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!

No, it is a single fee per year and there are no limits on the number of clients you enroll!

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.

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!

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.

You can either select fr0m our pre-designed gift baskets fr0m 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 fr0m 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.

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.

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.

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.

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.

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.

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!

Typically, we only need 1 business days’ notice to create the gift, unless it requires custom shopping products.

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.

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!

Not at the moment, but this is something that we have been looking into offering in the near future!

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.,

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.

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.

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.

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).

Contact us at customer-service@thegiftdesigners.com or 403-201-5021 and we’d be happy to help!