Why Printing a Welcome Packet is a Smart Investment
In a digital-first world, a printed welcome packet makes the strongest first impression. When Strategic Wealth Designers rethought its client onboarding, their curated welcome packet became a significant driver of professionalism and engagement.
With a custom booklet and brochure bundled neatly in a branded folder, their client welcome kit helps ensure confidence, comfort and freedom in making financial decisions big and small. See why printed materials like this give clients that cha-ching feeling.
Key Takeaways
- A thoughtfully designed welcome packet can turn client onboarding into a confidence-building experience, especially for audiences making high-stakes financial decisions.
- Premium materials and intentional formats ensure the welcome experience feels polished, organized and easy for both clients and internal teams.
- The impact of print marketing goes beyond conversions, reinforcing professionalism and encouraging deeper client engagement over the long term.
Rethinking the New Client Welcome Kit
Before the team at Strategic Wealth Designers landed on a client welcome kit, they had a problem to solve: how to engage and educate clients, while making it easy for their own team to add and remove important documents.
“The previous piece was a cumbersome three-ring binder with info that wasn’t always relevant,” said Graphic Designer Shavanna Pinder. “We wanted a kit that was professional yet very approachable, [not] something cold, boring and convoluted.”
Thus the new and improved client onboarding kit was born.
Branded Folder, Brochure, Saddle Stitch Booklet
A Welcome Packet that Builds Relationships
Partnering with an online printer like Smartpress meant Pinder and team could design a totally customized welcome packet with whatever printed assets they wanted, as long as those assets suited the kit’s intention.
“Our goal was to help foster a sense of excitement and freedom for our clients. It’s not just a welcome to our company but to their new life,” she said. “Ideally the experiential pieces are to spark conversation with spouses, significant others, family and friends.”
The next hurdle? Printing and distributing the kits.
See why print marketing is the key to boosting your business.
“Strategically, our welcome kit focused on reinforcing client confidence, reducing confusion and helping organize their financial affairs.“
Executing the Welcome Experience
Starting with a custom branded folder printed on durable coated paper stock and finished with the velvety-smooth Soft Touch laminate, the welcome folders were the perfect carrier for other print pieces.
“The design is sleek and modern – I couldn’t find another folder that compared,” said Pinder. “It was my top choice for our welcome kit from the moment I saw it.”
Mailed to clients after they sign on with Strategic Wealth Designers, the kit also includes a welcome booklet printed with a classic saddle stitch binding and a brochure that unfolds to a poster with space for writing down memories and moments.
Pinder said, “Strategically, our welcome kit focused on three things: reinforcing client confidence in us after they onboard, reducing any confusion about our process and helping them organize their financial affairs.”
Hint: Have a kit, packet or binder you don’t want to assemble yourself? Smartpress’ kitting and assembly services take care of it all for you. We even hang on to your inventory until you need it. See how it came in handy (and then some) for another one of our clients.
“The quality of [our kit] is a subtle reflection on how we will treat their investments.“
Results Beyond Conversions
Because each client welcome packet is mailed, Pinder and team don’t get to see reactions in person. But its influence is seen and felt in other ways.
“Its impact isn’t measured in conversions. Its value is in reinforcing the relationship, helping clients understand the full breadth of services available to them and encouraging them to be even more active participants in their retirement planning,” she said.
“Our new kit showed a level of care and appreciation for our clients and the quality of it reinforced our professionalism – it’s a subtle reflection on how we will treat their investments,” said Pinder.
The welcome kit has strengthened Strategic Wealth Designers’ belief that onboarding clients with physical, printed marketing collateral is a strategy that works.
“In general, our client demographic has more trust in and prefers print materials. Print slows things down. It gives people space to think, which matters when decisions affect the rest of their lives,” Pinder said. “Since so much is digital, a good print piece actually feels more precious.”
Her advice for successful print marketing? Be intentional.
“Know the goal, know your audience, and keep their needs front and center. Avoid financial language that sounds impressive but lacks clarity. Try different formats and don’t be afraid to make it feel a little more human.”
Hint: Have a lot of finance marketing materials to manage? Our Marketing on Demand Platform™ simplifies everything, from customizing print and distributing it to your locations to managing inventory, ordering and fulfillment.
Print Your Own Welcome Packet (& More) with Smartpress
Strategic Wealth Designers’ welcome kit proved that thoughtful print, paired with the right online printing partner, can deepen relationships from day one.
“There were many things that impressed me about Smartpress but top was the continuous and helpful communication,” said Pinder. “The team was attentive without being pushy, I received notifications every step of the way, and edits to proofs were done quickly.”
For brands looking to create meaningful, confidence-building experiences, print delivers the returns that matter most.
