Most business owners rely heavily on referrals to generate new business. And for good reason – referrals are a great way to get new clients. But, referrals should not replace a holistic biz-dev strategy. If you are relying on referrals for the majority of your new business, your pipeline is ultimately in the hands of someone else. And that puts YOUR business at risk.
How do you take control of your biz-dev efforts?
Beyond gifts, we design and deliver touchpoints that make people feel seen, cared for, valued and appreciated.
Our engagement strategies ensure you stay top of mind with the people important to your business’s growth and success.
We all go through transitions. Some are big and obvious, others are quiet and personal. Whether it’s launching a new venture, moving across the country, surviving a long winter, or starting a family, change is always knocking on our door.
And that’s part of what makes our next strategic storyline easy to use, the Transition Acknowledgement storyline.
It’s about honoring change. Supporting it. Being the person who says, “I see you growing, evolving, or simply hanging in there.”
In a world that moves at warp speed, pausing to notice someone’s moment of transformation, no matter how small, creates powerful emotional connections. And that’s what builds trust for conversion, deepens loyalty, and reminds people that they’re not in it alone.
This approach is one of the six storylines we use to build meaningful, lasting business relationships, what we call The Expressory’s Six Strategic Storylines™. Each one offers a unique lens for crafting thoughtful touchpoints that truly resonate. If you missed the first in the series on Relationship-Related moments (those “you’re one of us” connections), you can catch up here. Or start with the overview here. Today, we’re exploring the storyline that celebrates progress, pivots, and all the little milestones in between.
At The Expressory, we lean on the research of social psychologist Harry T. Reis, who found that meaningful relationships are rooted in three things: felt understanding, validation, and care.
The Transition Acknowledgement storyline is a straight path to all three.
When you mark a life change for someone, you’re saying:
I see what you’re going through (felt understanding)
I recognize its importance (validation)
I support your journey (care)
Whether your message celebrates a new beginning or simply provides comfort during a shift, it becomes a source of encouragement. And that moment of emotional resonance? That’s what keeps clients coming back, partners referring you, and teams sticking around.
This storyline is versatile. It works in nearly every industry and every relationship type.
To use it well, ask yourself:
Does the gift or message mark a specific transition or moment in the recipient’s life?
Is it tied to something they’ve completed, started, or are preparing for?
Does it symbolize their personal or professional growth?
Does it simply reflect the season or environment they’re navigating?
The transition doesn’t have to be monumental. It just has to matter to them.
Gift: Leather passport holder
Message:
“Congratulations - you did it! We’re so honored to have been a part of your journey to becoming a U.S. citizen. As a token of our appreciation, we’ve enclosed a couple of things to make all your future travels a breeze.”
Why it worked:
This wasn’t just a gift, it was a milestone marker. Years of hard work culminated in a personal victory, and the message acknowledged both the past and the future. The gift (travel accessories) supported the next chapter, and the message validated the enormity of the change.
Gift: Current top-selling business book
Message:
“If you’re like me, the dead of winter may have you feeling a little stir-crazy. That’s why this is my favorite time of the year to get cozy by the fire and enjoy a new read (to help me get through it). I’ve found this book to be a great handbook for anyone seeking to develop leaders in their organization. I hope you find it enlightening and would love to hear your thoughts and takeaways.”
Why it worked:
This is what we call a seasonal shift. It doesn’t need fanfare, just acknowledgement. It also ties in personal experience and the “Shared Experience” storyline. The message says, “You’re not alone. I feel it too. Here’s how I cope.” That’s a powerful connection.
Gift: Gourmet soup mix and herbal tea.
Message:
“You may have seen that we've completed our move to a new location in the heart of <city>. The office move is one of my first major decisions since taking on the role of President. This important move allows us to continue to grow with our clients and the larger community as a whole. Thanks for your support as our team continues to create a vision of providing a place that offers more than just work, but a philosophy of everyone living their best life!
Nothing makes us feel at home like a little bit of comfort food. In celebration of our new home, we hope you enjoy a few goodies for your own home.”
Why it worked:
Sometimes, you’re the one in transition. This message turned a business update into a moment of community-building. By sharing the “why” behind the move and wrapping it in appreciation, it became inclusive, not just informative. Plus, it also included a draw on the storyline of shared experience. We all have memories of feeling cozy at home with comfort food. We can relate.
Gift: Luggage organizers.
Message:
“Thanks for allowing us to support you this past year. Please allow us to support your upcoming travels as well.”
Why it worked:
This one was all about timing. The world was slowly reopening after COVID, and people were itching to get out again. The gift symbolized movement, freedom, and next steps. Even without spelling out the change, the story was baked into the context.
You don’t need a huge moment to make use of this storyline. Sometimes the most thoughtful transitions to acknowledge are the ones your recipient didn’t even realize they needed validation for.
A client shifting into a new leadership role.
A partner is launching a new product.
A team member taking on a fresh challenge.
A contact navigating back-to-school season or the end of a big project
Each of these is an opportunity to say, “I see you.” Not in a creepy way—but in a supportive, intentional, “you matter” kind of way.
Gift: Just the words.
Message:
“I just wanted to say…I know it hasn’t been easy to be you lately, but I see you doing your darndest. When you show up with me, you show up for you, and I know what that takes when the going gets tough. Thank you for being a wonderful collaborator and friend.”
Why it worked: Sometimes a transition is simply someone having a moment of tough times. As they work through whatever that personal challenge looks like, acknowledgement goes a long way and means more than you may ever know.
If you're not sure what kind of transition your recipient might be going through, use the season or environment as your cue. Summer, back-to-school, year-end planning… they all offer natural opportunities to show that you’re paying attention to what’s happening in the world around them.
To bring the Transition Acknowledgement storyline into your business, try this:
Make a list of transitions your clients, prospects, or employees commonly go through. Big or small.
Pair each one with a message of encouragement or celebration. Think about what you’d say if you were their coach or their biggest fan.
Choose a gift that supports or symbolizes the journey. It doesn’t have to be fancy; it just has to be thoughtful.
Time it right. A little early is better than too late. And sometimes the impact is strongest when it’s unexpected.
The magic of this storyline is in its everyday-ness.
We often wait for the big, obvious life events to show we care. But when you can acknowledge the in-between moments—the “almost there,” the “I see you trying,” or even the “you survived that thing”—you become unforgettable.
And that’s the kind of loyalty no amount of digital advertising can buy.
So, here’s your challenge: What transition is happening for someone important to your business right now?
Go acknowledge it.
To put the Transition Acknowledgement storyline into practice meaningfully, pause and consider:
Am I paying attention to the transitions happening in the lives of the people I work with?
Business is full of personal milestones. Are you noticing them?
Do I have systems in place to acknowledge those moments in real-time?
Strategic touchpoints only work if they’re timely and thoughtful.
Am I supporting people through both beginnings and endings?
Sometimes a note of encouragement during a wrap-up means just as much as a launch-day celebration.
Have I created space in our client or team journey for emotional connection?
Loyalty grows when people feel seen throughout their evolution, not just when they sign the contract.
What transition could I honor for someone this week?
Start small. Choose one person and one moment and let them know you see their journey.
Talk to one of our experience managers to find out how our done-for-you, end-to-end service, will handle all the fine details of your personalized touchpoints, so you (and your team) can stay focused on your core business and still ‘wow’ and show your clients, prospects, team and strategic partners that you care.
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What Our Clients Are Saying...
“I can't tell you the number of times that the mailing of one of those packages has put someone on my calendar to reconnect with them.”
“I think you’ll be very pleasantly surprised, just like I was in how easy the process is. Why did we not do this years ago? Huge missed opportunity! I encourage you to no longer miss those opportunities and have the conversation with Jamie. I think you will be very pleased that you did."
"Working with The Expressory for gifting is the perfect blend of giving a gift that is truly of your heart with the message you want delivered but the convenience and ease of having it done for you! The best!!"
“Jamie and The Expressory are one of my most powerful assets as a small business owner. Client engagement beyond our direct service offering was a constant struggle in the past and we were failing to help show our appreciation for the amazing ways our clients support us, until I met Jamie and signed up for her services. Now my clients regularly tell me how much they love our beautiful and thoughtful cards. I have actually had stronger renewals from clients because they were touched by how much we actually cared about their lives outside of our studio. The Expressory is able to deliver on how we feel about our clients in a seamless and automated way that makes my team and business look great!”
“Jamie and The Expressory are one of my most powerful assets as a small business owner. Client engagement beyond our direct service offering was a constant struggle in the past and we were failing to help show our appreciation for the amazing ways our clients support us, until I met Jamie and signed up for her services. Now my clients regularly tell me how much they love our beautiful and thoughtful cards. I have actually had stronger renewals from clients because they were touched by how much we actually cared about their lives outside of our studio. The Expressory is able to deliver on how we feel about our clients in a seamless and automated way that makes my team and business look great!”
Address:
1500 S. Sylvania Ave #106
Sturtevant WI 53177
Phone:
414.243.8971