Client Overview:
Taft Law is a modern, progressive law firm with offices across the country, known for its commitment to excellence. Managing a company store and coordinating promotional events across multiple locations posed significant challenges. Taft sought a partner to simplify these operations, refresh their offerings, and enhance internal employee engagement and client gifting.
The Challenge:
Previously, each Taft office handled its promotional needs independently. This decentralized approach resulted in inconsistent branding, inventory issues, and pricing discrepancies. Following the merger with Briggs and Morgan, Kristine from Briggs took on the promotional and event responsibilities. She needed a solution that could unify Taft’s promotional items, holiday gifting, and internal events into a cohesive system.
The Solution:
Extend began its partnership with Taft by assisting with smaller internal orders. The reliability and ease of service quickly led Taft to rely on Extend for more extensive, strategic promotional needs.
- Streamlining the Company Store:
- Initial Audit: Extend conducted a thorough audit of Taft’s existing store, revealing a mishmash of products and a fragmented approach. Recommendations included consolidating inventory and improving efficiency by focusing on high-demand items.
- Inventory Management: To address the excess of outdated or overpriced products, Alison collaborated closely with Taft to bulk order essential items and implement a drop ship option for attorneys and over time implemented an on-demand process – eliminating warehousing costs and excess product.
- Creative Solutions: Extend introduced innovative ideas, brainstorming new product selections, updating the store quarterly, and suggesting more relevant branded items.
2. Building a Relationship of Trust:
- Hands-On Collaboration: As the partnership evolved, Kristine entrusted Alison with more responsibilities, allowing her to select refreshed styles and quality products for internal and client gifts. This reduced decision fatigue for Kristine and ensured brand consistency.
- Transparency & Feedback: Extend prioritized transparent feedback from the Taft team, ensuring that products aligned with the firm’s expectations and branding.
- Personalized Touch: Extend committed to understanding Taft’s unique brand and the needs of its stakeholders, ensuring that each interaction and solution showcased Taft in the best light.
The Impact:
- Company Store Transition: Within a year, Taft fully transitioned its company store to Extend, refreshing inventory with high-quality, reasonably priced products. Extend provided creative management solutions and regularly updated the selection to stay in tune with trends and user preferences.
- Increased Efficiency: By managing bulk orders and inventory for Taft, Extend significantly reduced the time and effort previously expended by individual offices, ensuring attorneys had quick access to necessary promotional items.
- Employee & Client Engagement: Extend supported various initiatives, from employee gifts to attorney client gifting, including the effective use of Advisory Discretionary Funds (ADF). The introduction of a flyer highlighting new items greatly enhanced engagement.
Key Wins:
- On-Demand Solutions: To streamline data collection for employee gifts, such as sizes and colors, Extend implemented on-demand tabs that functioned as data collection tools, particularly beneficial during the holiday season.
- Non-Inventory Flexibility: Extend offered flexible solutions for on-demand items, minimizing inventory issues while still providing customized options.
Client Testimonial:
“Working with Extend has been nothing short of amazing. They’ve made my job easier by understanding exactly what we need, providing fresh and creative solutions, and ensuring everything is delivered with care and quality. I trust them completely to make our brand shine internally and with clients.”
— Kristine, Taft Senior Events & Marketing Specialist