Gifting Playbook - Strategic Use of the AI Gift Recommender

This playbook helps you deploy the AI Gift Recommender System across sales, marketing, customer success, and internal operations. It outlines specific moments to trigger gifting, what to personalize, and how to integrate it into existing workflows.

🎯 Core Gifting Moments

Use Case	Trigger	Value
Sales Prospecting	Positive reply or 2nd touch	Boosts response rates, breaks cold cycles
Client Onboarding	Client submits onboarding form	Creates emotional buy-in, reinforces brand
Renewal Milestones	CRM stage change → “Renewal Upcoming”	Shows care, reduces churn
Referral Acknowledgment	Form submission or tag in CRM	Reinforces trust and social capital
Employee Recognition	Internal kudos, project completion	Drives morale and culture continuity

💡 Gift Types by Persona

Role	Suggested Gift Types
CEO / Founder	Books, executive tools, custom artwork
Head of Marketing	Creative kits, Notion templates, productivity tools
Sales Leader	Conversation decks, sales enablement gear
Developer	Unique gadgets, keyboard gear, niche merch
Designer	Aesthetic tools, sketchbooks, visual prompts

🛠 Trigger Options (Technical)

You can initiate gift workflows from:

🔗 Form Submissions (e.g., post-call, survey, referral)
🧩 CRM Events (e.g., new deal, new contact, stage change)
📆 Time-Based Automation (e.g., 30 days after signup)
🔁 Manual Admin Actions (e.g., from Notion, Airtable, Google Sheets)

Each can feed into the same gifting agent via n8n with slightly modified routing logic.

📦 Fulfillment Options (Next Step)

Once a gift is selected, you can:

Export to a Slack message or Notion record for your team