Orfin & Associates — Gifting Catalog & Client Appreciation

Client

Orfin & Associates — insurance and financial. Laura D., primary contact.

Goal

Reliable partner for monthly client appreciation and invite events — plus curated client gifting programs that are easy to reorder.

Challenge

• First call: ~80 blankets needed with only 10 days until the event. 4imprint and big-box vendors couldn't deliver.
• Ongoing need: monthly events, tight deadlines, personal service online vendors can't provide.
• Holiday client gifts needed to feel premium — not generic promo.

Solution

• Delivered 80 blankets on an impossible timeline — first proof of partnership.
• Built a curated gifting collection catalog customized for Orfin — easy browse, easy reorder.
• Holiday party client gift: fresh buttery shortbread drop cookies (baked days before delivery) in a fully customized box with lid and silver tie.
• Ongoing: apparel, koozies, pens, ribbon-cutting scissors, event items — one point of contact.

Result

• Laura D.: "You're my guy. You make it really easy for me. Unless you don't offer it, I'm not going anywhere else."
• Gifting catalog live — orders placed as needed without starting from scratch each time.
• Holiday shortbread gift was a hit with clients at their party.
• Refers us to others when they hear of needs in other industries.

Key takeaway

We turn "is this even possible?" into a long-term gifting partnership — deadline saves earn trust that catalogs never will.