Welcome back to another episode. I’m so happy you’re here! In today’s episode, we’re diving into all things welcome packets including why you should have one, what to include in your welcome packet, and more.
If you’ve been following along for a while, you know that I am a total automation nerd. I am always striving to make my systems more efficient when it comes to onboarding, offboarding, and just the general day-to-day activities in my business.
A couple of months ago I did an episode on elevating your client experience which was a bit more general and now I wanted to hone in on just one aspect of the client onboarding process – welcome packets, but if you wanna check out the client experience episode, head back to episode 9.
So first things first, what is a welcome packet?
A welcome packet is essentially a guide that walks your client through all the things they need to know about how you operate your business.
This really lays the foundation for the relationship and sets the tone of the entire experience.
Some absolute must-haves for your welcome packet are:
-Office Hours + Holidays Observed
-Primary communication methods
-Project Timeline (if it’s a launch)
-Podcast asset deadlines
-Contact info for emergencies
Including all of these things and setting those boundaries from the get-go will ensure a smoother experience for both you and your client.
You may need to include a few more things specific to your process like how to book their kick-off call and potentially any subsequent calls that you may offer throughout the process.
Over the years, I have gotten so many compliments on my onboarding process and I truly believe a big part of the reason for that is my welcome packet.
I would love to know what you include in your welcome packet? DM me on Instagram @jenny.suneson. I’d love to hear from you.
