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New Client Welcome



Anchor 15


"Here is a simple but powerful rule: always give people more than what they expect to get."


Nelson Boswell

These two videos are the same, but are offered in two different formats to accomodate our users. 

If you cannot access YouTube (the first video) click on Vimeo (the second video).



  • Provide your new client with a 'soft landing' as your relationship gets underway

  • Strengthen the relationship with the client at an early stage

  • Create a deeper bond of trust with your client

  • Create an experience your client will tell others about


The New Client Welcome


  1. Print and review the New Client Welcome Process Graphic.

  2. Prepare the Welcome Card process. 

    • Review and customize the Welcome Card scripting.

    • Have an inventory of cards on hand.

  3. Prepare the Welcome Letter process. 

  4. Prepare the Welcome Gift process. 

  5. Prepare the First Statement and Care Call process. 

  6. Identify who on the team will be responsible for each of the Welcome Process steps. 

    • Add this information to your New Client Checklist.

  7. Add all Welcome Process scripts, resources and templates to your Procedures Manual. 


Automate Your New Client Welcome


  1. Fully automate your "Welcome Process" using your contact management system. 

  2. Use the 'process' or 'action sequence' feature to activate the entire sequence easily.

    • With each new client you can simply activate the Welcome Process and this will ensure absolute consistency with this process.

  3. If your contact management system does not have a 'process' or 'action sequence' feature, you can trigger the four steps manually as you add each new client.













TRUST is Everything

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