Tis' that time of year again -- Holiday proposal creation and planning! 


It is now that all the early preparations will help make the upcoming holiday season the most wonderful time of the year for all. Here at H.Bloom, we have already had holiday deals close and we are seeing lots of meetings on our calendars already. But we know that we are only a piece of the successfully equation for stellar holiday installation executions ahead. 


To help our partners best prepare, please review the resources and tips we have put together below.


What to focus on NOW (summer): 

  • Holiday Decor 
    • Trends
    • Color schemes
    • Inventory availability
  • Communication with your H.Bloom Reps on
    • What you plan to have in your inventory
    • When your scheduling will start
    • Feedback on successes and improvement areas from previous years
    • We always need a pricing breakdown on any deal for the proposal - it should be separated by line item with a price associated for each item as well as labor, delivery, install, retrieval, service fee, etc. 
    • See H.Bloom's Holiday Deposit Terms here:
  • Shop Preparation


What to focus on early fall (September/October):

  • Always schedule in buffer time for edits and fixes between all installs.
  • Be sure all materials are ordered or know who is in charge of ordering what.
  • Please share your purchase plan / order details with the H.Bloom Reps/AE’s (breakdown of items being ordered such as the number or ornaments). This is especially helpful on new deals or unique designs and will minimize edits after the install. 
  • Utilizing spreadsheets to track all information about installs is a great way to stay organized.
    • Please use our spreadsheet that is attached below.
  • Holiday deposit payments on deals over $2k start after October 18.


What to focus on during executions (November/December): 

  • You should have all items at time of delivery or the AE should be alerted to stay on top of the client communication.
  • If there is a delay and an install or breakdown needs to be rescheduled alert the AE asap to ensure it is communicated with the client. 
  • The H.Bloom Rep/AE should be primary contact with the client.
  • Be mindful that edits and remedying a client’s installs is a joint effort between us and we hope to come to resolutions together efficiently. 
  • As the on-site team finishes the install, have a point person check in with any available contacts on-site before leaving the installations to make sure everything looks good and to confirm anything that could have been missed.


Post-Installation to do list: 

  • Recap positive actions and areas for improvement with your H.Bloom Rep/AE and your internal team as well.
  • Organize and store materials in clearly labeled bins. 


Thank you all for your hard work throughout the year to make the Holiday season a success! If you have any questions or feedback, please email us at partnernetwork@hbloom.com.