16. Should I Send My Clients Gifts?

When a new client comes on board, we all know how important it is
to 'wow' them, but oftentimes you're already
onto the next client to close. You're a busy agency owner, and
maybe you're still the one who's onboarding your new clients into
your agency.


We're big fans of having systems in place to ensure your clients
are taken care of and they feel like they're your only client,
and this fool-proof system will ensure you take your client's
happiness seriously.


Onboarding System


Firstly, you must have an onboarding system (grab ours here if
you don't have one). Inside of that system, simply have a section
for 'Happy Clients'. In here, add some to do's for yourself or
someone on your team, with due dates, to ensure you don't forget
about your lovely clients!


Welcome Cards + Gifts— to send or not to send?


Start here: When you have a new client sign on
the dotted line, pull out your pen and a card and write them a
loving message. Here's an example:


Hey Betty! We're so thrilled to welcome you to the Agency XYZ
family. Thank you for trusting us to help grow Betty's Soaps!
Let's make 2021 the best year yet. Cheers to your success! -Tom


Don't have cards? Grab some now on Amazon— a simple card will do
the trick. If you do business with people outside of your
country, ensure you're stocked with international stamps so you
can easily get it in the mailbox the same day.


Another option, if within your budget, is to send your new client
a welcome basket! Here are a few options we've sent to clients:


Canada:
Baskits
Plant Collective

USA:
Lula's Garden
Milk Bar Store

Message: Betty, we're so excited to be working with you. Cheers
to your success! Tom and the team.





On-going Gifts— are they necessary?


Uhhhh YES! Who doesn't love to receive a gift? Something small,
like a $10 coffee card goes so far— trust us. When you've been
working with your clients for 2 weeks, hit them with a Starbucks
Card. It's super easy and lets your client know you're thinking
of them and value their business. This will take 5 minutes— what
are you waiting for!?
Go to starbucks.com (ensure you're on the correct website
depending on your clients' home country).
Choose a pretty digital e-gift card.
Write them a message like Betty, we wish we could take you for
a proper coffee date in real life, but this will have to do for
now! Enjoy a treat on us. -Tom and the team.
Send to their email!

Listen in to this week's episode to hear the full details of
client gifting,


[HELPFUL LINKS]


Onboarding Checklist: Grab our onboarding checklist here.


www.dotandcompany.co


[ABOUT THIS PODCAST]


Welcome to the Happy Clients Podcast, brought to you by DOT and
Company-- the world's best and only team of client account
managers for digital marketing agencies. Whether you're a virtual
assistant, an agency owner, or a client-facing account manager,
we all deal with clients. Lucky for you. client management is
what we do best. On the happy client's podcast, we won't shy away
from the ups and downs of managing clients in the agency world,
but we'll be right there alongside you to learn together and
share the real juicy stuff we'll undoubtedly face when it comes
to client management. Now, let's dig in, chat CAM life and have
some fun along the way.


Cheers, to happy clients.