Members' Access: Wow-worthy Welcome Pack

Members' Access: Wow-worthy Welcome Pack

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Client experience is incredibly important.

And this needs to start from the second you start working together (in fact, it needs to start before that, in initial communications.) A welcome pack is the perfect place to make your customers feel valued and valuable, and it gives them a hint at how amazing an experience they’ll have when they work with you.

This template gives you an example outline, along with options for sections and the all-important wording. You can also download two different PDF versions of the template in action (one formal, one not-so) to serve as some inspiration for your own client onboarding.

Make sure you keep an eye out for the Magic Words Tutorial on how I put my own Welcome Pack together in Canva - I’ll be adding it this month.

As ever, any questions just shoot an email to jo@jorourke.co.uk

Click here to download the template!

Click here to download the example Welcome Pack (for more formal clients)!

Click here to download the example Welcome Pack (for slightly less formal clients)!