C&C Gift Concierge

Enchant and delight your all-important client base


If you find yourself in a line of work that relies on word of mouth and referrals to keep your business thriving, how do you actively nurture your client base?

I pose the above question to my clients when we think about business development and marketing initiatives. It is critical to pause and reflect on how any business owner creates meaningful touch points with clients, past and present, as we think about the vitality of the business. Naturally, with the impending holidays, this subject matter comes into sharper focus. 

C&C is delighted to launch C&C Concierge, in anticipation of addressing this topic, while providing a holistic view on your client gestures throughout the calendar year. C&C will brainstorm and advise on a bespoke solution that will delight and enchant your clients while reaffirming your core values and sensibilities as a firm. 

As part of the work with my retainer clients, we often explore what the client experience looks like within their firm. When we think about nurturing clients, honoring past and prospective partnerships, and celebrating the seasons in unison, client gifting often becomes a part of this conversation. 

Our time together will cover:

  • A holistic conversation about client nurturing within your firm

  • Planning for a specific client gesture or gifting experience

  • Focus on sourcing the intended gift item(s) 

  • Evaluating packaging and presentation considerations 

  • Considering how the strategy for the gift or gesture speaks to the ethos of your brand 

  • A follow up email correspondence with a list of applicable resources, and other areas of exploration, if warranted 

*Kindly Note: this offering does not include the execution piece, however a framework can be identified to bring this initiative to fruition.

This singular session is tailored to your specific needs and curiosities, however it might address questions like:

  • How can I think about nurturing my client base? 

  • Am I obligated to gift during the holidays? Are there other moments that are appropriate for a client gesture? 

  • How far out should I plan for holiday gifting? 

  • How do others approach the topic of client gifting and fostering relationships?

  • Help! Where can I find chic unique objects?

  • Should I think about a tiered approach to gifting? 

  • What type of gift is an authentic representation of my brand? 

  • How should I think about packaging when presenting my gift? 

  • How do I seek out the trusted resources in order to execute my gift programming? 

    & MORE.

This offering is for you if you are…

Seeking to evaluate and elevate the nature of your client nurturing as a firm

Limited on time, resources and a sophisticated lens devoted to “leveling up” this part of your business

Creatively exhausted when it comes to seeking out chic & thoughtful gifts that reflect your brand’s ethos

Wanting to better understand how to develop a strategic and economical approach to client gifts & gestures

Yearning for a cohesive plan to execute that will eliminate stress for you and your team during the holidays

Aiming to understand how other firms approach this subject in order to set and manage expectations moving forward

Commitment: $570 for one 60 minute session. Payment is required up front in order to secure time on C&C’s calendar.

Please email inquiries@citrusandcedars.com to secure your session.

Kindly note, availability is limited.