Onboard With Purpose, Engage With Strategy

Turn new members into active participants from day one with a custom onboarding experience.

Memberships

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The first 30 days of a membership are critical. If members don’t understand the value, get connected to the community, or take action early, they’re far more likely to churn. That’s why we help membership organizations craft a custom onboarding box experience designed to educate, activate, and engage.

Your membership isn’t just a product; it’s a pathway. And our job is to help new members understand exactly how to get the most out of it.

Why Use Custom Boxes for Memberships

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Increase Activation

Guide members through the first steps they need to take.

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Reduce Churn

Reinforce value early and make the experience memorable.

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Clarify the Journey

Help members understand how to navigate the membership.

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Encourage Engagement

Prompt participation in events, forums, or key actions.

What’s Inside a Membership Box

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A welcome letter and orientation card outlining what to do first
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Member handbook or roadmap with QR codes to digital resources
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Physical tools like planners, journals, or habit trackers
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Community-building items like badges, stickers, or t-shirts
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Surprise-and-delight bonuses to build goodwill and excitement

We Help Design Thriving Memberships

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Every item is intentionally chosen to help reinforce the benefits of membership and increase emotional buy-in.

How It Works

1.

Phase One

Activate

We delve into your business strategy and help you identify a product blueprint that aligns with your goals.

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2.

Phase Two

Build

We bring to life the product that we designed in Phase One, including the product design so it’s ready for production.

3.

Phase Three

Produce

We manufacture, assemble, and package the product so it’s ready for market.

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Optional

4.

Phase Four

Deliver

We store your product and ship it directly to recipients or provide bulk delivery options.

Results from the Field

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Daniel Den

“Custom Box Agency is the absolute best at really understanding that in today’s marketplace, it really is all about the experience. One out of every three buyers of our box started posting about it on social media in a very positive way.

This was without us even asking about it.”

Daniel Den

Ideas That Influence

Penelope Jane Smith

“Custom Box Agency is just such an amazing resource for really up leveling that whole experience for your clients and turning them into raving fans and advocates. Since implementing the CBA box in our events, our conversion actually almost doubled. So this has definitely been a big up level for us and I just absolutely love it.”

Penelope Jane Smith

Real Prosperity

Molly Mahoney

“Since working with CBA, we have had so much clarity. It’s not only been in the form of what we give our clients with the box, it also has transcended everything that we’re doing with our brand. That is something that really puts the human back into your business. It gives you that real, tangible thing, and that’s something that can’t be created with AI.”

Molly Mahoney

Social Sales Stars

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“Custom Box Agency is superior at taking all of the logistical stuff that’s not any fun in putting together a box experience, and making it super easy and super simple to grab onto and and make it real. I had heard nothing but good things about CBA. What I thought I was getting was a box. What I got was an experience based solution that works.”

Bud Heaton

IUL Insiders

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“CBA made hiring effortless and got us the perfect fit. They stepped in with a proven process — from sourcing and screening to vetting and initial interviews. They helped us narrow the list to the best candidates so we hired exactly the right person. If you’re expanding your team, CBA is the strategic partner you want in your corner.”

EJ Stern

Fractional CMO

Why Custom Box Agency

We’re one of the few agencies in the world that combines game design strategy with end-to-end production and fulfillment.

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Strategy-First Approach for all of our Custom Built Products
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150+ Products and Customer Experiences Created since 2020
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Trusted by Professional Organizations, Industry Leaders, and Entrepreneurs
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One-Stop Solution for Product Strategy, Development, Design, Production, Warehousing, and Shipping

Let’s Make Magic Happen Together

Book a Call

Give your customers experiences they’ll never forget.

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