How to Create a New Client Welcome Packet - A Virtual Assistant Forums Guide
Virtual Assistant Forums
April 1, 2012
PDF eBook + editable Word documents
# Pages or Filesize:
This 26 page, step-by-step PDF guide explains exactly what you must include in a new client welcome packet as well as walks you through the process of creating a truly professional welcome packet for your own business.
Your purchase also includes SEVEN editable templates you can customize and use to create your own new client welcome packet!
- New Client Welcome Letter
- New Client Intake Form
- New Client Questionnaire
- Credit Card Authorization Form
- *ADDED BONUS* THREE Comprehensive Retainer Contract(s) (1 each for: United States, United Kingdom, and Canada!)
based on 5 customer review(s).
Contract & Welcome Letter By: Dee Dallas @ Dee Dallas Solutions
Hello VA's that have a client and need a contract and or Welcome Letter. Well that was me and boy did it stress me out. I tried and tried to make up one on my own..Not a Good Look. So I checked out the store and YES...Success. It was easy to read easy to understand and easy to download and it worked Awesome...My client was IMPRESSED with the Contract and Welcome Letter.....Glad I made this purchase. Will be using it always....
Wonderful Resource! By: Amy Kozak @ The Vibrant VA
I started out with the Become a Virtual Assistant eBook and this client packet is the perfect add-on.
I now have a complete library of templates to utilize in my growing business.
Definitely a must-buy for any VA!!!
Excellent Product (Welcome Kit) By: Nakebia @ Logical Choice Solutions
This really cleared up a lot of questions for me and gave me a stronger starting point. I am so glad that I made this purchase!
Great packet! By: Fiona
I needed this in a pinch with a new client and was SO glad I could edit the documents easily to reflect my own company and logo. These have been a great resource for me!
Such a good investment! By: Jesse
I was getting ready to try to pull these forms together on my own when I realized Tess had put it all in one place for me. I've used these many many times since purchasing and can say this has easily paid for itself.