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What would you put on an introductory pack for your practice?

Posted by FirstTab PM | on Thu, 02/06/2011 - 01:45  1693  26 comments | report

I am looking for ideas on what to write on an  introductory pack for my practice. Here are some of my thoughts:

  1. Our promises - response and turnaround times.
  2. Your (clients) obligations - pay on time being a key one, meet deadlines, deal with request for information, pay by DD on 1st of each month
  3. Best way to contact - email
  4. FAQ on tax - eg home exps, travel and subsistence,
  5. Deadlines
  6. Information we need from you
  7. Complaints
  8. Day to Day contact - not being me
  9. Use our preferred software -  Xero or VT
  10. We dont do bookkeeping - support and train you to do your own (better way to put this).

I would be grateful for your thoughts/comments.

Thanks

Comments
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Use our software

philhendy | Thu, 02/06/2011 - 09:15
philhendy's picture

Why?

cymraeg_draig | Thu, 02/06/2011 - 10:24
cymraeg_draig's picture

Can they remember discussions?

ShirleyM | Thu, 02/06/2011 - 11:34
ShirleyM's picture

Use your website

philhendy | Thu, 02/06/2011 - 13:09
philhendy's picture

I think that Introduction Packs are a good idea

SteveOH | Thu, 02/06/2011 - 13:11
SteveOH's picture

Most of my clients . . .

davidwinch | Thu, 02/06/2011 - 13:40
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.

cymraeg_draig | Thu, 02/06/2011 - 14:39
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Some ideas

Bob Harper | Thu, 02/06/2011 - 22:31
Bob Harper's picture

.

cymraeg_draig | Thu, 02/06/2011 - 23:21
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Depends

Bob Harper | Fri, 03/06/2011 - 08:57
Bob Harper's picture

Varied response

FirstTab | Fri, 03/06/2011 - 23:22
FirstTab's picture

.

cymraeg_draig | Fri, 03/06/2011 - 23:29
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What point

Bob Harper | Sat, 04/06/2011 - 09:32
Bob Harper's picture

Bob

cymraeg_draig | Sat, 04/06/2011 - 09:59
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Some clients appreciate them

ShirleyM | Sat, 04/06/2011 - 11:53
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Ignorant or well educated

Bob Harper | Sat, 04/06/2011 - 13:47
Bob Harper's picture

.

cymraeg_draig | Sat, 04/06/2011 - 14:03
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No guessing needed

Bob Harper | Sat, 04/06/2011 - 16:43
Bob Harper's picture

.

cymraeg_draig | Sat, 04/06/2011 - 17:50
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Thanks

Bob Harper | Sat, 04/06/2011 - 18:43
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.

cymraeg_draig | Sat, 04/06/2011 - 23:46
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Go for it

Bob Harper | Sun, 05/06/2011 - 10:55
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Hardly professional is it?

cymraeg_draig | Sun, 05/06/2011 - 11:42
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Size doesn't matter

Bob Harper | Sun, 05/06/2011 - 12:22
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.

cymraeg_draig | Sun, 05/06/2011 - 14:21
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What is wrong?

Bob Harper | Sun, 05/06/2011 - 15:12
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