Data + Psychology + Unique Gifts = Incremental Revenue

Engagement | Retention | Referrals

We Believe:

-In the value of relationships…connection gives purpose and meaning to our lives

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-Retention and referrals are a byproduct of engagement

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-If you’re not appreciating clients and referral partners, you’re risking them leaving

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-Millions of dollars are left on the table with improper follow up

We’ve Helped 180+ Including:

President’s Club Branch At #1 Retail Lender

(3 months: 40.67% volume growth + 57.24% revenue growth)

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Rod Kinney

(Doubled his production in 18 months)

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Partnering With Us Created:

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• 322% increase in annual referrals
• 4.37x ROI
• Increased future pipeline by 30%
• Past clients reaching out to him

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Chris Planto

Annual Production: $106MM, 347 units

Initial Gifting Campaign:

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• Best January in 22 years

(during tough Jan ‘23 market)

• 94% of 1 on 1’s sent additional deals
• Drove 18 additional leads in a month
• Only took 2 days of prep from Chris

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Case Study: Chris Planto

How did TRE Help?

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• Topgraded Referral Partner Relationships (53/1600+)

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• Drafted messaging, creating inbound calls from partners

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• Scripting to collect addresses efficiently & prepare address for CRM upload

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• Scripted booking 1 on 1’s with partners during busy holidays

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• Sourced and sent gifts

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• Tracking system for ROI & referral follow ups

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IgKnight the King

(Tripled Revenue of $18k / year Mastermind in 15 Months)

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Our relationship has been a time saver, it’s super easy working together, and I love the ease of it all.��It’s appreciation for my existing relationships, while being icing on the cake for first deals closed with new relationships I’m building. My referral partners have called me to tell me how much they love it.

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Three even publicly tagged me on Facebook recognizing how special I make them feel!

Torrey Jacoby

Annual Production: $85 MM, 249 units

Outsourced part of his team, leveraging 60 referral partners

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Response to a wedding gift we sent on behalf of an RIA

(wealth manager)

Some of Our Clients’ Recipient Responses

Client’s Public Responses:

Drove an additional 72 Likes + 10 Comments

90 Second Video TESTIMONIES

“This is exactly what I’ve been trying to do on my own…when you need an expert at something, outsource it!”

“It’s the best way we’ve found to maximize the relationship with

our past clients”