Elevated Client Retention Plans

Securing client loyalty and earning referrals is about consistency in crafting moments that keep you at the forefront of your client's mind. Each Client Giant Retention Plan is a series of touches orchestrated by us, addressed from you, and delivered directly to your client at surprise moments throughout the year.

Two arrows forming a circle, invoking a circlular motion.

Focusing on existing relationships is more effective and less expensive.

  • Executive

    Personalized gifts and surprise experiences.

    $49 /mo
    $499 /yr
    [per client]
  • Luxury

    Elevated touches and high caliber outings.

    $119 /mo
    $1,199 /yr
    [per client]
  • Elite

    Custom gifts and white glove concierge service.

    $299 /mo
    $2,999 /yr
    [per client]

Examples of What's Included in the First Year

Plans are all-inclusive solutions. Pricing includes the gift, note, fulfillment, and delivery of each item.

  1. Movie Night In Experience

    Movie Night In Experience

    Popcorn, Theater Candy, & Amazon Gift Card for Movie Rental/Purchase

  2. Gift Tailored to Client's Interests

    Gift Tailored to Client's Interests

    ie. Signed Sports Memorabilia, Vinyl Record of Favorite Musical Artist, Donation to Most-Loved Charity on Behalf of Client

  3. Gourmet Gift Box

    Gourmet Gift Box

    Deluxe Gift Box filled w/ Gourmet Snacks and Message of Gratitude

  4. Handwritten Thank You Card

    Handwritten Thank You Card

    Spontaneous Thank You Card, Expressing Gratitude for Business Relationship

  5. Personalized Gift

    Personalized Gift

    ie. 4 Monogrammed Leather Coasters

  6. Special Event

    Special Event

    Examples have included concerts, sporting events, luxury golf rounds, and pamper spa packages.

Past Clients Don't Always Mean Future Business

It's important to show you care to the people who have trusted you. Stay in touch in an authentic way, on a regular basis, in a way that is effortless to you.

Real Feedback From a Real Client Giant

Why Do This For My Client?

  • Be memorable

    "People will forget what you said, people will forget what you did, but people will never forget how you made them feel." - Maya Angelou

  • Create share-worthy moments

    We live in a relationship economy where people share moments that made them feel special.

  • Earn passionate referrals

    Convert passive recommendations into passionate referrals from your army of raving fans.