A document provided to individuals or organizations upon commencement of a business relationship, delivered in a portable document format, serves to introduce the company, its services, and relevant processes. This often includes welcome letters, service agreements, contact information, frequently asked questions, and onboarding instructions. As an example, a consulting firm might provide one containing information about project timelines, communication protocols, and key personnel.
The provision of such a document streamlines the initial stages of a client relationship, ensuring clarity and managing expectations from the outset. It contributes to a positive first impression, fosters trust, and reduces the likelihood of misunderstandings. Historically, these packets were physical documents, but the shift toward digital distribution allows for cost-effectiveness, ease of access, and environmental responsibility.