Overview – Gifting Campaign 

Link to Monthly Gifting Tracker Excel Document 

Concept 

  • A system where we strengthen our relationships with our best business partners by sending them small gifts throughout the year.  

Mission, Statement, Purpose 

  • The purpose of this campaign is to maintain our business relationships to bring in more business. We don’t want to lose or miss the opportunity to work with great business partners.  

Overview 

  • Use a ranking system to send out gifts as often as you choose. 

  • Spend no more than a set amount for the gifts each time they’re sent.  

  • Send gifts in addition to calls, events, etc. 

  • Look at the metrics for the campaign once a month to see if everything is on track. 

Gifting Outline 

  • Open a word document (or make a copy of this document) and list out:  

  1. Who to gift to  

  1. What groups/rankings you want for the people you’re gifting to (Ie. A’s & B’s) 

  1. How often to send the gifts 

  1. How much to spend in total each time you gift 

  1. What to send as the first gifts 

  1. When you want your list to receive their gifts 

  1. When to assemble / purchase the gifts 

  1. How to setup reminders for assembling and sending gifts 

  1. Any other details  

  • Create and export your own Excel contact list of who to gift you to including their name, email, & address.  

  • Open the Gifting Tracker excel doc and create a copy of the “Gift #1 (Template)” tab 

  • In the new tab, paste your contact list in cell A5. 

  • Complete the Gifting Tracker for every contact including their rank, gift, gift spend, gift status, and notes.  

  • Create calendar reminders for when you want to decide gifts, assemble / purchase gifts, fulfill gifts, and change the “gift status” column in the Monthly Gifting Tracker.  

 

Gift Fulfillment 

  • Week of deciding gift: 

  1. Decide on gifts  

  1. Fill out columns D to I in the Monthly Gifting Tracker. 

  • Week of assembling / purchasing gift:  

  1. Purchase all the supplies needed  

  1. Assemble if necessary 

  1. Change the “Gift Status” column in the Monthly Gifting Tracker doc to “Assembled” or “Purchased” 

  • Week of gifts being received 

  1. Change the “Gift Status” column in the Monthly Gifting Tracker document to “Gift received” 

 

***For each round of gifts, make a copy of the “Template” tab in the Monthly Gifting Tracker and repeat steps in this document starting with Gifting Outline. Then you’ll have a tab for each round of gifting so you can easily see what you spend on past gifts. *** 

 

Quarterly Outline 

  • Open the Gifting Tracker and create a copy of the “Q1 Outline” tab 

  • Clear out what is already in there and complete however you’d like. This is great for planning gifts out in advance.  

 

 

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