Strategic Gifting Plan

WHAT IS A STRATEGIC GIFTING PLAN?

Starting with your goals and budget, we create an annual strategy that targets your top clients, prospects, and employees. Combining your knowledge with my research and expertise, I design a gifting plan that includes a strategic approach, timing, frequency, and of course, the gifts themselves.

Taking this approach can garner genuine referrals, expand networks, boost morale, and open new doors...and most importantly, honor your biggest asset in business: your relationships.

 

1

EVALUATE OBJECTIVES, GOALS, & BUDGET

these factors inform the strategy and design of your strategic plan

 

2

IDENTIFY RECIPIENTS

we’ll get to know your clients, prospects, suppliers, and employees (and you and your company)

 

3

DESIGN STRATEGIC PLAN

we determine schedule, frequency, and gift selection based on your knowledge, as well as our research and expertise

 

4

IMPLEMENTATION

our team maintains the schedule, produces the gifts, and coordinates all logistics

 

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