Clienteling for Luxury Brands

US$500.00

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Clienteling is the fastest route to increased revenue in luxury, yet most brands reduce it to birthday messages, WhatsApps, and CRM reminders. This masterclass reframes clienteling as a strategic, data-driven, emotionally intelligent discipline that creates lifetime value and true differentiation.

The Masterclass Includes:

  • Client 360º Profile Template

  • Clienteling Message Framework (10 scripts for different situations)

  • Engagement Calendar Template (Annual / Monthly / Event-based)


START DATE
Spring 2026
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    1. Why clienteling is not messaging, follow-up, or product pushing.

    2. The shift from contact management to relationship management.

    3. The difference between personalization and hyperpersonalization.

    1. How to read behavioral, emotional, cultural, and transactional signals.

    2. Identifying emotional drivers: aspiration, identity, meaning.

    3. Mapping client motivation types 

    4. Identifying lifecycle stages and predicting next needs.

    1. Data you must track (and the data that is irrelevant).

    2. How to build a 360º client profile that guides action.

    3. How to convert CRM insights into real decisions.

    4. Micro-preferences: the hidden details that increase spend.

    5. Eliminating manual work through smart data organization.

      1. Annual engagement calendar (seasonal, behavioral, personal triggers).

      2. When to contact, how often, and in which channel.

      3. How to tailor communication based on client type.

      4. Balancing proactive vs reactive communication.

      5. “Quiet clienteling”: influencing without overwhelming.

    1. Structuring micro-moments of connection.

    2. Rituals, ceremonies, symbolic gestures, and sensory storytelling.

    3. Creating “signature cues” that become recognizable and iconic.

    1. How to identify buying signals.

    2. How to curate selections that feel exclusive and relevant.

    3. How to use scarcity and timing with elegance.

    4. Building anticipation before a launch or new collection.

    5. How clienteling increases upsell and cross-sell organically.

    1. Experience invitations (paid, free, intimate, cultural, community).

    2. How to make clients feel “known,” not “handled.”

    3. How to create emotional anchors that elevate loyalty.

    1. Why Culture matters.

    2. Role of CRM, segmentation, and client flags.

    3. Time management and daily/weekly structure for advisors.

    4. Team rituals that support successful clienteling.

LANGUAGE
English
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FREQUENCY
1 Session
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MODE OF LEARNING
Live Online
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DURATION
4 Hours
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FACULTY
Natalia Jaramillo
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TUITION FEE
500 $

What you’ll Learn

    1.  Clienteling that increases AOV, repeat visits, conversion, and upsell, without sounding transactional or pushing products.

    1. A practical structure that any advisor can execute daily, consistently, and with measurable outcomes.

    1.  A method to create relationships that feel personal, intentional, and long-term the foundation of luxury retention.