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What you can expect from this best practice:

 

• 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

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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. 

   • Review and customize the Welcome Letter.

4. Prepare the Welcome Gift process. 

   • Refer to the Welcome Gift Samples.

   • Choose the Welcome Gift you want to use.

   • Order appropriate quantities.

   • Review and customize the Welcome Gift & Note.

5. Prepare the First Statement and Care Call process. 

   • Review and customize the First Statement and Care Call Script.

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.

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