confusing process, it has shown her what it takes to both customize and personalize any goal that is brought before her. McDonald has had over 15 years of professional client-based design experience. She has help small business hit the ground running as well as work will with some of the industries heavy hitters. What started out as a small wedding invitation adventure, has now grown into four businesses and a passion to help and support others on their own business journey.

 

 

 

 

https://www.tbudesigngroup.com/
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Why Handwritten Notes Feel More Meaningful (And How to Start)