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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Old 08-05-2011
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LucentVA LucentVA is offline
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Company name: Lucent Admin Solutions
 
Join Date: Apr 2011
Location: Southern Midwest, USA
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Default Paperless Welcome Packets?
Hi. I just got my first client and don't have any ideas for a Welcome Packet. I am a paperless, eco-friendly business, so giving the client a folder with papers sort of goes against what I'm all about. (I use DocuSign for our agreement documents and print business cards and postcards for direct mailings on recycled paper only.)

I don't actually know if there is any need for me to send documents to the client, but I'm thinking about promotional items. I mean, I don't want to miss an opportunity to give clients something with my name on it. I am thinking of perhaps ordering some pens and magnets.

Does anyone have any other ideas that would make a new client feel welcomed, excited to work with me, and simultaneously market my services?
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Chela Lucia
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