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Do you want to create an awesome experience for your clients? Create a welcome + intro packet. If you have followed my free e-mail course A Media Kit That Sells, you know about the importance of a Media Kit. A media kit is used in the pitching process. But how about right after you land a new client? Or after the first Skype Call / Meeting? It can be of huge value to send them an intro packet to convince them to go for you and to be sure you’re not wasting each others time. And I’m sure they’ll be super happy to receive a welcome packet after the signed contract too! I also have a welcome packet for new students of my courses, but in case you’re not enrolled yet, here’s how you do it:
Create an intro packet for potential clients to manage their expectations, to set boundaries and to have an easy to follow guide for your own work process. In this packet, you outline the process and introduce yourself (once again!). You have to make them enthusiastic working with you and at the same time giving them a rough outline and timeline of the way you work so they understand the bigger picture. Creating one should be a one-time thing, maybe you need to update it every now and then but it should be created for every possible client.
You should send your pre-onboarding packet right after the inquiry, before your first meeting / Skype call, so you don’t waste time in case they figure out you’re not a great match. Tip? Link Convertkit to Square/the inquiry form/Teachable/any Zapier integration to automate this process and automatically send the intro packet to all inquiries.
Every intro packet should include:
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 working together. A welcome packet can be personalized for every client, depending on how you work and it’s just an extra to make them feel special.
A welcome packet for new clients should include:
A welcome packet /onboard packet for new co-workers should include:
I’d say these are the very basics of a successful intro and welcome package, feel free to add things!
Are you desperate to land new clients? Are you short on money and need to make more money NOW? Follow my free email course A Media Kit That Sells now and enroll in my course: $5k in 21-days here. The course is for entrepreneurs and small business owners who own a service or product based business and want to make $5k in the next 21 days. Every day a new marketing-related assignment to grow your business fast!
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