How to use GiftSpatch
in your business

Seven plays that turn a finished job into the next one.
Each one is a trigger or a send you set up once.

Play 1 of 7

Repeat business

Most clients forget who did the work within a year. A gift that lands a few days after they pay keeps your name in the house, so the next job goes to you.

Whenthe invoice is paid.

Sendsomething they keep on the counter: a mug, a tumbler, a cutting board with your logo.

Set it upCampaigns → New automation → An invoice is paid. Optionally only above an amount, so small jobs skip it.

TipSet a minimum invoice amount so the gift goes out on the jobs that earned it.

A branded mug on a counter, a phone, and a work truck: the gift leads to the next call

Play 2 of 7

Referrals

A gift is a story people tell. When the neighbor asks who did the driveway, the mug on the counter answers.

Whena bigger job closes, or a client has used you twice.

Senda gift with a note that asks plainly: “Know someone who needs this done? Send them our way.”

Set it upCampaigns → Invoice paid with a minimum amount, and put the ask in the gift note. Merge tags fill in their name.

TipSay who you want. “Neighbors on your street” gets more referrals than “anyone”.

A client house telling four neighbouring houses

Play 3 of 7

Reviews

People leave reviews when they feel appreciated and it is easy. A gift makes the first half true; the note makes the second.

Whena job is completed and the crew has left.

Senda small, useful item plus a note with your review link, sent the same week while the work is fresh.

Set it upCampaigns → Job completed (or Invoice paid). Paste your Google review link into the note.

TipKeep the note to two lines: thanks, then the link. A paragraph gets skipped.

A house with five stars in a speech bubble and a review on a tablet

Play 4 of 7

Win-back

Clients rarely leave angry. They drift, and call whoever stayed visible. A gift after months of silence puts you back in front.

Whena client has not had an invoice in six months or more.

Sendsomething seasonal or practical, with a “we are still here” note and your phone number.

Set it upCampaigns → No invoice in X months. Pick the gap that fits your trade: 6 months for lawn care, 12 for roofing.

A calendar with months crossed off, a gift, and an arrow back to the house

Play 5 of 7

Seasonal and milestone sends

The holidays, a milestone, a year-end thank-you. One list, one order, and everyone on it gets the same gift with your logo.

Whenwhenever you decide. Nothing fires on its own.

Sendthe same gift to a whole list at once.

Set it upBulk Send Gifts → filter your clients (by spend, town, tag, last job) → pick the gift → send. Or upload a spreadsheet with Upload & Send.

TipFilter by lifetime spend to put the nicer gift in front of the clients who earned it.

A row of wrapped gifts on a belt, a snowflake and a sun above

Play 6 of 7

Your own crew

The same catalog works for the people who do the work. Birthdays, hire dates, a good month.

Whena birthday, a hire anniversary, or a job well done.

Sendanything from the catalog, with your logo or their name on it.

Set it upContacts → Employees keeps names, addresses and dates; send from there like any other gift.

TipEmployee dates are saved once. The reminder is the send itself.

Two crew members either side of a gift, a cake and a calendar above

Play 7 of 7

Neighborly proof Coming soon

The best lead you will ever get is the house next door to a job you just finished. They saw the truck. Give them a reason to call.

Whenthe week a job on their street wraps up.

Senda promo item to every neighbor in a radius — a bag of branded coffee first, a branded coffee cup a few weeks later.

Set it uppick the radius around a finished job and the promo item; GiftSpatch finds the addresses and sends. In the works now.

TipThe second item is the one that sticks: the coffee gets used up, the cup stays on the counter.

A finished job with the truck outside and six neighbours each receiving a coffee bag

Start with one

Pick the play that matches what you wish happened more often. Repeat business is the usual first one: connect your CRM, set Invoice paid, choose a gift, and it runs while you work.

How to use GiftSpatchin your business