Get Gifting With Our Customer Success Quickstart (+ Templates!)

By Mary Matton on October 16, 2023

Gifting – it’s a significant (and often integral) part of demand generation campaigns and sales plays, but what about after you’ve won the customer? It shouldn’t stop there.

Build Relationships, Retain Customers

Think about how you feel when you post about a promotion on LinkedIn or mention a wedding or new baby in your out-of-office message. Typically, people respond positively, with “Congrats!” comments and messages pouring in. Feels pretty good, right?

What if you could provide that same feeling for your customers? Letting them know that you’re actively engaged and paying attention to what’s going on in their lives, both 9-5 and #5to9™, can go a long way to building lasting relationships and boosting your retention efforts. In fact, companies that invest in corporate gifting for current customers have a 37% higher retention rate.

Here at Alyce, we’re all about making gifting easier so you can get campaigns out the door quickly and start seeing results. Just in time for the holiday season, we’ve launched our Customer Success QuickStart solution complete with gift bundles, curated marketplaces, and email templates so you can plug and play in no time.

Read through all the templates, or choose your own adventure:

• Onboarding – Kickoff
• Onboarding – Graduation
• Adoption – SuperUser Award
• Renewals
• Expansion
• Advocacy
• Executive Track
• Holiday & Seasonal

As our gift to you, we’re sharing these email templates for eight different use cases across the Customer Success lifecycle. 

Customer Success Email Templates

Onboarding – Kickoff Email Template

Subject Line: Welcome! Sending a little something to get us kicked off

Hello {First Name}!

We are thrilled to welcome you and your team as a partner and to officially get your onboarding kicked off.

I’m personally excited to work with you to get you using the platform soon and seeing quick time to value. Thank you for your active participation throughout this process. 

But, first things first. To kick us off in the right direction, please accept a little something on us to officially welcome you aboard {gift link}!

Feel free to exchange for something else if you prefer.

Cheers to a great kickoff! 

{Your Name}

Use cases:

• Establish rapport
• Develop new relationships
• Accelerate time to launch and value

Onboarding – Graduation Email Template

Subject Line: Way to go! Let’s take a moment to celebrate

Congratulations! You have officially completed your end-user training and onboarding.

Thank you for your active participation throughout this process. I’m excited for you to start receiving value from our product. 

Here is a little “celebration on us” {gift name}!

If you’d like, you may exchange it for something else that suits you or donate the value to a charity. 

Way to rock your onboarding, {First Name}!

{Your Name}

Use cases: 

• Develop new relationships
• Celebrate onboarding completion
• Enable broader teams

Adoption – SuperUser Award Email Template

Subject Line: Hey {First Name}, way to be Super!

Hey {First Name}!

You’ve done what only the most admirable have done. You’ve officially won the SuperUser award for having gone way above and beyond in adopting the platform.

Thank you for your active participation and for setting your org up for success. I’m excited about what you’ll do from here to lead the way for others. 

Here is a little “thank-you award on us”, in the form of a {gift name}! If you’d like, you may exchange it for something else that suits you or donate the value to a charity. 

Way to be super! 🙂

{Your Name}

Use cases: 

• Deliver best practices
• Reward super-users
• Create new future awareness

Renewals Email Template

Subject Line: A little something for being a great partner

Hi {First Name},

I want to extend my sincere gratitude for your renewed partnership with us! Your support and trust in our platform mean the world to us.

Here is a little something to celebrate your renewal and personally show you that we value our relationship! I hope you enjoy this {gift name}.

If you like, exchange it for something else, or donate to a charity of your choice.

We look forward to exceeding your expectations this next year. Once again, thank you for your business!

{Your Name}

Use cases: 

• Create more champions
• Encourage business reviews
• Prep renewal conversations
• Gather feedback

Expansion Email Template

Subject Line: Thank you, let’s reconnect to see what else is possible

Hi {First Name},

I want to set up a call with you, and anyone on your team, to review how things are going and see where you are against your goals. 

I can see that you are regularly using the platform. I’d be interested in gathering your feedback and hearing where there may be an opportunity to do more, either with you or with other teams within your org. 

I’m sending a {gift name} your way to say thank you in advance, but please feel free to exchange for something else if you prefer.

Please enjoy 🙂 We’ll talk soon!

{Your Name}

Use cases: 

• Build cross-functional relationships
• Lean in with value-add
• Prep up-sell/cross-sell conversations

Advocacy Email Template

Subject Line: Thank you, we appreciate you and your partnership!

Thank you {First Name}! 

I want to send you a little something to say we appreciate you speaking to our prospect about your experience.

I have a really strong hunch that you’re going to love this {gift name}, but if you’re looking to expand your horizons, please feel free to exchange for something else! 

Please enjoy 🙂 Thanks again for your help!

{Your Name}

Use cases: 

• Elicit reviews and references
• Invite beta participants
• Thank advisory council/community members
• Warm up executive sponsorship
• Show appreciation

Executive Track Email Template

Subject Line: It’s great to meet you

Hi {First Name},

Your team is doing amazing things with our platform, and so, I wanted to reach out to you for a couple of reasons. One is to make sure I give props to the great team you have. And two, to say thank you for your business. 

As a way to show appreciation and formally thank you for your partnership, I’m sending a little something your way, on us. 

I think you will like this [gift-name], but if you prefer to exchange for something else, please, by all means, feel free. There are several options for you.

I’m excited for what we’ll do together with your team in the near future and for the long-term.

{Your Name}

Use cases: 

• Make introductions to decision-makers
• Lean in with value
• Build rapport and stickiness

Holiday and Seasonal Email Template

Subject Line: Happy holidays to all of you, from all of us!

Hi {First name},

I want to pause a moment during this holiday season to express my gratitude for your partnership with us! It is such a privilege to work with you and to help your business grow.

In the spirit of gifting this season, here is a little something to say thank you and let you know we all appreciate you!

I thought you would like this {gift name}, but please feel free to exchange it for something else, or donate to a charity of your choice this season.

I’m excited for what lies ahead for you in the next year!

{Your Name}

Use cases:

• Customer appreciation
• Thank-yous
• Relationship building

Quick Start for Quick Results

Eager to get started with gifting, but still trying to figure out where to begin? We’ve got you covered with our Customer Success QuickStart module. It contains all of this post’s email templates, carefully curated marketplaces, and pre-built gift bundles. You’ll be able to build and kick off your own gifting campaign in no time! Just sit back and wait for the thank-yous to pour in.