When you are gearing up to begin the design discovery process with a new client, one of the best investments to provide them with is a welcome kit. Gifting your clients a beautiful package that walks them through everything they need to know about you, your process, and your results will get them intrigued while putting them at ease with the prospect of their investment. But it is also your first impression to your client, which means that the kit needs to be attractive, clear, and client-friendly. So where do you start?
Packaging Makes Perfect
When putting together a welcome kit, it’s important to remember that your design creativity does not only live in the rooms that you fashion. Bring that creativity into your welcome kit design as well! I would encourage you to branch out from creating a welcome kit that is not strictly digital, but printed and delivered in a gorgeous, branded folder at your first home consultation with your client.
We work in a sensory industry, and one of our responsibilities is to provide a marketing and design experience that touches all five senses. A digitally downloaded welcome kit cannot touch on that experience like a printed folder of work or even a welcome box presentation can. Better yet, you can even decide which level client receives each type of kit based on how significant the opportunity is and how much you want to wow them. Tailoring your welcome kit from a digital to a printed to a box presentation helps you to do this while never sacrificing the beauty of your design or the importance of the contents inside.
It’s What’s Inside That Counts
When you are putting together your welcome kit, there are a few staples to make sure you include. The purpose of a welcome kit is to warm up a potential client and cement the fact that you are the best choice for this opportunity because you’ve already decided that you want to work with them. So, as you prepare and select your materials, keep in mind that you are trying to impress at the same time as you inform.
You want to include some information about you and your team that sets you apart from the rest. You also include a step-by-step process that is not overwhelming to your client but gives them an idea of what to expect. You should have case studies to show your work and also numbers to give them an idea of what their investment with you will look like. And throughout all of this, you should be weaving in testimonial support and using client-friendly language that is easy to follow and not loaded with design terminology. All of this will help your client plan their investment with you and feel secure in your expertise and guidance.
When you’re ready to take your design practice to the next level, explore your expert coaching and training options with Melissa Galt. To catch the entire podcast episode LISTEN HERE.