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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.

Managed Service Provider

A Guide To Successfully Implementing Change Across Your IT Company

December 23, 2023/in Blog, Leadership, Operations

Change is an integral part of growth, and in the ever-evolving landscape of technology, the ability to adapt and implement change is paramount for the success of an IT company. At FocusPlanit, we understand the challenges and opportunities that come with change management in the dynamic world of Information Technology. Hence, we’ve compiled a comprehensive guide to help your IT company navigate and successfully implement change.

Understanding the Need for Change

Change is not just a necessity but a strategic imperative. Before diving into implementation, it’s crucial to identify the reasons prompting change. Whether it’s upgrading systems, adopting new methodologies, or restructuring processes, a clear understanding of the underlying objectives is fundamental.

Formulating a Clear Strategy

A well-defined strategy lays the foundation for successful change implementation. Establish clear goals, timelines, and key performance indicators (KPIs). Engage stakeholders, seek their inputs, and ensure alignment across the organization towards the envisioned changes.

Creating a Culture of Collaboration

Change affects everyone within the organization. Foster an inclusive environment where employees feel empowered to voice their concerns, ideas, and feedback. Effective communication is key—keep your teams informed and engaged throughout the change process.

Embracing Technology for Change

Leverage technology as an enabler of change. Implement innovative solutions and tools that facilitate the transition smoothly. Whether it’s adopting new software, automation, or AI-driven systems, the right technology can streamline processes and enhance productivity.

Prioritizing Training and Education

Invest in training programs to equip your teams with the necessary skills and knowledge to adapt to new systems or methodologies. Continuous learning and development are essential for a successful transition and long-term growth.

Implementing Change in Phases

Break down the change process into manageable phases. This allows for better control, assessment of progress, and mitigates potential risks. Celebrate milestones achieved during each phase, boosting morale and reinforcing the benefits of change.

Evaluating and Adjusting

Continuous evaluation is crucial. Regularly assess the effectiveness of the implemented changes against predefined KPIs. Be open to adjustments and improvements based on feedback and evolving industry standards.

Celebrating Success and Sustaining Momentum

Recognize and celebrate achievements resulting from successful change implementation. Encourage a culture that acknowledges and rewards innovation, fostering an ongoing commitment to improvement and growth.

At FocusPlanit, we recognize that successful change implementation is pivotal in driving progress and staying ahead in the competitive IT landscape. Our team of experts is dedicated to supporting your company through every step of the change management journey.

Embrace change as an opportunity for growth, innovation, and staying at the forefront of technology. Implementing change across your IT company is not just about adopting new practices; it’s about creating a culture that embraces and thrives on evolution.

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

Office Efficiency During The Holidays

October 30, 2023/in Blog, Leadership, Office Management

The holiday season is upon us, bringing joy, celebration, and a little extra chaos to the workplace. While it’s a time for employees to unwind and recharge, it can be challenging for businesses to maintain productivity. The good news is that with the right approach, you can keep your employees efficient even during the holidays. In this blog, we’ll explore some strategies to ensure that the festive spirit doesn’t disrupt your company’s productivity.

Plan Ahead: Set Clear Expectations

One of the keys to maintaining efficiency during the holiday season is to plan ahead. Communicate your expectations and any changes in work schedules well in advance. Provide clear guidelines on time-off requests, project deadlines, and holiday-related company policies.

Encourage Flexible Scheduling

Allow employees to have flexible work schedules during the holiday season. This means they can adjust their work hours to accommodate holiday preparations, shopping, and family events. Flexible scheduling can reduce stress and make it easier for employees to maintain a healthy work-life balance.

Offer Remote Work Options

With the advent of technology, remote work has become more accessible than ever. Encourage employees to work remotely when it makes sense for their roles. Remote work can reduce commuting time and increase productivity. Be sure to provide the necessary tools and resources to support remote work effectively.

Prioritize Work-Life Balance

The holiday season is a time for employees to spend quality time with their loved ones. Encourage them to take advantage of this opportunity to recharge. Emphasize the importance of work-life balance and allow employees to disconnect from work when they are on their designated time off.

Streamline Communication

Effective communication is essential during the holiday season. Streamline communication channels to ensure that critical information is shared efficiently. Tools like project management software, instant messaging, and email can help keep teams connected and informed.

Minimize Unnecessary Meetings

Consider reducing the number of meetings during the holiday season. While some meetings are essential, eliminating unnecessary ones can free up time for more meaningful tasks. When meetings are necessary, make sure they are focused and have a clear agenda.

Recognize and Reward Efforts

Acknowledge the hard work and dedication of your employees, especially during the holiday season. Offering small tokens of appreciation or expressing gratitude can go a long way in motivating and energizing your team.

Provide Support for Well-being

The holiday season can be stressful for some employees. Make sure they have access to resources for managing stress, such as employee assistance programs or wellness initiatives. Encourage self-care and provide guidance on maintaining a healthy work-life balance.

Cross-Train Employees

Cross-training employees ensures that essential tasks can be handled even when some team members are on vacation. Cross-training not only enhances employees’ skills but also provides flexibility in resource allocation.

Reflect and Prepare for the Next Year

As the year comes to a close, take the time to reflect on your company’s performance and plan for the year ahead. Use the holiday season to set goals and strategies for a successful start to the new year.

In conclusion, the holiday season can be a time of joy and increased productivity if managed wisely. By planning ahead, supporting work-life balance, and creating an environment that values employee well-being, you can keep your team motivated and efficient even during the most festive times of the year. Happy holidays and a productive new year!

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.

leading a remote workforce

Leading a Remote Workforce

July 18, 2022/in Blog, Leadership

The workplace landscape has changed and now more than ever it’s important to master leading a remote workforce. But what does this mean? Being a good leader means you have a clear vision, and a path to get there.  You empower others to contribute their piece of the vision. As a result, you build a team that feels significant and motivated.

Transparency is Key

So, now the question is how do you be a great leader with a remote workforce?  Managing remote employees changes the dynamic of leadership and requires an additional set of skills. The first of these is transparency. Communication and availability are key attributes to a successful remote leader.

The best leaders engage remote employees in frequent and authentic conversation. They intentionally schedule “touch-base” calls to ensure they are communicating frequently and effectively.  During these calls, don’t underestimate the basic but direct questions including “How are you doing”, “Is there anything frustrating you?” or “How can I help make your day more effective?”

Get creative in your communication, schedule virtual team coffees and happy hours and have special baskets delivered that go along with the theme. These types of activities go a long way in making your team feel engaged and connected even from afar. Regardless of the method, be mindful to communicate often and be transparent.

 

Set Clear Boundaries and Guidelines

Leaders should also prioritize the development of clear boundaries and guidelines. At its most basic level, this involves assisting employees in defining their availability.  Clearly define when the employee will be working, leaving no room for ambiguity. Also, what is the best way to reach the employee at home?  If additional personal challenges such as childcare and homeschooling are involved, how will the employee address these challenges?

The typical leadership characteristics still apply when leading remotely. A good leader will still need to understand team dynamics. He or she needs to create and communicate a clear vision.  Provide coaching and mentorship when needed.

 Effective Technology and Tools

 Whether you are thinking about going remote or already are, perform an IT audit to make sure you have all the necessary technology and tools to set your team up for success. These include but are not limited to:

  • Videoconferencing app
  • Mobile Hotspot
  • Remote Desktop
  • Customer Relationship Management
  • Project Management Software
  • Automation Tool
  • Team Chat App
  • Centralized File Sharing
  • Security Tools

Then you must ensure that all these tools are well integrated into your processes. For example, all customer notes must be documented for cross-company communication, sales quotes must be integrated with billing software, and so on.  It’s one thing to have the tools but it’s another to use them effectively.

Many of our clients find that it is necessary to implement a consulting company like FocusPlanit to ensure they make effective changes to streamline their tools and grow the business.

FocusPlanit serves the entire United States and is the industry’s premier team of highly qualified ConnectWise, QuickBooks, Wise-Sync, GoZynta, CharTec, ConnectBooster experts who have dedicated years of their professional life implementing and optimizing these solutions. Contact us today to schedule a complimentary consultation.

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