Wow Your Clients: Elevate Client Experience with Automated Gifting

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In today's competitive business landscape, leaving a lasting impression on clients is crucial. By sending a welcome package to new clients, you demonstrate your appreciation for their business and create a positive first impression. Whether it's a physical gift or a digital experience, a well-chosen present can set the tone for a successful client relationship. By automating this process, you ensure that no new client slips through the cracks.

Just as important as a warm welcome is a heartfelt farewell. An offboarding gift can leave a lasting positive impression, even as the client journey ends. It shows that you value their business and appreciate the relationship. Automating this process ensures that no client is overlooked. By setting up a workflow trigger based on project completion you can seamlessly incorporate a parting gift into your client experience.

In this post, we'll explore how to achieve just that by leveraging automation to elevate your client gifting game.

ToDos: The Manual Approach

The easiest way to remember to send a client gift is to simply create a ToDo in your workflow. Some of the best spots to add this workflow action would be after the client has signed the contract and paid the deposit, after an onboarding call, or even before a strategy/kickoff call. For example, I have a ToDo after my clients schedule their Strategy & Mapping call to send them a gift card to get a coffee and snack for the call.

Another spot to add this ToDo would be at Offboarding. Add a ToDo to send a “thank you” gift during handoff/offboarding or even a week or so later to check in.

This option is more manual but gives you a bit more control over what you want to send.

Zapier Integration: Your Automation Ally

Zapier is a powerful tool that can streamline your gifting process. By connecting your CRM (like Dubsado) to a gifting platform (like Tango Card or Handwrytten), you can automate the sending of gifts based on specific triggers. Most of the time, this can be done with a free account unless you require a 2-step zap.

Example:

Trigger - New Project as Job in Dubsado
Action - Send Reward in Tango -> Coffee Reward Link -> $$ -> Recipient Info

By harnessing the power of automation, you can transform client gifting from a time-consuming task into a strategic business tool. By implementing thoughtful and personalized gifts at key touchpoints in the client journey, you'll create lasting impressions and foster stronger relationships.

Ready to elevate your client experience? Book a complimentary consultation with me to explore how automation can revolutionize your business. Let me help you create a gifting strategy that delights your clients and drives growth.

Do you send gifts to your clients? Let me know on my Instagram!