Morrel Wax

Client Retention Expert

Convert.  Appreciate.  Retain.

Hi, I’m Morrel! 

Thanks for stopping by!

My Story

Given my experience growing portfolios and sustaining high-dollar donors, I know how important it is to make a good first impression. But it doesn’t end there. The entire journey of a donor needs to be personalized and positive.

Just as my success was dependent on how I engaged donors, the way you treat your clients directly impacts your retention rates, lead generation, and ultimately, your bottom line.

With a diverse background in stakeholder engagement, both domestically and internationally, I excel at stewardship and relationship management, in addition to strategy development and implementation.

I founded Moments by Morrel because I’m passionate about building sustainable client relationships and making first impressions that last.
My ability to engage clients helped me excel at the University of Alberta where I managed a diverse client portfolio, oversaw the project management process, and engaged clients throughout the greater Toronto and Vancouver areas.

While living in the US, I worked at Miami University and collaborated with business and government entities to achieve desired financial outcomes and partnerships. I designed the University’s first Career Partner Program, pairing corporate partners with complex projects to triple the center’s financial support.

With extensive experience communicating with internal and external stakeholders, I’m prepared to drive results for your organization.

I specialize in implementing client retention strategies after an initial sale or referral and I’m eager to create personalized experiences on behalf of professionals like you.

At the end of the day, it’s my goal to give you your time back, while keeping you top of mind with clients and prospects.

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Mission

Moments by Morrel provides extraordinary customized stewardship strategies for our clients.

Vision

To provide our clients with a personalized unforgettable customer service experience.

Motto

Convert, Appreciate, Retain:  The keys to building lasting customer relationships

We Are:

Efficient

Timely

Professional

Fun

Innovative

Creative

Client-Focused

Authentic

Inclusive

Always:
Show Gratitude, give appreciation, be thoughtful.

Always remembering it is not about me.

My Approach

Between work and family, I know you’re busy. You don’t have time to determine optimal touch points for each client and brainstorm tailored tokens of appreciation.

Although you have the best intentions, you resort to your typical engagement strategies: handwritten notes, template emails, and holiday cards. Nice gestures, but you want to do more.

If you’re eager to stand out—and know a quick thank you note just doesn’t cut it—work with me to create a more personalized experience.

If you want to convert more prospects and retain top clients, take the cultivation, engagement, and appreciation work off your plate. I’ll focus on client retention. You focus on making the next sale.