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Appreciation post: A coffee shop in Portland showed me a better way to handle client intakes
I was at a place called Proud Mary last month and noticed they give you a small card with your coffee that explains the bean's origin and flavor notes. It made me realize we should send a simple, one-page 'welcome guide' to new clients right after they sign, explaining our process and what to expect. Has anyone else tried something like this to cut down on onboarding questions?
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sean_robinson5mo ago
Totally get that. Did something similar with a one page FAQ sheet. Emailed it right after the contract. Cuts the "what happens next" calls in half. People just want to know the plan. That coffee shop card is a perfect example. Simple info right in their hand. Makes everyone feel more settled.
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joel5365mo ago
Hold up, doesn't that just add another email to ignore? Feels like extra work for everyone.
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janahenderson5mo ago
Yeah but the real win is it changes the whole tone from the start. That first email after signing sets up if they see you as a partner or just another vendor. It's not about the info, it's about showing you've already thought three steps ahead for them. That builds a crazy amount of trust before the real work even begins.
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