Creating Client Relationships that Last a Lifetime

As a client relationship strategist, Kristina Lucia understands the power of investing in relationships.  The strongest relationships are formed through consistency, in person interaction, and touch points following the first connection point.

From her 14 years of experience in both corporate and Wall Street offices she has planned and executed in person gatherings ranging from the holiday office party to the largest 3 day conference on Wall Street.  Regardless of the size of the gathering she has witnessed relationships form from client friendships to deals with CEOs of major companies being made.  In her journey as an entrepreneur she has applied this wisdom and formed a strategy to ensure all her gatherings from BNI chapter mixers, Ladies’ networking dinners, to school functions and more reach their highest potential and all clients walk away with the maximum ROI on their investment.

Her process includes but is not limited to the following elements.  

• Initial Strategy Meetings and Client Questionnaire
  • These meetings are designed for Kristina Lucia to discover both the needs and vision the client has for their brand.  
  • This portion of the process includes a detailed questionnaire created by Kristina Lucia to capture all aspects of the client’s current consumer basis and vision.  

• In person marketing planning
  • With an understanding of the client’s brand and vision Kristina Lucia is able to create an in person marketing plan to engage clients and create the opportunity for the firm to connect with their clients on a regular basis.
  • Gathering plans include quarterly gatherings, community outreach programs, day conferences, and retreats.  

• Planning and Execution of the gathering.  
  • Kristina Lucia not only plans your experience but is also there to execute the actual gathering so that you can focus on your clients.  
  • These services include:
    • Venue Search and Selection
    • Save the Date, Invitations, Registration Links
    • Vendor Curation and Management
    • Planning Strategy and Logistics
    • Guest Experience
    • Content Creation Strategy
    • Marketing Strategy including Email Campaign and Swag Bag following the experience.

• One of the most important pieces of the process is the Swag Bag that will be given to attendees and the Email Campaign following the experience.
  • Swag bags are a great opportunity for hidden marketing to subtly remind your clients of the gathering that you attended.  Kristina Lucia works with each client during the planning process to find a strategy that best suits the brand.
  • Email Campaign is a chance to say thank you to clients and create further touch points with clients.  As an artist Kristina Lucia is able to create curated touch points that allows each of her clients to connect with their consumers in a unique and special way.