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How to Create the “VIP Experience” for Your Clients with a Welcome Packet

Office Organization Success

On this form have space for your client to fill in all their details and a place for them to sign so that they can fax this back to you – and include all the details about your program/service that you’ve already discussed. Be sure to include this form on a separate page so that your client can fax back their credit card details to you.

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3 Easy Tips for Keeping Your Client Information Organized

Office Organization Success

Creating a Client Contact Sheet which contains your client’s name, address, email, phone, fax and any other contact information that you want to keep a record of is a useful template to have. c) 2014 Tracey Lawton. You simply print it out and fill it in each time you take on new client.

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