Welcome Message
Warmly welcome your new client and reassure them they have made the right choice in hiring you, share your values and what they can expect from you.
Service Summary
Summarize the service package they paid for so it's clear what's included and non-included.
Communication
Set boundaries and explain how and when you will communicate.
Process Overview
Outline your process to manage client expectations-clearly list what you will need from them client homework, what you will deliver, deadlines, important dates, and timeline.
Client Best Practices
Share guidelines tips and client best practices so they can maximize their time working together.
Tools and Resources
Share the tools your client needs to be familiar with plus links to tutorials necessary.
FAQS
Share some frequently asked client questions and your answers.
Client's Next Step
Clearly state what your client's next step is right after reading your welcome packet.
Client Satisfaction
Deal with your client in such a way that he understands you perfectly and understands everything you say.
Client Clarifications
The client has to deal according to the comprehensive business and his requirement and everything has to be done openly in front of him and he can easily get the answer to every single question that comes to his mind.
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