5 Resources to include in your small business' client goodbye packet

Disclaimer: As an affiliate partner, we might profit from your purchases from third-party websites, however, we do not charge you extra in the process. Read my Disclaimer Policy here.

You might think you are done when you submit a final project file to your client, but adding a few extra aspects to your client goodbye packet will help leave a lasting impression with your customers.

I was in the same boat. I would send a thank you note within an email with the final product and think my transaction was complete.

And then I started to notice how much thought some of my peers were treating me after I worked with them. It was like they were bending over backward just to make me happy about interacting with them.

I wanted to leave my clients in a similar fashion. I wanted them to enjoy working with me and continue to shout their praises to anyone who would listen.

It was important to me to leave a lasting impression. Not only was my work important to me, but I wanted them to remember me adding a personal investment into their small business by working with them.

After I started researching ways to improve my services to my customers, I started seeing more being left with packets of information after their interactions with other small businesses. I started taking notes about what I could include in my own client goodbye packet.

Here are five must-haves to include in your own client goodbye packet to make a lasting impression on your customers.

Write a Thank You Note

I firmly believe small businesses should support other small businesses. When one shows you their support by investing in your services, you should be courteous enough to say thank you in return. 

Write a custom thank you note to your clients once you finish your project. Your client goodbye packet is already custom-made with individualized account information and designs for your client; you should also put a personal note expressing your relationship with your client.

To add another personal touch, use branded notecards or letterhead for each of your goodbye packets.

Project Deliverables

You’ve worked hard on your projects for your client. Now it’s time to hand over the reins. 

Send over all of the agreed-upon work, whether that be in the form of account information, like usernames and passwords, or project deliverables, like logos or branding packets. You might include how-to or educational materials in your client goodbye packet if there is a learning curve to the projects you are working within.

If you are going to continue working with a client, provide all information after the initial set-up or after a predetermined amount of time. 

Client Resources

There are so many things that go into creative projects. If you are working on a lengthy project or a service that might blend into various media platforms, it’s essential to keep any resources that a client might need for their goodbye packet.

If you have a customer use worksheets or forms, keep track and bundle them together when you give a client their goodbye packet. Not only will it remind the client what they were thinking to get to the finish line, but if they need to adjust their results of your project later, they know where to go from their initial starting point.

You might not have a bunch of resources to return when you finish a project or service with a customer, but you’ll want to retrace your steps to provide the client with as much information as possible.  

Ask for a Testimonial

Testimonials are a dependable source for many clients. They won’t always refer to only the ones you highlight on your website, but small businesses thrive on referrals. 

Asking for a testimonial in a client goodbye packet is a multi-pronged tool that can help your small business. Not only is it a great way to show your small business’ good qualities, but testimonials are also a great way to improve your products, services, and marketing.

Make sure to keep your testimonials legal, however. When given a testimonial, disclose any exchanges of goods. If a customer were sent a gift, like a gift card, or a discount before the service took place, make sure to disclose those terms in the testimonial.

Small Business Additional Services

Depending on what package or project your client is working on with you, they can always improve their marketing with another branded project. Working with the same creative can help maintain their brand voice and ease turnaround time by using someone who already knows their company.

By offering additional services, you aren’t being pushy about providing other services. These offers only allow the client to see how they can expand on your expertise. Your client sees it as using a trusted source for outsourcing their materials.

Your small business’ services should be included in your client goodbye packet, so your client has the option to stay with you when they need other projects worked on.

Related Content: 7 Items to include in your client onboarding packet to explain your creative process

It’s important to have a process as you wind down a project, from asking for a payment to sending the final product to your client.

No matter what that process is for your small business, find a way to make a good lasting impression. If you don’t do all of these tips for your client goodbye packet, you can still add a personal touch to your process.

Join my e-newsletter for more tips on how to improve your small business relations with your customers.