Gifting has long been a powerful way to build relationships, and in B2B sales, it’s an often-overlooked strategy that can significantly impact conversion rates, customer engagement, and retention. To&From’s latest eBook, 12 Months of Gifting: How to Optimize Gifting Experiences to Drive Sales Engagement Throughout the Year, explores how businesses can leverage purposeful gifting at every stage of the sales funnel to maximize impact.
Our AI powered enrichment platform is specifically designed to aid companies in upping their engagement and retention through the process of gifting. Whether that is setting up a gifting profile to keep track of all your clients, sending appropriate gifts to prospective clients or just helping pick out the perfect office holiday gift, To&From is here for all your gifting needs.
Gifting should be a key component to any sales process, but HOW you gift varies based on the stage of engagement. We’ve done the hard work for you. Here is a breakdown of how strategic gifting enhances each stage of the sales process—Awareness, Consideration, Decision, Purchase, and Retention—along with best-in-class gift ideas for each stage. We have included both products that are available on our site, and inspiration for gifts that our enrichment process does for you!
At the Awareness stage, prospects are just starting to identify a challenge or opportunity—they’re exploring, not committing. Your goal? Cut through the noise. The first interaction should make them stop, smile, and remember your brand. This isn’t the time for any old swag. It’s your shot at building curiosity and opening the door to deeper engagement.
Spark interest with gifts that reflect your brand’s personality while offering unexpected delight. Think clever, brand-aligned items that are useful, visually appealing, or just plain fun. Whatever you send should have your brand attached – as a logo or as an insert with a QR code or link to your site – help your prospects get to know you and what you can do for them!
LULA’S GARDEN
$32.00
A modern, eco-friendly desk plant from Lula’s Garden is a fresh twist on brand visibility.
BELLROY
$39.00
A sustainable, B-Corp certified bag that subtly promotes your brand values.
TEA WITH TAE
$26.00
A curated treat from Tea with Tae that’s comforting and crave-worthy—perfect for inbox-weary prospects.
Pro Tip: Use To&From’s platform to match your gift with the recipient’s profile—so even at the awareness stage, you’re building relevance.
At the Consideration stage, your prospects are actively comparing vendors, evaluating features, and deciding who’s worth a deeper look. Trust becomes the currency. This is where personalized gifting becomes a quiet power move—one that shows you get them on a human level, not just a transactional one.
Send a gift that signals you’ve done your homework. Whether it’s tied to their hobbies, interests, or professional values, personalization shows intentionality—and that builds real connection.
FOCO
$28.00
If they’re a Bills fan, this 30 oz Foco tumbler is a fun, energizing way to say “I see you.”
HERE HERE MARKET
$99.00
A gourmet box from Here Here Market that the whole office can enjoy—building goodwill with their broader team. Bonus points if the company is female founded!
GARDENUITY
Varies
Create a shared, hands-on experience with a guided gardening workshop that brings teams together and sparks memorable conversations. It’s personal, refreshing, and a great way to connect beyond the business talk
Pro Tip: Use To&From’s enrichment tools to learn more about your prospect’s interests, preferences, and company culture—so every gift feels like a custom choice.
At the Decision stage, prospects are deep in evaluation mode—comparing pricing, reviewing proposals, and assessing trust. It’s no longer about attention; it’s about assurance. A thoughtful, well-timed gift can be the nudge that tips the scale in your favor by reinforcing your professionalism, attention to detail, and commitment to their success.
Go beyond generic. Gifting here should feel high-touch and intentional. Think curated, premium, or experiential gifts that make prospects feel like a valued partner—not just another deal.
BARNES & NOBLE
$22.00
An industry-relevant bestseller that offers insight and positions you as a trusted partner in their growth journey.
LEATHEROLOGY
$30.00
It’s professional, functional, and subtly premium—great for events, conference follow-ups, or sealing the deal over a round of golf.
In-Person Delivery – If possible, hand-deliver a small, thoughtful item like cookies or a box of treats before a final meeting or negotiation. That personal touch is often what makes your offer memorable.
IRL Matters – In real life matters more than you think. Invite your prospective partner for coffee or a meal, build that relationship without the digital noise. Do your research and come prepared to add value, helping them solve their biggest pain points.
Pro Tip: Make the gift feel like a celebration of their decision, not a push to choose you.. Framing matters—and To&From makes it easy to get that tone just right.
The deal is signed—but your job isn’t done. The Purchase stage is the beginning of your customer’s experience with your brand. A thoughtful gift here validates their decision, kickstarts the relationship on a high note, and sets expectations for a partnership rooted in appreciation and professionalism.
Use gifting to celebrate the moment, build excitement, and reinforce their confidence in choosing you. Gifts should be useful, joyful, and easy to share with their team. They should also say: “We are so excited to be working with you! Welcome to our family.”
Handwritten Thank-You Notes – Don’t underestimate the power of a simple, genuine thank-you. Add a personal note to any gift to show your appreciation.
Branded Welcome Kits – Now that the brand is part of your team, a swag bag is totally acceptable. A custom-branded welcome package with useful items for their team (branded mugs, notebooks, or a fun office game).
Celebratory Gift: Something to share with their team, like oversized, decadent cookies or a box of gourmet snacks, helps celebrate the new partnership.
Pro Tip: To&From makes it easy to build branded welcome kits that reflect your company culture and make new clients feel instantly part of something special.
Keeping customers engaged is more cost-effective than acquiring new ones—and it builds lasting revenue. At the Retention stage, gifting becomes a long-term relationship tool. It’s about showing appreciation, celebrating milestones, and proving you’re invested beyond the initial sale. As your relationship with clients grows, so can the types of gifts. Keep note of special times of year for your clients! Those are perfect moments to tailor specific gifts that remind them of your appreciation.
Use gifting to create meaningful touchpoints throughout the year. From anniversaries to seasonal moments, each gesture deepens trust and keeps your brand top of mind.
MILK BAR STORE
$66.00
These gifts are perfect for marking anniversaries, renewals, promotions, or team wins.
DIPTYQUE
$66.00
These are more elevated and perfect for clients who have been with you a while.
SPOONFUL OF COMFORT
$34.99
Recognizing holidays and special occasions throughout the year keeps your brand top-of-mind.
Pro Tip: Build a gifting cadence tied to key milestones—To&From can automate and personalize this so every client feels seen and valued year-round.
The most effective gifting strategies are thoughtful, personalized, and aligned with both the recipient’s interests and the business relationship. To&From’s AI-driven gifting platform makes it easy to curate and send purposeful gifts at scale, ensuring every touchpoint is strategic and impactful. By integrating gifting into your sales process, you create a human connection that drives engagement, accelerates conversions, and builds brand loyalty.
Are you ready to optimize your sales engagement with strategic gifting? Explore To&From’s gifting solutions today!