Compass Automated Gifting Program

Building client loyalty and garnering referrals hinges on regularly creating memorable experiences that ensure you remain a top consideration for your clients. Every gift consists of a sequence of thoughtful gestures and sent directly to your clients at unexpected times during the year.

Boosted Client Loyalty

Unexpected gifts increase client retention by making them feel valued and connected to your brand.

Elevated Client Engagement

The program expands your market reach by delighting clients with gifts, spurring word-of-mouth that attracts new audiences and drives growth.

EXAMPLES OF WHAT'S INCLUDED IN FIRST YEAR

Program is all-inclusive solution. Pricing includes the gift, note, fulfillment, and delivery of each items.

Pickleball GIft Set

Elevate game night with our premier 'Pickleball Pro' curated gift set. An ideal choice for sports enthusiasts and competitive spirits alike, this set brings the excitement of pickleball directly to their doorstep. Perfect for families seeking a new outdoor activity, or friends looking to add a competitive edge to their gatherings, it promises endless hours of fun and skillful play.

Gift Contains: Two high-quality Fiberglass Paddles, Four Durable Balls, Convenient Carrying Bag, Neutral Basket Fill, Black Box and Notecard.

For clients who enroll more than 50 clients, we offer the option to customize the notecard with their personal logo.

Pizza Night GIfts Set

This exquisite The pizza-making gift set offers a delightful culinary adventure with its carefully selected components.

Gift Contains: Oven Mitt, Ready-To-Bake Pizza Dough, Pizza Sauce, Gourmet Mini Pepperettes, Pizza Cutter, Pizza Seasoning, Neutral Basket Fill, Black Box and Notecard.

For clients who enroll more than 50 clients, we offer the option to customize the notecard with their personal logo.

Frequently Asked Questions

Yes. You can always enroll more clients but you cannot delete any. 

No. You cannot stop the program until the following year. The cost is for all two gifts. 

No. If you enroll 50 or more clients to the program you can add your logo to the gift card.

Yes. This program is reimbursable through your marketing budget. Please pay by credit card on the Sage Theory portal and then you can submit for reimbursement in Compass Business Tracker.

No. Custom gifts cannot be exchanged. All sales are final.

No. All designs have been finalized. You can add a team/agent logo to the gift card to any order of 50 or more participants. 

Please reach out to sagetheorygifts@gmail.com

Yes, you can enroll your clients in the program whenever it's convenient for you. Depending on when you sign them up, the order in which they receive the gifts may vary. For example, those enrolled in September will receive the Fall gift first in October and then the Spring gift in May, ensuring all clients enjoy the full benefits of the program regardless of their enrollment date.