Client Welcome Packet Template

Get ready to book more clients! Finally, create a streamlined client onboarding process with this **20-page Client Welcome Packet for Canva.**

*This welcome packet will help take your services to the next level by:*
- Creating an organized way to welcome new clients - no more back and forth emails!
- Outline your new project to manage expectations and make sure everyone is on the same page.
- Create proper boundaries so both parties can collaborate with ease.
- Provide your new client with homework to create collaboration.
- Wow your clients at the 1st step so they become your raving fans - Yay for future referrals!

This welcome packet is specifically designed for coaches, designers, photographers, virtual assistants or any other service based businesses.

These templates can be edited with a **free Canva account**. You can easily change colors, fonts, and photos to fit your own visual brand.

Arrange the pages how you want by simply duplicating the pages you need, deleting the ones you don't so you can create an organized resource that fits your exact needs.

Plus, save time and money with these Canva template pages. They are created with intention by a designer so you don't have to hire one.

**Format**
- Canva templates (with instructional PDF to access your templates)
- Sizes included: US letter + A4

This template includes **20 pages in both US letter + A4 sizes**. You will have future access to all new updates/pages.

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**This template includes:**
- 3 Cover pages
- Table of contents
- Meet the team
- Contact page
- Welcome/1st steps
- Project guideline page
- Client expectation page
- Work process page
- Project timeline
- Project phases
- New client questionnaire
- New client checklist
- Quick fact page
- Access credentials page
- FAQ page
- Important dates + deadlines
- Resource Library
- Extra services page

Also includes a PDF instruction guide to download and edit your template.

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**How it works:** After your purchase, you will receive a PDF instructional guide file that will give you access to your Canva templates via a direct link so can start creating right away.

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**Need any help or have questions?** I'm always happy to help! If you have any questions regarding this template, please send me an email at [email protected] or send me a message.

Please note: The sale of this template is not affiliated with Canva in any official way.

Design should never hold you back from running the business of your dreams. Use these templates to WOW your new clients from the very start! xo