Guide

Client gifting: how to collect addresses without making it weird

By SoRoster Team · Customer marketing

TL;DR: Send a personal-feeling note from a real human (account manager or founder) with a single short link. Frame it as 'I'd love to send you something — would you share your shipping address?'. Expect 70–80% response in a week with one reminder.

The opening message

Keep it under five sentences, signed by a named person, and mention exactly one gift — not a vague 'we'd like to send something'. Specificity dramatically increases response rate.

Office vs. home address

Default to office addresses for B2B gifts unless the client explicitly opts in to home delivery. This avoids privacy awkwardness and keeps the form short.

Compliance reminders

Most regulated industries (finance, government, healthcare) cap gift value at $25–$100. Confirm the client's policy in the form ('Is your company allowed to receive gifts up to $X?') before shipping anything expensive.

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