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Work· · 3 min read

One appreciation program for every relationship that matters

By The Thankscrate team

A host sharing varied appreciation gifts with clients, partners, volunteers, and board members in a bright atrium

Most companies start an appreciation program with employees. Then, almost immediately, someone asks about everyone else.

A staffing agency wants to welcome the candidates it places with clients. A consulting firm sends holiday gifts to clients and a thank-you when an account renews. A nonprofit wants to recognize volunteers and its board. A sales team wants to send something when a deal closes. Each of these lives in a different spreadsheet, on a different card, run by a different person.

The result is the same fragmentation that makes employee recognition unreliable, repeated across every relationship the company has.

Who else deserves thanks

Relationship Moments worth marking
Clients and customers Onboarding, contract renewals, project completions, holidays, referrals
Placed candidates (staffing and recruiting) Placement, first week, first anniversary in the role
Contractors and consultants Project milestones, year end
Volunteers Hours milestones, events, year end
Board members and advisors Term milestones, year end
Partners and referrers A referral that closes, an anniversary of the partnership

Why one program beats many

One record. When every gift sits in one history, you can see who received what, avoid sending the same thing twice, and answer finance’s question about the total at year end.

One standard. A client gift sent by one salesperson should look like a client gift sent by another. Shared options and budgets keep the brand and the spend consistent.

Less work. The person who runs employee recognition already knows how to send a thoughtful gift on time. Giving them one place to do it for every relationship is far less work than four tools.

Keep the groups separate

Each group keeps its own rules inside the one program:

  • Separate lists. Employees come from payroll. Clients, candidates, volunteers, and board members are contacts, kept apart and labeled by type, so a client never ends up in an employee birthday program.
  • Separate budgets. A client holiday gift and an employee anniversary gift should have their own budgets, and you should agree who signs off on each.
  • Separate owners. HR may own employees, sales may own clients, the development team may own donors. Each owner sends within their own budget.

Mind the rules on the other side

Gifts to people outside the company come with a few extra considerations:

  • Some recipients cannot accept gifts. Government agencies and many regulated industries limit or prohibit gifts. Check before you send.
  • Alcohol is restricted. It cannot ship to every state and is a poor choice for many recipients. Most client programs are better off without it.
  • Donor stewardship is different. A small donor may feel that money spent on a thank-you gift undermines their donation. Cards and personal notes are often the right response.
  • Branding matters. A client gift represents your company. Packaging and the personal message should look like they came from you.

Start with one group beyond employees

You do not need to bring every relationship in at once. Pick the group where a consistent gesture would matter most:

  1. Staffing agencies: placed candidates, at placement and on their first anniversary in the role.
  2. Professional services: clients, at renewal and at year end.
  3. Nonprofits: volunteers and board members, at year end.
  4. Sales-led companies: new customers, after onboarding.

Run it for a quarter, then add the next.

Thankscrate keeps employees and contacts in one place, with contacts labeled by type and a full record of every gift. See how customer appreciation works.

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