Weekend Power Deposit: Build Your New Customer Starter Packet
This weekend, gather this week’s pieces into one simple starter packet.
Do not let the word “packet” scare you.
This can be a document.
A saved email.
A checklist.
A Google Doc.
A printed sheet.
A template in your notes app.
The format does not matter as much as the function.
Your starter packet should help a new customer know what happens before the work begins.
Use this structure:
New Customer Starter Packet
Welcome / Thanks for Booking
A short friendly message.
What Happens Next
Explain the next step.
What I Need From You
List the details the customer should send.
How to Prepare
Mention anything they should do before the visit, call, project, or service.
Important Notes
Include payment, access, cancellation, timing, or communication expectations.
Reminder
Let them know you will confirm before the appointment, if that is part of your process.
Here is a sample:
New Customer Starter Packet
Thanks for booking.
I’m looking forward to helping with [service/project]. Before we begin, I’ll gather a few details so everything is clear and organized.
What happens next:
Please send the details listed below. Once I review them, I’ll confirm anything else needed before the appointment.
What I need from you:
- Best phone number
- Service address or project link
- Any special instructions
- Timing concerns
- Access details, if needed
How to prepare:
Please send any important notes before the appointment so I can arrive or begin prepared.
Important note:
If anything changes, reply as soon as possible so we can adjust the schedule if needed.
Reminder:
I’ll send a quick reminder before the scheduled appointment.
That is enough.
You can make it prettier later.
Right now, the goal is usable.
A starter packet gives you a calm beginning.
It helps customers feel guided.
It helps you feel prepared.
And it prevents the first job from turning into a scavenger hunt.
Weekend Power Deposit:
Create a simple new customer starter packet or onboarding checklist using the pieces from this week.
Prompt:
Can a new customer understand what happens next, what I need from them, and how to prepare?
