How to Create & Send Client Gift Boxes
A well-made gift box is a simple way to thank clients and stay on their radar between meetings. There are two ways to put one together: assemble it yourself, or use a corporate gifting company that builds and ships it for you. Here is how each works, what goes inside, and how to choose.
How to Assemble a Box Yourself
This is the most common approach. It costs less per box and gives you full control over the branding. The tradeoff is your team’s time. A box usually comes down to four components:
A custom mailer box. Design your own and order from Packola. Their mailer boxes take full-color printing, so your logo and colors carry through the whole unboxing.
Filler. Crinkle paper from Amazon is inexpensive, looks good, and keeps the contents from sliding around.
The gift. The centerpiece of the box. A few favorites are below.
Shipping. Pack the boxes yourself and ship with a fulfillment tool like ShipStation or Stamps.com, which handle labels, carrier rates, and tracking in one place.
Gift Ideas
A few of our favorites:
Yeti tumblers. Practical, well-made, and the kind of thing people actually keep and use. Order directly from Yeti.
A book you wrote. If you have published one, your own book is a personal gift no vendor can replicate.
Turkish beach towels. Distinctive and genuinely useful. Riviera Towel Company is a good source.
Prefer Not to Assemble Them Yourself?
If you do not want to source, pack, and ship boxes, a corporate gifting company will handle all of it: select the items, brand the box, assemble it, and mail it. You pay more per box and give up some control over the details, but you get your time back. Options worth comparing:
How Do You Decide Between the Two?
Assemble your own if you send in steady volume, you want tight control over branding, and you have someone whose time can absorb the work. Use a done-for-you service if you send in bursts, such as a holiday batch or a new-client welcome, you would rather not store materials between sends, or your time is worth more than the markup. Plenty of firms start with a done-for-you vendor to learn what their clients respond to, then bring it in-house once the format is set.
Before You Send: A Note for Advisors
Client gifts can intersect with your firm’s compliance policies. Before you order, check whether your firm sets a per-client gift value limit or asks you to log gifts. It is a quick conversation with your compliance team, and it is far easier to have before the boxes go out than after.
The Bottom Line
Decide whether your time or your budget is the tighter constraint, pick the matching path, and keep the look consistent from one send to the next so the box becomes something clients associate with you.