Client onboarding packet

In this blog post, we'll explore what welcome packets are, why they matter, and how you can create a compelling one to leave a lasting impression on your clients using different tools like Canva or Dubsado.

20 Page Welcome Packet Template to create a seamless, professional onboarding process for your DREAM clients! This stylish yet functional client welcome packet template was designed to help you set your best foot forward as a service provider – all while establishing boundaries, sharing your business values, and providing all the information your new clients would need before starting a project with you.

Include these things in your new client welcome packet to make a great first impression when you start working with new clients.

We preach often (probably entirely too often) about the importance of your client experience, but it’s one of the key defining factors between a client having a good time with you, referring you to others, and leaving a positive testimonial… Or not. Mastering the art of providing an amazing exper

You’ve signed on a new client, congratulations! Do you have a client onboarding process and an onboarding packet ready for your new client? If not, keep reading this post to help you create an even more ‘wow’ client experience right off the start of your working relationship. Disclaimer: As an Amazon Associate, I earn from […]

You’re working your tail off in your creative service-based business. Your life is all about clients: finding them (where ARE they??) , landing them (and competing on price makes your feel like you’re charging so much less than you need to if you want this biz to be sustainable) , making the ones

That’s why every coach should have a client onboarding checklist to streamline this process. But what needs to be included on this checklist? Where do you

Ultimate Guide -11 Vital Details to Include in Your Client Welcome Packets https://faithola.com/client-welcome-packets-details/

Have you ever had new client déjà vu? You get a "yes" from a prospect, do a happy dance at your desk, start brainstorming ideas for making this the best project ever, and only hours (uh, days?) later remember there's some admin you need to tackle first.