Client Services

Tier 1: Startup / Small Firm
Target Clients: Less than $10M revenue, building early client relationships.

Monthly Retainer: $2,500 – $4,000

Gift Budget: $500 – $2,500/month
(funded by client, not included in retainer)

Deliverables:
- Research and curate 3–5 personalized gifts/month.
- Manage vendor sourcing and delivery.
- Build lightweight gifting calendar (birthdays, holidays, deal anniversaries).

Value: Affordable, keeps firm “top of mind” with early adopters and first major clients.
- Saves 20% vs hiring FT employee.

Tier 2: Mid-Market Company
Target Clients: $10M–$100M revenue, scaling sales teams and client base.

Monthly Retainer: $6,000 – $10,000

Gift Budget: $5,000 – $15,000/month (separate)

Deliverables:
- Research and curate 10–20 gifts/month.
- Develop strategic gifting calendar aligned with sales cycles, renewals, and key client milestones.
- Source premium gifts, including bespoke items, event tickets, luxury products.
- Provide monthly reporting: gifting activity, client feedback, and impact on pipeline/retention.

Value: Strengthens account retention, creates high-value client engagement touchpoints, supports enterprise-level sales growth.
- Saves 30% vs hiring FT employees.

Tier 3: Enterprise

Target Clients: $100M+ revenue, Fortune 500, private equity, law firms, consulting.

Monthly Retainer: $12,000 – $20,000+

Gift Budget: $25,000 – $100,000+/month (separate)

Deliverables:
- Manage a full-scale gifting program across multiple geographies and client segments.
- Develop gifting “playbooks” tied to specific deal stages (prospecting, closing, renewal, referral).
- Handle global logistics, communication, cultural sensitivity, and compliance requirements.
- Provide quarterly ROI reporting (impact on renewals, deal velocity, NPS).

Value: Positions company as a premium, relationship-driven brand, turning gifting into a measurable revenue lever.
- Saves 40% vs hiring FT employee.