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5 Rules of Strategic Gifting That Changed How I Approach Client Loyalty

September 11, 2025/in Blog, Business Consulting, Leadership

1. The Search for Genuine Connection

As a business owner, you know the struggle. In a crowded market, how do you genuinely stand out? We’ve all received the branded coffee mugs, pens, and generic gift baskets. While the intention might be good, the impact is often forgettable. We want to build loyalty that goes beyond a contract—we want to create true advocates for our business. But how?

I recently synthesized the key insights from a webinar by business consultant Matt Makowicz, and his perspective offered a complete reframe of this challenge. He argues that most of us are thinking about gifting all wrong. It’s not a line item in the marketing budget; it’s a powerful strategy for relationship building. I’ve distilled his philosophy into the five most impactful and counter-intuitive lessons on what he calls “strategic gifting.”

2. Focus on ROR (Return on Relationship), Not ROI

This is the fundamental mindset shift. We’re conditioned to measure the direct financial return of our business activities, but this approach misses the point entirely when it comes to gifting. The real goal is to strengthen the human connection that underpins the business relationship—to achieve a Return on Relationship (ROR).

Makowicz shared a powerful story from when he sold his own Managed Service Provider (MSP). His client contracts were intentionally easy to cancel. Potential buyers saw this as a weakness, viewing the contracts as worthless. But Makowicz knew the truth: his business wasn’t built on iron-clad legal documents, but on rock-solid relationships. When the company was sold, not a single client left. That’s the power of ROR. Shifting your focus from transactional outcomes to relational depth is how you build a business with clients who are true, long-term advocates.

“Really what we’re talking about is ROR the return on relationship and that’s really the the crux of what we’re talking about with strategic gifting.”

3. A Strategic Gift Must Meet Four Key Criteria

Once you’ve embraced the ROR mindset, the next step is understanding that not all gifts are created equal. A strategic gift must pass a rigorous checklist to ensure it honors the relationship. According to Makowicz, there are four key criteria, with the first being an absolute requirement.

  • It Must Be Best-in-Class: This first rule is non-negotiable. “Best-in-class” doesn’t mean “most expensive”; it means the gift must be the best possible version of what it is. Giving a $500 “mall watch” to a Rolex enthusiast is an insult that wastes money and misses the mark. Your gift is a direct reflection of your brand, and giving a cheap version of a luxury item signals a low standard. This rule isn’t about impressing someone with money; it’s about honoring the relationship (ROR) by demonstrating that you hold both them and your own brand to the highest standard.
  • It Should Be Used Often: A beautiful item that collects dust on a shelf won’t keep you top of mind. The goal is for the recipient to use the gift frequently, creating a constant, positive reminder of your appreciation and the strength of your relationship.
  • It Must Have Longevity: Your business relationships aren’t fleeting, and your gifts shouldn’t be either. A gift should be a permanent fixture in the recipient’s life. This is why practical but temporary items, like toilet paper in a realtor’s closing basket, fail the test—nothing says “I’m a commodity” like filling a temporary need.
  • It Should Involve the Whole Family: This is the knock-it-out-of-the-park criterion. A gift that can be used and enjoyed by the recipient’s entire family creates a far deeper and more personal connection. You’re no longer just a business partner; you’re someone who has brought value to their home life.

4. Most “Easy” Gifts Have a Negative Impact

In a surprising twist, the gifts we think are “safe”—food, wine, gift cards—are the ones most likely to backfire. These common choices almost always fail the criteria for a strategic gift and do little to build your ROR.

Consumables like food and expensive wine inherently fail the “Longevity” test. They are gone in a moment and are incredibly easy to get wrong. You might give a prized bottle to someone who recently stopped drinking, has a health issue, or is a connoisseur with standards you can’t possibly meet. It’s a gamble that rarely pays off.

Gift cards are an especially poor choice. While convenient for the giver, they signal a lack of thought and effort. A gift card effectively communicates, “I don’t care a lot about you,” even if that’s not the intent. According to Makowicz, it’s one of the only gifts that can have a truly negative impact on the very relationship you’re trying to build.

5. Stop Gifting on Anniversaries, Birthdays, and Christmas (The “ABCs”)

This feels wrong at first, but the logic is sound. When you give a gift during the “ABCs”—Anniversaries, Birthdays, and Christmas—it gets lost in the noise. Your thoughtful gesture is just one of many the person is receiving, which diminishes its impact and makes it feel obligatory.

The alternative is a powerful strategy called “planned spontaneity.” By giving a gift at a completely unexpected time, like Halloween, Labor Day, or a random Tuesday, it stands alone. It becomes a surprise and a delight. This approach proves the gesture is about the relationship itself (ROR), not a social or commercial obligation. It’s no longer a “Christmas gift”; it’s a “thinking of you gift,” which is infinitely more personal and memorable.

6. You Can’t Buy Evangelists

Many businesses offer transactional rewards for referrals: “Give me a referral and I’ll give you $100.” Makowicz argues you should stop this immediately. This approach can make people feel cheap or “bought,” potentially damaging the relationship. It also risks backfiring if the referred person finds out their friend was paid to recommend them.

It’s critical to distinguish between a happy customer and a true “evangelist.” A happy customer will say positive things about you if someone asks. An evangelist, on the other hand, proactively brings you up in conversation because they have a deep conviction in the value you provide. This profound level of advocacy isn’t for sale; it’s the ultimate outcome of a strong ROR. It is earned through strategic gifts given generously and without expectation.

7. A Final Thought on Generosity

These five rules work together as a complete system. Strategic gifting is a thoughtful, relationship-focused discipline, not a marketing expense. By prioritizing Return on Relationship over Return on Investment, selecting gifts that meet the four key criteria, avoiding common pitfalls, and delivering them with planned spontaneity, you stop trying to “buy” loyalty. Instead, you build the deep conviction required to turn happy clients into powerful, proactive evangelists. This is how you create a foundation of loyalty that contracts and service-level agreements never could.

As you move forward, ask yourself this one question: What is the one relationship that could transform your business, and what would be the perfect, unexpected gift to show your appreciation?

ConnectWise Consultants

Scaling For MSP Growth

February 26, 2024/in Blog, Business Consulting, Leadership

MSPs play a pivotal role in supporting businesses’ IT infrastructure, however, to thrive in this competitive market, it’s essential to implement effective scaling strategies that align with your business objectives.

Understanding MSP Growth

Managed Service Providers face unique challenges and opportunities when it comes to growth. While demand for MSP services continues to rise, so does competition. To stay ahead, MSPs must focus on scalable solutions that enhance efficiency, improve service delivery, and drive profitability.

Key Strategies for Scaling MSP Growth

Standardize Processes: Streamline your operations by standardizing workflows, documentation, and service delivery processes. This consistency not only improves efficiency but also enhances the quality of service for your clients.

Invest in Automation: Leverage automation tools and technologies to eliminate manual tasks, reduce errors, and boost productivity. From network monitoring to ticket management, automation empowers your team to focus on strategic initiatives.

Scalable Infrastructure: Build a robust and scalable infrastructure that can accommodate the growing needs of your clients. Cloud-based solutions, virtualization, and scalable hardware ensure flexibility and agility in adapting to changing demands.

Focus on Client Relationships: Cultivate strong relationships with your clients by understanding their unique challenges and providing tailored solutions. Exceptional customer service and proactive communication are key to fostering long-term partnerships.

Upskilling Your Team: Invest in ongoing training and development programs to equip your team with the skills and knowledge needed to stay ahead of industry trends. Continuous learning not only enhances employee satisfaction but also strengthens your service offerings.

Strategic Partnerships: Collaborate with complementary service providers, technology vendors, and industry experts to expand your service portfolio and reach new markets. Strategic partnerships can accelerate growth and open doors to new opportunities.

Case Study

Join User Groups and explore a real-life example of an MSP that successfully implemented scaling strategies to drive growth and achieve measurable results. Learn from their challenges, triumphs, and key takeaways for your own journey towards scalability.

Conclusion

Scaling your MSP business requires careful planning, strategic investment, and a relentless focus on delivering value to your clients. By adopting the right strategies and leveraging technology effectively, you can position your business for sustainable growth in today’s competitive landscape. Stay tuned for more insights, tips, and best practices to unlock your MSP’s full potential.

 

FocusPlanit is one of the industry’s premier ConnectWise® Consultants serving the entire United States. We offer hands-on support and training to ensure you get the maximum benefits from your business solutions and software. Contact us today and let us be your partner in success. You can learn more about our offerings and team on our website.

ConnectWise Consulting

Understanding the Power of Streamlined Sales

September 1, 2023/in Blog, Business Consulting

In today’s dynamic business landscape, an efficient sales process is the key to staying competitive and achieving consistent growth. Streamlining your sales process not only enhances your team’s productivity but also provides a better experience for your customers.

Good Systems Are Key

A streamlined sales process involves optimizing each step from lead generation to closing the deal. It’s about removing bottlenecks, automating repetitive tasks, and enabling your sales team to focus on building relationships and driving revenue. The heart of a streamlined sales process is easy access to accurate customer data. CRM (Customer Relationship Management) systems provide a centralized platform where you can store and manage customer information, interactions, and preferences. This empowers your sales team to make informed decisions and personalize their approach, enhancing customer satisfaction.

With FocusPlanit’s help you can automate lead capturing, tracking, and nurturing. With our help we ensure all your systems and software, like ConnectWise are set up to categorize leads, prioritize follow-ups, and ensure no opportunity slips through the cracks. Leverage your sales software systems like ConnectWise Manage (PSA) and ConnectWise Sell (CPQ) to expedite your sales process from gathering and organizing leads to procuring the products. Working with our consulting team you can expect to create accurate and efficient quotes, reduce sales mistakes, and improve procurement processes.

This leads to higher conversion rates and a more efficient allocation of your team’s resources. Say goodbye to manual follow-ups, businesses can use automated communication through personalized emails and reminders, ensuring that prospects and clients receive timely responses and nurturing at every stage of the sales cycle.

Creating proposals and quotes becomes a breeze with proposal generation tools. Customizable templates and a user-friendly interface help teams create professional proposals that align with your brand, saving time and ensuring consistency. Collaboration among team members is essential for a seamless sales process. Businesses should invest in tools for internal communication, document sharing, and task assignment, ensuring that everyone is on the same page and working towards common goals.

Data-driven decisions are critical in sales. Businesses need real-time analytics and reporting dashboards that allow them to track key metrics, analyze trends, and identify areas for improvement. This empowers businesses to refine their strategy and drive better results. Every business has unique sales processes. Businesses need customizable workflows that can be tailored to their specific needs. This flexibility ensures that the system adapts to your processes, not the other way around.

Be In Control of Your Systems

In a fast-paced business world, staying ahead requires an optimized and streamlined sales process. With FocusPlanit’s help, you can elevate your sales operations, improve efficiency, and deliver exceptional customer experiences. From lead management to closing deals, we empower your team to work smarter, not harder, and unlock the full potential of your sales process. Embrace the power of streamlining with FocusPlanit and watch your business thrive in a competitive landscape.

FocusPlanit is one of the industry’s premier ConnectWise® Consultants serving the entire United States. We offer hands on support and training to ensure you get the maximum benefits from your business solutions and software. Contact us today and let us be your partner in success. You can learn more about our offerings and team on our website.

ConnectWise Consulting

The Importance of Using a Business Consultant During Growth

August 1, 2023/in Blog, Business Consulting, ConnectWise

As a business embarks on a growth journey, it faces a myriad of challenges and opportunities. Whether it’s expanding into new markets, increasing market share, or diversifying product lines, navigating through growth requires careful planning and strategic decision-making. In such crucial times, the expertise and guidance of a business consultant can prove to be invaluable. In this blog post, we’ll explore the importance of using a business consultant during periods of growth and how their insights can lead to sustainable success.

Objective Perspective

During periods of growth, businesses may find themselves caught up in the excitement and challenges of expansion. In such situations, internal teams can become biased and subjective when evaluating strategies and decision-making processes. A business consultant brings an objective perspective to the table, free from any internal biases. They are independent professionals who can critically analyze the organization’s current state, challenges, and potential opportunities without being influenced by internal politics or emotions. With their unbiased viewpoint, consultants can identify hidden inefficiencies, organizational bottlenecks, and areas where the company might be missing out on growth prospects. By leveraging this fresh perspective, business leaders can make more informed and rational decisions, leading to a more effective growth strategy.

Strategic Planning

Growth without a well-structured and comprehensive strategic plan can be akin to sailing without a map. A business consultant plays a pivotal role in strategic planning during periods of growth. They work closely with the leadership team to understand the company’s vision, goals, and growth aspirations. Based on this understanding, the consultant collaborates with the organization to develop a clear and actionable growth strategy.

The consultant’s expertise in strategic planning ensures that the growth plan aligns with the company’s core values, strengths, and long-term objectives. Moreover, they assist in setting realistic milestones, breaking down complex goals into manageable tasks, and developing a timeline to monitor progress effectively. A well-crafted strategic plan gives the organization a roadmap to navigate growth challenges, seize opportunities, and remain agile in a dynamic business environment.

Market Insights and Expansion

Entering new markets or launching new products/services can be risky endeavors without proper research and insights. A business consultant brings market expertise to the table, offering valuable insights and data-driven analysis to support expansion decisions. Through in-depth market research, consultants assess market trends, competitor landscape, target audience preferences, and potential challenges. This information is instrumental in identifying the right market segments to target, understanding customer needs, and positioning products or services effectively. Furthermore, a consultant can guide the business through market entry strategies, recommending the most suitable approach for expansion. They can assist in evaluating the risks involved and devising contingency plans to address potential obstacles. By leveraging market insights, companies can confidently venture into new territories, mitigating risks and optimizing growth opportunities.

Resource Optimization

During times of growth, businesses often need to allocate resources wisely to support expansion initiatives. Resource optimization is critical to ensure that the company is using its finances, workforce, and technology efficiently and effectively. A business consultant brings expertise in resource management, helping organizations assess their current resource allocation and identify areas for improvement. They conduct cost-benefit analyses, scrutinize budgets, and suggest cost-cutting measures without compromising the quality of operations. Consultants also play a crucial role in talent management during growth. They assist in evaluating the workforce’s skill sets, identifying talent gaps, and recommending hiring or upskilling strategies to meet the demands of the expansion. By optimizing resources, businesses can make the most of their investments, enhancing productivity and profitability throughout the growth phase.

In conclusion, utilizing the services of a business consultant during periods of growth is essential for businesses seeking sustainable success. Their objective perspective, strategic planning capabilities, market insights, and resource optimization expertise provide a solid foundation for making informed decisions and navigating growth challenges effectively. By leveraging the unique skill set of a consultant, organizations can accelerate their growth trajectory while maintaining a clear and purposeful approach to expansion. If you have any questions or would like to explore some of the services discussed, contact the professionals at FocusPlanit.

FocusPlanit is one of the industry’s premier ConnectWise® Consultants serving the entire United States. We offer hands on support and training to ensure you get the maximum benefits from your business solutions and software. Contact us today and let us be your partner in success. You can learn more about our offerings and team on our website.

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