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Turnkey Retention Campaigns

  • The masthead graphics above show the level of professionalism you will present. 
  • Click links below to review  ready-to-go campaigns in our Turnkey system. 
  • Custom content is an available option, often a Step 2.


BIRTHDAY CAMPAIGN: choice of cards. You will also receive a reminder email on the day before the birthday, call reminder?


CLIENT WELCOME / ONBOARD: This is the most important single campaign, establishing your sincere interest in long-term service; sometimes called the tipping point in your relationship.


PERIODIC REVIEW PREPARATION: An email and card that reinforce your efforts to make periodic review a disciplined part of your key client relationship.


HOLIDAY TOUCHES:  A turnkey 3 card campaign is ready: New Year, July 4, Thanksgiving. Or contact us about setting up a custom holiday program.