Purchase our client welcome package and you'll impress your new clients right out of the gate.
By adding a Client Welcome Packet as part of your onboarding workflow, you can clearly communicate policies and workflow and set expectations with an impressive presentation. Additionally, new clients tend to have questions, so including all relevant information and FAQs in your packet will prepare them for the experience while setting their minds at ease. It’s a win-win for you and your clients.
Our new client welcome package will: