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 4 customer review(s).
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.