Appreciation plans

Each plan is a repeatable set of appreciation moments with its own budget and approval rules.

Essential

$16–$30

per customer, per year

Two light-touch moments a year. Keeps you present without a big program cost.

  • Home anniversary cardOn the closing anniversary$8–$15Automatic
  • Holiday cardFirst week of December$8–$15Automatic
Letterpress Holiday Card Stoneware Mug Pair
4 customers on this plan · 2 touches a year

Relationship Builder

$93–$140

per customer, per year

Four moments a year for clients likely to refer or transact again.

  • Closing appreciation3 days after closing$35–$50Manual
  • Six-month check-in6 months after closing$20–$30Automatic
  • Home anniversaryOn the closing anniversary$30–$45Automatic
  • Holiday cardFirst week of December$8–$15Automatic
Small-Batch Coffee Flight Stoneware Mug Pair Letterpress Holiday Card
6 customers on this plan · 4 touches a year

Premium

$160–$230

per customer, per year

Premium moments and deeper personalization for your highest-value relationships.

  • Closing appreciation3 days after closing$65–$85Manual
  • BirthdayOn birthday$30–$45Automatic
  • Home anniversaryOn the closing anniversary$40–$60Automatic
  • Holiday giftFirst week of December$25–$40Automatic
Merino Throw Blanket Potted Olive Tree Cinnamon Morning Box
2 customers on this plan · 4 touches a year

Homeowner VIP

Residential real estate template

$128–$180

per customer, per year

Vertical template built for residential buyers: closing, settling in, the first anniversary, and the holidays.

  • Closing appreciation3 days after closing$65–$85Manual
  • Three-month home check-in3 months after closing$20–$30Automatic
  • One-year home anniversary12 months after closing$35–$50Automatic
  • Holiday cardFirst week of December$8–$15Automatic
Hearth & Home Candle Trio Slate & Olive Serving Board Potted Olive Tree Letterpress Holiday Card
3 customers on this plan · 4 touches a year

Rules in plain language

  • VIP one-year home anniversary

    AutomaticActive

    When a VIP customer reaches one-year home anniversary, send a home or kitchen or plants appreciation gift costing between $35 and $50, provided the customer's $125 annual limit has not been exceeded.

    Never send: Alcohol, Fragrance-heavy · No repeats within 24 months · Address confirmation required

  • VIP closing appreciation

    ManualActive

    When a VIP customer reaches transaction closed, send a home or kitchen appreciation gift costing between $65 and $85, provided the customer's $125 annual limit has not been exceeded.

    Never send: Alcohol · No repeats within 12 months · Address confirmation required

  • Everyone gets a holiday card

    AutomaticActive

    When a Standard customer reaches holiday season, send a cards appreciation gift costing between $8 and $15, provided the customer's $40 annual limit has not been exceeded.

    Never send: no exclusions · No repeats within 0 months · Address confirmation required