Customer Success

Use Gifting to Power Customer Success Led Growth with Postal

Two ways CSMs can use gifting to power champion-led growth using Champion arrivals & departures with Postal


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Entry Criteria

Track Power Users, Key CSM Contacts, and your Buying Committee for job changes into or away from Director + roles.

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There are two actions- one for arrivals to power expansion opportunties, and one for departures to create new opportuntities.

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Why it works

Gifting is a powerful way to show your champions you are invested in their personal success, forging long lasting relationships. With Postal, implementing a gifting strategy is easy. Here’s how:


Configure your play

Pick a Recipient

Step 1: Define your key audiences 

We recommend you monitor your Power Users, Key CSM Contacts, and your Buying Committee for job changes

Step 2: Define your qualifying criteria

Ensure you filter your alerts for qualified titles, roles and relationships. Generally we recommend Director + at a minimum for a gifting program.

Step 3: Determine your trigger

Champion-Led Growth can power expansion as new champions arrive at your existing accounts, and can create new opportunities as your customers change jobs. You’re going to want two different plays - one for arrivals and one for departures. 

Pick a Gift

Personal and relevant gifts drive the best results. Use a contact’s LinkedIn profile to identify personal information they feel comfortable sharing publicly.

Step 1: Look at Headlines

Step 2: Read the About Section

Step 3: Check out their Interests

Step 4: Review Comments on Posts

Looking for more ideas on what to gift? Check out some of the most popular Postal gifts here

Create Personal Messages for your champions

Once you’ve selected your gift you’re going to want to craft your message and send your gift. You can use Postal’s Magic link functionality, which makes it easy for customers to receive your gifts, no matter their location. 

See templates below for messaging.

Email Templates