01
Prospect Opener
For the clients you want to win
Create a curated gifting library for high-value prospects and give your sales team an easy way to make a memorable impression.
TEXT-TO-GIFT PROGRAMRegistration required
Send gifts with
a simple text.
Register your company and gifting preferences once. After activation, text your concierge in plain language whenever you want to send a gift. No shopping, forms, or checkout.
One-time registration · Required before texting a gift request
No mailing address? Include the recipient’s email address instead.
Automatic fulfillment. Once confirmed, the gift ships automatically and your account on file is charged.
BUILD YOUR PLAYBOOK
Solutions for the moments that move business forward.
Start with one solution or create an entire relationship program around your sales process. Once registered, every one is available by text.
02
Referral Thank You
Turn introductions into relationships
Thank clients, brokers, planners, travel advisors, and other partners when they introduce new business to your organization.
03
Renewal Gift
Make retention feel intentional
Recognize anniversaries, renewals, and important account milestones before the relationship ever feels transactional.
04
Follow-Up Gift
After tours, meetings, and presentations
Send a thoughtful follow-up while the conversation is still fresh. Ideal after site visits, tours, presentations, and high-value introductions.
05
Welcome Gift
Celebrate the yes
Welcome new clients, owners, accounts, and partners with a branded experience that reinforces their decision to work with you.
06
Let’s Reconnect
Re-engage valuable relationships
Give your team a reason to reach out to dormant clients, quiet prospects, and past customers without another generic sales email.