Business Structure Guidance Series: Welcome Kit

Welcome to our thirteenth post in our Business Structures Series. We share practices we implement in our own business in hopes of facilitating dialogue with other creative, conscious entrepreneurs like you. If inspired, please comment with any questions or additional advice you would like to share on the topic.

Create a Welcome Kit
Thank your clients for choosing you when they first sign up for your offerings/services. It’s always great to circulate appreciation! Let them know what your process looks like. Not all the nitty gritty details of your internal processes, but mostly what your process with them looks like.

Provide a list of everything you need from them in order to do your best work. For example, your office hours/availability if you are only available specific days of the week, make sure to outline that here. How often will you meet with your client (and how: skype, call, etc?) How can they get in touch with you if they need anything? (including mailing address)

Add a Educational Information + Glossary.
This is a fantastic opportunity to give them a bit of a primer on the service they will be receiving from you. This could be a curated list of blog posts, or you could write your own set of posts.

Note what questions keep coming up for clients and answer them in your welcome kit as much as possible.

Finally, note else they need to know to make empower your client and make the offering of your service easier. For examples, a curated list of resources or recommended reading (books, blogs, courses, conferences, etc).

Let us know! How has your client relationships and process improved by having a welcome kit?