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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    #51 (permalink)  
Old 08-28-2008
jmmritchie jmmritchie is offline
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Default Re: What's in your welcome kit?
These are all such fantastic ideas.... another thing to add to my "to-do" list. I need to get cracking!
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Old 08-28-2008
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KiwiVA KiwiVA is offline
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Default Re: What's in your welcome kit?
About brochures: many of you include brochures. Do you use Publisher or the likes and print it out on your laser printer or do you get it professionally printed in a print house? I've been looking at business cards, letterhead, etc. packages and will get these done professionally, but brochures from the print house are a huge expense. What do you think?
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Old 09-05-2008
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Default Re: What's in your welcome kit?
Originally Posted by gris133 View Post
In my welcome packet, I want to add a page of Clients that I have provided services to, becuase I have several clients ask me "who have you worked for".
But, I have only had the same three clients for the past three years, and
My clients page wouldn't even be a page, it would be three lines.
Sooo,
What other way can I word out my clients, (if possible) with out making it sound like a resume?
Why not have your clients write some testimonials for you and include those instead? That would give your new clients some names to go by as well as what your clients think of you and your work.
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Old 09-05-2008
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Default Re: What's in your welcome kit?
Originally Posted by KiwiVA View Post
About brochures: many of you include brochures. Do you use Publisher or the likes and print it out on your laser printer or do you get it professionally printed in a print house? I've been looking at business cards, letterhead, etc. packages and will get these done professionally, but brochures from the print house are a huge expense. What do you think?
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.
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Old 09-05-2008
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Default Re: What's in your welcome kit?
Thanks, Bobbi, I will check this site out.
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Heike Miller
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Old 09-20-2008
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Karen Mitchell Karen Mitchell is offline
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Default Re: What's in your welcome kit?
Good information everyone. Thanks for your posts.
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Old 10-16-2008
SandyKelly SandyKelly is offline
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Default Re: What's in your welcome kit?
This is great info! I need to start working on putting something like this together! Thanks!
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Old 10-16-2008
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Default Re: What's in your welcome kit?
I send out a new client welcome kit when a client signs a contract. I believe it adds a sense of professionalism and adds to the new relationship I am building with my clients. I designed and add valuable documents to my package, such as my welcome letter, my brochure and business card, hours of operation, list of equipment and software I use in my business, code of ethics and a handy list of ways the client may utilize my services.

Brenda Violette
VBS Virtual Assist, LLC
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Old 10-16-2008
rdpeters40 rdpeters40 is offline
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Default Re: What's in your welcome kit?
I like the idea of a welcome kit, and it sounds similar to what I provide in my proposals. I think this is a good kit to have at networking events, if you have a booth setup.
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Dena Peters
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Old 10-22-2008
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Leilani Leilani is offline
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Default Re: What's in your welcome kit?
Great ideas everyone! Nothing like being someone's client and receiving a little gift to say "Thank you for your business." I know that I appreciate it when I receive a little token from a business I use.

Leilani
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