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How to Automate and Level Up Your Client Gifts In A Snap | Episode 9

#podcast #tinastips Jun 19, 2023
tina's blog post image for the high performance agent podcast

Hey realtors!! Are you looking for a solution to more consistently and effectively acknowledge birthdays, referrals, and home purchase anniversaries? This is one of my favorite topics because I have mastered the art of beautifully branded, automated, reasonably priced client gifting and I'm going to tell you all about it!

If you're looking for visuals on the system and the gifts, please click here to watch a brief YouTube video that does some fun show & tell!


If you'd like to try the platform Mailbox Power and get access to a 90 day trial and all of my Canva templates, click here!


In this episode I cover the following specifics about my gifting strategies & systems:

  • What I look for in a system from a branding, tech, and integration standpoint
  • My mindset around rewarding and reinforcing referral behavior
  • A few pro tips on what you should look for in a CRM to automate effectively
  • The key cards & gifts I've automated and the thought process behind who gets what (including birthdays, referrals, home purchase anniversaries, and some special surprises!)
  • Ways I surprise and delight my clients and VIPs with totally unexpected extras

And a whole lot more! This one is tactic heavy and you'll hear just how passionate I am when you listen!

As always, please feel free to reach out to me via Instagram or in my FB group to chat more about this topic or anything else. I'd love to hear from you!

Follow this podcast to be notified as new episodes release!! Please make sure to tap into all of these resources I provide that will help you grow your business: 


Free Resources:

  1. Learn more about High Performance Agent Academy and join the waitlist HERE
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Let's Connect!

  1. Do you have a client who needs to buy or sell in Maryland? My team would love to help them and pay you a referral fee! Reach out at [email protected], 443.595.7535, or visit
  2. Follow me HERE on IG or search @tinabeliveau! 
  3. Join my free Facebook group for ambitious agents - click HERE or search for "Relationship Driven Real Estate with Tina Beliveau". 

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