EP 5 | How to Create a Successful Client Welcome Packet

Think about what your clients are experiencing. Hint - Your clients will give you these words Look in their clients intake form and use their words.

This episode focuses on all things involving the welcome packet that you deliver to your clients. We will talk about how to create a professional, beautifully designed welcome packet and how to use it best as well as dive into some of the specifics of what pages to include. We will also talk about a few misconceptions surrounding the welcome packet. 

In this episode we answer questions like…

1. What is the welcome packet? What is it’s purpose?
2. When should the welcome packet be delivered?
3. What must be included in the welcome packet?

Here’s a glance at this episode…

[03:00] How the welcome package sets the stage for what it will be like working with you and gets your clients really excited for what’s to come.

[03:54] I share with you 2 common misconceptions about the welcome packet. (Hint: when should it be delivered and the purpose of the welcome packet)

[07:40] I break down what’s included in the welcome packet and how to use each piece.

[26:30] I share about my favorite ways to print and source for my welcome packets so that you can print the best product for your client facing packets!

Resources mentioned in this episode: 

• Canva Templates - www.designersoasis.com/shop 
• Favorite Client-facing Printer Paper (Affiliate) 
• Paper Source (Affiliate) 
• Zazzle Folders  (Affiliate) 

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