New Clients Onboarding: Blow Their Minds with a Welcome Kit

You’ve just finished celebrating a new client signing with your team. Amazing, right? But what actions do you take between that glorious contract signing and the actual project kickoff?

Many companies neglect a proper client intake system, missing a significant opportunity to boost their reputation and revenue. The optimal way to maximise this period involves a properly branded and customised new Client Welcome Kit.

You stand as an expert in your industry and you will carry out your client’s job well. Now, let our experts guide you in creating a new Client Welcome Kit that’ll distinguish your company from the crowd.

Make the Welcome Kit Informative

Intended to delight your clients and foster happy customers, every Welcome Kit should also serve as a tool to ensure they possess all the necessary information to work with you.

welcome kits for new clients

Right after signing a contract or reaching an agreement, send a 2- or 3-page PDF containing crucial information about the work you’ll do for your client. Create a master version that you can swiftly customise for each client and project.

This “brochure” should act as part welcome wagon, part client roadmap, and part FAQ. Keep it simple, easy to read, and engaging so your client feels compelled to respond to it.

Keep It Fun 

Once you’ve got the informative part of the Welcome Kit taken care of, it’s time to make sure it’s fun. A Welcome Kit for clients should contain items that are designed, selected and customised to be fun in a way related to their industry, to the project and/or to their company’s style. (check out here some popular options)

welcome kit for new client

Be original, but also be mindful of culture, values and other factors that might touch on different sensibilities. Make them age-appropriate and consider how your client will use it on a daily basis, which takes us to the next point.

Make Sure It’s Useful

Promotional merchandise has a long useful life expectancy and makes your brand stay in your customer’s mind for a long time. But they have to be useful.

welcome packs for new clients

Take into consideration everything you know about your client (think about using the buyer persona method) and let’s come up together with items that’ll be present in their everyday life in a useful manner. Something useful covers everything from a daily planner, a pen, and a hat, to more specific items that might be used for work or daily life as a meter of some sort, a light, and so on. 


Image text - The key is to understand what your client needs. Plus, make the delivery stand out too.

Deliver with Class

welcome kit for new clients

Of course, regular carrier delivery works most of the time. But you might want to take things up a notch, depending on what your client would appreciate. A special delivery service, a great looking package that is original and might be useful too, or even just delivering it yourself might make more of an impact and reassure your client they’ve picked the right company.

Benefits of using welcome kits for new clients

Image text - Go the extra mile by surprising and delighting your client.

Going the extra mile by surprising and delighting your client has plenty of benefits, including:

  • Reinforcing your client’s decision to work with you.
  • Managing their expectations.
  • Easing your client into a new process.
  • Surprising and delighting your client.
  • Reinforcing your brand in your client’s mind.

And much more. Now that you see the benefits and understand that a new client intake system is crucial, contact us to let us take care of the entire process for you and make sure the items you include are there to make a difference.

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