
Episode 004
More Than Business: The Human Side of Acquisition
with Greg Ross-Munro and Stephanie Hiday, Sourcetoad
· 33 min
Customers
From CEOs who used to write every card by hand to operations leads who wanted the personal feeling without the shipping. What they say, who the platform is built for, and how a program starts.
Customer stories
The problem before, what was set up, and what the numbers say since. Published with each company's permission.
“My team love the cards they get with each birthday or workiversary. They display them on their desk. And I don't have to write them by hand anymore! This is worth every penny.”
Justin Davis
CEO, Finiac
“As we grew, I spent more and more of my time worrying that I would miss someone's work or personal milestone. Thankscrate has been worth it for the peace of mind alone.”
Steve Lazaridis
CEO, Phonism
“Thankscrate has been a huge success at Sourcetoad. It still keeps the personal feeling of having a custom card, but takes away all the work of shipping out gifts to team members.”
Deborah Neff
VP Operations, Sourcetoad
Who runs on Thankscrate
Growing companies and larger organizations that want appreciation to be consistent, personal, and accountable, and do not want a person to be the system.
A program that covers every employee without a spreadsheet of dates, with managers writing the notes.
Thankscrates to confirmed U.S. addresses, gift cards anywhere. The same moment reaches the warehouse, the night shift, and the remote hire.
Budgets per occasion, billed at the real cost, with an invoice for every gift and one history for scheduled and on-demand sends.
Sales, Customer Success, and executive assistants sending to contacts from the same platform and the same records.
Implementation
Most organizations start with the data they have and a short list of occasions, or a pilot in one department.
Security and procurement review, integration check against your HRIS or payroll system, and a walkthrough on your own use case.
Connect the people data, choose the occasions, set budgets and rules, and name the program owner and executive sponsor.
A 60-to-90-day pilot with one or two groups and agreed success measures, or a direct rollout when the program is already defined.
Add employee groups, occasions, manager-led recognition, employee choice, and customer appreciation on the same infrastructure.
From the podcast
Greg Ross-Munro and Stephanie Hiday of Sourcetoad on what an acquisition does to the people in it, and why Thankscrate started as an internal answer to a very human problem.

Episode 004
with Greg Ross-Munro and Stephanie Hiday, Sourcetoad
· 33 min