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Client rewards for professional services firms
Thank the clients who refer you, and mark a closed matter or a year of working together. Plum sends each gift card by email in seconds, at a value you set, with a record of every send.
Trusted by teams at Google, Adobe, Nielsen and Western Digital
How to send client rewards with Plum
Set up and fund
Sign up, complete a one-time business check, and add funds in your preferred currency.
Add your clients
Upload a spreadsheet with names, emails, countries and values, one row per person.
Approve and send
A second person signs off, the cards go out now or on a set date, and you track every send live.
What you get
A client referral incentive program with controls built in
A value you set
Set the amount per client, so you can stay inside each clientâs gift limit.
Second-person sign-off
No card goes out until a second person approves it.
A record of every send
See who got what, and when, live in one place.
Their choice of brand
Send a reward link and let each client pick the gift card they want.
Sent in your firmâs name
Branded emails carry your logo, colours and a personal note.
Clients abroad
One order covers several countries, in each clientâs own currency.
Corporate client gifting for law, accounting and consulting firms
Hampers and wine get stuck in post rooms and sit outside many clientsâ gift policies. A gift card at a value you set reaches the right person, and they choose what to spend it on.
- Year-end thank-yous for every client, in one send.
- A card on the anniversary of an engagement.
- A thank-you when a matter, audit or project closes.
Client referral rewards: check the rules first
Many professions limit or ban paying for referrals, and many clients cap the gifts their people can accept. Read your conduct rules and your clientsâ policies before you launch, and agree the program with your compliance or ethics partner.
- Where referral rewards arenât allowed, a general thank-you to every client may still be.
- Keep values the same for everyone at the same stage.
- Use the send record when your auditors or your client ask.
Before you launch
- Your rules
- What your professional body allows for referral thank-yous
- Their rules
- Each clientâs gift policy and value limit
- Who approves
- A second person signs off each send
- The record
- Every send tracked, with value, date and recipient
Client gifts sent in your firmâs name
The card arrives in an email with your firmâs logo and a note from the partner who knows the client. It reads as a thank-you, not a sales email.
- Add your logo, colours and a personal message.
- Send by email, or by SMS or WhatsApp where the client prefers it.
- Schedule year-end sends weeks ahead.
Occasions
When firms send client rewards
Client referrals
A thank-you for an introduction, where your rules allow it.
Year-end thank-yous
One send for every client, with a note from their partner.
Engagement anniversaries
Mark a year, or five, of working together.
Matter or project close
A thank-you when the deal, audit or project is done.
Client feedback
Thank clients for answering your annual client survey.
Seminars and briefings
A card for the clients who attend your events.
Pay on issue, or pay on use
Plum runs on a pre-funded wallet. You choose when itâs debited.
Pay on issue
You pay the full card value the moment each card is sent.
- A fixed, known cost for every send.
- Suits awards and gifts, where every card gets used.
- Unused value stays with Xoxoday.
Pay on use
You pay only for the value people actually spend.
- Unused value goes back to your wallet.
- Suits survey incentives and campaigns, where some cards go unused.
Plum vs sending client gifts by hand
- Hampers posted to each office
- The same gift for every client
- Gifts on partnersâ expense claims
- No central record of gifts
- Overseas clients as a separate job
- Gift cards sent by email in seconds
- Each client picks a brand they like
- One pre-funded wallet with sign-off
- Every send tracked live
- Several countries in one order
Trusted by global and US teams
HR and people teams use Plum to send rewards in the countries they operate in.
Kennametal
20+ countries
Xoxoday seemed easy to use, and we loved all of the gift card options our employees would have.
Madison Ruff
Senior HRIS Analyst
Our employees really like the Xoxoday rewarding process. The customer service that they offer is exceptional and commendable.
HR Business Partner
H&M India