You may be thinking… do I really need a Welcome Kit for my business? If you work directly with clients, the answer most likely is yes.
After taking a workshop with Nesha Woolery, I decided to add a Welcome Kit to my business process. The objective of the Welcome Kit was to provide my clients with an informative guide about how their project would be run and also to give them a warm and friendly welcoming.
Nesha’s course really helped to outline what sections would be beneficial for my Welcome Packet. Putting myself in my client’s shoes, and thinking about the questions my clients ask most often helped me to figure out what content should be in my Welcome Kit.
The first step in creating a Welcome Kit for your business is to outline the sections you want to include.
Some of those section may include:
How We Communicate
Payments & Deadlines
How to Provide Feedback
After you outline the sections you want to include, start writing your content. Again, try to think about questions you’re commonly asked by your clients and how you can help better inform your clients so that they don’t get confused about the project.
Once you’ve written the content for your Welcome Kit, it’s time to put it all together into a presentation. I send my clients a PDF in an email. You could also send them a link to a PDF presentation.
I’ve created a stylish and professional Welcome Kit Canva template you can grab from the template shop! Just like the Welcome Kit I use for my clients, this editable Canva template is easy to customize and will make your business look as polished and professional as you really are.
WHY YOU NEED A WELCOME KIT
You’re a service-based business that has established a basic process for new clients
You’re looking to stand out among your competition and wow your clients with a professional experience
You want to plan ahead for massive business growth and establish an organized system for onboarding new clients
Your clients are often confused about your process, causing them to miss deadlines and cross boundaries with communication
WHY YOU DON’T NEED A WELCOME KIT (YET)
You haven’t established any processes for your business
Your process is different for every client
You don’t want to simplify your business
Here’s some of the reactions I get from clients after they book a project with Sugar Studios and we send over their Welcome Kit…
“Thank you – this is amazing!!”
“Thanks Casey. This guide is really nice – maybe we can design something like this for my business? I’m excited to get started!”
“Thank you!!! I love everything about this, it’s so professional!”
“This is great Casey, I’ve already read through this and it’s answered all of my questions. Can’t wait to work with you now!”
I help business owners save time and money by offering high-quality Canva and Showit templates. Stick with me for the best branding tips, website how-to's and business advice so we can grow our beautiful business together.