Skip to content
Due to the Summer heat, we are substituting chocolate products for equivalent items.
Due to the Summer heat, we are substituting chocolate products for equivalent items.
gift strategy

What is a Gift Strategy and Do You Need One?

What is a Gifting Strategy and do you need one? If you are a business owner or you deal with customers and/or referrals, you need a Gifting Strategy. 
Simply put, it is a fool-proof way to surprise & delight your clients without you doing the work.

Here's how it works!

Step 1 - We connect and I find out more about your business and what you need. I also get your gifting budget for the entire year.
Step 2 - I share with you a few ideas that fit your budget, clients and your needs.
Step 3 - You decide that I make shopping easy for you and you agree that giving your clients and/or team gifts throughout the year is the best idea ever.
Step 4 - I get to work and you continue being amazing at what you do!

Here are a few great ideas that our clients already do that has led to more referrals, more revenue and great reviews. 

Example 1 - Our customer sends us a list of their client birthdays on the first of the month. Since we established a standard birthday gift during our strategy call, gifting is easy. We make and delivery to each client on their actual birthday and ring up the client at the end of that month.
Example 2 - Similar to example 1, our client sends birthday gifts to the dentists that send them repeat referrals. We get a list of those birthdays at the beginning of the month and send a cake and a gift on the actual day. 
Example 3 - We have a financial planner client who sends a gift every time someone refers them a new client. We established the budget and gift at the time of the strategy meeting and we call that gift "referral gift" so when they email their client's name and address that is the only other information they tell us.
That same client selected a get well gift that he sends anytime his clients are sick or in the hospital.
Lastly, that same client selected a sympathy gift to send anytime his clients or team members experience a loss. It's better than flowers and makes shopping so easy for him.


Call me 504-400-6425
Email me:
I look forward to working with you!
Kristi Brocato
Previous article Fun Ideas For Employee Appreciation Day - March 3
Next article Why is it important to support local vendors?