Gift Program Email Templates

          Wow & Nurture Clients, Partners, and Team Members

Simple email templates & follow-up strategies to turn a small token of appreciation into years of consistent touchpoints.

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.

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, we 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 campaign 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.

Here’s What’s Included in Our Done-for-You
Gifting Program

Everything you need to wow your clients and strengthen relationships
all handled for you.

Custom Branded Gifts

Make your brand memorable with premium items that reflect your company’s style and values.

Automated Gifting Campaigns

Send thoughtful gifts on birthdays, holidays, or any occasion — without lifting a finger.

Relationship ROI

Delight clients and partners, boost retention, and strengthen referral loops.

R

Curated Premium Gifts

Choose from premium options that make a real impact (from gourmet treats to luxury items).

Full-Service Logistics

We handle sourcing, packing, shipping, and even writing thoughtful notes — you don’t lift a finger.

Client & Team Delight

Strengthen relationships, boost retention, and turn clients into raving fans.

See What Your Clients Could Receive

Premium, thoughtfully curated gifts that make a lasting impression.

Box of Jelly Belly Candies

Caramel Popcorn

Milk Chocolate Espresso Beans

Starbucks Gift Card

Specialty Gourmet Green Tea

Mini Honey Holiday Gift Set

Watermelon Slice Gummies

Gift Program
Jelly Bean box of 20

Box of Jelly Belly Candies

Mini Honey Holiday Gift Set

Mini Honey Holiday Gift Set

watermelon gummies

Watermelon Slice Gummies

Gourmet popcorn

Caramel Popcorn

Customized Gift Box Examples with Branding
& Eco-Friendly Packaging

Our packaging is crafted with eco-friendly, recyclable materials, allowing you to reduce your carbon footprint while offering a premium experience for your recipients. We pay attention to every detail from thoughtfully curated gifts to sustainable packaging ensuring that both your brand and the environment shine.
Gift Sample 3
Gift Sample

How It Works for You

Our process is simple, but the results are powerful.

Process

Thoughtful Gifting for Medical & Dental Practices

Wow Sequence for Patient & Referral Partners

The Patient Wow Sequence Example:

         
Week 1

Relax 180 Supplement

Relax 180 Supplement

For Stress Relief

Week 3

Pain 180 Supplement

Pain 180 Supplement

For Pain Support

Week 5

Electrolyte Boost

Electrolyte Boost

For Hydration

Week 7

Super Patch Pain Set

Super Patch Set

For Mobility Support

Week 9

Starbucks Gift Card

Starbucks Gift Card

For Appreciation

A Simple System Creating Extraordinary Patient Experiences

   Patient Wow Testimonial
 

If you're in a medical, dental, or psychology practice...

Our The Wow Sequence is a simple yet powerful gifting program designed to engage and delight your patients at key points during their care.

The Wow sequence helps you create a lasting, positive impact with thoughtful gifts.

  

Ready to Wow Your Patients?

Let us help you design a gifting program that delights your patients and keeps them engaged every step of the way.

Get Started Today

Surprisingly Affordable, All-Inclusive Pricing

 

For Done-for-You Gifting That Feels Personal Without the Work

Hiring a team to manage strategic gifting in-house can easily cost thousands not to mention the time and coordination it takes.

Most platforms charge $5,000–$7,000 per year in license fees and that’s before you even send a single gift.

We created this done-for-you giftting program to be accessible and stress-free.

Your All-Inclusive Gift Campaign Includes:

Your logo on all packaging

Your logo on custom stationery

Personalized message sequence (subject to your approval)

A curated selection of ~25 pre-approved gifts

Shipping

Fulfillment management

Gift and box packaging

Printed notes with each gift

Management of your recipient gift list

We handle every detail so you don’t have to lift a finger.

💸 Simple, Transparent Pricing

You choose how many gifts to send and how often. We charge based on per-person volume:

$50–$80 per gift per person, depending on volume and selected gift options

To launch a campaign, we require a minimum of 15 people, with at least 3 gifts per recipient per year.

Campaigns can begin for as little as $1,500 per year.

Ready to Build Stronger Connections?

 

Let us take gifting off your plate and help you wow your clients, partners, and team.

F.A.Q.

What gifts do you send?

We have a range of gifts and prices to choose from. We also have a selection of gifts that we have curated and hand-selected.

These gifts are very affordable and not large or heavy to keep shipping costs down and save you money.

Can I choose who you send to?

Absolutely. We can also recommend which of your most valuable business referral partners, strategic partners, and clients you should consider.

What is the process?

All we need are people’s names, emails, and mailing addresses, and we take it from there. If you are interested, we can have a separate call to review the details.

Here is a link to book a call with our team to discuss it: www.rise25.com/jeremycall

What is the pricing?

Pricing depends gift frequency and the type of gifts you choose. 

Some gifting platforms charge a $5,000-7,000 license fee per year and don’t even include the gifts! This is NOT what we wanted because we want it to be affordable for our clients.

How frequently do you recommend sending gifts?

We generally recommend gift campaigns where we send gifts every 3-4 months for 3 years.

But you can choose the frequency that is best for you.

Once I start the program, can I change the gifts?

We order the gifts in advance so….

What happens if I want to take someone off of the gifting list?

It is simple – email us at [email protected] and let us know the person you want to remove from the list; however, we need at least 30 days’ notice.

What is included in your full gifting program?

Our full gifting program includes the following:

  • Your logo on the packaging
  • Your logo on the stationery
  • Creation of the sequence of messages subject to your approval
  • A choice of ~25 approved gifts
  • Shipping
  • Fulfillment management 
  • Gift and box packaging
  • Customized notes with each gift
  • Management of the gift list

Why should I send gifts to clients and referral partners?

We have found that nurturing clients, prospects, and referral partners with ongoing gift campaigns has been invaluable for building and strengthening our business relationships.

Get in touch with us

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Address

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Suite F, Tiburon CA 94920

Office hours

Workdays at
9:00am – 6:00pm
Call and Text us
312-884-1197

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