Summary

Learn how to create a comprehensive client onboarding kit that impresses new leads and clients, from the initial inquiry to offboarding, ensuring a smooth and professional experience throughout the project.

Key Takeaways

* Intro Packet: Includes a welcome note, service offerings, process outline, portfolio, and FAQs to make a strong first impression.

* Proposal: Summarizes the project, outlines needs and solutions, and provides project details, pricing, and a call to action.

* Welcome Packet: Personalized details for the project, communication guidelines, process breakdown, and a checklist.

* Goodbye Packet: Final deliverables, tutorials, post-support info, and opportunities for feedback and upselling.

Timestamps

0:00 what’s an intro packet

1:35 what to include in a project proposal

2:56 what goes in a client welcome packet

4:34 what to add in the goodbye packet

6:53 how to create a new client packet

Mentioned

* Read full post and full transcript

* Watch on YouTube

* Testimonial template

Available on: Apple Podcasts | Spotify | YouTube | RSS

Learn more about Marjy and Brief Gems at msguery.net/podcast.

Get full access to Brief Gems at briefgems.substack.com/subscribe