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#1 (permalink)   12-06-2007 Office Goddess Senior Member Company name: The Virtual Office Goddess, LLC   Join Date: Aug 2007 Location: Boulder, CO Posts: 2,622 Re: Customer Welcome Packet I provide both as a security measure for the clients. I do NOT provide the welcoming packet until the contract is signed, but I DO include the confidentiality agreement with the welcome packet. __________________ Lily Chambers, The Virtual Office Goddess, LLC Author "How to Do Your Own Small Business Bookkeeping"

#2 (permalink)   12-06-2007 Gems Virtual Office Active Member Company name: Gem's Virtual Office My latest Twitter: DebFrawley: @sydnicraighart Your welcome Sydni, I ...   Join Date: Aug 2007 Location: Williamson, NY Posts: 515 Re: Customer Welcome Packet ok great thanks ladies! __________________ Deb Frawley Gem's Virtual Office

#3 (permalink)   12-27-2007 EditingEtc Contributing Member   Join Date: Dec 2007 Posts: 51 Re: Customer Welcome Packet This post has been enlightening as I had never really thought of a "Welcoming Packet". I need to get my forms together so if that first client comes along soon, I'll be prepared and won't be rushing to complete it.

#4 (permalink)   04-28-2008 NHammett Guest Company name: Click here to learn how to add your Company Name! Latest blog post: Click here to learn how to add your blog feed! My latest Twitter: Click here to learn how to set up your Tweets!   Posts: n/a Re: Customer Welcome Packet Thanks for all the useful information.

#5 (permalink)   09-15-2008 leedrozak Resident Member Company name: My Office Assistant Small Business Practical Times: Have office, will travel My latest Twitter: Benefits of Simplicity to Productivity http://ow.l...   Join Date: Aug 2008 Location: Western Pennsylvania Posts: 1,878 Blog Entries: 13 Re: Customer Welcome Packet Thanks everyone, I got some great ideas to enhance my welcome package

#6 (permalink)   10-06-2008 sarahgde New Member   Join Date: Sep 2008 Location: Peak District, UK Posts: 40 Re: Customer Welcome Packet This is yet another excellent thread. Is there anmywhere I can access an example of the getting to know you form or would anyone mind letting me know what sort of questions you ask. Thank you, Sarah

#7 (permalink)   10-08-2008 sarahgde New Member   Join Date: Sep 2008 Location: Peak District, UK Posts: 40 Re: Customer Welcome Packet Will there be examples of this sort of thing in the document library which i'll be able to access after 25 posts? Thanks Sarah

#8 (permalink)   04-09-2009 Tomekia Lloyd Contributing Member Company name: Lloyd Business Solutions, LLC My latest Twitter: Using ths Saturday afternoon 2 prepare business &a...   Join Date: Mar 2009 Location: Atlanta, GA Posts: 177 Re: Customer Welcome Packet Thank you Erin, good info. I actually saw one of your videos on Google Video, but I didn't know you were a part of this forum. __________________ www.lloydbusinesssolutions.com "Getting you back to what you do best"

#9 (permalink)   04-10-2009 mhoyte Contributing Member Company name: Virtually Proficient Admins, LLC My latest Twitter: RT @SBAgov: Starting a #smallbiz? Learn about esta...   Join Date: Oct 2008 Posts: 80 Re: Customer Welcome Packet Thank you for the information. I don't have a welcome packet in place but this is a great idea. __________________ Myrlene Hoyte www.vpadmins.com

#10 (permalink)   04-10-2009 frsvirtual Contributing Member Company name: Skyline Virtual Services Chronicles of a WAHM: It lives again... images & descriptions & ... My latest Twitter: Are we connected on Facebook yet? If not, come joi...   Join Date: Jan 2009 Location: Charlotte area, NC Posts: 182 Re: Customer Welcome Packet Thanks for this info. Even though I've been in business for a little while now, I still don't have a welcome packet! I've started putting one together, but just haven't completed it yet. My current clients don't seem to care so that's probably why I haven't made it a priority yet. Soon maybe... __________________ shana www.shanafore.com

#11 (permalink)   04-21-2009 VYassist New Member   Join Date: Apr 2009 Posts: 11 Re: Customer Welcome Packet All these sound like great business tools. Are there templates available?

#12 (permalink)   06-09-2009 VirtuallyEverythingVA Contributing Member Company name: VirtuallyEverythingVA   Join Date: Jun 2009 Location: Jackson, MS Posts: 71 Re: Customer Welcome Packet How do you actually start a welcome packet and know that you have all the right documents when you are a newbie like me. __________________ Tracey R. Banks www.VirtuallyEverythingVA.com

#13 (permalink)   07-07-2009 CMB Virtual Assistants Contributing Member Company name: CMB Virtual Assistants My latest Twitter: CMBVA: Business tip:a business social media acct s...   Join Date: Jul 2009 Location: Memphis, TN Posts: 83 Re: Customer Welcome Packet Thank you Erin for the information and starting this thread. The contributions of ideas and suggestions is very helpful for us newbies. I hadn't thought about a welcome packet but again this forum gave me something to add to my To Do List. Thanks, Pamela __________________ Pamela CMB Business Solutions www.cmbbusiness.com

#14 (permalink)   07-15-2009 jeanvis New Member   Join Date: Jul 2009 Location: Greater Chicagoland Area Posts: 31 Re: Customer Welcome Packet This is great information. Thanks for sharing everyone!

#15 (permalink)   07-15-2009 jeanvis New Member   Join Date: Jul 2009 Location: Greater Chicagoland Area Posts: 31 Re: Customer Welcome Packet When starting services with a client I use both a "work to hire" service contract and a non-disclose policy. I feel it covers all grounds and gives the client ease of mind.