Supplier Bulletin

Clientbook Is Helping Jewelers Turn Clienteling Challenges into Wins with Hands-On Training and Coaching

Supplier BulletinAug 28, 2025

Clientbook Is Helping Jewelers Turn Clienteling Challenges into Wins with Hands-On Training and Coaching

Sponsored by Clientbook

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Ask any jewelry store owner and they’ll tell you: the role isn’t just about selling. It’s about training teams, staying ahead of trends, and making every client feel valued. But in the rush of daily operations, one essential practice is often overlooked—clienteling.

That’s where Clientbook’s Managed Services comes in. Designed specifically for busy jewelry retailers, Managed Services goes beyond software by providing hands-on training, strategy, and campaign support that ensures clienteling becomes second nature across your entire team.

Retailers gain access to:
  • Complete clienteling playbook
  • Library of eLearning resources
  • On-site strategy sessions tailored to their store
  • Leadership and new employee enablement
  • Analytics and benchmarking
For jewelers who want an extra push, Clientbook even builds custom campaigns to make clienteling effortless.

Clientbook has spent years working exclusively with independent jewelers, giving the company a deep understanding of the challenges they face on the sales floor. That expertise is strengthened by an executive team with more than 65 years of combined experience across retail stores, vendor partnerships, and jewelry consulting. This perspective ensures that Managed Services isn’t just theory—it’s built on practical, real-world insight into how successful jewelers operate.

“Managed Services represents our commitment to standing alongside jewelers, not just as a software vendor but as a retail partner,” said Brandon Wright, CEO of Clientbook. “We created this program to give stores the tools, training, and resources they need to make clienteling work and deliver consistent results.”

With these tools, jewelers can expect measurable growth, including higher attributed sales, reduced customer churn, and stronger store-level relationships. By combining proven clienteling strategies with expert coaching, Clientbook’s Managed Services empowers jewelry stores to focus less on adoption challenges and more on growing their business.

Jewelers interested in learning more about Clientbook’s Managed Services can schedule a demo at demo.clientbook.com.

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