Hi All,

could anyone please submit samples of Welcome/Info pack they use for their customers/Clients?

I am new to the VA industry and I just want to make i have everything ready to go but just stuck on what to put in there and how to set it out samples would be great to have a look at.

Thanks

Tess has put together a great welcome packet guide. You may want to check that out in the store. For $19 it is affordable.

Please do not take this the wrong way however many of us have spent many hours gathering, assembling and perfecting our deliverables. Coming here and only participating by asking for items that we have worked hard on is not what this forum is about.

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Lee Drozak

Lee,

Thanks for the info i will check it out i already have done a info pack and also a welcome pack with contracts ect just wondering what everyone else was doing or sending out as well.

I purchased the Welcome Packet guide and found it very useful. It provides a great starting point for putting together forms such as a welcome letter, contract, etc.

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Debbie Burtaine
www.virtualtaskmaster.com

Debbie,

Thank you for the info does the pack include any contract forms for Australia ?

Regards
Racheal

That is indeed a very helpful guide. It prevents you from being overwhelmed during assembling and producing your pieces

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Anna Kourteli - Owner & Solo VBA Professional
Sui Generis Business Sevices -when credibility matters

Hi Racheal,

There was a UK, Canadian, and US contract included. I did not see any forms specifically for Australia.

Debbie

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Debbie Burtaine
www.virtualtaskmaster.com

Boost,

Your welcome packet should include items that are a reflection of your business. Therefore, I suggest rather than asking people to send their packets to you to peruse, you can keyword 'welcome packet' in the upper right corner under search and you will see many threads such as this one http://www.virtualassistantforums.co...contents-20706

Many of us listed the contents of our packets instead of emailing sample. This how I got mine put together.

Janine

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Need clients? Use RFP20 @ VAF store checkout for 20% off The RFP Transformation!

I'd say at a minimum, a welcome letter (thank the client for choosing you, recap conversations and note key bits of info), your policies & terms and a copy of your executed service contract. And some business cards. A lot of people throw in marketing materials - so I have read. A very smart woman suggested to me that a welcome package is something that welcomes an engaged client, so at this point, you don't need to keep selling. For sure put business cards in it, because you never know who they might hand them out to on your behalf. And if you have a referral program (i.e. refer a friend and get x benefit from me), that info is good too. If you're going to accept credit card payments manually, include a form.

Like another person commented, think about your business model and build your package around that. I like to always ask myself, does this item make my life easier or my clients? Does it take up my clients time? If it does, I need to make sure it's necessary, or else find a way for me to gather the info without making my client do chores.

Now, all of that to say that I am new too and these are just my ideas and some input based on things that I've seen come up repeatedly in the research I've been doing

Do you have any sample service contracts that i can look over not sure what to include.