}

Posts tagged:

Clienteling

Consumer Behavior

Customer Experience

Client Management

Employee Training

Jewelry associate presenting a tray of engagement rings to a smiling couple at a store counter

Bridal Wishlists and Engagement Ring Follow-Up for Jewelers

Clientbook Blog

by

Todd Ericksen

Bridal Wishlists and Engagement Ring Follow-Up for Jewelers

by

Todd Ericksen

Jewelry store owner smiling at a younger associate across a glass display counter, a leather client notebook resting beside her

What Jewelers Say After Replacing Notebooks, Reports, and Old CRMs With Digital Clienteling

Clientbook Blog

by

Todd Ericksen

What Jewelers Say After Replacing Notebooks, Reports, and Old CRMs With Digital Clienteling

by

Todd Ericksen

Jewelry store associate presenting a tray of rings to a couple at the counter

Clientbook + Logicmate JewelMate: The Integration Guide for Jewelry Stores

Clientbook Blog

by

Todd Ericksen

Clientbook + Logicmate JewelMate: The Integration Guide for Jewelry Stores

by

Todd Ericksen

Jewelry sales associate texting a customer from behind the display counter while a colleague helps a shopper

Clientbook + Shopkeeper: The Texting and Clienteling Integration Guide for Jewelry Stores

Clientbook Blog

by

Todd Ericksen

Clientbook + Shopkeeper: The Texting and Clienteling Integration Guide for Jewelry Stores

by

Todd Ericksen

Jewelry store owner showing a sales associate a tray of rings at the display counter

Clientbook + Adaptive: The Integration Guide for Jewelry Stores

Clientbook Blog

by

Todd Ericksen

Clientbook + Adaptive: The Integration Guide for Jewelry Stores

by

Todd Ericksen

Jewelry store owner and sales associate reviewing a client list together at the display counter before opening

The 30/60/90 Day Plan to Grow Jewelry Store Revenue From the Customers You Already Have

Clientbook Blog

by

Todd Ericksen

The 30/60/90 Day Plan to Grow Jewelry Store Revenue From the Customers You Already Have

by

Todd Ericksen

Jewelry store owner with a folio and keys outside her storefront, looking across the street toward her second location

The Best CRM for a Jewelry Store With 3 to 5 Locations

Clientbook Blog

by

Todd Ericksen

The Best CRM for a Jewelry Store With 3 to 5 Locations

by

Todd Ericksen

Jewelry store owner and sales associate reviewing a paper client book and phone contacts together at the store counter

How to Get Client Contacts Out of Your Jewelry Sales Associates' Personal Phones

Clientbook Blog

by

Brandon Wright

How to Get Client Contacts Out of Your Jewelry Sales Associates' Personal Phones

by

Brandon Wright

Vendor showing trays of rings to a jeweler at a busy jewelry buying show booth

What Software Do Jewelers in Buying Groups Like RJO and IJO Use for Clienteling?

Clientbook Blog

by

Todd Ericksen

What Software Do Jewelers in Buying Groups Like RJO and IJO Use for Clienteling?

by

Todd Ericksen

Jewelry store manager talking through the day's plan with sales associates around a display case

The Best Strategies for Jewelry Store Managers to Boost Team Sales Performance

Clientbook Blog

by

Todd Ericksen

The Best Strategies for Jewelry Store Managers to Boost Team Sales Performance

by

Todd Ericksen

A jewelry store associate shows a ring to a customer at a glass display case, her phone resting face down on the counter beside a tray of rings

How to Save Your Sales Team Hours of Texting Before a Jewelry Store Event

Clientbook Blog

by

Todd Ericksen

How to Save Your Sales Team Hours of Texting Before a Jewelry Store Event

by

Todd Ericksen

Store manager warmly introducing a longtime client to a new jewelry sales associate

How to Keep Client Relationships When a Jewelry Sales Associate Leaves

Clientbook Blog

by

Todd Ericksen

How to Keep Client Relationships When a Jewelry Sales Associate Leaves

by

Todd Ericksen

Jewelry associate pausing over her client list on her phone beside the display case

How Do I Know Which of My Jewelry Customers Haven't Been Contacted in a While?

Clientbook Blog

by

Todd Ericksen

How Do I Know Which of My Jewelry Customers Haven't Been Contacted in a While?

by

Todd Ericksen

Jewelry associate presenting a necklace on a velvet tray to a repeat client during a private viewing

How High-End Jewelry Stores Personalize the Shopping Experience for Repeat Customers

Clientbook Blog

by

Todd Ericksen

How High-End Jewelry Stores Personalize the Shopping Experience for Repeat Customers

by

Todd Ericksen

Jewelry store associate noting a client preferences on her phone while the client tries on a ring

How to Track What Your Jewelry Customers Like and Send Them Relevant Product Suggestions

Clientbook Blog

by

Todd Ericksen

How to Track What Your Jewelry Customers Like and Send Them Relevant Product Suggestions

by

Todd Ericksen

Classic family-owned jewelry store interior with an associate helping a customer at the counter

Clientbook + RAIN and ASC: Clienteling for Established Jewelry Stores

Clientbook Blog

by

Todd Ericksen

Clientbook + RAIN and ASC: Clienteling for Established Jewelry Stores

by

Todd Ericksen

Close-up of a jeweler's bench with a magnifying loupe and a diamond ring being examined

Clientbook + Jewel360: Modern Clienteling for Modern Jewelry POS

Clientbook Blog

by

Todd Ericksen

Clientbook + Jewel360: Modern Clienteling for Modern Jewelry POS

by

Todd Ericksen

Two jewelry store associates collaborating behind the counter, one with a tablet

Clientbook + Lightspeed: Clienteling for Multi-Location Jewelry Stores

Clientbook Blog

by

Todd Ericksen

Clientbook + Lightspeed: Clienteling for Multi-Location Jewelry Stores

by

Todd Ericksen

Jewelry store associate viewing product photography on a tablet at a sunlit table

How to Text Customers While Using Shopify POS: A Guide for Jewelry Stores

Clientbook Blog

by

Todd Ericksen

How to Text Customers While Using Shopify POS: A Guide for Jewelry Stores

by

Todd Ericksen

Jewelry store associate showing a diamond engagement ring to a customer over a glass display case

Clientbook + BIG: How the Integration Bridge Connects Clientbook to Your Jewelry POS

Clientbook Blog

by

Todd Ericksen

Clientbook + BIG: How the Integration Bridge Connects Clientbook to Your Jewelry POS

by

Todd Ericksen

Jewelry sales associate using her phone at a glass display case in a modern boutique jewelry store

Clientbook + The Edge: The Complete Integration Guide for Jewelry Stores

Clientbook Blog

by

Todd Ericksen

Clientbook + The Edge: The Complete Integration Guide for Jewelry Stores

by

Todd Ericksen

Jewelry store associate showing an engagement ring to a smiling customer across a glass display case

The Best Jewelry Store Clienteling Software in 2026: An Independent Jeweler's Guide

Clientbook Blog

Oct 6, 2026

by

Todd Ericksen

The Best Jewelry Store Clienteling Software in 2026: An Independent Jeweler's Guide

by

Todd Ericksen

The Missing Piece in Most Jewelry Store Events: Knowing If They Worked

Clientbook Blog

Apr 14, 2026

by

Todd Ericksen

The Missing Piece in Most Jewelry Store Events: Knowing If They Worked

by

Todd Ericksen

JewelLink Alternative: Clientbook Compared

Clientbook Blog

Apr 6, 2026

by

Todd Ericksen

JewelLink Alternative: Clientbook Compared

by

Todd Ericksen

Why Smart Jewelers Love Mid-April (And It Has Nothing to Do With Spring)

Clientbook Blog

Apr 1, 2026

by

Meg Spencer

Why Smart Jewelers Love Mid-April (And It Has Nothing to Do With Spring)

by

Meg Spencer

Birthday and Anniversary Clienteling Workflow: Turn Client Milestones into Repeat Sales

Clientbook Blog

Mar 25, 2026

by

Meg Spencer

Birthday and Anniversary Clienteling Workflow: Turn Client Milestones into Repeat Sales

by

Meg Spencer

Why Jewelry Store Texting Tools Are Not Clienteling Platforms (And What the Difference Costs You)

Clientbook Blog

Mar 17, 2026

by

Todd Ericksen

Why Jewelry Store Texting Tools Are Not Clienteling Platforms (And What the Difference Costs You)

by

Todd Ericksen

The Best Add-On Tools for The Edge POS: Client Outreach for Jewelry Stores

Clientbook Blog

Mar 17, 2026

by

Todd Ericksen

The Best Add-On Tools for The Edge POS: Client Outreach for Jewelry Stores

by

Todd Ericksen

Tools That Let Jewelry Associates Share Brand Catalog Images via Text

Clientbook Blog

by

Josh Wolfe

Tools That Let Jewelry Associates Share Brand Catalog Images via Text

by

Josh Wolfe

What CRM Do Most Independent Jewelry Stores Use?

Clientbook Blog

Mar 13, 2026

by

Todd Ericksen

What CRM Do Most Independent Jewelry Stores Use?

by

Todd Ericksen

Turn Spring Cleaning Into a Jewelry Refresh Campaign

Clientbook Blog

Mar 18, 2026

by

Meg Spencer

Turn Spring Cleaning Into a Jewelry Refresh Campaign

by

Meg Spencer

Simpler Salesforce Alternatives for Small Jewelry Stores

Clientbook Blog

Mar 11, 2026

by

Todd Ericksen

Simpler Salesforce Alternatives for Small Jewelry Stores

by

Todd Ericksen

Jewelry store associate texting a customer from the counter of an independent jewelry store

The Best Luxe Software Alternatives for Jewelry Store Clienteling and Texting

Clientbook Blog

by

Todd Ericksen

The Best Luxe Software Alternatives for Jewelry Store Clienteling and Texting

by

Todd Ericksen

The Revenue You're Not Seeing Is Already in Your Client List

Clientbook Blog

Mar 6, 2026

by

Todd Ericksen

The Revenue You're Not Seeing Is Already in Your Client List

by

Todd Ericksen

The Best Endear Alternatives for Jewelry Store Clienteling

Clientbook Blog

Mar 3, 2026

by

Todd Ericksen

The Best Endear Alternatives for Jewelry Store Clienteling

by

Todd Ericksen

Jewelry store associate texting clients from a sunlit boutique counter with jewelry displays nearby

How to Grow Jewelry Store Revenue When Foot Traffic Is Down

Clientbook Blog

by

Ryan Blumenthal

How to Grow Jewelry Store Revenue When Foot Traffic Is Down

by

Ryan Blumenthal

Appointments and Events: How Jewelers Increase Conversion and Revenue

Clientbook Blog

Feb 19, 2026

by

Meg Spencer

Appointments and Events: How Jewelers Increase Conversion and Revenue

by

Meg Spencer

Why Your Best Conversations Aren't Turning Into Sales

Clientbook Blog

Feb 6, 2026

by

Meg Spencer

Why Your Best Conversations Aren't Turning Into Sales

by

Meg Spencer

How to Start Selling Valentine's Day Gifts Early: A Jewelry Store Strategy

Clientbook Blog

Jan 29, 2026

by

Meg Spencer

How to Start Selling Valentine's Day Gifts Early: A Jewelry Store Strategy

by

Meg Spencer

Stop Missing Sales: Introducing Clientbook Appointments

Clientbook Blog

Jan 13, 2026

by

Meg Spencer

Stop Missing Sales: Introducing Clientbook Appointments

by

Meg Spencer

Smith’s Jewelers proves that being known matters more than ever

Clientbook Blog

Oct 16, 2025

by

Gabrielle Smith

Smith’s Jewelers proves that being known matters more than ever

by

Gabrielle Smith

Why bridal and fashion jewelry buyers need different sales strategies

Clientbook Blog

Sep 25, 2025

by

Ryan Blumenthal

Why bridal and fashion jewelry buyers need different sales strategies

by

Ryan Blumenthal

Want to succeed at clienteling? Focus on these three essentials

Clientbook Blog

Aug 6, 2025

by

Brandon Wright

Want to succeed at clienteling? Focus on these three essentials

by

Brandon Wright

How to win over milestone jewelry buyers with smart clienteling

Clientbook Blog

Jun 30, 2025

by

Josh Wolfe

How to win over milestone jewelry buyers with smart clienteling

by

Josh Wolfe

At Niche of Time Jewelry, every design—and every client—is one-of-a-kind

Clientbook Blog

Jun 11, 2025

by

Gabrielle Smith

At Niche of Time Jewelry, every design—and every client—is one-of-a-kind

by

Gabrielle Smith

Lessons in luxury client communication that actually work | Featuring Mauzie’s Fine Jewelry

Clientbook Blog

Apr 30, 2025

by

Gabrielle Smith

Lessons in luxury client communication that actually work | Featuring Mauzie’s Fine Jewelry

by

Gabrielle Smith

Setting SMART goals for the team around clienteling

Clientbook Blog

Apr 28, 2025

by

Hayley Sonntag

Setting SMART goals for the team around clienteling

by

Hayley Sonntag

Four time-saving takeaways from Leitzel’s Jewelry that help teams stay focused and productive

Clientbook Blog

Apr 21, 2025

by

Max Young

Four time-saving takeaways from Leitzel’s Jewelry that help teams stay focused and productive

by

Max Young

New data reveals who’s really shopping in luxury stores—and what to do about it

Clientbook Blog

Apr 17, 2025

by

Ryan Blumenthal

New data reveals who’s really shopping in luxury stores—and what to do about it

by

Ryan Blumenthal

The hidden cost of a messy client database (and how Orloff Jewelers took control)

Clientbook Blog

Apr 15, 2025

by

Todd Ericksen

The hidden cost of a messy client database (and how Orloff Jewelers took control)

by

Todd Ericksen

How the right “hello” can help you sell more jewelry

Clientbook Blog

Apr 11, 2025

by

Josh Wolfe

How the right “hello” can help you sell more jewelry

by

Josh Wolfe

Clienteling to big-spenders vs. first-time buyers—and everyone in between

Clientbook Blog

Apr 7, 2025

by

Brandon Wright

Clienteling to big-spenders vs. first-time buyers—and everyone in between

by

Brandon Wright

How to turn every special life event into a jewelry sales opportunity

Clientbook Blog

Apr 3, 2025

by

Josh Wolfe

How to turn every special life event into a jewelry sales opportunity

by

Josh Wolfe

We asked an AGS-Certified Sales Associate how to build a top-tier sales team | Featuring La Maison d'Or

Clientbook Blog

Mar 26, 2025

by

Gabrielle Smith

We asked an AGS-Certified Sales Associate how to build a top-tier sales team | Featuring La Maison d'Or

by

Gabrielle Smith

Why social listening belongs on your clienteling to-do list

Clientbook Blog

Mar 24, 2025

by

Gabrielle Smith

Why social listening belongs on your clienteling to-do list

by

Gabrielle Smith

How clienteling sets brands apart from the rest | Featuring Deutsch Boutique

Clientbook Blog

Mar 18, 2025

by

Gabrielle Smith

How clienteling sets brands apart from the rest | Featuring Deutsch Boutique

by

Gabrielle Smith

The power of data in personalizing your customer communications

Clientbook Blog

Mar 12, 2025

by

Josh Wolfe

The power of data in personalizing your customer communications

by

Josh Wolfe

How a simple text turned into a $20,000 sale | Featuring Gold & Diamond Source

Clientbook Blog

Feb 27, 2025

by

Gabrielle Smith

How a simple text turned into a $20,000 sale | Featuring Gold & Diamond Source

by

Gabrielle Smith

How successful follow-up drives repeat business every time | Featuring Tillis Jewelry

Clientbook Blog

Feb 25, 2025

by

Josh Wolfe

How successful follow-up drives repeat business every time | Featuring Tillis Jewelry

by

Josh Wolfe

Overcoming staff challenges when implementing a clienteling strategy

Clientbook Blog

Feb 11, 2025

by

Gabrielle Smith

Overcoming staff challenges when implementing a clienteling strategy

by

Gabrielle Smith

Mastering clienteling with the 2-2-2 outreach strategy

Clientbook Blog

Feb 5, 2025

by

Hayley Sonntag

Mastering clienteling with the 2-2-2 outreach strategy

by

Hayley Sonntag

From transactions to transformations: The evolution of clienteling

Clientbook Blog

Jan 29, 2025

by

Brandon Wright

From transactions to transformations: The evolution of clienteling

by

Brandon Wright

Experts panel: The power of a learning relationship to know your luxury retail clients

Clientbook Blog

Jan 23, 2025

by

Josh Wolfe

Experts panel: The power of a learning relationship to know your luxury retail clients

by

Josh Wolfe

How I operate: Set your team up for clienteling success | Featuring Appelt’s Diamonds

Clientbook Blog

Jan 21, 2025

by

Gabrielle Smith

How I operate: Set your team up for clienteling success | Featuring Appelt’s Diamonds

by

Gabrielle Smith

Why clienteling is the key to earning customer loyalty in 2025 | Featuring N. Fox Jewelers

Clientbook Blog

Jan 7, 2025

by

Ryan Blumenthal

Why clienteling is the key to earning customer loyalty in 2025 | Featuring N. Fox Jewelers

by

Ryan Blumenthal

Window shoppers aren’t a loss: here’s how to convert them into customers

Clientbook Blog

Oct 23, 2024

by

Max Young

Window shoppers aren’t a loss: here’s how to convert them into customers

by

Max Young

Does direct mail still work?

Clientbook Blog

Aug 20, 2024

by

Gabrielle Smith

Does direct mail still work?

by

Gabrielle Smith

Conducting a virtual jewelry consultation

Clientbook Blog

Aug 7, 2024

by

Ryan Blumenthal

Conducting a virtual jewelry consultation

by

Ryan Blumenthal

Building a unique brand identity in the jewelry market

Clientbook Blog

Aug 6, 2024

by

Ryan Blumenthal

Building a unique brand identity in the jewelry market

by

Ryan Blumenthal

Eight ways to master your customer follow-up

Clientbook Blog

Jun 3, 2024

by

Josh Wolfe

Eight ways to master your customer follow-up

by

Josh Wolfe

Digital clienteling vs. manual clienteling: What's the difference?

Clientbook Blog

Nov 27, 2024

by

Todd Ericksen

Digital clienteling vs. manual clienteling: What's the difference?

by

Todd Ericksen

The importance of emotional intelligence in customer service

Clientbook Blog

Jun 7, 2023

by

Hayley Sonntag

The importance of emotional intelligence in customer service

by

Hayley Sonntag

Three signs clienteling will benefit your retail store

Clientbook Blog

May 25, 2023

by

Max Young

Three signs clienteling will benefit your retail store

by

Max Young

Best practices for building rapport with your retail clients

Clientbook Blog

Mar 7, 2023

by

Max Young

Best practices for building rapport with your retail clients

by

Max Young

What is relationship selling?

Clientbook Blog

Feb 22, 2023

by

Josh Wolfe

What is relationship selling?

by

Josh Wolfe

Why you should be engaging with clients in and outside of your store

Clientbook Blog

Feb 15, 2023

by

Josh Wolfe

Why you should be engaging with clients in and outside of your store

by

Josh Wolfe

Upgrading your client information sheet

Clientbook Blog

Feb 14, 2023

by

Gabrielle Smith

Upgrading your client information sheet

by

Gabrielle Smith

Customer engagement tips: Learning when and how to reach out

Clientbook Blog

Feb 8, 2023

by

Josh Wolfe

Customer engagement tips: Learning when and how to reach out

by

Josh Wolfe

Top client retention strategies for retailers

Clientbook Blog

Feb 2, 2023

by

Gabrielle Smith

Top client retention strategies for retailers

by

Gabrielle Smith

Retail Q&A with Retail Ryan - The Upcoming Holidays

Clientbook Blog

by

Brandon Wright

Retail Q&A with Retail Ryan - The Upcoming Holidays

by

Brandon Wright

The four Cs of clienteling

Clientbook Blog

Mar 8, 2023

by

Brandon Wright

The four Cs of clienteling

by

Brandon Wright

Retail Pep Talk: Back to Basics

Clientbook Blog

by

Brandon Wright

Retail Pep Talk: Back to Basics

by

Brandon Wright

Five clienteling tips to help you survive inflation

Clientbook Blog

Apr 20, 2023

by

Brandon Wright

Five clienteling tips to help you survive inflation

by

Brandon Wright

What the heck is clienteling?

Clientbook Blog

Jan 16, 2023

by

Brandon Wright

What the heck is clienteling?

by

Brandon Wright

Why retailers need a client management app

Clientbook Blog

Oct 5, 2023

by

Todd Ericksen

Why retailers need a client management app

by

Todd Ericksen

The clienteling gap…and how to close it

Clientbook Blog

Feb 7, 2023

by

Brandon Wright

The clienteling gap…and how to close it

by

Brandon Wright

Clienteling best practices: Three simple ways to start clienteling

Clientbook Blog

Dec 5, 2023

by

Brandon Wright

Clienteling best practices: Three simple ways to start clienteling

by

Brandon Wright

What should clienteling software do for you?

Clientbook Blog

Jan 18, 2023

by

Todd Ericksen

What should clienteling software do for you?

by

Todd Ericksen

Three reasons why your sales associates aren’t clienteling

Clientbook Blog

May 10, 2023

by

Max Young

Three reasons why your sales associates aren’t clienteling

by

Max Young

You Acquired a New Customer and Got a Review…Now What?

Clientbook Blog

by

Ryan Blumenthal

You Acquired a New Customer and Got a Review…Now What?

by

Ryan Blumenthal

What’s the difference between a client and a customer?

Clientbook Blog

Jan 17, 2023

by

Ryan Blumenthal

What’s the difference between a client and a customer?

by

Ryan Blumenthal

Clientbook Retail Q&A

Clientbook Blog

Sep 28, 2023

by

Brandon Wright

Clientbook Retail Q&A

by

Brandon Wright

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