Client gifts that don’t end up in a drawer
Branded pens get thrown away. A gift with your client’s own name engraved on it does not. For the firms who win on relationships — advisors, agencies, attorneys, consultants — this is the follow-through that actually gets remembered.
Fires when a matter closes, a deal signs, or a milestone hits · Ten-minute setup · First month free if you don’t get a review
Sound familiar?
What actually happens for professional service firms
Branded swag doesn’t work
A pen with your logo is an advertisement, and everyone knows it. It goes in a drawer or in the trash, and the relationship is exactly where it was.
Gifting is a scramble every time
Somebody remembers two days before the deadline. Then it’s a rush order, a generic basket, and a card nobody signed properly.
Referrals need a reason
Your best clients would refer you. They just need a moment that reminds them to — and a thing on their desk that makes your name easy to recall.
How it runs
Set it up once. Then it just happens.
- 1
Connect your system
We listen for the moment a matter closes, a deal signs, or a milestone hits. The customer’s name and address come across with it.
- 2
Pick your default gift
Most professional service firms start with the The Board Set. Set a value rule if you want bigger jobs to get more.
- 3
We engrave and ship
Hand-engraved in our shop, packed, and out the door — usually within two business days.
- 4
The review request fires on delivery
Not on a schedule. The moment the carrier says it landed, while they’re holding it.
What changes
- Gifts personalized to the client, not stamped with your logo
- One rule instead of a decision every time
- Hand-engraved and hand-packed, not drop-shipped
- A standing reason for clients to think of you
The math
Retainer and engagement work
One retained client covers a year of gifting many times over.
Run your numbersIntegrations
Works with what professional service firms already run
Your system already knows who the customer is and when the job ended. We just listen for it — no spreadsheets, no re-typing addresses.
Pricing
Buy credits. Use them whenever.
No subscription, no sales call. Credits don’t expire while your account is open — good for a slow season or a busy one.
Software, CRM integration, and review automation are included while your credits are active. Credits don’t expire while your account is open.
How credits work
One credit is one standard gift. Bigger gifts cost more credits — so you can send a Tumbler Kit on a service call and a Signature Basket on a full replacement, out of the same balance.
1credit
The Tumbler Kit
$89 à la carte
2credits
The Board Set
$149 à la carte
3credits
The Signature Basket
$249 à la carte
Questions
What professional service firms ask
Can we send these without a CRM connection?
Yes. Order directly from the dashboard whenever you like. The CRM connection is what makes it automatic, but it’s optional — plenty of firms just order as they go.
Can we get our logo on the gift?
We recommend against it, and here’s why: the client’s name is what makes them keep it. Your name goes on the card, which is where people actually look for it. If you want both, we can do both.
Do you handle bulk sends for an event or holiday?
Yes. Upload the list, we engrave and ship each one individually. Bulk pricing kicks in on the 25-credit pack.
What’s the turnaround on a bulk order?
Depends on size. Small batches ship in a few business days; larger seasonal runs need more lead time, so book holiday work early.
Ready to stop letting finished jobs disappear?
Ten minutes to connect. Then every job takes care of its own thank-you.