A New Client Welcome Packet is a packet of information sent to a client once a contract has been signed. This packet outlines the policies and procedures of your professional relationship. It clearly lays out all work expectations between you and your client, answers any questions the client may have about how you run your business, and gather all the information needed to complete the project for which your client has hired you.
Include the following recommended documents in your New Client Welcome Packet.
Welcome Letter
Besides thanking your client for hiring you, the Welcome Letter will outline the content of the packet. Be sure to include clear instructions on what needs to be done with each form. This is also an appropriate place to request information that will be helpful in completing their projects.
Policies & Procedures
The Policies & Procedures form will describe, in detail, the work expectations involved in your business relationship. Address concerns such as office hours, times and methods of communication, scheduling appointments, handling confidentiality, and invoicing.
Services Provided
The Services Provided document is a complete list of services you offer. If your client needs to hire someone in the future for another project, this document makes them aware of all the varied services you provide.
Rates & Packages
This document is a comprehensive list of your specific packages and their rates. This is helpful if you offer different levels of service, such as social media packages, blogging packages, or hourly packages.
Client Intake Questionnaire
This is where you will gather all the detailed information regarding the client’s specific project such as:
- Client information – name, phone, email
- Description of the project
- Website information
- Social media links
- Company mission statement
- Target audience
- Specific comments or instructions
Are there any other forms or documents you would include in a New Client Welcome Packet?