Transform your client relationships
through the simple act of appreciation

More new business through increased referrals from a passionate and loyal client base

Highly engaged relationships with your existing clients

Convert something that’s traditionally seen as an expense into a revenue generating, positive ROI

Our global culture has seen a massive shift in the last few years. Society has become less fixated on the bottom line, and more invested in the quality of the relationships we develop. In a world that is becoming increasingly empathetic, the best thing you can do for your clients is to show them that you truly care. We work with organizations who want to create deeper, more genuine connections at scale.

Use Appreciation
To Grow Your Organization

But There’s a Problem:

1

Your current corporate gifts are a line-item expense
2

Marketing handles the "front door" but who handles the "back door"?
3

Execs are too busy and their assistants aren't retention experts
4

It's time consuming
5

Consumable business gifts are gone & forgotten
6

Nobody gave you a plan (what to give, say, or how to present it)
7

Managing client data takes the joy out of gifting
8

Appreciating people should be fun, not overwhelming

Most companies spend so much time hunting down new leads, they entirely neglect nurturing their existing relationships. We understand that client retention can feel like an overwhelming process to take on; we have developed our system in order to provide you with a repeatable, scalable action plan that will deliver satisfaction, increase referral rates, and create an environment of mutual respect and appreciation.

 

Schedule Your Consultation

Join The 180+ Organizations We've Helped

Schedule Your Consultation

OUR PROCESS:

1) Psychology of Business Appreciation:

Businesses are built on interpersonal connections and relationships, and research shows human needs center on connection, purpose, and worthiness. We make sure that when you appreciate by gifting, emotional connections are created when the gifts are used.

2) 3D Retention Accelerator™:

Your custom annual roadmap on how to turn appreciation into a revenue generating asset. We organize revenue driving relationships, then optimize when to appreciate them for maximum ROI, then pick the gifts, help create messaging, and fulfill them (we ship, or you hand deliver)!

3) Sustainable and Scalable Systems:

We help advise on a CRM retention strategy, sustainable budgeting, and how to maximize how long a client stays, contract amounts, and how many referrals they send. We create raving fans that are engaged with your brand, instead of simply happy clients!

 

OUR SERVICES INCLUDE:

  • Ongoing Client Onboarding

  • Employee engagement strategies

  • Business data management and CRM work

  • Strategy tweaks to re-align if/when your business initiatives change

  • Retention strategies for acquired clients/buying businesses

  • Business development campaign strategies

  • Quarterly planning

  • Optimal timing for maximum impact

Schedule Your Consultation

DRIVE ENGAGEMENT

INCREASE RETENTION

GROW REFERRALS

Your vision doesn’t have to be compromised by the constant pressure of obtaining new business. As a company that stands for sincere gratitude, you will create deeper connections with your clients, have more opportunities to fulfill your mission as a business, and obtain more referrals who will be excited to work with you.

Hear From Our Raving Fans

“We’re experiencing a 320% annual increase in referrals, have closed almost 50% of our referrals, and our clients are calling us instead of us reaching out to them. I was skeptical to invest more into my retention and referral strategy through business gifts, but our investment into an annual retention strategy paid for itself and increased revenue in only four months!”

Rod KinneyK&G Capital Mortgage

“The thing that stands out to me most is James’ real deep understanding of how people perceive information. How they onboard everything…His ability to ask the right questions is the skill set that I’ve appreciated the most. He has been able to move my business so much further along and drive engagement with my clients. It’s so beyond the gift itself!”

Michael DiamondIgKnight The King

“It was a pleasure meeting you last year and purchasing products for give aways to my clients and potential clients. I was very impressed with your professionalism and with the follow up after the purchase. The engraved divot fixers have been a big hit. My best regards to you.”

J. Grady RandleRandle Law Office LTD., L.L.P

Build Loyalty and Grow Raving Fans

We Believe:
-Good products or services are bare minimum to staying in business
-People do business with those they know, like, and trust
-Retention and referrals are a by-product of engagement
-Millions are lost in lack of follow up. Organizations often have plans to acquire relationships, but few have plans to retain or grow them!

Through appreciation, you can show your clients they are worth more to you than a revenue stream. We use tangible appreciation to create connection and a sense of purpose to show your people how much they mean. Partner with us to leverage gratitude as a competitive advantage that ensures your people want to stay with you for the long run.

Schedule Your Consultation

Retain more clients by showing them you care.
Systemize your appreciation and create a wealth of valuable relationships.