Case Study:
B.A. Schrock Financial Group (Sales)
We helped turn a tight-budget, large-scale corporate event into a memorable experience that earned praise from guests and executives alike.
The Client
B.A. Schrock Financial Group is a Wadsworth, Ohio-based financial firm focused on delivering personalized financial solutions. They offer expert investment, planning, and insurance services, using their unique UNLOCK™ process to empower clients and build lasting financial success through transparency and integrity."
The Challenge
Kaitlin Schrock, the Operations Manager at B.A. Schrock, was hitting a wall with the usual marketing stuff. You know, paid ads, digital campaigns – all that jazz. It just wasn't clicking the way she'd hoped. And let's be real, in the financial world, building strong client relationships is everything.
So, Kaitlin had this smart idea: instead of throwing more money at ads, why not invest in showing their current clients some real appreciation? She wanted a way to make clients feel valued at every step – from that first 'nice to meet you' all the way to a 'happy retirement' celebration. Basically, she needed a gifting strategy that covered the whole client journey, with gifts that felt thoughtful, personal, and showed off their brand.
The Solution
We hopped on a quick virtual call with Kaitlin and knew exactly what she needed – a way to make client gifting super simple and super impactful. We made it happen with our ongoing gifting service, all wrapped up in their own custom branded boxes. Think of it as their very own online gift shop, like their own Amazon for client appreciation!
Here's how it works: we set them up with their own private portal where they can order pre-approved gifts 24/7. No more DIY or last-minute runs to the store! And because B.A. Schrock loves to do things right, they went all-in with our branded box series – every size, every occasion!
• Referral Thank You Cubes: Imagine getting a 'thank you' in a cute little cube filled with Cheryl's cookies! That's exactly what B.A. Schrock sends to clients who send referrals. Sweet, right?
• Client Birthday Cubes: Who doesn't love a birthday surprise? B.A. Schrock sends out these fun cubes filled with seasonal snacks to celebrate their clients' special day. It's like a little party in a box!
• New Client Sonos Boxes:First impressions matter, and B.A. Schrock nails it! New clients get these gorgeous boxes filled with gourmet snacks, all color-coordinated with their brand. Talk about a welcome!
• Sympathy Gifts: When times are tough, B.A. Schrock shows they care with comforting gifts filled with thoughtful food items. It's a way to offer support when it's needed most.
• Retirement Gifts: Time to pop the bubbly! B.A. Schrock celebrates their clients' retirement with these festive boxes filled with gourmet goodies. It's the perfect way to say 'cheers' to a new chapter.
Essentially, we helped B.A. Schrock turn client gifting into their secret weapon for spreading appreciation and recognition.
“Deb and team have helped us build and sustain an efficient and cost-effective client gifting program. The personalization and customization that Baskets Galore has helped us achieve is unmatchable. Added bonus, our clients rave about the products they receive. Worth every penny!'”
Kaitlin Schrock
Operations Manager
The Result
Kaitlin herself expressed it best: “Deb and team have helped us build and sustain an efficient and cost-effective client gifting program. The personalization and customization that Baskets Galore has helped us achieve is unmatchable. Added bonus, our clients rave about the products they receive. Worth every penny!'” And the tangible results speak for themselves.
We've really seen B.A. Schrock take off these past couple of years. It's been pretty amazing! For example, they've doubled the number of birthday gifts they send out each month, and they're bringing in four times the new clients they used to. Plus, their referrals have sky-rocketed.
We could not be more grateful to be a part of their success story!
