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Client Gift Shipping and Branding Checklist

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CLIENT GIFTS • CHECKLIST

Client Gift Shipping and Branding Checklist

Six floors, from the compliance desk in the lobby to the follow-up in the penthouse — take the lift one level at a time.

 
🔥 Branded, compliant, on time

An interactive checklist for sending branded client gifts, covering compliance, recipient lists, branding, shipping and follow-up. For teams running client gifting campaigns.

For teams who want client gifts to feel like thanks, not marketing

🔓 Get Instant Access

✓ Instant digital download

✓ Interactive — fill in, tick off, print

✓ Works in any browser, lifetime access

 
SOUND FAMILIAR?

Client gifts can backfire

Policy problems

A client’s gift rules rule out what you sent.

Wrong addresses

Gifts bounce back from old offices.

Too much logo

A thank-you that reads like an ad.

 
WHAT’S INSIDE

Inside the checklist

Compliance

Check policies and keep a gift register.

Recipient List

Pull the list and verify every address.

Branding

Keep the logo subtle and the message about thanks.

Shipping

Ship ahead of holiday cut-offs and track every parcel.

Follow-Up

Log each gift and reply to thank-yous personally.

 

Client thanks, done right

Instant access — take the lift and start at the lobby.

🔓 Get Instant Access

 

This checklist is for general informational purposes only; individual results vary.

 

At a glance

Format
Interactive checklist
Access
Instant download after checkout
Compatibility
Any browser — phone, tablet, laptop
Ownership
Yours to keep, lifetime access
Refunds
Handled under the store’s Refund Policy (30 days)
Price
$8.00
 
HERE’S EVERYTHING YOU GET

Everything inside — yours for $8.00

Client Gift Shipping and Branding Checklist

The complete interactive checklist, ready to use

Included

Instant digital download

Your link arrives right after checkout

Included

Works in any browser

Phone, tablet or laptop — nothing to install

Included

Print-friendly

Print a clean copy whenever you need one

Included

Lifetime access

Yours to keep and reuse every holiday season

Included

30-day Refund Policy

Handled under the store’s Refund Policy

Included
Your price today
$8.00
 

Download now

 
BEFORE YOU BUY

Questions, answered

How do I get access after checkout?
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Your download link appears right after checkout. Save the file and open it in any web browser — there is nothing to install and no account to create.

What devices does it work on?
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It runs in any modern browser on a phone, tablet, laptop or desktop. Anything you enter is saved in that browser on that device, so use the same device to pick up where you left off.

Does it cover gift policies?
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Yes. The first floor covers compliance checks and keeping a gift register.

Is this legal or tax advice?
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No. It’s general guidance; confirm gift rules with your company and your clients.

What if it isn't right for me?
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Refunds are handled under the store's Refund Policy (30 days). Because this is a digital download, please review the product details before you buy.

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Digital Product Delivery

This is a digital product. Upon payment, you receive immediate access via your account and a confirmation email. No physical shipment involved.

30-Day Satisfaction Guarantee

If this product is materially different from its listing or you experience a technical issue, you are eligible for a full refund within 30 days of purchase.

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Your purchase includes access to all future updates at no additional charge. Updates are delivered automatically to your account.

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