CASE STUDY: Red Clover Rebrand
Marketing Strategy and Rebrand Bring New Business
Client: Red Clover
Executive Summary
As a solo entrepreneur, the owner of Red Clover, formally Cote Financial Planning, wears many hats. She came to us feeling that her dated brand was holding her back. We recommended a rebranding effort, including a website redesign, to boost lead generation. The new Red Clover brand differentiated her financial planning & investment management business from the competition–with room to grow.
Real-world results tell the whole story. In the first two months after rebranding, Red Clover received more meeting requests than it had in the previous four years.
GOALS
Differentiate from competition
Increase lead generation
RESULTS
More meeting requests in the first two months after rebranding than in the past four years combined
DELIVERABLES
Brand Materials
Brand & Positioning Strategy
Logo
Tagline
Website
Office Tools
PowerPoint Template
Word Templates
Stationary
Business Cards
Email Signature
Background
Red Clover, formally Cote Financial Planning, is an independent financial advisory and investment management firm. It offers its clients a personalized, holistic approach to financial health that is accessible, no matter where life takes them.
The How
DISCOVERY
The first step in the process was meeting with Red Clover to understand where they were starting from and where they wanted to go.
After our meeting, we were able to devise two main goals:
To differentiate them from their competition
To increase lead generation
Once we determined these goals, we began to audit their brand. Then we brainstormed how to achieve Red Clover’s goals.
PUTTING IT INTO ACTION
We made several recommendations from our brand audit and brainstorming to align her brand, marketing, and business goals.
New Branding
Red Clover needed a new, unique name to avoid confusion with a similarly named company. We workshopped together on the naming process and what to consider. They then came up with Red Clover. Once the name was set, we created a logo and tagline that connected the health benefits of a red clover to the business’s value proposition of happiness-driven, holistic financial health.
Website Redesign
Once the new branding was set, it was time to focus on generating leads. Part of why Red Clover struggled with this was due to their purely informational website, also known as a brochure site. So, we completely overhauled it. We created an actionable website equipped with SEO and conversion points. We also made it mobile-friendly and optimized the user experience.
Brand Tools
We also created branded office tools and templates to allow them to internally develop sales and marketing materials that aligned with their new brand.
The Results
We measure success through results. For this project, we looked at how much growth happened after the rebrand and website redesign.
MEETINGS
We looked at the number of meeting requests in the first two months after the rebrand–Red Clover received more calls in the first two months than the last four years combined.
What’s Next
What’s next for Red Clover? Thanks to the rebranding efforts and lead-generating website, they’re currently focusing on building internally to match the speed at which they’re gaining new clients.