Retention & Relationship Touchpoint Membership

Designed to Keep Your Brand Top-of-Mind — Every Client, Every Time

Choose the membership that best fits your business needs!

Stay Connected. Strengthen Loyalty. Drive Growth.

In today’s competitive landscape, relationships are your greatest asset. Your clients expect expertise — but they remember personalization.

Our Client Retention & Relationship Touchpoint Program is a strategic engagement system designed to help organizations stay deliberately connected with clients throughout the entire lifecycle — not just at onboarding.

This isn’t a card mailing service.
This is a structured, personalized touchpoint strategy that builds trust, reinforces value, and boosts retention.

Each plan is designed to keep you connected, strengthen relationships, and stay top-of-mind with your clients through automated gifting and mailing solutions.

1. Birthday Concierge Membership

Never miss a birthday again! We manage your entire birthday campaign so you can celebrate clients, employees, and prospects effortlessly.
Benefits:

Automated birthday card and gift campaigns
10 free greeting cards each month (just pay postage)
Unlimited contact storage and list segmentation
Access to personalized print-on-demand gifts
No minimum order quantities

2. Pro Concierge Membership

Effortless client appreciation & engagement. We handle all of your monthly gifting and mailing needs to keep your business top-of-mind.
Benefits:

$100+ in free monthly products (just pay postage)
50 free 5x7 greeting cards each month
Unlimited free small postcards (just pay postage)
Custom card and gift automation for ongoing outreach
Targeted lead generation tools to reach new clients
Personalized mailing list creation
Live chat support and access to an exclusive entrepreneur community

3. Executive Concierge Membership

Maximum value, automation, and high-touch engagement. Our most comprehensive membership includes premium automation, top-tier pricing, and exclusive perks.
Benefits:

$400+ in free monthly products (just pay postage)
200 free 5x7 greeting cards each month
Unlimited free small & medium postcards (just pay postage)
5 free personalized mugs each month (through 2025, just pay postage)
Best wholesale pricing on all cards & gifts
Dynamic QR codes with tracking and real-time analytics
Targeted lead generation and custom mailing lists
1-on-1 onboarding and priority live chat support

Each membership is billed monthly via PayPal with no contracts—cancel anytime with written notice at least one month in advance.

Stay connected, grow your business, and let us handle the rest!