Branding

Brand Building | Designing a Well Rounded Welcome Packet

  1. Ashlie Muller

    July 14th, 2015 at 9:04 pm

    This is so very helpful! I’ve been wanting to put something like this together; this will help for sure! Thanks for the inspiration!

  2. Megan Martin

    July 15th, 2015 at 2:44 pm

    Welcome girl! 🙂

  3. Kristen

    July 15th, 2015 at 8:14 pm

    LOVE this!!! I’ve been looking for an envelope/clipboard/box combo thats cute, neat and cost effective – will be ordering these right away. Thank you for the inspiration! In my welcome packet, I also add a pen that has my logo on top. 🙂

  4. sheri

    August 13th, 2015 at 1:29 am

    I’d love to buy your forms! where did you get them?!?! This is awesome!

  5. Megan Martin

    January 5th, 2016 at 3:05 am

    I will write another post with more detailed info for you!!! 🙂

  6. Moriah T.

    January 11th, 2017 at 5:45 pm

    I’m looking forward to that post! I’m looking to create a welcome packet for our company being a sponsor, and you provided so much information. I can’t wait to get started!

  7. Lea

    August 20th, 2015 at 4:13 pm

    Love these! Wondering how you mailed these out? Did you place them in a box or a large bubble envelope? I’m currently putting something together for branding clients and trying to figure out the most cost effective way to mail them without them getting damaged in the mail!

  8. Megan Martin

    January 5th, 2016 at 3:05 am

    I use a USPS Flat Rate Envelope!

  9. What should you send to your email subscribers? | Evan Gracie Creative

    August 20th, 2015 at 9:22 pm

    […] scenes content don’t always have to be something that has to do with a big launch. It can be your creative process for client-intake, or how you consistently come up with quality content for your tribe! When you share this type of […]

  10. Meghan

    October 23rd, 2015 at 3:58 am

    Love these welcome package ideas! I’d love to hear more about how you use basecamp! We’ve used another planning site but with or rebrand we have been looking at other options, basecamp being one of them. Would love to hear about your experience!

  11. Megan Martin

    January 5th, 2016 at 3:03 am

    I will write another post on Basecamp and show you!! 🙂

  12. ALLISON LEWIS

    June 23rd, 2016 at 8:07 pm

    Would you suggest basecamp for someone who is just starting out?

  13. Megan Martin

    July 15th, 2016 at 5:10 pm

    Yes absolutely! It is first and foremost a project management tool so it is great to keep yourself on track!

  14. Lindsay

    November 3rd, 2015 at 4:33 am

    I LOVE this! I just found it on Pinterest and can’t wait to put one of these together for my clients!

  15. Megan Martin

    January 5th, 2016 at 3:00 am

    Yay!!! Can’t wait to see!

  16. What should you send to your email subscribers? | Type & Pixel

    January 7th, 2016 at 7:15 pm

    […] scenes content don’t always have to be something that has to do with a big launch. It can be your creative process for client-intake, or how you consistently come up with quality content for your tribe! When you share this type of […]

  17. Sabrina

    January 11th, 2016 at 12:16 am

    I love these ideas! There are SO many ideas out there on pinterest, but I love that this really walks you through some ideas and must-haves! Your welcome packet looks so fun!

  18. Sarah Buckle

    February 6th, 2016 at 11:17 am

    Great blog post. literally sitting on my couch with notepad on a Saturday night brainstorming some ideas for a virtual welcome packet for clients of my recently launched Brand Styling biz!. You know what I’d love to ask you, you clever lady? How do you end your project with your valued clients? What do you include in your pack for finished client projects… besides a nasty old invoice or receipt??? Many thanks! Sarah Buckle , http://www.BoutikiDesign.com

  19. Megan Martin

    February 6th, 2016 at 3:09 pm

    Hi Sarah!

    Thank you so much for your sweet words! I plan to do a client gift post real soon so be on the look out! XO

  20. Mckenzie Hettman

    March 16th, 2016 at 3:18 am

    Totally making something like this for my personal training biz!

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    April 2nd, 2016 at 11:14 am

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  22. Rebecca

    April 15th, 2016 at 2:43 pm

    OMG! I have been searching for weeks now to try to find these type of envelopes to hold our welcome kit in without paying so much for the ones at Design Aglow (I LOVE their stuff but when you are just starting a business every penny saved is so needed!) and these are perfect! Cyber hug!!! ((((((( ))))))) Love your welcome kit it’s gorgeous! 🙂 Thank you for sharing!

  23. How To Welcome New Clients With a Welcome Packet - Jen Smith Social Media

    April 18th, 2016 at 11:41 am

    […] put in place for my new strategy intensive & social media mastery clients, having been prompted by this awesome post from Megan Martin about her welcome packet for wedding clients, and also a fantastic idea that my […]

  24. Jen

    April 18th, 2016 at 1:35 pm

    Thanks so much for the inspiration Megan! I used this idea as a spring board for my own welcome packet and a blog post for my readers about why they should consider one and how to create it. I’ve included your post & packet for them to see, plus some cool packets from my clients and other businesses: http://jensmithsocialmedia.co.uk/welcome-new-clients-welcome-packet/ Jen x

  25. Customized Marketing

    April 24th, 2016 at 8:35 pm

    Thank you for this article. Gave me some ideas, and the graphics are beautiful!

  26. How I got started with business systems - Maggie Giele

    September 13th, 2016 at 3:28 pm

    […] I created a digital Welcome Packet where I put everything I needed to know and everything the client needed to know before we started working together. Check out Megan Martin’s tutorial on creating a gorgeous physical Welcome Packet. […]

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    September 14th, 2016 at 4:07 pm

    […] I created a digital Welcome Packet where I put everything I needed to know and everything the client needed to know before we started working together. Check out Megan Martin’s tutorial on creating a gorgeous physical Welcome Packet. […]

  28. Brand Building | Designing a Well Rounded Welcome Packet – Megan Martin Creative | Jacksonville, Florida Wedding Planner | Wedding Coordinator | Graphic Designer | Lifestyle Blogger | Website Tips and Tutorials

    December 29th, 2016 at 3:07 am

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  29. 5 Reasons to Start Creating Unique Content for Your Small Business Blog - Megan Martin Creative | Creative Studio . Lifestyle Blogger

    February 7th, 2017 at 4:00 pm

    […] One of those posts that continues to pop up left and right was the how to breakdown of my client Welcome Packet back when I was planning weddings. Just the feature image of that post alone has been pinned on […]

  30. 9 Free Ways to Use Email Marketing for Unique Service Businesses - Megan Martin Creative | Creative Studio . Lifestyle Blogger

    May 31st, 2017 at 12:38 pm

    […] list and segment them for a special client welcome email series! You can use the same concept as a welcome packet but do it digitally through emails. Send them a special thank you email, your Office Policies in […]

  31. Megan Martin Creative | Creative Studio . Lifestyle BloggerWhat do you do? - Megan Martin Creative | Creative Studio . Lifestyle Blogger

    August 2nd, 2017 at 3:20 am

    […] wrote a blog post on my Wedding Planner Welcome Packet. More on this […]

  32. Kate Valasis

    October 2nd, 2017 at 4:38 pm

    This is super lovely! thanks for the post, has given me inspiration 🙂 x

  33. Cassie

    October 11th, 2017 at 11:50 pm

    I just found your blog on Pinterest and have to say – you have a wonderful, BEAUTIFIL, inspiring blog and website! New (and excited) follower here!

  34. Megan Martin

    October 13th, 2017 at 12:17 pm

    yay! glad to have you, Cassie!

  35. Omaira

    January 11th, 2018 at 3:22 pm

    This is just amazing! I was looking for a design like this!
    Quick question, what is the best time to send this out to the client? Would you do it after the initial meeting to discuss the specifics and signing of the contracts?

  36. Megan Martin

    January 11th, 2018 at 6:53 pm

    You’re welcome! I would send it after your client officially books! 🙂

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GET TO ACTION WITH OUR MOST popular BLOG posts

A well rounded Welcome Packet will kick off your service in style & set appropriate client expectations & boundaries. Here's access to my top tips to get you started!

set me up for success

Does blogging leave you frustrated and confused about what to write? Learn my go to tips to generate tons of topic ideas & create an editorial calendar!

i need a blogging plan

You don't have to be a pro-photographer to master a beautifully branded Instagram feed. Learn how I shoot and edit images with only my phone!

show me your pretty photo secrets

ON THE BLOG

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