Realtors: Done‑for‑you client care and gifting that turns past clients into referrals

Client care team that verifies client list, gift seasonal and milestone with your brand. Follow up for reviews and referrals, so you stay top of mind!

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According to the National Association oF REALTORS® 87% of clients say they’d work with their agent again,

YET less than 28% actually do.

The difference? Consistent, meaningful follow-up.

But with a busy schedule, birthdays, home anniversaries, and seasonal touch points often slip through the cracks.

Drew Carlson, ICON (eXp): 100% referral-based; 6‑figures from one client’s network

Drew built a 100% referral-based business using our Top of Mind program. Our automated gifting keeps him connected with clients and consistently generates referrals without extra work on his end. He focuses on delivering exceptional service to his clients and spend more time with family without the ongoing stress of chasing his next lead.

Top of Mind Program

Ongoing Client Care & Premium Seasonal and Milestone Gifts Designed to Leave a Lasting Impression

How It Works:

1. Client Segmentation Workshop
We help you rank clients (A/B/C), set cadences and budgets, and upload/tag your list for easy management.

2. List Verification Calls
Our team confirms addresses, birthdays, and key dates to ensure accuracy.

3. Personalization Setup
We load your branding and create personalized video messages for added impact.

4. Launch
Your first gifts ship. We handle packing, shipping, and tracking — you get confirmation updates.

5. After Delivery
Following seasonal gifts, we send two emails on your behalf (a review request and a referral nudge).

6. Ongoing Management
We run your quarterly cadence and date-based touchpoints. You receive quarterly reporting so you always know the results.

What's Included

  • Seasonal + Milestone Gifts: Seasonal boxes per client + birthday and home‑anniversary gifts. Curated with high‑quality Canadian products. Packed and shipped for you.
  • Branding + Personal Video: Your logo and printed insert in every gift. QR‑linked 20–30s video from you (we host and manage it).
  • Follow‑Up Touchpoint: Two emails sent on your behalf after each delivery. 1) review request, 2) referral ask timed within 24–72 hours of confirmed delivery.
  • Clean Client Data: 2x/year verification calls to 100% of your clients to confirm addresses, birthdays, and home‑anniversary dates. We update records and handle bounces.
  • Quarterly Scorecard: Snapshot of gifts shipped, delivery confirmations, reviews collected, and referrals generated, plus next‑quarter plan.
  • Dedicated Account Manager: One point of contact to run your calendar and handle changes fast.
Book A Complimentary Gifting Strategy Consult

Maria’s Story

Maria Marcos enrolled 20 clients into the Top of Mind Program. In just 9 months, she earned 12 referrals worth over $84,000 with one referral arriving the very next day after a gift was delivered.

Samantha Sajjad's Story

After just 3 months on the program and one round of spring gifts, Samantha received 2 new referrals directly from her clients.

Effortless Gifting, Proven Results

Many agents have already joined, and the results speak for themselves. Agents using this program are seeing more referrals, stronger client relationships, and increased repeat business. See how a simple, strategic gift can make all the difference.