Your clients choose you for your expertise. What if you could give them one more reason to stay — and one more reason to tell others about you? A curated network of preferred local businesses, services, and experiences that says: being our client comes with ongoing benefits.
A client wraps up a meeting with you. On the way out, you hand them a professionally branded card. “This is your community card. It gets you preferred pricing and perks at local businesses I’ve personally selected. Restaurants, services, a few experiences. Just show the card.”
That weekend, they use it at a local restaurant. The next month, they get a discount at a local wellness studio.
At a networking lunch, they mention it: “My accountant (or attorney, or consultant) set up this community card. I get perks at a bunch of local businesses just for being a client.”
The person across the table thinks: “That is a firm that goes above and beyond.”
You never asked for a referral. The card did the talking.
The SmallGyfts Concierge Community gives your clients a single premium card. They show it at participating businesses you have personally selected to access exclusive discounts, preferred pricing, and curated experiences. It is a value-add that differentiates your practice and deepens client relationships.
You build the community. You choose the restaurants, the service providers, the experiences that align with your clients and your brand. Your client carries one card that gives them access to all of it. When they visit a participating business, they present the card and receive the benefit you have arranged.
Your community can include multiple businesses in the same category. You are offering curated options, not exclusive endorsements. This keeps the community balanced, avoids conflicts, and ensures your clients have choices.
Optionally, you can offer a small donation that cardholders can direct to a local cause of their choice. A small gesture that gets you positive visibility throughout the community.
SmallGyfts gives you two card types — digital and physical — each fully customizable to fit your clients and your practice.
Free and unlimited. Upload any image, overlay a dollar value or discount, add your contact info, and send by email. Use them as welcome cards, holiday greetings, referral rewards, or thank-you notes after a completed engagement. Every digital design can also be ordered as a physical card.
Print any digital design as a durable branded card ($2/card). Configure them as branded access cards for your concierge community, discount cards that bring clients back for future services, or referral cards they can share with friends and colleagues. Add an optional donation on the back to gain visibility with local causes. Every scan captures contact info and engagement data so you can follow up directly.
How you configure them is up to you. A branded access card gets your client into the local perks you have curated. A discount card offers preferred pricing on partner services or your own offerings. A referral card generates warm introductions without the awkward ask. Choose the mix that fits your practice.
SmallGyfts integrates with your existing tools through Zapier automation. When a triggering event happens in your CRM or practice management system, a digital card can be sent automatically.
For example, when a new client engagement is finalized in your system, a digital welcome card can be sent automatically — setting the tone for the relationship from day one. No one on your team has to remember to do it.
Every digital card sent and every physical card scanned triggers an automated email follow-up sequence. SmallGyfts generates the initial sequence for you, and you control the timing and content of each message.
| Email 1 (0–5 days) | A thank-you and check-in. “How is everything going? We are here if you need anything.” This email also asks the recipient to confirm whether they are the original client or received the card as a gift — the remaining emails adjust accordingly. |
| Email 2 (~14 days) | A follow-up check-in with a request to leave a review. Includes your Google Business Profile link or other review destination. |
| Email 3 (~30 days) | A suggestion of complementary services or a reminder of something else you offer that the client may need. Tailored to your specific practice and service offerings. |
| Email 4 (~90 days) | A seasonal or periodic reminder. Another opportunity to stay visible, share relevant updates, or suggest services aligned with the time of year. |
You control the timing, the content, and whether each email is active. The sequence keeps your practice visible and your client relationships active without requiring ongoing manual effort.
A card in their wallet is a constant reminder of the value you provide. Every time they use it, they associate the benefit with your practice.
When clients mention the community perks to friends and colleagues, your name comes along with it. Organic referrals without the awkward ask.
Most professional service firms compete on credentials and price. A curated concierge community is something your competitors simply do not offer.
Loyalty, appreciation, retention, referral, and acquisition — the complete CLARRA cycle. One card drives the entire relationship.
Invite local businesses into your community as providers. They gain visibility among your clients, and you build a network that strengthens your local presence.
The four-email follow-up sequence and Zapier integration mean your practice stays visible without ongoing manual outreach. Set it up once and let it work.
Select a mix of local restaurants, service providers, wellness businesses, and experiences that your clients would value. Include multiple options per category to keep it balanced.
Reach out to businesses you trust and invite them to participate. They offer a perk or discount to your cardholders and gain visibility among your client base.
A professionally branded card they carry in their wallet. They present it at any participating business to access their exclusive benefits.
Every time a client uses the card, gets a follow-up email, or mentions it to someone, your practice is part of that story. That is how relationships turn into referrals.
The front of your card is yours to design. Your logo, your colors, your brand identity. You control how it looks when your clients pull it out of their wallet.
Upload your own design using our self-service platform. If you already have brand guidelines and a designer, simply upload the finished artwork and your cards are ready to print.
Work with our design partner for a professionally designed card that reflects the level of service you provide. Our partner can help you develop the right color palette, layout, and branding for your card — so it looks polished and professional when your clients pull it out of their wallet. This is available as an optional add-on for businesses that want a sharp, well-designed card without managing the creative process themselves.
The back of every SmallGyfts card carries a consistent design with a scannable QR code linking to your community page, clear redemption instructions for your clients, and SmallGyfts branding. This ensures a familiar, trustworthy experience for cardholders, especially those who carry cards from multiple SmallGyfts communities.
Schedule a Call. We'll show you exactly how SmallGyfts Concierge works and answer any questions.
Email info@smallgyfts.com. We'll respond within 24 hours.