Are you tired of wasting time on consultations that lead nowhere or with clients who aren't the right fit? I've been there. Fortunately, I found a simple solution. Most potential clients don't read your entire website. They reach out to you without knowing much about your business and how you work. So why not make it easier for them? Instead of wasting time on unsuitable clients, I highly suggest sending them a New Client Welcome Packet. Your potential clients receive an eye catching, comprehensive welcome packet that outlines exactly how you work, what your planning fee includes, and the range of services you offer.

This package streamlines the process of working ONLY with your ideal clients. By providing this information upfront, clients can quickly determine if you are the right fit for them. This saves them time and effort while also ensuring that they understand the value of working with you. Moreover, the welcome packet includes a link for scheduling a consultation, allowing interested clients to take the next step easily! This has helped my business personally, as well as countless others weed out tire kickers so they can now focus on providing the best service to their ideal clients!

Depending on the package you choose, your customized New Client Welcome Packet can include the following:
1. About Me Page- includes a brief section introducing who you are and what makes you...you.
2. Planning Process Page- outlines the steps they will take when working with you on a trip.
3. Value Proposition Page- outlines the value you provide to each and every client.
4. Amenities' Page- if you are able to provide any additional amenities, it'll be outlined on this page. This is great for agents affiliated with consortium's that provide added benefits. i.e.- Virtuoso advisors.
5. Planning Fee Page- this page outlines your planning fee structure and what added value they receive from paying your fee.
6. Communications Page- this explains your preferred communication method, how they can get ahold of you, your working hours. etc.
7. FAQ's Page- this page outlines some of your most common questions you get from clients, and provides a thorough answer.
8.Reviews Page- if you have reviews you'd like to showcase, this page will build client trust and credibility.
9. Call to Action Page- this page will provide a link to where they can schedule a consultation with you.
10. All Packets are created based on your brand standards. If you have a brand guide, I will tailor your packet to your personal brand: your font's, colors and style will be matched to your current website along with any images.