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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    #91 (permalink)  
Old 02-21-2009
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justcat justcat is offline
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Default Re: What's in your welcome kit?
Originally Posted by DianaEnnen View Post
Hi

Starbucks ... I just wanted to add in something that I'm hearing from my clients. We always joke so much because of my LOVE of ice coffee and latte's so Starbucks is talked about a lot.
I agree! I think a Starbucks card is an awesome idea and not very costly. Nice!
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    #92 (permalink)  
Old 02-21-2009
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justcat justcat is offline
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Re: What's in your welcome kit?
Originally Posted by Virtual Business Concepts View Post
Heike,

I use Publisher for all my brochures, business cards, etc. However, I've also found a web site you can use to publish animated brochures. Check out Yudu. All you do is upload your documents (in PDF) and Yudu will animate them for you. You can add them to your web site and include a link in your email signature. It's a great site.
Thanks for the tip! I am going to check out Yudu right now!
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    #93 (permalink)  
Old 03-11-2009
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VAerin VAerin is offline
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Default Re: What's in your welcome kit?
I do not have a welcome kit Now I have another project to get done LOL

Love the ideas you guys have. I have to come up with a good welcome letter, not sure what to include yet?
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    #94 (permalink)  
Old 03-17-2009
ImpactVA ImpactVA is offline
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Default Re: What's in your welcome kit?
This is something that had never crossed my mind, what a great idea.
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Old 03-18-2009
SharLynn SharLynn is offline
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Default Re: What's in your welcome kit?
I must be missing the main idea here. Why would you have a printed folder/portfolio/welcome kit made up to send via USPS? Mine are all in PDF files and I send them "virtually" via email, in "stages" of the business relationship, as needed. Did I miss what this discussion is really about?
    #96 (permalink)  
Old 03-18-2009
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MIM Enterprises MIM Enterprises is offline
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Re: What's in your welcome kit?
Hi SharLynn

I like your idea of using virtual media to send out information. Perhaps some clients would ignore the virtual media - and it might be a good idea to send out hard copies to certain clients that look like providing more information. When I think about it though if you send out welcome information in the form of a kit then any contact information can still be sent by client on to their contacts 'virtually' as well.

Good topic to discuss though!


Michele
    #97 (permalink)  
Old 03-18-2009
mwanje1103 mwanje1103 is offline
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Default Re: What's in your welcome kit?
I also do not have a welcome kit. I am starting to work on it right away.
    #98 (permalink)  
Old 03-18-2009
SharLynn SharLynn is offline
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Default Re: What's in your welcome kit?
Hi Michele....I have a welcome letter with details on me and the company; a rates page; a policies page, a W2, and a service contract, all separate files in PDF. I email what is required at any given stage of a business relationship. Everyone has their own ways of doing things - the beauty of it all!
    #99 (permalink)  
Old 03-18-2009
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PrestigeVirtualServices PrestigeVirtualServices is offline
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Re: What's in your welcome kit?
I'm new to the site, and still in the planning stages of my business, but a welcome kit never crossed my mind. Great idea! Thanks!
    #100 (permalink)  
Old 03-18-2009
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Default Re: What's in your welcome kit?
SharLynn - you are a breath of fresh air! I started to get all panicky about buying folders and mailing things out Express Post! NOT WHAT I WAS WANTING. Anyway, I think that all of the ideas are brilliant and I start thinking (as always when I am reading this forum) "Oh! Maybe I should be doing this...".

Anyway - I agree that as I am offering a virtual service, I do not think it is a bad thing to do everything virtually. GO GREEN could even be a pitch!

Also - thank you to everyone who gave an idea of what their welcome kits contain.
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