Professional Services

Build Relationships That Start at the Doorstep

Send memorable, trackable packages to clients and prospects — not just another email in their inbox.

The Challenge

Client gifting at law firms, consultancies, and financial services is disconnected. Someone orders gifts manually, they ship without tracking, nobody knows if they arrived, and the effort never makes it into the CRM. You're spending money on relationship building with zero visibility.

The Solution

ConsumerXLab turns client gifting into a managed, measurable operation. Build your recipient list from your CRM, create branded welcome packages, ship via any carrier, and track delivery and engagement automatically. Every send and open syncs back to HubSpot or Salesforce.

Example

A management consultancy sends 150 premium welcome kits to new clients each quarter. Each kit includes a branded QR code linking to a personalized landing page with the engagement team's contact details and a scheduling link. The firm tracks a 92% delivery rate and 64% QR scan rate — data that feeds directly into their Salesforce pipeline.

Key Features

Direct-to-Decision-Maker Targeting

Build and manage target lists by industry, company size, and role. Import contacts via CSV or sync directly from your CRM. Smart filtering helps you find exactly the right recipients.

  • Company & contact management
  • CSV import & CRM sync
  • Filter by industry, size, role
Fulfillment at Scale

Create hundreds of packages in minutes with the bulk creation wizard. Manage packing lists, track inventory levels, and get low-stock alerts — or let our white-glove team handle everything for you.

  • Bulk package creation
  • Packing lists & inventory tracking
  • White-glove fulfillment option
CRM & Team Integrations

Sync every send and delivery event to HubSpot or Salesforce automatically. Get Slack and Teams notifications when packages arrive. Connect custom workflows via webhooks.

  • HubSpot & Salesforce sync
  • Slack & Teams notifications
  • Webhook support for custom workflows
Track Every Package, Every Touchpoint

Follow every package in real-time with carrier tracking and event timelines. Each package gets a branded tracking link with a QR code and a custom welcome landing page. See exactly who opened it, when, and how often.

  • Real-time carrier tracking
  • Branded QR codes & tracking links
  • Custom welcome landing pages
  • Visit analytics & engagement data

Ready to Get Started?

Launch your first product seeding campaign and start collecting real consumer insights.

Start SeedingSee All Features