Nov 1, 2024
RevSend | 3 min read
In the competitive world of financial services marketing, it takes more than just another email campaign to stand out. When Brex launched their corporate card for startups in 2018, they proved that strategic gifting could transform prospects into high-value customers—securing a remarkable 75% demo conversion rate.
The Campaign That Popped
• $19K total investment
• 300 champagne bottles sent
• 225 demos scheduled
• 169 new customers acquired
Timing Is Everything
Brex pinpointed a perfect moment to reach out: newly funded startups in the Bay Area. By celebrating their funding rounds with champagne, they tapped into a positive emotional state and positioned themselves as an ally from day one.
“Congrats on your recent fundraise! We know how hard it is to build a startup, and we’re rooting for you.” — Personal note from Brex’s CEO
Personal Touch & Structured Follow-Up
Each champagne delivery came with a handwritten note, turning an ordinary gift into a genuine relationship-builder. Brex then followed up quickly:
1. Confirm delivery
2. Send a timely email from the CEO
3. Invite the recipient to schedule a demo
Striking while the cork was still popping helped Brex achieve an impressive 75% demo rate.
How to Replicate Brex’s Success
1. Identify Your Trigger Events
• Funding rounds, product launches, expansions
2. Choose Strategic Gifts
• Align with your brand, be memorable
3. Nail Your Timing
• Set up alerts for key milestones
4. Personalize & Follow Up
• Handwritten notes, immediate outreach
5. Track & Measure
• Monitor demos, conversion rates, and overall ROI
RevSend: Your Partner for ROI-Focused Gifting
Want to replicate a champagne moment of your own? RevSend automates gift delivery, follow-ups, and ROI tracking for every stage of your sales funnel. From CRM integration (Salesforce, HubSpot) to detailed campaign analytics, we streamline the entire gifting experience—so you can focus on building real relationships.
Ready to make every gift count?