Ready To Create That Luxury Client Experience?
Your onboarding process sets the vibe! WOW your clients from the very beginning, and start their customer experience with a BANG -leaving them wanting more {aka high client retention and referrals}
Let's Make Your Onboarding Process Seamless, And Fast For A Luxury Client Experience
Imagine onboarding your new client in less than 10 minutes after a discovery call ⚡
✨ welcome packet
✨ invoice
✨ contract
✨ kick off call link
✨ onboarding form
When you have an automated onboarding workflow in a CRM system like Dubsado, onboarding your clients becomes seamless! This doesn't just save you time & sanity, but it gets your new client everything they need instantly -resulting in an amazing first impression AND elevating your client experience.
It takes just a few minutes to put together a welcome packet {that's if you provide one} and then just a few minutes to get the workflow started in Dubsado. Let's get more into it..
4 Reasons You Need A Welcome Packet In Your Customer Experience
Surprise and Delight: It helps your client feel well taken care of & provides an extra dose of surprise & delight {which is what makes working with you memorable + keeps your clients referring you!}
Repeatable Step: It gives you an easily repeatable step in your client process to save you energy + time {which y'all know this girl is alllll about!}
Easily Digestible: It rounds up all the important info you want your client to know before their project starts to set it up for success, so they feel prepared + educated {especially helpful if you're the first professional of your kind they’ve worked with!}
Healthy Boundary: It allows you to set healthy boundaries with your clients + recap important details from the contract {need I say more?}
Make sure you're hitting all the marks for an unforgettable client experience from the start! I use this checklist when designing my client's Welcome Packet that I add into my Dubsado Onboarding Workflow. You could also have these as a hidden page on your website, a ClickUp doc, a PDF, a Canva view link, for some ideas! You can grab a piece of mine for FREE here!
What Does A Welcome Packet For Your Client Experience Look Like?
I know you want your new clients to have an amazing 1st impression of you so they're excited to start working with you! So you can't give them the same basic "warm welcome" that all their other investments gave them..
You want to {stand out} by giving them a WOW factor when you onboard them into your space. The template allows you to do so because it includes:
⚡️name & service personalization
⚡️important facts on how you work from the beginning
⚡️what they expect from you so they're not confused
⚡️what your specific goal is while working together
⚡️& more..
This will help to make sure you're not forgotten & will instantly put your best foot forward.
So how are you going to do this?
By giving every single client a PERSONALIZED introduction using my FREE Welcome Template!
Don't forget, people buy from people! So make them feel like a human being by putting in a few extra minutes to put this Welcome Template together & include it when you're onboarding them.
✨stand out
✨give a "WOW" factor
✨be seen as the person who truly cares about the experience you're going to give someone who just invested a lot of money into you!
Today is the day you stop blending in!
What Adding A Welcome Packet To Your Customer Experience Will Do For You
It all starts with the experience you bring your clients from the very beginning. That 1st impression will have your clients deciding if they will stick with you for the long haul, or better, tell their friends about you. High client retention & constant referrals means less time, energy, & money spent on trying to look for new clients! Look into more brilliant customer experience tips to boost client retention.
I know you want to fill your client roster & make more monthly sales. You need to get inside of this FREE offer, and start implementing a luxury client experience.
FREE WELCOME PACKET
A Welcome Packet is a MUST when onboarding a new client!
Go the extra mile to elevate your current onboarding process & download this FREE
✨ "Welcome" Template ✨
It's time to ditch the basic way of onboarding new clients and go above and beyond!
Talk soon toots,
Angelica
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