Send the client a welcome package (digital) or prepare a welcome package for the initial kickoff meeting (hard copy).
There is no "one-size fits all" for your welcome kit, as every business has different objectives and budgets. However, there are some common features to new client welcome kits, so use this checklist as a jumping off point.
Introduction letter tips
Start by expressing appreciation for their business. Congratulate them on taking steps toward what they need. Provide a brief overview of your business and services and an outline of what is included in their welcome kit. This helps solidify to them that they made the right choice by hiring you. If they had any buyer’s remorse after signing up with you, this will help calm that emotion.
From there, consider highlighting anything in the kit you’d like them to pay special attention to. For example, you may want them to understand your office hours, holiday closures, how to handle appointment rescheduling, common turn-around times, who to contact on your team for certain things, best times to reach you, VIP/client-only ways to contact you and so forth.
If you have a referral program, consider including information about it, as clients will likely want to refer others to you. If there is an incentive for them to do so, all the better.