Citigold private client
WELCOME KIT

THE ASK

Create a set of materials that welcome new clients to this higher level of wealth management. This kit must include a welcome letter, a benefits guide, a slot for the debit card envelopes, and a space for a small token of appreciation, a leather iPad sleeve.

THE PRESENTATION BOX

The client receives this welcome kit either in person or in the mail. The outside has been varnished with soft touch, except the area that is in gold foil. It is embossed with the line, “Welcome to Citigold Private Client.” A magnetic flap keeps the box shut.

Once opened, a pearlescent varnish coats the interior. The pocket holds up to five envelopes with debit cards. Finally, the double well contains the welcome letter, benefits guide, and a piece of vellum that protects the leather iPad sleeve.