Client Retention Program
Did you know…
- That 70% of clients forget their agent’s name after one year
- Only 12% of clients go back to the previous real estate agent they had worked with
- And 67% of clients take their business elsewhere because of perceived indifference?
How would it change your business if you could create meaningful touchpoints with your clients to increase the number of repeat and referral transactions you annually receive? Have you thought about implementing a client retention program in your business strategy?
We know that your repeat and referral business is important to you!
Are you ready to take your real estate business to the NEXT LEVEL?
Your Solution & Full Service Benefits
specifically designed for Real Estate Agents & Mortgage Brokers who value impactful connections & life long relationships with their Clientele.
- Closing & anniversary gift automation
- 3 comprehensive service levels
- Opt-out at any time with NO penalty fees
- Unlimited number of clients for a single annual fee
- Easy, one-time online client data input
- High-quality products, exceptional design and packaging
standards, with quick turn-around time
- Expert designers to consult with and service your needs
- Full delivery service guaranteed to “Wow” your client
- Experience in the real estate industry since 2002
Increase your Client Loyalty and Repeat and Referral Business in 3 EASY STEPS!
CHOOSE your Service Level
CHOOSE your Anniversary Gift(s)
We’ll email you with a link to start enrolling your new clients into the automated program,
AND give you the option to enroll your past clients into the gifting cycle.
Sit back, relax, and let The Gift Designers do all the work for you!
CHOOSE your SERVICE LEVEL*
Product, gift, and delivery fees are additional and custom to your program.
|Add To Cart||Add To Cart||Add To Cart|
NOT per client
|Includes Management of:||Closing Gift & 1st Year Anniv Gift||Closing Gift & 1/3/5 Year Anniv Gift||Closing Gift & Anniv Gift Every Year|
|PLUS these very special things:||PLUS these very special things:||PLUS these very special things:|
|Automation & Customization of Anniversary Gift Program*||✔
|Customization of Closing Gifts||✔||✔||✔|
|Full Client Care
Delivery Service with Personalized Message
|Reminder Service for
|Easy Payment Options
and Order History Records
|Sourcing and Storing of Promotional Items with Just-In-Time Inventory||✔||✔||✔|
Welcome Gift for you
(2 Per Year)
(5 Per Year)
|Special Pricing on
|5x $50 Pay It Forward
Gift Cards for you to give to others*
|Custom Team Website
to Streamline Order Process (for teams of 3+)
- * Automation & Customization of Anniversary Gift Program:
One-on-one consultation to create a custom theme for each year. Includes a monthly review of anniversary gifts, with the option to deselect clients from the list.
- * Reminder Service for Special Dates:
Your choice of reminder service for special dates via online, phone, text, or email.
- * Social Media Mentions:
To support you on social media, we will mention/tag you on Facebook/Twitter posts.
- * $50 Pay It Forward Gift Cards:
At 6 months into your membership, receive an initial 5 FREE $50 Gift Cards for you to give to any client for their use at our online store. Use as thank you/referral gifts or give to whomever you prefer!
How do I get started?Submit your sign-up form, and one of our expert Designers will contact you to set up a personal consultation, where you will meet to discuss your business goals, select your anniversary gifts, and create a personalized gifting program that will “Wow” every single client. It’s just that easy!
Is the Annual Fee per client?No, it is a single fee per year and there are no limits on the number of clients you enroll!
Why aren’t Closing and Anniversary gifts and Delivery included in the initial sign-up fee?The Client for Life Program Fee covers the “behind-the-scenes” hours and work it takes to design, manage and maintain the gifts for all of your clientele. This includes data management, one-on-one consultation to design your program and gifts, keeping client info up-to-date, and overall automation of the system, including monthly reporting. The cost of products, gifts and delivery are additional costs and are based on what you want your program to look like. The best part is that YOU decide on your budget, and you’ll have as much or as little input as you like for your gift options within your chosen level of service.
How much do your Closing Gifts and Anniversary Gifts typically cost?
Closing gifts can range in price, depending on your client, your transaction, and your preference. We encourage realtors to shift their mindset, and instead of spending $200-300 on a closing gift, spend $100-$150, and spread out the remainder of your budget towards anniversary gift touchpoints.
Anniversary gifts are typically $20-75, depending on the type of gift. The beauty of it is that you stay in control of your budget at all times, and you can vary the price points on each anniversary gift!
Can I choose a different anniversary gift for every single client?Part of the automated program is the system of generating the same anniversary gift for each client, tailored to the specific year that you give them out. Therefore, it will need to be the same set gift for every client of that year. We can, however, substitute parts of a gift if there are allergies or dietary restrictions indicated.
How do I choose my closing gifts?
You can either select from our pre-designed gift baskets from our website, or phone/email us to design a personalized gift basket. When personalizing your gift, you provide the information on your client’s likes, dislikes, family, dietary/allergy needs, etc. And then from there, you can specify the types of items you’d like in the basket, OR leave it up to us to come up with a stellar design!
Click HERE to see our most popular closing gift ideas.
How do I choose my anniversary gifts?
We have a variety of creative anniversary gift options for you to choose from, at different price points.
Click HERE to see our most popular pre-designed anniversary gift ideas.
How do I register my clients and their anniversary dates?
We will provide a direct link to a simple form that you will fill out when you obtain a new client.
Click HERE to see an example of our Register Your Clients Form.
How do I make sure that my client’s info is up-to-date each anniversary month, and can I remove any off the list?You stay 100% in control of your client gifting program. Prior to the start of each month, we will send you the client list to make any changes/updates/deletions to their personal information. You will be responsible to contact your client if their information requires updating.
I’d like the delivery to be a surprise. Why do you need to call ahead of time?Our full Client Care delivery service includes contacting your client one day ahead of the delivery to ensure that they are there to receive it. We usually suggest delivering to their workplace so that all their colleagues see what the special gift is and who it’s from! (That way you look amazing!). Don’t worry – when we call ahead, we say “Someone has purchased a gift for you…”, and that way it stays a surprise until they receive it.
Can I pick up the gift and deliver it myself?For sure! If you prefer to deliver the gift yourself, you can pick it up from our office. Shipping to your home or office is also an option. Delivery charges apply.
Will you deliver the anniversary gifts on my client’s exact anniversary closing date?We always aim to get the gift delivered either on or as close to the anniversary date as possible (considering we are closed on weekends and holidays). Delivery is also subject to us contacting your Client and finding a date that works best for them at their place of choice (work or home), to make it as convenient for them as possible.
How will I know when my gift has been delivered?
We will keep you up-to-date with our advanced notification system:
1) You will receive an email the morning of the arranged delivery date
2) You will receive another email once the gift has been delivered
3) You may even receive a photo of the recipient with their gift if they allow!
What is your turn-around time for designing closing gifts?Typically, we only need 1 business days’ notice to create the gift, unless it requires custom shopping products.
Is a card included with the gift?Absolutely! We provide a standard template card with your message printed on it. Or you can drop off your own written cards at the start of the year for all your clients, which adds a nice, personal touch.
What is your gift guarantee?We guarantee that your gift will arrive in PERFECT form. While we don’t offer exchanges or refunds on custom gifts, we do offer exchanges or store credit on our pre-designed gift themes. If, for any reason, you are unsatisfied with your gift, please let us know and we will do our absolute best to make it up to you!
Do you do custom, handwritten cards?Not at the moment, but this is something that we have been looking into offering in the near future!
Can I include my own promotional products in the gifts, or purchase some from you?
Yes, if you already have your own promotional products, we have Just-In-Time inventory where we store and keep track of your items free-of-charge. (Please note that we are limited in space, and will have some restrictions based on our capacity for holding inventory. An agreement will also be required for insurance purposes.)
We also source quality and unique promotional items, and highly recommend that you include a branded item of sorts in your gifts to stay relevant and top-of-mind in your client’s homes.
Click HERE to see our most popular promotional items for real estate agents.,
Can I put my past client database into the cycle?Yes, this would be a smart move for any realtor who wants to create a meaningful touchpoint with a client they haven’t spoken to in months or years. Typically, realtors are going back into their database at least one year, but you can go back further if you like. Once you send us your client database in a spreadsheet, we will enter them into the anniversary gift cycle, starting at the beginning.
Can I opt out and are there any penalties?You can opt out at any given time, with no penalty. However, no refunds will be issued for your annual membership fee. Any gifts already delivered will be charged accordingly.
How will I get billed?Once you have paid the initial program fee, your credit card will get billed monthly for your closing and anniversary gifts that have already been shipped.
Business has been on the slow side for me lately, but perhaps I’ll sign up when things get busier.This is the PERFECT time to sign up! No need to put your past clients into the anniversary gift program if you’re not ready for that yet, but you can begin to save valuable time by setting the system up so that your new clients are automatically entered into the cycle (and you won’t need to start paying for anniversary gifts until next year).