Postal x UserGems guide to strategic gifting: 12 scenarios with gift ideas & messaging framework

Humans are more likely to return a good deed.
And when done right and creatively, generous gestures such as personalized direct mail, gifts, and branded swag (what the folks at Postal call offline engagement) can do wonders for sales, marketing, and customer success teams. Prospects and customers are more likely to reciprocate these efforts in one way or another.
Plus, these tactics also help you pierce through in a world where anyone can send a cold email or LinkedIn DM.
Connecting on a personal level fosters a more human relationship that helps businesses achieve results such as:
We've partnered with Postal to bring you a guide to strategic gifting based on common workplace scenarios that many Account Development Reps (ADRs), Account Executives (AEs), and customer managers (CSMs) navigate weekly.
Be prepared the next time you encounter one of these 12 scenarios with gift ideas, messaging frameworks for each one, and popular gift options from the Postal gift store.
Let's explore six corporate gifting scenarios sales teams can use to build stronger relationships and drive more revenue.
This is an excellent opportunity to reconnect with a prospect, congratulate them on their new position, and introduce potential solutions that may fit their new responsibilities.
Here's a great option you can search for on the Postal store:
Minny & Paul New Beginnings Gift Box.
“Congratulations on your new role! I hope this [gift] help you get some quick wins and make a significant impact at Company X like you did at Company Y.”
Similarly, a promotion can indicate a shift in priorities and responsibilities. These folks also want to make a significant impact in their new role. Acknowledging their promotion and offering relevant resources strengthens your relationship (especially if they are your champion) and showcases your value.
Here's a great option you can search for on the Postal store:
Customizable Desktop Bundle Gift Box by Cre8tive Motifs.
"It's always exciting to see people moving up in their careers. To celebrate your recent promotion, I wanted to send you a gift I hope will come in handy in celebrating your new role. Properly enjoy this bottle of champagne on me!"
This can be a highly personal and exciting milestone for a prospect. By sending a thoughtful gift, you can demonstrate that you care about their well-being and want to maintain a positive relationship.
Here's a great option you can search for on the Postal store:
UserGems Baby Care Package 😉
“Congratulations on the new addition to your family. I hope you're enjoying this special time. To help you relax and take a break from the hustle and bustle, I wanted to send you a care package with some tea, snacks, and other goodies. I hope this gift brings you some comfort and joy."
A prospect's relocation can present an opportunity to discuss how your products or services can support them during their transition. Or simply connect them with valuable resources in their new city.
Here's a great option you can search for on the Postal store:
Hometown Map Rocks Glass by Well Told.
"Moving to a new city can be overwhelming, but it's also a great opportunity to explore and try new things. To help you get started, I wanted to send you this gift card to try out the local cuisine. I hope you enjoy discovering some new favorite spots!"
Sending a thoughtful gift when a prospect is sick can demonstrate empathy and build trust. Plus, if you can provide a helpful resource, it can showcase your ability to solve problems and keep you top-of-mind.
Here's a great option you can search for on the Postal store:
Mini Sick Day Care Package by Spoonful of Comfort.
"I'm sorry to hear that you're not feeling well. I hope you're taking good care of yourself and getting the rest you need. To help you feel a little better, I wanted to send you a care package with some soup, tea, and other comfort items. Get well soon!"
By sending a gift related to a prospect's travels, you can demonstrate that you're paying attention to their interests and priorities, which can build rapport and show that you're invested in their success.
Here's a great option you can search for on the Postal store:
Charged Up Gift Set by Gentleman's Trove.
"I hope you had the most amazing trip. To welcome you back to the office I wanted to send you this care package to help you settle back in to the swing of things. Chat soon!"
Offering a gift or personalized message when discussing potential upsell opportunities can show that you value their business and want to make the process as seamless as possible.
Here's a great option you can search for on the Postal store:
Canada Large Monstera by Foil Living Inc.
“I wanted to thank you for your business and offer a fun opportunity to show our appreciation as we discuss potential upsell opportunities. Would you be interested in attending a virtual cooking
Sending a gift during the implementation process can help alleviate any stress or confusion. And foster a positive relationship with the customer.
Here's a great option you can search for on the Postal store:
Native Tongue Cheese Board Essentials with Handmade Postcard by Merry Go Around Food.
"It's always exciting to introduce new products and services to our customers. To celebrate the launch, I wanted to send you a branded product related to it. You'll also find some wireless earbuds linked here - I hope you enjoy using it while you work."
Celebrating a successful project completion can help solidify a long-term relationship and demonstrate your commitment to their success.
Here's a great option you can search for on the Postal store:
Keep It Sweet Custom Branded Cookie and Tumbler Gift Set by Noms.
"Congratulations on completing your recent project. To celebrate your hard work and accomplishments, I wanted to send you a customized planner to keep your future initiatives on track. Keep up the great work!"
Acknowledging a customer's successes and offering support or additional resources can help you maintain a strong relationship and foster trust. For example, at UserGems, it's closing deals. And at Postal, it’s hitting extraordinary usage in the product.
Here's a great option you can search for on the Postal store:
SLO CAL Mini Box by BEpresent.
"I wanted to say congratulations on hitting your recent success metric! To celebrate, I wanted to send you a small gift as a token of our appreciation. Here's a branded dartboard for your office - I hope you get some fun use out of it."
When there's a change in the point of contact, it's crucial to establish a relationship with the new POC. Offering a small gift or thoughtful message can help you start on the right foot.
Here's a great option you can search for on the Postal store:
Hello Spring Coffee & Cookies Box by Cheers in a Box.
"I'm excited to introduce you to your new point of contact! To help break the ice and make things a little easier, I wanted to send you a coffee basket. You'll also find a personalized mug inside - I hope you enjoy them!"
Losing a champion can be a difficult hurdle to overcome. But sending a thoughtful gift or message can help bridge the gap and establish a strong relationship with a new POC.
Here's a great option you can search for on the Postal store:
No Guts No Glory Bottle Set by Coup.
“Hi Jane, I’m excited to work with you more closely going forward to continue our partnership with ACME. My team and I are fully committed to provide the same level of service and support to help you and your team achieve your goals. I hope you enjoy this champagne. Cheers,”
Don’t be in the dark when celebrating your prospect’s role changes and promotions. Learn more about how Postal and UserGems will help your sales team make more strategic, personalized decisions about how to best connect with your prospects and customers to stand out.