Our Process — From Idea to Impact
At Custom Box Agency, we turn bold ideas into real-world products that transform your customer journey. Our four-phase process is built to guide you from initial strategy to hands-off fulfillment, all under one roof.
Phase One
Activate
Duration: Less Than Two Weeks
We start with strategy, diving deep into your customer journey and business goals. Through a two-hour strategy session and a full-day workshop (virtual or in-person at our Austin HQ), we co-create a product blueprint that aligns with your vision.
Deliverables: CBA Blueprint with product overview, content outline, estimated costs, and ROI forecast.
Milestones:
Strategy Session
Business Deep Dive
CBA Experience Workshop
Phase One Debrief
Phase Two
Build
Duration: Typically 2-3 Months
With your blueprint in place, our team brings your product to life. You’ll be supported by a dedicated Client Success Manager, a specialized print design team, and sourcing specialists who manage samples and specs. This phase takes you from concept to production-ready.
Deliverables: Finalized product design, Brand Identity Kit, sourcing approvals, and final production estimates.
Product Kickoff
Brand Identity Session
Weekly Check-ins
Phase Two Debrief
Phase Three
Produce
Duration: Varies based on product design
We handle everything from supplier activation and sample sign-off to manufacturing and kitting. Every step is managed in-house to ensure quality control and efficiency, so your product is market-ready without surprises.
Deliverables: Fully manufactured, assembled, and packaged product, ready for launch.
Milestones:
Product Sample Creation
Product Mass Production
Product Assembly & Kitting
Phase Three Debrief
Phase Four
Deliver (Optional)
Duration: Ongoing
Let us be your fulfillment partner. We store, manage, and ship your products from our Austin-based warehouse, direct-to-customer or in bulk. You’ll also gain access to CBA HQ (launching 2025), our proprietary software for inventory management, order tracking, and asset review.
Milestones:
Warehouse Activation
Inventory Storage & Management
In-Market Delivery
Ongoing Support
OUR AMAZING CLIENTS
Let’s Make Magic Happen Together
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Give your customers experiences they’ll never forget.
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