Customer Welcome Packet - Page 4 - Virtual Assistant Forums

#1 (**permalink**) 09-08-2009

This is great information. I am working on a welcome packet and was very excited to see this thread.

Thanks for the wonderful insight.

Tamera

#2 (**permalink**) 09-13-2009

The idea of a welcome packet is nice. Since I'll be heading Customer Relations, I think I have to go and make this for our company.

Thanks peeps for the wonderful idea.

#3 (**permalink**) 09-14-2009

Great thread. Although I do have a welcome kit, I'm realizing it is incomplete. I'll have to update it soon.

#4 (**permalink**) 09-20-2009

This is great information. I love the idea of a "welcome packet".

#5 (**permalink**) 09-20-2009

This is great information and ideas for not only those that are creating a packet, but for those of us who already have one. Great thread!!!

#6 (**permalink**) 10-24-2009

Thanks for this wonderful information - I had not thought about a Welcome Package - what a great idea.

#7 (**permalink**) 10-24-2009

I am extremely new to the VA world--actually, had not really considered it until I ran across a business development website--and I think Ill do it. My niche will be debt collections. However, I love the idea of a welcome packet. Everyone concentrates on brochures and business cards. But, this is great.

#8 (**permalink**) 10-26-2009

I have been on this site all afternoon and have gained so much information. This afternoon I have made so much progress on getting my business ready to promote and a welcome packet is another thing that I will work on. Great idea. Thanks so much.

Trish

#9 (**permalink**) 11-09-2009

There is always so many great tips and suggestions on this site, and this one is absolutely on time. I am a newbie still trying to work out all the details of this business and this information is quite helpful. Thank you

#10 (**permalink**) 11-09-2009

I agree this was good information I never even thought of doing a welcome packet, but I think this is a great practice

#11 (**permalink**) 11-09-2009

All this is great information. I am putting together a New Client Packet as well. I will be including:

Welcome Letter
Work Agreement to include non-disclosure and confidentiality
Client Contact Form
Login Information

Ivette

#12 (**permalink**) 01-24-2010

Wow, this is great info for a new VA. Thanks!

#13 (**permalink**) 01-26-2010

I put together a package but am not sure when to give it out. When I make a presentation, I have a tri-fold leave behind that I give out which incorporates my business card as well. Should I hand out this customer welcome packet as well or should I wait until they have expressed interest in using my service?
Thank you,
Tina Longo
Virtual Assistant Services

#14 (**permalink**) 01-30-2010

Tina,

I'm still setting up my business and haven't started any of this yet, but it seems like the Welcome Packet would be when you actually "enrolled" a new client.

Sylvia

#15 (**permalink**) 01-30-2010

It sounds like these programs are pretty expensive. Does Google provide any storage or sharing of files? They seem to offer quite a bit of freebies.