Client Relations

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Create a Professional New Client Welcome Packet
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    #31 (permalink)  
Old 07-19-2012
Arista Professional Services's Avatar
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Company name: Arista Professional Services
Join Date: Jul 2012
Location: New York
Posts: 117
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Default Re: Paperless Welcome Packets?
Great idea of a welcome package. Will go with a pdf package as well. Any ideas of what forms to include besides the main forms.. i.e. contract
Arista Professional Services - the business solutions experts
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    #32 (permalink)  
Old 10-15-2012
Canary Admin Services's Avatar
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Company name: Canary Admin Services
Join Date: Jun 2011
Location: Canary Islands, Spain
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Default Re: Paperless Welcome Packets?
I have a printed welcome package that I take with me on consults. I find that people generally want to see something, it makes it more "real" for them. I include my general Administrative Consultant brochure or the specialized Real Estate version if I'm meeting with agents, brief detail on company policies, testimonials, a draft contract and my business card. I also take a client information form for me to make brief notes as we go along.

I tell the client that I will forward a personalized quote by email after assessing their situation along with the PDF version of the welcome package (I leave them a business card at the meeting). If they accept the quote, I arrange to meet them again to sign the contract in order to begin work and payment is due upfront.
Sabrina L. Williams
Your Property and Admin Needs Made Simple
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    #33 (permalink)  
Old 01-27-2013
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Join Date: Jan 2013
Location: Western Australia
Posts: 111
Default Re: Paperless Welcome Packets?
I love the idea of a business back up plan. Do you disclose who will be doing the work or just that you have a procedure and the work will be completed.
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