Case Study: The Umbria Autumn Box

Client Retention

The Umbria Autumn Box: One Ceramicist, Eighteen Recipients, Twenty-Two Points

A single-story seasonal gift box for the eighteen most senior customer relationships of a SaaS leadership team.

Autumn gift box with Italian ceramics and harvest goods from a single Umbrian farm

Client

The leadership team of a SaaS company

Scope

Eighteen senior customers

Budget

About $185 per recipient, landed

Format

A single-story seasonal gift box

The Brief

The client wanted a year-end gift for their eighteen most senior customer relationships. Not a hamper, not a logo item, and not the same box every vendor sends in December. The relationships carried real renewal revenue, and the gift needed to read as considered rather than transactional.

The Challenge

At roughly $185 per recipient, the easy failure is four unrelated nice things in a box, which recipients register and forget. The discipline was the opposite: one story, told in three objects, with a reason the pieces belong together that the recipient can retell at their own table.

The DLISH Solution

The box was built around the work of a single ceramicist in Umbria and the harvest of one farm whose kitchen our chef has cooked with for years. Three items. One card naming the maker, the farm, and why they share a box, with the chef quoted on the card. No sender logo anywhere on the objects. The recipient learns something, and the sender becomes the source of that thing.

Logistics and Compliance

Studio ceramics run on firing schedules, so the ceramicist's production window was reserved in early autumn for December delivery. Gift values and business purpose were logged per recipient, with gift cost separated from packaging and delivery on the invoice for clean tax treatment under the IRS gift rules.

The Result

Across the eighteen-recipient cohort, net renewal ran twenty-two points above the client's segment average over the following twelve months. The program repeated the following year.

+22 points of net renewal lift against segment average.

Questions We Hear About Client Retention Gifting

Can a gift program actually move renewal numbers?

Measured against a comparable segment, this eighteen-recipient cohort ran 22 points above average net renewal in the following twelve months. A gift does not close a renewal by itself. It keeps the relationship warm enough that the renewal conversation starts differently.

What should a key-client year-end gift cost?

The working band is $100 to $250 per recipient. This program landed at roughly $185 including presentation. The design matters more than the ceiling.

What makes a gift box feel considered instead of generic?

One story. Three or four objects at most, from named makers, with a card explaining why they belong together. Four unrelated nice items is a hamper. One story is a gift.

One ceramicist. One farm. Twenty-two points.

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