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

Office Organization Success

Sign Up NOW For Free. A Welcome Packet is a document – it can either be printed and mailed or digital and emailed – that you send out to your new clients when they sign up to work with you, and cements the relationship you are about to have with them. Sign Up NOW For Free. Live GET CLIENTS NOW! Live GET CLIENTS NOW!

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3 Easy Tips for Keeping Your Client Information Organized

Office Organization Success

This file will contain things like the agreement form from your client, assessment forms, or details of any projects that you’ll be working on. By setting up a client tracking spreadsheet that shows you at a glance exactly where your clients are in your programs will give you a ‘big picture’ view of your business.

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