Services
Thoughtful touches.
Relationships, well kept.
Postcards, personal notes and gifts for your clients. We plan it, send it and track it, for clients anywhere in the US.
01
Monthly postcards
A thoughtful hello in their mailbox, every month. Choose a seasonal design from our menu, or add your own custom content.
- Seasonal design menu
- Your branding on every card
- Postage included
02
Handwritten notes
A personal touch for the moments that matter. Quarterly notes, birthday wishes and home anniversary cards, each one written by hand.
- Quarterly personal notes
- Birthday cards
- Home anniversary cards
03
Pop-by gifts
Something thoughtful to bring along. You choose the gift; we coordinate the details so you can focus on the relationship.
- Curated gift options
- Custom tags with your name
- Wrapped and ready to deliver
04
Home anniversary gifts
Celebrate another year at home with a gift delivered to their door. A sweet reminder that you remember more than the closing date.
- Sent on their closing anniversary
- Choose from our gift menu
- Delivered to their door
05
À la carte gifting
A closing, a thank-you, a new baby, a milestone birthday. Call, text, or email us and we'll get a thoughtful gift on its way, from you.
- For any moment, any time
- Call, text, or email to order
- $20 coordination fee per gift
Build the foundation
Your database, ready for referrals.
The best gifting plan starts with the right people. These services help you get there.
06
Referral Database Strategy & Categorization Coaching
Your database is more than a list of contacts. It’s a network of relationships that can drive repeat and referral business.
Through our partnership with Amy Bayer Coaching, you’ll get proven guidance on identifying, organizing, and nurturing the people most likely to use and refer you.
Amy built a brokerage that sold more than $1 billion and has coached hundreds of agents using a relationship-based approach she’s refined over 25 years. Those same principles are built into everything we do at wellkept.
The philosophy is simple: less is more. Focus on the right people, lead with a genuine desire to make a positive difference in their lives, and build relationships that create lasting business.
$350
75-minute private session
You’ll learn how to:
- Organize and qualify your database for repeat and referral opportunities
- Identify the relationships worth prioritizing
- Create an annual People Plan to guide your relationship-building
- Build authentic relationships that naturally lead to referrals
07
Database Administrative & Technical Support
An unorganized database can be one of the biggest barriers to consistent referral business.
If your contacts are scattered across your CRM, phone, and spreadsheets, or your database isn’t quite ready for wellkept yet, we can help. In a hands-on session, we’ll work within your existing systems to export, consolidate, and organize your contacts.
Clear the hurdle, and build the foundation for a more consistent, relationship-driven business.
$250
75-minute private session
- Works within your current CRM or systems
- Consolidates contacts from every source
- Prepares your list for your wellkept plan
Let's get started
Relationships matter. Show you care, stay connected, and watch your business grow.