Client Welcome Guide

Over the years, I’ve worked with hundreds of clients. That’s why I understand how overwhelming it can be to create a superb “On-boarding Experience”. Well, it doesn’t have to be like that anymore. Introducing the “Client Welcome Guide” Template – the must-have Guidebook for anyone looking to make a great first impression with their clients.

Made especially for trauma coaches, licensed practitioners, & individual coaches, this guide you will make that next on-boarding meeting feel like a walk in the park. Filled with actional tips & tricks, you’ll no longer feel frustrated when you invite your new client onto a consultation call with you. I have also included beautifully designer planners & worksheets to make that process a bit more organized & practical.

At Healing from Complex PTSD, we understand that welcoming new clients can be daunting, which is why we’ve created a comprehensive guide to help you through the process. Our guide has been designed to help you put your best foot forward and ensure your clients feel valued and appreciated right from the start.

What To Expect When You Download The “Client Welcome Guide”:

1. Worksheet for “What to Expect” Section: This section will clarify how you want to set expectations for the new client even before they are on-boarded.
2. Detailed Project Outline: Learn how to create a specific, practical, and client-centric “Project Outline” that will make it clear to the client that you are in fact the REAL DEAL!.
3. Important Dates: Keep track of all the important dates and deadlines associated with your client welcome and work process.
4. Tools & Resources: Access our curated list of tools and resources to help you streamline your client welcome process and provide your clients with an exceptional experience.
5. Payment & Policies: Learn about payment and refund policies, as well as how to handle client disputes and conflicts.
6. Frequently Asked Questions: List down the “Top” questions your client would have in mind and provide them with a clear answer from the get-go.
7. What’s Next?: Once you’re done with the on-boarding, you also have to set clear expectations of what you will do, how you will do, and how long it will take. This section will help you with that.

With our “Ultimate Guide to Welcoming a New Client,” you’ll have everything you need to create a positive and welcoming experience for your clients, build long-term relationships, and grow your business. So why wait? Order your copy today and start impressing your clients from day one!

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