Organization + Systems

Send Out Easy Client Gifts With Greetabl (In Five Minutes or Less!)

September 15, 2023

What’s the best way to wow your clients and build great relationships? Two words, friends — client gifts.

Over the years, we’ve learned a lot about enhancing the client experience so our clients feel as comfortable and confident as possible working with us. And while a lot of that comes down to streamlined processes and clear communication, gifts are always a nice touch!

But they don’t have to be a hassle. Maybe you’re thinking that sending each new or existing client a gift is going to cost you hundreds, if not thousands, of dollars. Or that you’ll only find “junk gifts” that nobody will want anyways.

Absolutely not! While there are several ways to send killer client gifts, we’ve found the secret to sending personalized, totally on-brand, and EASY client gifts — Greetabl! Using Greetabl means we can send client gifts out in under five minutes a pop. Plus, they’re always a hit.

Want to see how it works? Check out the video below or catch the notes — plus a step-by-step tutorial —  in this post.

Why client gifts matter

Do you have to send out a client gift? Well, no. There’s no rulebook that says they’re a must. But we think you can’t go wrong in doing so!

Gifts are one of our favorite ways to nurture client relationships. And whether we’re onboarding, wrapping up a project, or saying happy birthday, they’re always something that makes our people happy.

That little extra touch is what makes a client experience truly stand out. They’ll feel heard, seen, supported, and cared for. It helps show people that you value their experience and are committed to providing a good one throughout your working relationship.

When should you send out client gifts?

There’s not really a “right” or “wrong” time to send out a client gift. Think about it…would you be opposed to getting happy mail when you least expect it? No way!

Trust us on this one — your clients will gladly accept a gift any time during a project or during their time working with you. But generally, the best times to send gifts are…

  • When you’re kicking off a project as a way to say welcome
  • When you’re wrapping up a project to say thank you
  • During the holidays
  • When a client has something to celebrate — like a birthday, wedding, new baby, or hitting an important milestone in their business
  • During slow seasons when you want to remind past clients that you’d love to keep the line of communication open

How to order your client gifts

There are tons of places you can order client gifts from. Just Google “client gifts” and you’ll find dozens of corporate gifting websites. The problem with those? They tend to lack personality.

A giant bag of stale crackers, cheeses, and truffles? You know…the ones with the big plastic wrapped around them and a bow to match?

Gifts like those aren’t a terrible idea…we certainly wouldn’t turn down free chocolate. However, it’s hard to infuse your brand and your personality into them. They kind of give a one-size-fits-all feel, don’t they?

That’s why we LOVE Greetabl.

Greetabl lets you send fun, bite-sized, client gifts that:

  1. Clients will actually enjoy (because you can personalize what’s inside!)
  2. You can customize to fit your brand’s personality

Whether your brand is colorful and bubbly, or loves clean lines and elegant scripts, there’s something for you. And with a range of goodies to include, there’s surely something there for your clients, too.

Ordering your Greetabl box

Greetabl makes it easy to send client gifts. We usually only spend about five minutes on each one — seriously!

Ready to order yours? It’s pretty easy. Just…

  1. Click get started and choose your box. We usually do the same one each time to stay on brand, but you can mix it up as you see fit.

  1. Choose what’s inside. We LOVE the Peach Bellini Gummi Hearts because they’re absolutely delish, but there are so many other options — like gift cards, candles, chocolates, etc. — you can include as well.

  1. Add your message. This is one of our favorite parts of the entire process. You can quickly add a personalized message in the font of your choosing.

  1. Add logos. Putting your logo (and the client’s ) onto the package design is a fun way to personalize things and keep it all on brand.

  1. Send your client gift! All you need to do is click “checkout” and enter the shipping info. And violá! You’re all done.

Take your client experience to the next level!

Client gifts with Greetabl are super easy, fast, and affordable (they even offer plans for frequent gifters — perfect if you plan on sending them often). If you’re a busy business owner, this is the perfect way to infuse some personality into your client experiences.

Want to take things to the next level? Get your SOPs in order and never miss an opportunity to wow your clients (or make things easier on you and your team).

We include client gifts in our onboarding SOPs for each client. That way, we never forget to send one out. But whether your want to send a client gift during the holidays, or during your onboarding or onboarding processes, including it in your SOPs will help you stay on top of things, each and every time.

Not sure where to start when it comes to creating said SOP? We’ve got you covered! Be sure to check out our ClickUp SOP Templates so you can get started in minutes.


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