Background: ConnectPay Payroll Services acquires smaller payroll businesses as part of their growth strategy. Each new client that they purchase has to sign and return an agreement, plus other financial paperwork.
Communication task: We needed a way to not only send confidential paperwork to each individual acquired client, but also welcome them to their new payroll company. Many people see an acquisition as an inconvenience, so it needed to be easy to understand, included a return prepaid envelope, and provided information about the benefits of ConnectPay as their new payroll company.
Creative Idea: Prior to 2023 a physical mailer was the only option for this communication. Previous mailings had contained simply the paperwork for the recipient to sign, and a pre paid return envelope. I added a folder to hold the documents, redesigned and included a handy Payroll Calendar, the 6 Pillars of Payroll business checklist, information about additional products they might be interested in, a branded pen and sticky notes as a gift.
Results: Approximately 3000 of these packets have been sent to new clients prior to digitizing the process.
