When he begins working with a new client, an estate planner makes sure he records his client’s birthday. Rather than thanking clients during the holidays, he sends fresh baked robins cookies in a beautiful gift box each year on their birthday. We make his expressions of gratitude effortless.
Annually, we review his birthday list to make sure we have everything we need. After that he gets back to estate planning and The Thank Tank does the rest: We write personal notes on notecards with his corporate logo, and wrap and ship the cookies so each package arrives at his client’s home in time for their birthday celebration. The clients are delighted and surprised the first year and anxiously await each delivery thereafter. He tells us he receives a thank you for every gift we send.