Enfree Welcome Packet Template - About the Product Welcome your new clients seamlessly with this editable Client Welcome Packet Template You can edit and customize each page in Canva a free easy to use design program There are 21 printable pages What happens after your client expresses interest in working with you
Match your welcome packet cover to your branding and include a title and possibly a subtitle that explains what the client should expect Even if you re not doing a PDF you still need a title for your web page video etc Quick tip If you DO want to personalize your welcome packets this is a great spot to do so
Enfree Welcome Packet Template
Enfree Welcome Packet Template
So in brief, this is what you should include in a client welcome packet: An introductory page. Your process. What you need from them. How they can reach you/how you communicate. (Optional) FAQ. That's it. Below I'll go through each of these in more detail. Note: It's very important to make sure your welcome pack doesn't waste the time ...
Onboard Packet Welcome Packet You re probably more familiar with an onboard packet welcome packet I personally have two types of welcome packets one for people that work with me my VA my web designer etc and one for new clients after the intro packet and contract is signed They are both simple pdf s with a nice design in my branding style and it includes the instructions of us
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An overview of your business The next thing you should include is an overview of your business This is your chance to introduce the client to what you do and how you do it Include things like your mission statement a brief history of your business and an overview of your products and services This is also an opportunity to include any
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Reading Time 6 Minutes Reading time 6 min The first time I learned about how to create a welcome packets my clientele looked a little different than it does now I was a traveling consultant for a collegiate based women s organization I lived out of 2 suitcases and 1 carry on for a year and it was my job to
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Welcome video Shoot a quick welcome video that introduces clients to your team try a whirlwind tour of your office with people waving from desks introducing themselves Include a link in the packet Printable directory Create a handy and beautifully designed cheat sheet of names and numbers Invite clients to print it out and hang it near their desks for easy access to your team
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Instead of spending hours creating a welcome packet from scratch you can simply download our template and customize it to fit your needs It s quick it s easy and it s effective Look professional When you have a well designed and comprehensive welcome packet your clients will know that you re serious about your business It shows that you
Take a look: 1. Welcome letter. This is one of the most important, and, for many, one of the most daunting, parts of creating a high-quality welcome packet. Above all else, the purpose of a new client welcome packet is to introduce clients to who you are and what you do. While they probably already have an idea (otherwise they wouldn't be ...
How To Create A Welcome Packet For New Clients Step By Step
For most independent businesses and service providers your client welcome package should include the following 1 Welcome message and introduction First take the time to thank your new client for booking with you You can include a brief note on the first page of your welcome packet or save it for the introduction email or client welcome
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Enfree Welcome Packet Template
Instead of spending hours creating a welcome packet from scratch you can simply download our template and customize it to fit your needs It s quick it s easy and it s effective Look professional When you have a well designed and comprehensive welcome packet your clients will know that you re serious about your business It shows that you
Match your welcome packet cover to your branding and include a title and possibly a subtitle that explains what the client should expect Even if you re not doing a PDF you still need a title for your web page video etc Quick tip If you DO want to personalize your welcome packets this is a great spot to do so
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