Service Structure

Problems we solve:

Client Retention – Consistent care and acknowledgement retains more clients.

Increased Client Life-Time Values – You’ll find more opportunities for upselling, cross-selling or simply repeat purchase.

Lead Conversion – Your currently stalled leads will move through the rest of the funnel, faster with consistent nurturing.

Increased Referrals – Your strategic partners will keep you top of mind and mention you frequently when they are consistently nurtured.

Increased Team Retention and Productivity - Through consistent acknowledgement and care, your company will develop a magnetic culture that not only attracts more talent but increases the rate of retention for the right fit team.

Peace of Mind - Know you'll never miss an opportunity to celebrate or acknowledge your important relationships.

Business Development Catalyst Program

A quick start program for anyone with a pipeline that is drying up, and struggling to find or engage with high-value prospects.

Let us help you build trust faster, convert more leads, and develop deeper relationships with the right prospects. If you want a clear, actionable strategy to reignite your business development efforts and target the clients who matter most, this program is your blueprint for success.

This same program can also be used to develop relationships with Strategic Partners for more business opportunities and referrals.

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One-Time Project

Whether it’s a holiday greeting, a special occasion, or a thoughtful touchpoint, we help you create a mailing experience that goes beyond the ordinary.

At The Expressory, we don’t just send gifts—we design memorable, relationship-building experiences that make a lasting impact.

From ideation to completion, we’ll collaborate with you to curate the perfect message, source personalized components, and handle all the logistics of your one-time project mailing.

Whether you’re reaching out to clients, partners, or team members, we ensure each recipient feels valued, appreciated, and connected to your brand.

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Foundation Service

Meaningful engagement is key to client retention, lead conversion, and increasing referrals. Our service goes beyond executing mailings and gifts on your behalf; we craft personalized, memorable experiences that show your clients, leads, and team that you genuinely care.

The Foundation Service takes care of the fundamentals of making sure you are consistently showing your important connections that you care and appreciate them.

After initial brand discovery, our team of customer experience designers will recommend touchpoint experiences for each important occasion you've identified. From there, you'll be able to request those touchpoint mailings as needed, no minimums. On top of that, we recognize the importance of acknowledging the moments that matter to your clients, team members and prospects. When there are life moments, or ad-hoc needs, your team can be the first to acknowledge it by requesting options from our inventory.

Let us help you foster deeper connections with every touchpoint.

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Strategic Engagement Service

Includes a discovery session to understand the brand preferences, personality and goals.

This session will also include a deep dive into understanding the prospects and target markets.

Client Retention & Increased Life-Time Value:

On-going strategic nurturing plan for your existing clients using The Expressory’s Strategic Engagement Methodology.

All touchpoints in the nurturing planned will be designed, with messaging provided, using our Strategic Storylines.

All touchpoints will be mailed for you.

Ad-hoc life milestones acknowledgements as needed.

Lead Conversion:

Development of Dream 25 list of prospects (if needed).

Compilation of research for Dream 25 list of prospects to feed nurturing plan.

Dream 25 Nurturing System designed with 1 year of touchpoints, using The Expressory's Strategic Engagement Methodology.

All touchpoints will be mailed for you.

Monthly strategy review calls to track engagement and refine as needed.

Increased Referrals:

Development of Dream 25 list of strategic partners(if needed).

Compilation of research for Dream 25 list of strategic partners to feed nurturing plan.

Dream 25 Nurturing System designed with 1 year of touchpoints, using The Expressory's Strategic Engagement Methodology.

All touchpoints will be mailed for you.

Monthly strategy review calls to track engagement and refine as needed.

Increased Team Retention and Productivity:

On-going team engagement and acknowledgement plan created using using The Expressory’s Strategic Engagement Methodology. This can include birthdays and company anniversaries.

Don’t forget that your team has a personal life as well, which makes a great opportunity to show you care.

Ad-hoc life milestones acknowledgements as needed.

Overarching:

Strategic gifting is most successful when it has a strong story. With this service, your team will be able to provide specific information or ideas to your Expressory account manager and you’ll receive recommendations specific to that contact.

Recommendations will be provided for holiday appreciation campaigns and The Expressory will guide you through everything required to fully execute this on your behalf. These gifts can, and should, include your clients, leads, team, and strategic partners as makes sense to do so.