Welcoming New Clients
Make new clients welcome by providing them with a welcome kit. The kit can be posted on firm websites, physically delivered at in-person consultations or emailed for virtual consultations. Below are tips for creating welcome kits and links to resources to help you welcome new clients. Tips Benefits - welcome kits create favorable impressions, set expectations, and streamline the onboarding process. Contents - include a contact page, client questionnaire, firm brochure, retention agreement, and welcome letter. Cover - put the contents in a presentation folder imprinted with the firm's name to make it memorable. Digital - create a PDF or video for the benefit of clients that consult virtually or prefer being paperless. Education - use the ki t to introduce members of the firm, billing procedures, client responsibilities, possible outcomes, and timelines. Tools - keep clients happy by using additional tools like practice management apps and client intake forms. Arti