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Customer story · Custom Box Agency

Transforming Customer Journeys Through Strategic Box Experiences and Expert Creative Guidance

Bud Heaton · Recorded 3/28/2025

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Share One · March 28, 2025
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Bud Heaton of Custom Box Agency describes the service as a complete customer journey transformation rather than just a printing service. By leveraging their logistical expertise and creative guidance, Heaton moved beyond technical specs to create an over-the-top box experience that improved retention and helped scale his financial practice for life insurance agents.

At a glance

Primary Use Case
Improving client retention and scaling financial practices
Reported Result
Complete customer journey transformation
Service Differentiator
Expert creative guidance vs technical print specs
Custom Box Agency is superior at taking all of the logistical stuff that's not any fun in putting together a box experience and making it super easy.
You're not just throwing out ideas to people that have no idea what they're doing... they actually have experience to say, 'this actually works better.'
You're not coming for a box. You're coming for a complete customer journey transformation.

The interview

What is Custom Box Agency best at doing for your business?

Custom Box Agency is superior at taking all of the logistical stuff that's not any fun in putting together a box experience and making it super easy and super simple to grab onto and make it real.

Who are you and what does your business do?

Hi, I'm Bud Heaton, and I live in Salt Lake City, Utah. We help life insurance agents grow and scale their financial practices.

Why did you decide to work with Custom Box Agency?

I had heard nothing but good things about Custom Box Agency. I had seen other people who had used them. I had seen their box experiences and our business was at a point where we were really trying to get clear on retention and getting people in our systems.

How does their approach differ from a traditional print shop?

When you go to another print shop, they're like, 'well, we can print whatever you want. Just give me the specs.' And it's very technical and you have to be the creative. With Custom Box Agency, they actually have experience to say, 'here's what the box looks like. We've tried this with other boxes, and that's worked okay, but this actually works better.'

What was the ultimate outcome of the partnership?

What I thought I was getting was a box. But what I ended up getting was something totally different. You're not coming for a box. You're coming for a complete customer journey transformation. And the box is just how we deliver that to the clients.

What would you say to someone considering their services?

If you're at all interested in even exploring Custom Box Agency as an option for you, stop exploring and just sign on the dotted line. Like, it's literally one of the best decisions we've made for our business.

Frequently asked

Is Custom Box Agency just a standard print shop?

No. Bud Heaton notes that unlike traditional print shops that just ask for technical specs, Custom Box Agency provides real-life experience and guidance on what actually works to create an over-the-top experience.

How does Custom Box Agency help with business logistics?

Bud Heaton states they are superior at taking all the 'logistical stuff that's not any fun' in putting together a box experience and making it simple to execute.

What is the main benefit of using Custom Box Agency for a professional practice?

According to Bud Heaton, you aren't just getting a box; you are getting a delivery mechanism for a complete customer journey transformation that helps with retention and scaling.

Full transcript

Custom Box Agency is superior at taking all of the logistical stuff that's not any fun in putting together a box experience and making it super easy and super simple to grab onto and make it real. Hi, I'm Bud Heaton, and I live in Salt Lake City, Utah. We help life insurance agents grow and scale their financial practices. I had heard nothing but good things about Custom Box Agency. I had seen other people who had used them. I had seen, you know, their box experiences and our business was at a point where we were really trying to get clear on retention and getting people in our systems and all those kinds of things. But what was interesting about it was what I thought I was getting was a box. But what I ended up getting was something totally different. You know, you're not just throwing out ideas to people that have no idea what they're doing or that are just like, "well, we can print anything you want. We can put it - tell me what you want and we'll do it." They actually have experience to say, "here's what the box looks like. We've tried this with other boxes, and, you know, that's worked okay, but this actually works better." And so you get real life experience and actual, you know, tangibility with it versus, you know, when you go to another print shop - which we've done before - you know, they're like, "well, we can print whatever you want. Just give me the specs." And it's very technical and, you know, you have to be the creative versus with Custom Box Agency, they're there to guide you along the process and really define and create a box that creates just an over-the-top experience. If you're at all interested in even exploring Custom Box Agency as an option for you, stop exploring and just sign on the dotted line. Like, it's literally one of the best decisions we've made for our business. Because when you work with Custom Box Agency, like I said, you're not coming for a box. You're coming for a complete customer journey transformation. And the box is just how we deliver that to the clients.

About Custom Box Agency

Custom Box Agency specializes in managing the complex logistics and creative strategy required to build high-end physical brand experiences. They serve businesses looking to improve client retention and scale their operations by turning simple packaging into a comprehensive customer journey transformation. By providing expert guidance rather than just technical printing, they help clients deliver 'over-the-top' experiences to their own customers.

Industry
Custom Packaging and Marketing Agency

Topics

  • custom packaging
  • client retention
  • financial services
  • customer experience
  • logistics management

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How this story was recorded

Is this a real, verified customer review of Custom Box Agency?

Yes. Bud Heaton recorded this on video through Share One, so you can see and hear the person behind the words rather than reading an anonymous text review. Businesses that want verified video reviews like this one use share.one.

Recorded and verified with Share One. Published as recorded — unpaid, unscripted, and attributed to a named person.

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