If You’re Not Sending a Welcome Kit, You’re Wasting Your Best Retention Moment

Your First Impression Shouldn’t End at Checkout

If your packaging is just a box and your post-purchase email is just a receipt, you’re missing your cleanest chance to build brand loyalty. The Customer Welcome Kit Planner from Sticky Digital shows you exactly how to turn those early moments into revenue-driving touchpoints.

What Is It?

This is a customizable doc that helps Shopify DTC brands design a physical or digital welcome kit that leaves a lasting first impression.

Download the Customer Welcome Kit Planner (DOCX)

The planner includes:

• Ideas for physical inserts, surprises, and loyalty CTAs
• Digital alternatives like onboarding microsites or video links
• Suggested timelines based on product type
• Cost considerations and production checklists

Why It Matters

Customers who feel connected to a brand are more likely to come back. Welcome kits trigger trust, create emotional stickiness, and boost repeat purchase rate when timed right.

Who Should Use It

• Shopify founders and CX leads who want to strengthen customer experience
• Lifecycle marketers building onboarding and loyalty flows
• Retention teams looking for low-cost ways to boost LTV

How to Use the Planner

Step 1: Choose Your Kit Format

Decide whether to build a physical insert kit (to ship with the first order) or a digital welcome bundle to link from post-purchase emails or your thank you page.

Step 2: Use the Checklist

The template gives ideas for things like:

• Referral cards
• Loyalty explainer inserts
• Mini product samples
• Branded stickers or swag
• Founder's note or QR codes

Step 3: Align with Your Flows

Schedule your kit to coincide with your Klaviyo or Attentive email/SMS flows. Or use our 30-Day Post-Purchase Calendar to time it with loyalty or review follow-ups.

Why It Works

Physical kits drive UGC. Digital kits reduce support tickets. Both increase brand trust and give customers a reason to return. This isn’t packaging—it’s a retention tool.

Download the Planner

Get the Customer Welcome Kit Planner

Need Help Building One?

Request a free retention audit and we’ll help you build a welcome experience that makes customers want to come back.