We do the outreach you don’t get to.
Every guest rememberedall year long.
We reach out at the moments that matter, all year.
- Hi Daniel, your anniversary is coming up. Want us to set a few pieces aside?
- Yes, please. Could I come by Saturday?
- Saturday at 11 with Lena. See you then.
- On the calendar · Sat 11:00 AM
You sell. We keep them coming back.
You manage the day-to-day deals. We’ll do the clienteling that keeps them coming back.

Remembering them when there’s no deal going.
Special dates
Relationship building
Holiday seasons
Outreach when they normally buy
Nurturing new customers
Re-engaging old customers
You hand it off. We do all the work.
You give us everything you have: your list, sales and conversations. We make a plan for each guest, and we prioritize the people most likely to come back for a purchase. You approve the plan, and that’s it. You don’t have to do anything else.

Before
Big to-do lists that just don’t happen.
After
Handoffs and walk-ins instead of to-dos.
Start with an event or promotion, pay as you go. See the results, then add a year-round plan.
See eventsOne annual plan, sized to you.
Marketing Plans are an annual subscription. They’re priced by the size of your store and client list, and you choose how much we cover. Ask about introductory offers, and talk to us for a custom quote.
You already know clienteling works.
You know it works, and we know it works. Your team just can’t get to it. We do.
See the storiesClientbook CRM stats and industry stats from Todd or Josh. Verified rows only.
Thank-yous after a purchase, repairs, pickups and sales triggers? That’s day-to-day selling, and Clientbook CRM helps your team run it.
Clientbook CRM