Designing a Branded Client Onboarding Experience That Feels Personal at Scale
How Cervis welcomes new clients with a fully custom gift set and an on-demand portal that makes sending thoughtful, on-time welcomes effortless
Use Case
Client Onboarding Gifts for New Customers
TURNAROUND
On-Demand Ordering with Scheduled Delivery
SCALE
Individual and Bulk Orders via Custom Portal
The Campaign
Cervis wanted their client onboarding to feel more personal and intentional from day one, not just a standard welcome email.
They envisioned a branded gift experience that would introduce the Cervis brand, make new clients feel immediately valued, and still be practical in everyday work life.
Because new clients start throughout the year, the program also needed to be simple to manage—supporting both one-off and bulk sends without adding extra operational headaches for the Cervis team.
The Solution
Shadow Breeze partnered with Cervis to build a fully branded onboarding gift that feels premium and cohesive from the moment it’s opened.
Each gift includes a custom-branded box inside and out, a Cervis-branded wireless charger, a branded tumbler, a branded welcome card, and a curated selection of artisan snacks—balancing everyday usefulness with a memorable unboxing experience.
To keep the program easy to manage, Shadow Breeze also set up a free, custom portal where the Cervis team can order gifts on demand, one at a time or in bulk, and schedule delivery for specific dates as new clients come on board.
The Result
The result is a client onboarding gift program that runs with very little effort from the Cervis team.
Instead of coordinating one-off gifts manually, they can log into a dedicated portal, place single or bulk orders, and schedule delivery on specific dates—all using a consistent, fully branded gift their clients recognize and appreciate.
This convenience means onboarding gifts actually go out on time, every time, turning what used to be a logistical task into a simple, repeatable part of their client experience.
Ready to Create a Gifting Experience Like This?
Whether you are planning an event, recognizing employees, or sending gifts to clients, we make it simple to design, brand, and deliver a premium gifting experience at scale. Our team handles everything from concept to delivery so you can focus on what matters most.
