How to create a client kit on Wix Studio

Introduction

This tutorial provides a step-by-step guide on creating a client kit using Wix Studio. A client kit is essential for customizing the onboarding experience, allowing you to present all relevant materials to your clients effectively. By following these steps, you can streamline your workflow and improve client satisfaction.

Step 1: Access Wix Studio

• Visit the Wix Studio website: Wix Studio.
• Log in to your account or create a new one if necessary.
• Familiarize yourself with the platform's interface to locate the necessary tools for creating a client kit.

Step 2: Create a New Project

• Navigate to the "Projects" section on your dashboard.
• Click on the “Create New Project” button.
• Choose a suitable template or start from scratch based on your client's needs.

Step 3: Add Client-Specific Materials

• In the project editor, look for the “Client Kit” section.
• Click on “Add Material” to upload relevant documents, images, and any other resources.
  • Consider including:
    • Brand guidelines
    • Design assets
    • Project timelines
    • Onboarding documents
• Organize materials into folders for easy navigation.

Step 4: Customize the Onboarding Experience

• Use the customizable features to personalize the client kit.
• Incorporate your branding elements, such as logos and color schemes, to make it visually appealing.
• Add personalized messages or welcome notes to create a warm introduction for your clients.

Step 5: Preview and Adjust

• Utilize the preview feature to see how the client kit will appear to your clients.
• Make adjustments as necessary to ensure everything looks professional and is easy to understand.
• Double-check all links and resources to ensure they are functional.

Step 6: Share the Client Kit

• Once satisfied with the client kit, click on the “Share” button.
• Choose the sharing options, such as sending a direct link or inviting clients via email.
• Ensure that clients have the necessary permissions to view and download the materials.

Conclusion

Creating a client kit in Wix Studio enhances the onboarding experience for your clients by providing them with all essential materials in one place. By following these steps, you can create an organized, customized, and professional resource that will impress your clients and facilitate smoother project management. Consider exploring additional resources and community forums to further refine your skills in using Wix Studio.