New Client Guide (Handbook)

Description

Through trial and error I’ve detailed guidelines for my clients so they understand my policies and procedures and yes, even boundaries. I include this document in my new client welcome kit. In my opinion this document covers all the bases. Customize as desired without ‘scrambling’ for what to include in your client guide. Additional items I recommend for purchase to complete your new client welcome kit: Agreement for Services New Client Procedure Checklist Client Welcome Letter Client Feedback Form