How BetterWealth Automated
Client Gifting with RevSend

BetterWealth is a virtual wealth management firm serving entrepreneurs and high-income earners nationwide. Founded by Caleb Guilliams, author of “The AND Asset,” they specialize in innovative wealth strategies, including whole life insurance optimization, tax planning, and estate planning. Through education-led outreach and personalized coaching, they help clients take control of their financial futures and build wealth intentionally.

BetterWealth used RevSend to turn client gifting from a one-person bottleneck into a HubSpot-connected program. The team now coordinates custom-packaged books, handwritten notes, branded campaigns, digital referral rewards, and recognition through one scalable gifting workflow.

"The excitement starts the moment our package breaks through the wall of mundane brown boxes. Nothing excites us more than seeing clients and prospects proudly showing off their BetterWealth-branded deliveries."

Mariah Wood - Head of Operations

Objective

Empowering a Culture of Care

BetterWealth needed a client gifting workflow that could preserve personal touches while removing manual coordination. Previously, sends funneled through one person, which slowed fulfillment and made it harder for the people closest to each client to act at the right moment. The team needed a partner who could:

Decentralize gifting so any team member could send meaningful gifts when moments matter, not days later through a single point of contact

Enable personalization at scale with handwritten notes, custom packaging, and segment-specific inserts that reflect real relationships
Integrate with HubSpot so gifting stays connected to their CRM without manual tracking or data entry
Support the full client lifecycle with book sends, branded swag, and instant digital gift cards for referrals and team recognition
Elevate presentation so every package breaks through the wall of mundane brown boxes and becomes a memorable brand moment

The Results

Culture Change & Client Connection

The partnership between BetterWealth and RevSend transformed gifting from an operational bottleneck into a team-wide expression of care:

Team-Wide Empowerment: Gifting shifted from one person's task to everyone's opportunity, employees who know clients best can now act on that knowledge immediately
Creativity Unleashed: Team members add personal touches and craft handwritten notes that reflect genuine relationships, not templated outreach
Legendary Moments at Scale: Inspired by Unreasonable Hospitality, BetterWealth now empowers staff to celebrate, mourn, and bless alongside clients through every life stage. Including marriages, birthdays, first homes, and seasons of loss
Premium Brand Presence: Custom-packaged deliveries consistently prompt clients to share photos and heartfelt notes, excited that BetterWealth stands out from generic Amazon-style boxes
Operational Efficiency: <24 hour average fulfillment time and 20+ hours/month saved on manual coordination—without sacrificing the personal touch