to Your Best Clients

Say thanks to your top clients with an event that’s healthy, safe and fun!

What is aClient Appreciation Party? A client appreciation party is a way to say thanks

to your relationships for supporting you with their

business and referrals! Whether you invite your A+

clients to a catered barbeque outdoors or a virtual

happy hour, the point of a client party is to show

appreciation for the people you love to serve.

These events are special! They should be reserved for clients who have referred you or who are willing to refer you to their friends and family, so you can show them some gratitude.

Appreciate your top-referring clients.

Strengthen client relationships.

Transform your database into a community.

Generate Referrals!

Host a Client

Party To:

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Getting Started:Set Your Budget Decide how much you would like to spend before securing your idea.

Not all client parties need to be extravagant — you can host a small

event or activity and still get the job done!

EstimateYour RoI

Client appreciation events typically generate

multiple referrals that close in the following

months, earning you a total commission that

should exceed the party’s price tag. Estimate

your ROI before setting a budget.

$ | A� ordable Fun Drive-up “reverse Pop-By” Virtual game night Host an online workshop

$$ | Middle of the Road Golfi ng with your best Outdoor fi tness class Apple picking

$$$ | Big Ticket Parties Neighborhood scavenger hunt A day at the local zoo Game day tailgate

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Client PartyBudget Planning Worksheet

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Other Considerations: Date Time Location

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EXAMPLE 1:

Location: Online through Zoom

My Hobbies and Interests: C ooking, baking

My Passions: Sharing my favorite recipes with others

The Perfect Party: Host an online cooking workshop to

teach clients how to make my favorite recipes for dinner

and dessert. (C onsider sending everyone a $20 grocery

store gift card to cover the ingredients!) Picking Your Party:Make It Personal To determine which theme works best for you and

your brand, ask yourself the following questions:

1. What’s around me?

2. What am I interested in?

3. Who or what do I care about?

If you want to take your party online or have folks drive up to

your place to collect a basket of goodies, that works too! Note

your location/platform when dreaming up your party.

EXAMPLE 2:

Location: My driveway and front yard

My Hobbies and Interests: Gardening, outdoor fun

My Passions: Helping others get outdoors, building

relationships

The Perfect Party: Invite my top clients over to drive

up and receive a gardening gift basket. Add in some outdoor

games as wel l. Invite those who are comfortable to set up a

lawn chair in the front yard and catch up for a bit outdoors.

Consider working with a local business or restaurant

for your party. They can donate gift cards or catering.

This can help reduce your costs, build your B2B

network and get those places more customers.

Pro Tip

Write it out to formulate

the perfect party!

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Picking Your Party:Celebrate the Season If there’s a holiday coming up, consider celebrating with your clients!

These ideas can be held online, in-person and outdoors.

New Year’s Eve/DayElegant dinner or brunch

Valentine’s DayChocolate tasting

St. Patrick’s DayCorned beef andcabbage feast

EasterEgg hunt in the local park

Mother’s DayTea party for clients and their moms

Father’s Day“How-to” seminar from a handyman in your database

Canada DayBarbecue at the park

4th of JulyPicnic in your backyard or local park

Back to SchoolDrive-up “Back-to-school” gift basket

HalloweenVirtual Pumpkin carving party

ThanksgivingDrive-up pie giveaway

HanukkahMenorah lighting, dreidel games and latkes

ChristmasHoliday open house at your home or offi ce

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ChooseYour Invites You’ll want to start inviting guests about one month prior to the event.

Decide which type of invitation fi ts your style.

What’s your message? 1. Pragmatic with the details only

2. A poem or fun message, then the details

Snail Mail — Mail your invites the old-fashioned way for a more

personal touch. Leave extra time to get your invites printed and mailed.

Going Digital — Online services like Evite and Paperless Post let you

create and email invites for little-to-no-cost, depending on the design.

Instagram: Create a group of “close friends”

with just your guests. Post a story with the party

details, and select to share with just those people.

You can also DM your guests with the info.

Follow Up: Call your guests

once you’ve sent the invitations

to follow up and confi rm

attendance or involvement.

Get Social: Create a

Facebook event for

your party and invite

your guests there, too.

Pro Tip

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Are YouReady To Party?Once you’ve decided on the budget, theme, location and

invites, it’s time to party! Enjoy the fruits of your labor and

celebrate your top people for a few hours.

Keep the Momentum — After the party, send a personal note

to all attendees as well as those who couldn’t attend.

Don’t forget to update your database with any new leads or

information gathered from the event!

Keepin Mind

If you’re hosting a drive-up event or online party, you’ll get less face-to-face time with clients, which makes the follow up even more important when it comes to potential referrals.

© 2020 Buffi ni & Company. All rights reserved.7

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