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 11-07-2008
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Join Date: May 2008
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Default Welcome Kit?
Hello,

I thought there was a thread started about the items to have in your welcome kit to clients? I used the search feature but it didn't pull up anything.

Does anyone know of the post or suggest what we should put in that for the clients? And how do you package that? All in one .pdf file? Thanks.

Stacey
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Old 11-07-2008
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Company name: Codehead, LLP
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Join Date: Apr 2007
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Default Re: Welcome Kit?
Hi Stacey
Try the General Client Relations section, there are a couple threads there on the topic. Here are two nice ones: What's in your welcome kit? and Customer Welcome Packet.

Hope that helps!
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