How to Give a Client (or Corporate) Gift

Buying and giving a client or corporate gift involves several detailed steps to ensure the process is smooth and the gift is well-received. It can be done the easy way or the hard way. Here are the exact steps:

1. Planning and Budgeting

• Determine the Budget: Decide how much you are willing to spend on each gift. This can vary depending on the client, employee or occasion.
• Identify the Recipients: Make a list of clients you intend to gift. Reason for gifting (closing of deal, relationship milestone, project milestone, anniversary, promotion, retirement etc...) Prioritize based on the relationship and importance.

2. Understanding Client Preferences

• Research Client Preferences: Gather information about the client’s likes, dislikes, and any specific interests or hobbies.
• Check for Company Policies: Ensure that the client's company has no policies against receiving gifts. Don't forget to ensure that the intended gift complies with your own company's policies.

3. Selecting the Gift

• Choose a Gift Type: Decide whether the gift will be a physical item, an experience, or a donation made in their name.
• Personalization: Consider personalizing the gift with the client’s name, their company logo, or a personal note.
• Quality Check: Ensure the gift is of high quality and reflects well on your company.

4. Sourcing the Gift

• Find a Supplier/store: Select a reputable vendor or supplier who can provide the desired gift.
• Order Placement: Place the order well in advance, especially if the gift needs customization.
• Confirm Details: Double-check all details like the recipient's name, address, and delivery date.

5. Packaging and Presentation

• Professional Packaging: Opt for professional and elegant packaging that matches your company’s branding.
• Include a Personal Note: Write a personalized note to accompany the gift. This adds a personal touch and reinforces the relationship.

6. Delivery

• Choose a Delivery Method: Decide whether to hand-deliver the gift or use a courier service. Hand delivery can be more personal.
• Track the Delivery: Ensure the gift is delivered on time and to the correct address. Use tracking services if available.

7. Follow-Up

• Confirmation: Follow up with the client to ensure they received the gift and it met their expectations.
• Thank You Note: Send a thank you note or email expressing your appreciation for their business and mentioning the gift.
• Feedback Collection: Ask for feedback on the gift-giving experience to improve future gifting.

8. Record Keeping

• Document the Process: Keep a record of what gifts were given to whom, the cost, and any special notes. This helps in future planning.
• Deduct on taxes. Keeping records is imperative for many reasons. Make sure you deduct the correct amount on your taxes, consult your lawyer or accountant for the details.
• Review and Analyze: Periodically review the effectiveness of your gifting strategy and make adjustments as needed.

By following these steps, you can ensure that your corporate gifting process is efficient, personalized, and leaves a positive impact on your clients.