KA CLIENT CONCIERGE
Stay connected to your best clients — without doing it all yourself.
Your best clients shouldn't only hear from you when there's business to discuss. KA helps you stay connected through thoughtful follow-ups, client appreciation and gifting — planned and managed for you.
For Financial Advisors | Realtors | Small Businesses
Plans from $395/month.
Your Monthly Plan
Imagine having this handled every month.
Client Connection Plan
August 2026
Relationships
- 12 clients to reconnect
- 4 milestones coming up
- 2 referral follow-ups
Appreciation
- 3 thank-you opportunities
- 2 gifts to coordinate
- 1 milestone recognition
Communications
- Newsletter ready for review
- LinkedIn content prepared
- Social content planned
Everything organized. One point of contact.
Our Services
Everything your Client Connection Plan needs.
KA Connect, KA Box and KA Studio bring your follow-ups, appreciation, gifting and communications together.
Stay connected.
KA Connect
Follow-ups, milestones and touchpoints that keep long-term relationships strong.
- Follow-ups
- Milestones
- Important dates
- Referral touchpoints
Make the moment meaningful.
KA Box
Thoughtful gifting coordinated through sourcing, personalization and delivery.
- Sourcing
- Personalization
- Packaging
- Delivery
Stay visible.
KA Studio
Relationship-led marketing and creative support, communicated consistently.
- Social media
- Newsletters
- Branded graphics
The Process
How It Works
Tell us about your business
We learn about your clients, priorities and how you want to stay connected.
We create your plan
We identify the relationships, moments and opportunities that deserve attention.
We help make it happen
We prepare and coordinate what comes next — keeping you connected and consistent.
Who We Serve
Who We Help
Financial Advisors
Stay meaningfully connected beyond portfolio reviews.
- Client milestones
- Referral appreciation
- Holiday programs
- Personal touches
Realtors
Keep the relationship going long after closing.
- Closing experiences
- Home anniversaries
- Referral appreciation
- Seasonal touches
Small Businesses
Turn customers and partners into long-term relationships.
- Customer appreciation
- VIP recognition
- Corporate gifting
- Campaign support
- Branded experiences
Pricing
Start small. Build as you grow.
Plans starting at
$395/month
Ongoing support can be tailored across client relationships, gifting and marketing & creative.
Additional gifting, product costs, shipping, production and special projects are quoted separately when applicable.
Let's stay connected.
The relationships are yours. We'll take care of the details.
Let's talk about what thoughtful, consistent client relationship support could look like for your business. Let's create your Client Connection Plan.
