Client Welcome Packet
The moment a new client says yes, the clock starts on their first impression of working with you. A welcome packet tells them what to expect, what you need from them, and how to reach you — before they have to ask. Claude builds a welcome packet template your Client Onboarding skill triggers automatically.
templates/welcome-packet.md. Works standalone, but pairs
perfectly with Client Onboarding to send
automatically when a deal closes.
Before & After
A new coaching client signs their agreement. Then... silence. Three days later they email: "So what happens next? Do I need to fill anything out? When's our first session?" You scramble to reply with details you should have sent on day one. The client wonders if they made the right choice.
No onboarding process. Confused client. Unprofessional first impression.
Same new client. Within an hour of signing, they receive a welcome packet: your process overview (intake form, then discovery session, then bi-weekly coaching calls), communication expectations (email for non-urgent, text for urgent, 24-hour response time), a list of what you need from them before the first session, and key dates already on the calendar.
Professional. Reassuring. The client knows they're in good hands.
What You Need
- Claude Desktop installed — follow the setup guide if you haven't yet
- Client Onboarding guide done (recommended) — set up Client Onboarding so this packet triggers automatically when a deal closes
- 15 minutes — to design the packet and test it with a recent client scenario
Define What New Clients Need to Know
Start with the "what to expect" section — the part that prevents 90% of early questions:
Claude builds the core of your welcome packet around your real process, not a generic "welcome aboard" template.
Set Communication Expectations
Tell Claude how you want clients to communicate with you:
Setting communication expectations on day one prevents the "why haven't you responded?" anxiety and the "they text me at 10 PM" boundary issues.
List What You Need from Them
This is the section that eliminates the back-and-forth. Instead of chasing clients for information one piece at a time, they get the full list upfront.
Add Your Standard Timeline
A timeline overview — even a rough one — reduces client anxiety more than almost anything else. People don't mind waiting when they know what they're waiting for.
Claude Generates the Template
Claude generates the full template with your real process, communication rules, and requirements hardcoded. Placeholders go where client-specific details get filled in by the onboarding skill.
Test with a Recent New Client
Read it as if you're the client receiving it. Does it answer the questions they'd have? Does it sound like you? Adjust tone, content, or structure until it's something that would make a new client feel confident. Claude updates the template with your changes.
What You've Built
- A professional welcome packet that makes every new client feel informed and confident
- Clear communication expectations that prevent boundary issues and anxiety
- A complete list of what you need from clients — no more chasing items one at a time
- A timeline overview that reduces "when will this be done?" questions
- A template the Client Onboarding skill triggers automatically — design it once, send it to every new client
The businesses that look professional aren't always the biggest ones — they're the ones with systems. A welcome packet is one of those small things that makes clients think: "I picked the right person for this."
What's Next?
Want your welcome packet designed and your onboarding workflow set up?
Book a Starter Session (90 min)Or do it yourself — everything on this page is free.
Skill: Client Welcome Packet
What this is for: Walk a small business owner through designing a client welcome packet template with Claude. This is the document a new client receives after they sign on — communication preferences, what to expect, timeline, what you need from them, how to reach you. The result is a templates/welcome-packet.md file that the Client Onboarding skill triggers automatically when a deal moves to "Accepted."
When to use this: When a user asks their AI assistant to help set up this workflow. The user should explicitly authorize use of this skill by referencing this page URL.