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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Create a Professional New Client Welcome Packet
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    #31 (permalink)  
Old 06-03-2008
EliteBiz EliteBiz is offline
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Default Re: What's in your welcome kit?
This is a good idea! I'm going to make it part of my homework!
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    #32 (permalink)  
Old 06-03-2008
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Default Re: What's in your welcome kit?
I have yet another new clients.. she's a busy entreprenuer and spends alot of time at Panera Bread -- I think I'll include a $5 gift card of something, so she can get a lunch or coffee..

Does anyone know of gift cards that you can personalize? Especially with your company logo?

*Maybe I'll ask this in the marketing section as well**
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    #33 (permalink)  
Old 06-09-2008
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Default Re: What's in your welcome kit?
Tamika,
Check out this website that I found for gift cards that you can personalize. I was able to upload my logo (jpg file) as test. The drawback is that only select merchants offer this and it looks like there are set amounts with the minimum being $25 and that may be higher than what you'd want to offer. But check it out, it's pretty cool.

http://www.cardways.com/CP001/Cards/Home.asp
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    #34 (permalink)  
Old 06-16-2008
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Default Re: What's in your welcome kit?
I would send a brochure, business card and a welcome letter.
    #35 (permalink)  
Old 06-16-2008
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Default Re: What's in your welcome kit?
I'm still working on setting up my business.
One thing that I thought about that I have received and used all the time is a letter opener. If is the size of a business card and you can slip one into it. At the bottom is the letter opening. I use mine all the time. I'm thinking this would be a good idea if you can find a place that sells that sort of advertising type thing. Pattyben
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Old 06-16-2008
EliteBiz EliteBiz is offline
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Default Re: What's in your welcome kit?
Hi Patty,
That is a good idea! I do have a few myself they are pretty handy and most people would use it every day!
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Old 06-16-2008
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Default Re: What's in your welcome kit?
Ok, this is going in my business goals for next week!
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    #38 (permalink)  
Old 07-17-2008
Theresia Theresia is offline
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Re: What's in your welcome kit?
Some really great ideas. Thank you, I will definitely add the welcome kit to my to do list.

Thank you for sharing all your information with us.
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Old 07-17-2008
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Cheryl R Cheryl R is offline
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Default Re: What's in your welcome kit?
Something they can keep and use is a great idea of something to include, Sundi!
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Old 07-22-2008
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nicnac49 nicnac49 is offline
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Default Re: What's in your welcome kit?
I just wanted to add that some very popular business. like Starbucks and such, may offer you gift cards you can offer your clients, and probably may even offer some personalization.
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