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Client Onboarding: Part 2 - The Intro Packet - RD161

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Synopsis

Do you have an intro packet for your design business? An intro packet is a tool you use to land new clients and facilitate the client onboarding process. It can either be a dedicated page on your website, a detailed PDF or better yet, a well designed and nicely printed piece to hand out to potential clients. An intro packet is a great way to create a good first impression of who you are and what you do. It answers basic questions, sets expectations and gives clients a first look at what it will be like working with you. It’s also a good tool to filter out clients that are not a good fit for your business. In the last episode of the podcast, I told you all about the client onboarding processand how having a good onboarding process is crucial to landing new design clients. A good intro packet is the foundation of that important onboarding process. What’s in an intro packet? Think of your intro packet as well designed piece containing all the introductory information you normally give to potential clients. Not d