What should a welcome package include

Consider what steps you could ask your clients to take to help them get started and build momentum around working together. Including your contact information and available working hours is a handy reference for your clients. You can also include details around your policies and processes, so clients will know what to expect.

For example, how long you will take to respond to emails. The communication methods clients can use to contact you. If you use an online booking platform, then including a link to this in your welcome packet will be helpful for your clients.

You could also include any terms and conditions here that you have around cancellation timeframes and rescheduling to inform and remind your clients. Depending on the type of services you offer, you may have future appointments or sessions that you need to schedule with your clients. Alternatively, you may have expiry dates or deadlines related to your services so that you could include this information also.

If your clients are on a payment plan, then you should also include the due dates for future payments and how they can be paid. There may be some helpful resources or tools related to your services that you could recommend to your clients as a value-add.

I like to include one line at the end to lighten the mood:. This page is fairly simple. Are there certain words you use that need explaining before you start work? Do you need to explain which software you use? Do you need to provide a tutorial for something?

You can use this page for all of these things to make sure your client process is as smooth as possible. So now we understand what to include in your new client welcome packet, how do we put one together? Depending on your skill level, you could put one together using software like Adobe Illustrator, or you could use Canva to create your welcome packet.

Improve your client communication methods and make your job less stressful with this in-depth guide. Complete with 9 useful strategies. Finding new clients is important for your business. The key here is to keep it simple. Your goal should be to paint a picture of where your company started out and where it is headed in the future in the most interesting way possible.

That said, make sure to provide links to annual reports or strategy documents for those staff who are eager to learn more. Culture and Values Rather than just talk about the corporate values, think of ways you can show them at work. Photos and video footage of staff are a great way to convey the company culture in action. Real people relaying real stories about their jobs and experiences with the company. Organisational Structure Laying out the organisational map also tells your new hire a lot about your business.

Is it hierarchical and structured? Or flat and fluid? Are there centralised functions? Most importantly, where does the new hire sit in this picture? Onboarding Plan Overview Sharing the onboarding plan with the new employee demonstrates that you have thought about their learning needs and gives them confidence that they will be supported through the transition into their new job.

More than that, it tells the new hire that you value them as an individual.