Anatomy of a Client Welcome Packet

Anatomy of a Client Welcome Packet

Letting your clients know you’re worth it, and setting early expectations for a fantastic experience.

Welcome packets set the scene for a boutique photography experience and position you as the premier studio in your market. Do you crave this type of bespoke presentation for your art and brand but don’t know where to begin? If that’s the case, let us help you. There are so many benefits you can gain from utilizing welcome packets, and you can absolutely use them to elevate your business.

In our opinion, one of the biggest faux pas you can commit when booking a client is to take their retainer for their upcoming wedding or session, and never touch base with them again until the day before or day of their contracted services with you. Talk about a buzzkill for the client, especially if they aren’t used to or have never hired a professional photographer in the past.

As a creative professional, you want to remind your clients’ that they’ve made the right decision by choosing you to help document this time in their lives. Welcome Packets are a perfect way to beautifully showcase your work and avoid “buyer’s remorse” by getting them excited about everything they can expect from working with you.

By adding Welcome Packets as part of your client onboarding workflow, you can clearly state your policies and payment information without them coming across as mundane or irrelevant. Additionally, new customers tend to have quite a few questions, so including a section in your pre-session presentation can help you answer them in a helpful and non-invasive way. This routine will help you set up positive guidelines, while nipping any common or pesky problems in the bud. It’s a win-win for you and your clients.

Now that we’ve covered why you should have a new client welcome packet in place, let’s look at what pieces you should include:

 

Welcome Note

Includes:

• A personal note from you
• Studio information

    Use to: 

    • Warmly greet your clients
    • Outline your general studio information
    • Tell your clients how excited you are to work with them!

    Studio & Info Policies Card 

    Includes:

    • Terms & conditions
    • Studio policies & payment guidelines
    • Travel fees

    Basically, the nitty-gritty

    Use to:

    Give your clients a comprehensive understanding of your offerings
    Kindly, yet strictly, outline your expectations and guidelines
    Remind them of any small details pertaining to your business 

       

      Engagement Session Info Card

      Includes:

      All things engagement sessions (including subtle up-sell verbiage)

      Use to:

      Encourage your clients to invest in an engagement shoot
      • Outline the many benefits of having this session  

        Tips:

        Don’t need an engagement card? Try using it for rehearsal dinner coverage or day after sessions.

        Preferred Vendors Card

        Includes:

        Refers your preferred local vendors
        Details vendor offering, locations, and contact details

          Use to:

          Encourage your clients to explore and utilize other great vendors
          Cross promote services with local vendors

            Tips:

            Always let other vendors know when you are sending leads their way. They’ll appreciate your efforts and want to return the favor!

            Business Cards

            Includes:

            Your concise and aesthetically pleasing contact information

              Use to:

              Market, market, market! Include 5 in each individual packet, and make sure to always have some on hand.

                Tips:

                Make sure to use one of your strongest images - the first impression is important!

                Mini Wedding Planner Accordion 

                Includes:

                A useful timeline, outlining 8 weeks until the big day
                Detailed information about what to finalize when - this is super helpful!

                  Use to:

                  Support your couple. Planning a wedding is incredibly time consuming, and they will be so grateful for your help and guidance.

                    Tips:

                    Not a wedding photographer? No problem! Perfect for portrait sessions or project timelines, just to name a couple of the many options.   

                    Dry Erase Board (Sold separately)

                    Includes:

                    Dry erase board, perfect for wedding (or general) to-dos, reminders, and notes

                      Use for: 

                      Client holiday gift
                      Personal checklists
                      Gifts for those who refer you

                         ~

                        We’ve created a variety of professionally written Welcome Packets, all of which are flexible enough to be utilized for any creative business. Simply choose your favorite palette, customize the text, and drop in your images. If you don’t need everything that’s included in the packet, you can omit items. It’s honestly that simple!

                        Keep in mind that you can utilize Welcome Packets for anything. If you’re a realtor, you can customize the verbiage and images to fit your brand. The same goes for artists, planners, florists, designers, trainers...you name it. The world is your oyster! #winning

                        You can find all of the lovely items that we showcased today in our Storyteller Welcome Packet. We encourage you to explore all the options, and maybe even check out a few different packets to find your perfect fit! These designs are incredibly versatile, and we’re confident that they will truly help to support and better your business.

                        Here’s to you!




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