RELATIONAL MARKETING AND CLIENT ONBOARDING SYSTEMThe Partner Box
was created as a physical onboarding kit to reach out to existing clients using a relational marketing approach focusing on retention, loyalty, and long-term value. The goal was to provide a tangible introduction to the partnership while reinforcing the brand and outlining other products designed for the hospital’s department needs. I designed the packaging system and printed materials included in the kit, creating a cohesive unboxing experience that introduced program resources, explained the partnership process, and provided support to existing clients.
Timeline
2020
Role
Service Design
Communication Design
Visual Design
Packaging Design
Deliverables
Onboarding Kit
Patient Folder Suite
Suite of Products Booklet
Informational Flyer
Marketing Collateral
15%
Targeted customers
58%
Responded positively
45%
Rate of conversion
Opportunity & Initiative
Beginning as a designer-initiated response to an opportunity, I observed in how we were engaging existing clients.
Identified a gap in post-purchase engagement, where communication focused primarily on new client acquisition rather than strengthening existing relationships
Proposed a more relational marketing approach to re-engage current partners with additional tools and resources
Conceptualized the Partner Box as a physical touchpoint to capture attention and reintroduce the broader product offering
Designed the experience to reinforce trust and build on existing client relationships
Positioned the solution to support deeper adoption and long-term engagement beyond the initial purchase
Redesigned & Updated
The Suite of Products booklet evolved from an outdated tri-fold brochure that could no longer support the breadth of the products.
I restructured the content and expanded the format to improve clarity, scalability, and alignment with the broader marketing and sales communication system.