How To Use the Rise25 Gifting Program To Nurture Clients, Partners, and Team Members
How do you keep your relationships strong without constantly chasing people down? What if you could stay top-of-mind with clients, referral partners, potential clients, and even staff while doing almost nothing yourself? The Rise25 gifting program makes this possible by combining automation with thoughtful, personalized touches.
This video walks you through how to use simple email templates and follow-up strategies to turn a small token of appreciation into years of consistent touchpoints. You’ll learn how to collect addresses with curiosity-driven messaging, confirm gift delivery in a way that sparks engagement, and adjust your approach based on the recipient. By putting this system in place, you can nurture long-term loyalty, deepen trust, and strengthen relationships across every part of your network.
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1. Identify who to include in your gifting program.
Start by making a list of the people you’d like to build stronger relationships with. This can include current clients and past clients, referral and strategic partners, potential clients, or even staff members.
2. Send the first email to collect mailing addresses.
Use a short, curiosity-driven message that thanks them for the relationship, lets them know you’d like to send a small token of appreciation, and asks for their home address (since the gift may be perishable).
Here’s the template to use:
Subject: [First Name], We have a special surprise for you…
Hey [Recipient’s Name],
We have a special surprise to send your way!
We value our relationship, and we wanted to send a small token of our appreciation.
To ensure that we send your surprise to the correct address…
Please reply with your home address, and we’ll make sure your surprise is sent safely to you.
The surprise may be perishable, so please fill in a home address and not a PO Box.
Looking forward to sending you something special!
Best regards,
[Your Name]
Even if you already have their address, sending this message adds a sense of excitement and ensures accuracy. This simple first step creates anticipation and sets the stage for the gift.
3. Schedule and automate the gift delivery.
Once addresses are collected, Rise25 takes care of the gifting process. Gifts are typically sent every 3-4 months, and the program can run for years without requiring extra effort from you.
The automation is what makes this so powerful. It allows you to consistently show appreciation without having to remember or manually manage each step. All you need to do is keep an eye on touchpoints for added personalization.
4. Send a follow-up email to confirm receipt.
About 10-14 days after the gift has shipped, send a quick email to make sure it arrived safely. This also provides another natural touchpoint in the relationship.
Here’s the template to use:
Subject: [First Name], did you receive the special surprise in the mail?
Hi [Recipient’s Name],
We hope you’re doing well.
We’ve sent you a surprise in the mail and wanted to make sure it has reached you.
Have you received a box from us in the mail?
Please let us know because I want to make sure it didn’t accidentally end up at your neighbor’s house 🙂
Thank you, and we’re looking forward to your response!
Best,
[Your Name]
Recipients often respond with gratitude, photos, or even a call, which opens the door for further conversation. Even if they don’t reply, the gesture keeps you top-of-mind and demonstrates care.
5. Customize your follow-up based on the recipient.
- Potential Clients: Use the gift as a reason to follow up with additional value (like offering a free review, consultation, or resource).
- Referral Partners/Clients: Keep the focus on appreciation and maintaining goodwill.
- Staff Members: Personalize your outreach with a quick call or text to thank them for their contributions.
These small nuances make your gifting strategy feel personal and intentional rather than generic. Over time, the consistent touchpoints deepen trust and strengthen relationships.
