{"id":16955,"date":"2024-08-23T12:37:45","date_gmt":"2024-08-23T19:37:45","guid":{"rendered":"https:\/\/honeybook.site.strattic.io\/?p=16955"},"modified":"2024-08-23T12:38:07","modified_gmt":"2024-08-23T19:38:07","slug":"how-a-welcome-guide-can-elevate-your-client-relationships","status":"publish","type":"post","link":"https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/how-a-welcome-guide-can-elevate-your-client-relationships","title":{"rendered":"How to use a client welcome packet to successfully onboard new clients\u00a0"},"content":{"rendered":"\n<p class=\"has-text-align-center\"><em><em><em>Learn how to create a client welcome packet that introduces your business, informs your new clients, and adds delight to your client experience.<\/em><\/em><\/em><\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img fetchpriority=\"high\" decoding=\"async\" width=\"2000\" height=\"1548\" src=\"https:\/\/hbbadmin.reliablepenguin.com\/blog\/wp-content\/uploads\/2023\/02\/client-welcome-packet-feature.jpg\" alt=\"Three people meeting to discuss client onboarding\" class=\"wp-image-82665\" srcset=\"https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2023\/02\/client-welcome-packet-feature.jpg 2000w, https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2023\/02\/client-welcome-packet-feature-300x232.jpg 300w, https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2023\/02\/client-welcome-packet-feature-1024x793.jpg 1024w, https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2023\/02\/client-welcome-packet-feature-768x594.jpg 768w, https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2023\/02\/client-welcome-packet-feature-1536x1189.jpg 1536w\" sizes=\"(max-width: 2000px) 100vw, 2000px\" \/><\/figure>\n\n\n\n<p>Critical files for independent businesses often include invoices, contracts, sales brochures, and more. But, there\u2019s one tool you might not be using that can play a big role in creating a great client experience. That tool is a <a class=\"wpil_keyword_link\" href=\"https:\/\/hbbadmin.reliablepenguin.com\/blog\/how-a-welcome-guide-can-elevate-your-client-relationships\" target=\"_blank\" rel=\"noopener\" title=\"client welcome packet\" data-wpil-keyword-link=\"linked\">client welcome packet<\/a>.&nbsp;<\/p>\n\n\n\n<p>When you start any project or working relationship, it\u2019s important to get the information that you might not have captured during the booking process. You will also want to set expectations with your clients about how you should be working together and communicating. Lastly, you want to make a great impression, and that starts with your <a href=\"https:\/\/hbbadmin.reliablepenguin.com\/blog\/client-onboarding\" target=\"_blank\" rel=\"noreferrer noopener\">client onboarding<\/a>.&nbsp;<\/p>\n\n\n\n<p>Here\u2019s everything to know about using a client welcome packet and best practices to make sure yours is effective.&nbsp;<\/p>\n\n\n\n<p><strong>Jump to:&nbsp;<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"#include\">What should your client welcome packet include?<\/a><\/li>\n\n\n\n<li><a href=\"#best-practices\">Best practices for your welcome packets<\/a><\/li>\n\n\n\n<li><a href=\"#tools\">Use the right tool to build branded, effective welcome packets<\/a><\/li>\n<\/ul>\n\n\n\n<span id=\"include\"><\/span>\n\n\n\n<h2 class=\"wp-block-heading\">What should your client welcome packet include?<\/h2>\n\n\n\n<p>A good client welcome packet should include essential details about your business, client onboarding process and paperwork, communication preferences, and a project timeline. These elements ensure that your client knows exactly what to expect and can begin the relationship with a strong foundation.<\/p>\n\n\n\n<p>To make your welcome packet even more effective, consider adding personalized touches that engage and inform your client, enhancing their overall experience. This approach not only sets clear expectations but also provides all the tools and information they need to work effectively with you.<\/p>\n\n\n\n<p>Here are the essential components every client welcome packet should contain:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Welcome message and introduction:<\/strong> Thank your client and introduce your business and team.<\/li>\n\n\n\n<li><strong>Policies:<\/strong> Reiterate important policies like payment terms, confidentiality, and cancellation.<\/li>\n\n\n\n<li><strong>Communication preferences:<\/strong> Outline how and when clients can contact you, including office hours and best communication channels.<\/li>\n\n\n\n<li><strong>Login details and tech overview:<\/strong> Provide instructions for any necessary software or portals.<\/li>\n\n\n\n<li><strong>FAQs:<\/strong> Address common questions your clients might have during the project.<\/li>\n\n\n\n<li><strong>Timeline and scope of work:<\/strong> Lay out the agreed-upon timeline and key milestones.<\/li>\n\n\n\n<li><strong>Payment information:<\/strong> Include payment plans, methods, and terms to ensure smooth transactions.<\/li>\n\n\n\n<li><strong>Next steps:<\/strong> Clearly state what actions are required from the client to proceed.<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">1. Welcome message and introduction<\/h2>\n\n\n\n<p>First, take the time to thank your new client for booking with you. You can include a brief note on the first page of your welcome packet, or save it for the <a href=\"https:\/\/hbbadmin.reliablepenguin.com\/blog\/introduction-email-new-client\">introduction email<\/a> or client welcome letter you send with your packet. Either way, mention something specific from when you were first talking to them as a lead, and make sure they know how excited you are.&nbsp;<\/p>\n\n\n\n<p>Even though they probably already know some things about your business from their own research, give your new clients a refresher about who you are, and your mission statement behind your business. This is also a great opportunity to introduce them to your team and any other collaborators they\u2019ll be working with.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">2. Policies<\/h2>\n\n\n\n<p>Next, get the serious stuff out of the way. Take the time to remind your clients about some of your policies, which should also be in your <a href=\"https:\/\/hbbadmin.reliablepenguin.com\/online-contract\">online contract<\/a>. You don\u2019t have to copy and paste your <a class=\"wpil_keyword_link\" title=\"contract clauses\" data-wpil-keyword-link=\"linked\" href=\"https:\/\/hbbadmin.reliablepenguin.com\/blog\/contract-clauses\" target=\"_blank\" rel=\"noopener\">contract clauses<\/a>, but it\u2019s a good time to reiterate late payment fees, payment methods, confidentiality agreements, your cancellation policy, and more.&nbsp;<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">3. Communication preferences and information<\/h2>\n\n\n\n<p>Be sure to give your clients instructions on how they can communicate with you moving forward. This helps set client expectations while also clarifying how best to be in touch. You should also include your office hours so they know when you\u2019ll be able to respond and when you\u2019re offline.<\/p>\n\n\n\n<p>Include your contact information, best communication channels, typical response times, and a link to your scheduling tool so they\u2019ll always be able to get a hold of you.&nbsp;<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">4. Login details and tech overview<\/h2>\n\n\n\n<p>Different businesses use different tech, so this section will vary, but it\u2019s important to get your clients up to speed with anything they\u2019ll need to use as part of their onboarding.&nbsp;<\/p>\n\n\n\n<p>If you\u2019re a photographer, for example, you may have a client portal and <a class=\"wpil_keyword_link\" href=\"https:\/\/hbbadmin.reliablepenguin.com\/blog\/invoicing\" target=\"_blank\" rel=\"noopener\" title=\"invoicing\" data-wpil-keyword-link=\"linked\">invoicing<\/a> software. Your clients will need to know how to log in to get their photos and pay their invoices. For consultants, there may be shared tools like project management software, so you\u2019ll need to include specific instructions for how to log in and use that system. You might also want to leverage part of your onboarding packet as an <a href=\"https:\/\/hbbadmin.reliablepenguin.com\/blog\/client-intake-form\">intake form<\/a> to ask your clients questions or have them share specific documents.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">5. FAQs<\/h2>\n\n\n\n<p>Are there <a href=\"https:\/\/whatfix.com\/blog\/faq-page-examples\/\">common questions<\/a> that you get throughout your projects? This is a great place to address them upfront and give your clients a set place to refer to them throughout the project. These might include how to use your client portal, your process overview, how to adjust their payment schedule, where to find project updates, and more.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">6. Timeline and scope of work<\/h2>\n\n\n\n<p>Once you\u2019ve briefed your clients on all the general information about your business and working with you, it\u2019s time to get into the specifics of their project. Lay out the timeline and scope of work that you\u2019ve already agreed on in your contract.&nbsp;<\/p>\n\n\n\n<p>For a high-level overview, it can be great to call out important milestones and key dates that you\u2019ve already set together.&nbsp;<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">7. Payment information<\/h2>\n\n\n\n<p>One of the most important parts of running your business is getting paid. Don\u2019t forget to reiterate everything your clients need to know to pay you. You can include their specific payment plan and payment terms along with a reminder of how you accept payment (credit card, ACH transfer, if you&#8217;re using <a class=\"wpil_keyword_link\" href=\"https:\/\/hbbadmin.reliablepenguin.com\/online-payment-software\" target=\"_blank\" rel=\"noopener\" title=\"online payment software\" data-wpil-keyword-link=\"linked\">online payment software<\/a>, etc.)&nbsp;<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">8. Next steps<\/h2>\n\n\n\n<p>Lastly, you want to include the next steps for each client. Will you be working on their project for a few weeks until the next check-in? Will there be a while until they hear from you next? Or, is there anything you need from them? Remind them to send over any important documents and files or send information you might need to get the project started.&nbsp;<\/p>\n\n\n\n<span id=\"best-practices\"><\/span>\n\n\n\t\t<div data-elementor-type=\"section\" data-elementor-id=\"89100\" class=\"elementor elementor-89100\" data-elementor-post-type=\"elementor_library\">\n\t\t\t<div class=\"elementor-element elementor-element-af8975c e-con-full cta_click e-flex e-con e-parent\" data-id=\"af8975c\" data-element_type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;,&quot;jet_parallax_layout_list&quot;:[]}\">\n\t\t<div class=\"elementor-element elementor-element-d21be99 e-con-full e-flex e-con e-child\" data-id=\"d21be99\" data-element_type=\"container\" data-settings=\"{&quot;jet_parallax_layout_list&quot;:[]}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-bbc2a58 elementor-widget elementor-widget-image\" data-id=\"bbc2a58\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" width=\"476\" height=\"534\" src=\"https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2023\/07\/cta-lead-magnet-banner.png\" class=\"attachment-medium_large size-medium_large wp-image-88442\" alt=\"\" srcset=\"https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2023\/07\/cta-lead-magnet-banner.png 476w, https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2023\/07\/cta-lead-magnet-banner-267x300.png 267w\" sizes=\"(max-width: 476px) 100vw, 476px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-a747e99 e-con-full e-flex e-con e-child\" data-id=\"a747e99\" data-element_type=\"container\" data-settings=\"{&quot;jet_parallax_layout_list&quot;:[]}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-d55b379 elementor-widget elementor-widget-heading\" data-id=\"d55b379\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<span class=\"elementor-heading-title elementor-size-default\">Download our guide to great first impressions.<\/span>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-9369481 e-con-full e-flex e-con e-child\" data-id=\"9369481\" data-element_type=\"container\" data-settings=\"{&quot;jet_parallax_layout_list&quot;:[]}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-a24f349 click-firstimpressions elementor-widget elementor-widget-text-editor\" data-id=\"a24f349\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p class=\"banner__body\">Great first impressions start at the contact form, but they don\u2019t end there.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-771d280 click-firstimpressions elementor-widget elementor-widget-button\" data-id=\"771d280\" data-element_type=\"widget\" data-widget_type=\"button.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-button-wrapper\">\n\t\t\t\t\t<a class=\"elementor-button elementor-button-link elementor-size-sm\" href=\"#\">\n\t\t\t\t\t\t<span class=\"elementor-button-content-wrapper\">\n\t\t\t\t\t\t\t\t\t<span class=\"elementor-button-text\">Get the workbook<\/span>\n\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\n\n\n\n<h2 class=\"wp-block-heading\">Best practices for your welcome packets<\/h2>\n\n\n\n<p>As you\u2019re designing your client welcome packet, keep in mind these best practices to ensure you\u2019re providing a great onboarding experience for your clients.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\">Make sure your client welcome packet is branded<\/h4>\n\n\n\n<p>Your welcome packet should be a completely branded package. This means it has to involve more than just shoving your logo into a client welcome packet template, adding text, and calling it \u201cready to send.\u201d<\/p>\n\n\n\n<p>Your client welcome packet is like holding the front door to your studio wide open to invite potential clients in. It sets the tone for your business. When it\u2019s not cohesively branded with your design elements or doesn\u2019t fully jive with your website or social media profiles, potential clients notice and can feel the disconnect.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\">Keep your welcome packet concise and easy to navigate<\/h4>\n\n\n\n<p>Though there\u2019s a ton of information to include in your client welcome guide, try to keep it as simple as possible. Each section should have its own page that\u2019s easy to navigate through a table of contents. Be sure you\u2019re only providing the necessary information\u2013there\u2019s no need to add paragraphs of text on each page if it\u2019s not needed. Provide plenty of white space on the page so your reader can focus on the facts.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\">Make your client welcome packet an interactive experience<\/h4>\n\n\n\n<p>Want to upgrade your client welcome packet even more? Use a system like HoneyBook to make it interactive. Instead of a stale, static PDF, you can build fully branded, digital files that incorporate your visual brand along with video, photos, and interactive elements like questionnaires. You can provide your information while also giving your clients a professional, immersive <a href=\"https:\/\/hbbadmin.reliablepenguin.com\/blog\/creating-a-honeybook-workflow-to-seamlessly-onboard-new-clients\" target=\"_blank\" rel=\"noreferrer noopener\">onboarding workflow<\/a> from the start for an amazing client experience.<\/p>\n\n\n\n<span id=\"tools\"><\/span>\n\n\n\n<h2 class=\"wp-block-heading\">Use the right tool to build branded, effective client welcome packets<\/h2>\n\n\n\n<p>You can build your client welcome packets with a variety of tools, including docs, PDFs, and slideshows. However, you want your packet to be a living, breathing document that your clients can return to over and over again and use to refer back to different parts of your client process.&nbsp;<\/p>\n\n\n\n<p>That\u2019s why it\u2019s best to use a business management platform to build your client welcome packet. With a business management clientflow platform like HoneyBook, you can build your welcome packet as an interactive template that syncs with other parts of your process overview. Clients can immediately schedule inside the welcome packet, view an <a href=\"https:\/\/hbbadmin.reliablepenguin.com\/online-invoices\" target=\"_blank\" rel=\"noreferrer noopener\">online invoice<\/a>, refer back to their contract, and more.\u00a0<\/p>\n\n\n\t\t<div data-elementor-type=\"section\" data-elementor-id=\"88375\" class=\"elementor elementor-88375\" data-elementor-post-type=\"elementor_library\">\n\t\t\t<div class=\"elementor-element elementor-element-2237b60 e-con-full cta_click e-flex e-con e-parent\" data-id=\"2237b60\" data-element_type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;,&quot;jet_parallax_layout_list&quot;:[]}\">\n\t\t<div class=\"elementor-element elementor-element-a763669 e-con-full e-flex e-con e-child\" data-id=\"a763669\" data-element_type=\"container\" data-settings=\"{&quot;jet_parallax_layout_list&quot;:[]}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-acab07b elementor-widget elementor-widget-image\" data-id=\"acab07b\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" width=\"407\" height=\"347\" src=\"https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2023\/07\/cta-communication-banner-black.png\" class=\"attachment-medium_large size-medium_large wp-image-88378\" alt=\"\" srcset=\"https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2023\/07\/cta-communication-banner-black.png 407w, https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2023\/07\/cta-communication-banner-black-300x256.png 300w\" sizes=\"(max-width: 407px) 100vw, 407px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-711ec11 e-con-full e-flex e-con e-child\" data-id=\"711ec11\" data-element_type=\"container\" data-settings=\"{&quot;jet_parallax_layout_list&quot;:[]}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-1504169 elementor-widget elementor-widget-heading\" data-id=\"1504169\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<span class=\"elementor-heading-title elementor-size-default\">Ensure consistent communication<\/span>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-793431e elementor-widget elementor-widget-text-editor\" data-id=\"793431e\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p><span style=\"font-weight: 400;\">Use HoneyBook to manage all of your client communication in one place.\u00a0<\/span><\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-6939b6e elementor-widget elementor-widget-button\" data-id=\"6939b6e\" data-element_type=\"widget\" data-widget_type=\"button.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-button-wrapper\">\n\t\t\t\t\t<a class=\"elementor-button elementor-button-link elementor-size-sm\" href=\"https:\/\/hbbadmin.reliablepenguin.com\/signup%20\" target=\"_blank\">\n\t\t\t\t\t\t<span class=\"elementor-button-content-wrapper\">\n\t\t\t\t\t\t\t\t\t<span class=\"elementor-button-text\">Get started<\/span>\n\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\n","protected":false},"excerpt":{"rendered":"<p>Learn how to create a client welcome packet that introduces your business, informs your new clients, and adds delight to your client experience. Critical files for independent businesses often include invoices, contracts, sales brochures, and more. But, there\u2019s one tool you might not be using that can play a big role in creating a great [&hellip;]<\/p>\n","protected":false},"author":440,"featured_media":82665,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[20,545],"tags":[492,71,77,472],"class_list":["post-16955","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-business-best-practices","category-mobile-app","tag-business-tools","tag-client-experience","tag-client-relationships","tag-onboarding"],"acf":[],"featured_image_urls_v2":{"full":["https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2023\/02\/client-welcome-packet-feature.jpg",2000,1548,false],"thumbnail":["https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2023\/02\/client-welcome-packet-feature-150x150.jpg",150,150,true],"medium":["https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2023\/02\/client-welcome-packet-feature-300x232.jpg",300,232,true],"medium_large":["https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2023\/02\/client-welcome-packet-feature-768x594.jpg",768,594,true],"large":["https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2023\/02\/client-welcome-packet-feature-1024x793.jpg",1024,793,true],"1536x1536":["https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2023\/02\/client-welcome-packet-feature-1536x1189.jpg",1536,1189,true],"2048x2048":["https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2023\/02\/client-welcome-packet-feature.jpg",2000,1548,false]},"post_excerpt_stackable_v2":"<p>Learn how to create a client welcome packet that introduces your business, informs your new clients, and adds delight to your client experience. Critical files for independent businesses often include invoices, contracts, sales brochures, and more. But, there\u2019s one tool you might not be using that can play a big role in creating a great client experience. That tool is a client welcome packet.&nbsp; When you start any project or working relationship, it\u2019s important to get the information that you might not have captured during the booking process. You will also want to set expectations with your clients about how&hellip;<\/p>\n","category_list_v2":"<a href=\"https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/category\/business-best-practices\" rel=\"category tag\">Business best practices<\/a>, <a href=\"https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/category\/mobile-app\" rel=\"category tag\">Mobile App<\/a>","author_info_v2":{"name":"Alicia Bauer","url":"https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/author\/alicia-bauer"},"comments_num_v2":"0 comments","yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v24.1 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>How to Create and Use a Client Welcome Packet | HoneyBook<\/title>\n<meta name=\"description\" content=\"Learn how to design a client welcome packet that combines essential information with personalized touches, ensuring a smooth and positive client experience.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/hbbadmin.reliablepenguin.com\/blog\/how-a-welcome-guide-can-elevate-your-client-relationships\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How to Create and Use a Client Welcome Packet | HoneyBook\" \/>\n<meta property=\"og:description\" content=\"Learn how to design a client welcome packet that combines essential information with personalized touches, ensuring a smooth and positive client experience.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/hbbadmin.reliablepenguin.com\/blog\/how-a-welcome-guide-can-elevate-your-client-relationships\" \/>\n<meta property=\"og:site_name\" content=\"HoneyBook\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/honeybook.co\" \/>\n<meta property=\"article:published_time\" content=\"2024-08-23T19:37:45+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2024-08-23T19:38:07+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/hbbadmin.reliablepenguin.com\/blog\/wp-content\/uploads\/2023\/02\/client-welcome-packet-feature.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"2000\" \/>\n\t<meta property=\"og:image:height\" content=\"1548\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"author\" content=\"Alicia Bauer\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:creator\" content=\"@honeybook\" \/>\n<meta name=\"twitter:site\" content=\"@honeybook\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Alicia Bauer\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"7 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/hbbadmin.reliablepenguin.com\/blog\/how-a-welcome-guide-can-elevate-your-client-relationships\",\"url\":\"https:\/\/hbbadmin.reliablepenguin.com\/blog\/how-a-welcome-guide-can-elevate-your-client-relationships\",\"name\":\"How to Create and Use a Client Welcome Packet | HoneyBook\",\"isPartOf\":{\"@id\":\"https:\/\/hbbadmin.reliablepenguin.com\/blog\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/hbbadmin.reliablepenguin.com\/blog\/how-a-welcome-guide-can-elevate-your-client-relationships#primaryimage\"},\"image\":{\"@id\":\"https:\/\/hbbadmin.reliablepenguin.com\/blog\/how-a-welcome-guide-can-elevate-your-client-relationships#primaryimage\"},\"thumbnailUrl\":\"https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2023\/02\/client-welcome-packet-feature.jpg\",\"datePublished\":\"2024-08-23T19:37:45+00:00\",\"dateModified\":\"2024-08-23T19:38:07+00:00\",\"author\":{\"@id\":\"https:\/\/hbbadmin.reliablepenguin.com\/blog\/#\/schema\/person\/809af7deff36418da7822c6a2745212a\"},\"description\":\"Learn how to design a client welcome packet that combines essential information with personalized touches, ensuring a smooth and positive client experience.\",\"breadcrumb\":{\"@id\":\"https:\/\/hbbadmin.reliablepenguin.com\/blog\/how-a-welcome-guide-can-elevate-your-client-relationships#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/hbbadmin.reliablepenguin.com\/blog\/how-a-welcome-guide-can-elevate-your-client-relationships\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/hbbadmin.reliablepenguin.com\/blog\/how-a-welcome-guide-can-elevate-your-client-relationships#primaryimage\",\"url\":\"https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2023\/02\/client-welcome-packet-feature.jpg\",\"contentUrl\":\"https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2023\/02\/client-welcome-packet-feature.jpg\",\"width\":2000,\"height\":1548,\"caption\":\"Three people meeting to discuss client onboarding\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/hbbadmin.reliablepenguin.com\/blog\/how-a-welcome-guide-can-elevate-your-client-relationships#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/hbbadmin.reliablepenguin.com\/blog\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Business best practices\",\"item\":\"https:\/\/hbbadmin.reliablepenguin.com\/blog\/category\/business-best-practices\"},{\"@type\":\"ListItem\",\"position\":3,\"name\":\"How to use a client welcome packet to successfully onboard new clients\u00a0\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/hbbadmin.reliablepenguin.com\/blog\/#website\",\"url\":\"https:\/\/hbbadmin.reliablepenguin.com\/blog\/\",\"name\":\"HoneyBook\",\"description\":\"Resources to empower independent business owners\",\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/hbbadmin.reliablepenguin.com\/blog\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-US\"},{\"@type\":\"Person\",\"@id\":\"https:\/\/hbbadmin.reliablepenguin.com\/blog\/#\/schema\/person\/809af7deff36418da7822c6a2745212a\",\"name\":\"Alicia Bauer\",\"image\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/hbbadmin.reliablepenguin.com\/blog\/#\/schema\/person\/image\/\",\"url\":\"https:\/\/secure.gravatar.com\/avatar\/85db2185e01ff1cf06c8b02896a864d7817fca0fa34e7c7bd6a5e1324791b356?s=96&d=mm&r=g\",\"contentUrl\":\"https:\/\/secure.gravatar.com\/avatar\/85db2185e01ff1cf06c8b02896a864d7817fca0fa34e7c7bd6a5e1324791b356?s=96&d=mm&r=g\",\"caption\":\"Alicia Bauer\"},\"description\":\"Hi there \u2013 I\u2019m Alicia, but my friends call me Ally. In between doing my best to be a loving wife and patient #boymom, I design branded workflows, branding, and websites for professional photographers who want to create a better client experience and more work-life satisfaction. This comprehensive brand approach makes your clients feel WAY MORE taken care of and you happier, because you get true cohesiveness and more connection to your clients and outside life. You also get a whole lot of your time back, and\u2014ummmm!\u2014who doesn\u2019t want that?\",\"sameAs\":[\"https:\/\/allybdesigns.com\/\",\"https:\/\/www.instagram.com\/allybdesigns\/\"],\"url\":\"https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/author\/alicia-bauer\"}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"How to Create and Use a Client Welcome Packet | HoneyBook","description":"Learn how to design a client welcome packet that combines essential information with personalized touches, ensuring a smooth and positive client experience.","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/hbbadmin.reliablepenguin.com\/blog\/how-a-welcome-guide-can-elevate-your-client-relationships","og_locale":"en_US","og_type":"article","og_title":"How to Create and Use a Client Welcome Packet | HoneyBook","og_description":"Learn how to design a client welcome packet that combines essential information with personalized touches, ensuring a smooth and positive client experience.","og_url":"https:\/\/hbbadmin.reliablepenguin.com\/blog\/how-a-welcome-guide-can-elevate-your-client-relationships","og_site_name":"HoneyBook","article_publisher":"https:\/\/www.facebook.com\/honeybook.co","article_published_time":"2024-08-23T19:37:45+00:00","article_modified_time":"2024-08-23T19:38:07+00:00","og_image":[{"width":2000,"height":1548,"url":"https:\/\/hbbadmin.reliablepenguin.com\/blog\/wp-content\/uploads\/2023\/02\/client-welcome-packet-feature.jpg","type":"image\/jpeg"}],"author":"Alicia Bauer","twitter_card":"summary_large_image","twitter_creator":"@honeybook","twitter_site":"@honeybook","twitter_misc":{"Written by":"Alicia Bauer","Est. reading time":"7 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/hbbadmin.reliablepenguin.com\/blog\/how-a-welcome-guide-can-elevate-your-client-relationships","url":"https:\/\/hbbadmin.reliablepenguin.com\/blog\/how-a-welcome-guide-can-elevate-your-client-relationships","name":"How to Create and Use a Client Welcome Packet | HoneyBook","isPartOf":{"@id":"https:\/\/hbbadmin.reliablepenguin.com\/blog\/#website"},"primaryImageOfPage":{"@id":"https:\/\/hbbadmin.reliablepenguin.com\/blog\/how-a-welcome-guide-can-elevate-your-client-relationships#primaryimage"},"image":{"@id":"https:\/\/hbbadmin.reliablepenguin.com\/blog\/how-a-welcome-guide-can-elevate-your-client-relationships#primaryimage"},"thumbnailUrl":"https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2023\/02\/client-welcome-packet-feature.jpg","datePublished":"2024-08-23T19:37:45+00:00","dateModified":"2024-08-23T19:38:07+00:00","author":{"@id":"https:\/\/hbbadmin.reliablepenguin.com\/blog\/#\/schema\/person\/809af7deff36418da7822c6a2745212a"},"description":"Learn how to design a client welcome packet that combines essential information with personalized touches, ensuring a smooth and positive client experience.","breadcrumb":{"@id":"https:\/\/hbbadmin.reliablepenguin.com\/blog\/how-a-welcome-guide-can-elevate-your-client-relationships#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/hbbadmin.reliablepenguin.com\/blog\/how-a-welcome-guide-can-elevate-your-client-relationships"]}]},{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/hbbadmin.reliablepenguin.com\/blog\/how-a-welcome-guide-can-elevate-your-client-relationships#primaryimage","url":"https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2023\/02\/client-welcome-packet-feature.jpg","contentUrl":"https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2023\/02\/client-welcome-packet-feature.jpg","width":2000,"height":1548,"caption":"Three people meeting to discuss client onboarding"},{"@type":"BreadcrumbList","@id":"https:\/\/hbbadmin.reliablepenguin.com\/blog\/how-a-welcome-guide-can-elevate-your-client-relationships#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/hbbadmin.reliablepenguin.com\/blog\/"},{"@type":"ListItem","position":2,"name":"Business best practices","item":"https:\/\/hbbadmin.reliablepenguin.com\/blog\/category\/business-best-practices"},{"@type":"ListItem","position":3,"name":"How to use a client welcome packet to successfully onboard new clients\u00a0"}]},{"@type":"WebSite","@id":"https:\/\/hbbadmin.reliablepenguin.com\/blog\/#website","url":"https:\/\/hbbadmin.reliablepenguin.com\/blog\/","name":"HoneyBook","description":"Resources to empower independent business owners","potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/hbbadmin.reliablepenguin.com\/blog\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-US"},{"@type":"Person","@id":"https:\/\/hbbadmin.reliablepenguin.com\/blog\/#\/schema\/person\/809af7deff36418da7822c6a2745212a","name":"Alicia Bauer","image":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/hbbadmin.reliablepenguin.com\/blog\/#\/schema\/person\/image\/","url":"https:\/\/secure.gravatar.com\/avatar\/85db2185e01ff1cf06c8b02896a864d7817fca0fa34e7c7bd6a5e1324791b356?s=96&d=mm&r=g","contentUrl":"https:\/\/secure.gravatar.com\/avatar\/85db2185e01ff1cf06c8b02896a864d7817fca0fa34e7c7bd6a5e1324791b356?s=96&d=mm&r=g","caption":"Alicia Bauer"},"description":"Hi there \u2013 I\u2019m Alicia, but my friends call me Ally. In between doing my best to be a loving wife and patient #boymom, I design branded workflows, branding, and websites for professional photographers who want to create a better client experience and more work-life satisfaction. This comprehensive brand approach makes your clients feel WAY MORE taken care of and you happier, because you get true cohesiveness and more connection to your clients and outside life. You also get a whole lot of your time back, and\u2014ummmm!\u2014who doesn\u2019t want that?","sameAs":["https:\/\/allybdesigns.com\/","https:\/\/www.instagram.com\/allybdesigns\/"],"url":"https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/author\/alicia-bauer"}]}},"_links":{"self":[{"href":"https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/wp-json\/wp\/v2\/posts\/16955","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/wp-json\/wp\/v2\/users\/440"}],"replies":[{"embeddable":true,"href":"https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/wp-json\/wp\/v2\/comments?post=16955"}],"version-history":[{"count":0,"href":"https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/wp-json\/wp\/v2\/posts\/16955\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/wp-json\/wp\/v2\/media\/82665"}],"wp:attachment":[{"href":"https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/wp-json\/wp\/v2\/media?parent=16955"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/wp-json\/wp\/v2\/categories?post=16955"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/wp-json\/wp\/v2\/tags?post=16955"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}