New Client Best Practices

How to help new clients get the most out of working with a virtual assistant. Welcome packets, intake and more.

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Create a Professional New Client Welcome Packet
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Old 07-01-2008
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Default Need A Welcome Kit Fast
I have two new clients I meet with tomorrow. I would like to give them a welcome pack. I want to use all the idea you guys mentioned in a previous thread, but I don't have time to write all of that. Can anyone tell me where I can buy a already together welcome kit, that I just need to tweet.
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Old 07-01-2008
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Default Re: Need A Welcome Kit Fast
Alternatively, you could send it to them after the contracts are signed; perhaps with a copy of all of those documents. You might learn something about them at your meeting that will help you "customize" the welcome kit a little bit.
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Old 07-08-2008
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Default Re: Need A Welcome Kit Fast
I'm wondering if you found something you could use or have you used the time in the interim to create your kit?

There aren't really huge resources for ready items like this and I think most VAs really relish the opportunity (as much work as it is!) to create this kind of thing to reflect their own business philosophy, persona, brand, policies, etc. (I know I always have )
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