Use Google Docs' AI to Write Your Client Welcome Packet

What This Does

Google Docs' built-in AI can draft a complete new client welcome packet — welcome letter, what to expect, gym policies, session guidelines, and your contact information — in under 5 minutes, giving new clients a professional first impression of your business.

Before You Start

• You have a free Google account (gmail.com)
• Google Docs open at docs.google.com
• Your key business details: niche, services, pricing policy, cancellation policy, contact info

Steps

1. Open a new Google Doc

Go to docs.google.com → click Blank document (or the + button).

2. Click "Help me write"

At the top of the blank document, you'll see a faint "Help me write" button with a sparkle icon. Click it. A prompt box will appear.

3. Describe your welcome packet

In the prompt box, type a description of your business and what you need. Be specific:

Write a new client welcome packet for my personal training business. My details:
- Niche: [e.g., women 40+ who want to build strength]
- Services: [e.g., 1:1 in-person sessions, 60 minutes each]
- Location: [gym name or "in-home/online"]
- Cancellation policy: [e.g., 24 hours notice required]
- Payment: [monthly in advance / pay per session]
- My name: [your name]
- Contact: [phone/email]

Include these sections: Welcome letter, What to expect in your first session, What to bring, Our policies (cancellation, payment, late arrivals), and My contact information. Tone: warm, professional, welcoming.

4. Review and personalize

Click Create. Google Docs will generate the full welcome packet. Read through and:

• Add your actual business name and logo at the top
• Adjust any policy details that don't match yours exactly
• Add a personal touch — a sentence about your philosophy or what you love about training clients

5. Format and save for sharing

Add your logo or business name at the top. Save it as a PDF (File → Download → PDF document) to send to new clients via email or share via Google Drive link.

Real Example

Scenario: You just signed your 10th client and realized your "welcome packet" is a single text message. You have 20 minutes before your next session.

What you type: Your business details using the template above.

What you get: A 2-page professional welcome packet with all sections — ready to download as a PDF and send to every new client going forward.

Tips

• Update your welcome packet once a year or whenever your policies change — keeping a live Google Doc makes this easy
• Ask a few trusted clients to read through it and tell you if anything is confusing — their feedback is more valuable than a perfect first draft
• Include a brief "About Me" section — clients who know your story stay longer than clients who only know your services

Tool interfaces change — if a button has moved, look for similar AI/magic/smart options in the same menu area.