We can all agree on the many great features that JigsawBox offers. One of the best features and a personal favorite of mine is the welcome letter. Why? Because this is the first true impression that your clients get from you about who you are and what your coaching program is going to include. Using your welcome letter effectively enables your clients (paid or trial) to connect with you, get a feel for your personality, and get an accurate depiction of what your program is going to offer them. This is your time, as a coach, to shine!

We get questions on the support desk and sometimes via social media on how to use the welcome letter effectively. So for all of you out there in the beginning stages of setting it all up (or even those of you advanced JigsawBoxers that want to customize your JigsawBox a bit more) here is the how and why of what you need to do to make this happen:

Why should I use the Welcome Letter?

The welcome letter can be customized to be a true reflection of you and your coaching program. Using this feature means you are able to show your clients a bit of your personality and a preview of what to expect in the coming days, weeks, and months as they go through their studies with you. You can use this feature to give the introductory information that you might have otherwise had to send out manually.

With the welcome letter, you simply set it up and off you go. Here are some great suggestions for what to include in your welcome letter:

• Program overview
• Inspirational quotes
• Contact Information
• Call schedules
• Even a personal picture

How do I use the Welcome Letter?

This couldn’t be simpler.

• Log into your JigsawBox account.
• Click on your “My Packages” tab.
• Select the package for which you want to customize and select “Edit”.
• Make sure “Use Custom Welcome E-Mail” is checked.
• Then – start editing the text! Add pictures! It’s up to YOU.

And remember, don’t worry about the username and password – you don’t have to add this. JigsawBox does it for you automatically within the mail.

Now you have the tools and know how to get that welcome letter going effectively!