The task of client gifting is often relegated to executive assistants or office managers, but in reality, their jobs are the most hectic in your organization. The best person to manage your client gifting is probably not in your office at all.
There is perhaps no harder decision in business than to know what to own and what to delegate. Knowing which tasks to outsource might be just as challenging.
Partnering with a third-party vendor to manage and execute your client gifting strategy ensures that your gifts are strategically thought out, timely, and above all, given the proper attention to make them unique and memorable experiences.
Here are some of the questions you should ask a potential vendor when choosing a client gifting concierge to help you develop and execute a more effective gifting strategy.
3 Questions to Ask a Potential Client Gifting Vendor
What is your process for working with your partners’ client list?
This is probably the most important aspect of figuring out if a particular vendor is going to make your life a lot easier. Ideally, try to find a partner who will take your client list and organize data like purchasing anniversaries, implemented buying cycle reminders, birthdays, and other important dates into segments that inform a strategy at several price points and creative gift options that takes your unique brand, process, and industry regulatory constraints into account. You want to be able to sign off and step away to grow your business. If you can’t, why use them?
Will you handle all the shipping and provide tracking links?
This question is about how hands-off you’ll be able to be through the process. If you provide addresses, will your corporate gifting concierge take care of the rest including links with all the tracking codes in case something goes wrong? It’s the execution after the gifts are chosen that take the most time-sucking attention to detail. You need to be able to trust that your partner has the ability to not only plan a strategy but also consistently execute that strategy without the need for constant guidance and hand-holding while still being available for updates and reporting.
What levels of customization do you offer?
Levels of customization does not mean the amount of products available to choose from, nor does it necessarily mean the ability to make each gift customized to individual clients. However, it is good to know whether the client gifting concierge service is willing to place additional inserts into the package for you. Will they write small personal notes using your letterhead or stationary? What is their willingness to truly become a partner with your business instead of treating your business transactionally?
Going Above and Beyond
Finding the right client gifting service offered by a company that shares your insistence on excellence might seem challenging. Finding a client gifting service that you trust to take care of your clients might seem impossible.
It doesn’t have to be.
Here at Pasolivo, we work especially hard to be whatever our corporate partners need us to be. We have some clients who call in with their specific one-time gifting needs. For others, we are a dedicated partner they trust to develop a yearly gifting strategy for all of their clients or a specific segment of clients while abiding to an annual budget.
We’re happy to serve and go above and beyond to exceed the expectations of both.
If you’re looking for a client gifting partner, or you’re just looking for options to streamline your gifting process, please click below to talk to someone from our corporate concierge team. We’re confident that we can find a quality solution that is both effective and efficient while providing your treasured clients with gifts that they will remember long after the day they land on their front porch.