What To Include In Your Client Welcome Packet
Making a client feel welcome is one of the first things you should do when they start working with your business. And there’s no better way than by sending them a welcome packet, so that they know what to expect as they work with you. It sets the stage for a positive client experience.
One of the main challenges people face when creating a new client welcome packet is knowing what to include. Of course, you want to ensure you include all the essentials, so your client feels welcomed and informed, but you also don’t want to overload them with information.
In this episode, we’ll go over 9 essential details you should include in your client welcome package. Plus, get tips on designing a professional, branded packet that reflects your business’s unique personality.
Tune in now to kickstart your client onboarding experience!
Prefer to read? Check out this blog post: How to Create a Client Welcome Packet: 9 Essential Details to Include
In this episode, we discuss:
- Why creating a client welcome packet is so important for your business.
- The essential details to include
- How to design a professional and branded welcome packet
- Tips for sending out and effectively using a welcome packet to build strong relationships
Here’s a breakdown of the episode:
00:00:00 Importance and Key Components of a Welcome Packet
00:09:05 Designing and Sending Your Welcome Packet
00:13:41 Using the Welcome Packet Effectively
00:14:32 Wrap-up and Resources
Resources mentioned:
- U. S. Chamber of Commerce article about first impressions
- Client Communication Toolkit
- The Organized Business Toolbox is my monthly membership for solo entrepreneurs who want to feel in control and take imperfect action to move their businesses forward.
Subscribe & Review
If you enjoyed this episode, I’d be thrilled if you could take a moment to leave a 5-star rating and review wherever you’re listening. Your support helps others discover the show (plus, it means the world to me!).
