I forgot to write my journal today.
My mind feels so cluttered.
My thinking is not straight.
How did I miss my journal today?
Because there were other things on my mind.
Now, I will go on and think about useless things while working.
It will affect my productivity and focus.
Journaling is an integral part of my daily routine.
Without it, my morning feels incomplete and my day is less productive.
Similarly, client onboarding process is an integral part of client satisfaction.
It can make or break your relationship.
If you miss this, you will:
- Lose out on client engagement and satisfaction from the start.
- Cause initial confusion or questions raised.
That is why, I have a customized welcome kit.
I use this whenever I am onboarding a new client.
I call this client portal. Setup in Notion.
Honestly, it has been one of the reasons why I charge more $$ than my peers.
My service feels more branded. It shows my commitment to client success and personalized service.
Which is very important in digital services.
Here is how to create an effective welcome kit:
Understand Client Needs:
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