Download Client Onboarding Bundle | CANVA Template Free
Client Onboarding Bundle | CANVA Template
Published: Feb 02, 2021
Applications Supported: Other
File Size: 145.01 KB
Vector
Layered
Description: Client Onboarding Bundle | CANVA Template
Services & Pricing Guide, Client Welcome Guide & Client Goodbye Packet template bundle for service-based business owners to help you save time, attract new clients & streamline your client onboarding & offboarding experience.
SAVE 30% OFF COMMERCIAL LICENCE WITH THIS BUNDLE. Templates cost $135 for Commercial Licence when sold separately – you save $40!
STREAMLINE YOUR CLIENT EXPERIENCE:
✅ attract new clients with a professional Services & Pricing Guide
✅ welcome new clients & introduce them to your process with a stylish Welcome Guide
✅ find out more about your client’s needs with a welcome survey
✅ handover & recap your project with a Goodbye Packet
✅ ask for client feedback & testimonials with a feedback questionnaire
✅ cross-sell other services & stay in touch easily
✅ BONUS! includes Invoice & Clients Contract templates
Designed with CANVA users in mind, this Canva template will help you save time & create a pixel-perfect, professional-looking business guides & surveys in no time. Use the intuitive drag-and-drop interface to add text & images or change fonts & colours. Choose from multiple page variations, duplicate & rearrange pages to create endless layouts.
SERVICES & PRICING GUIDE (55 PAGES)
3 guide cover variations
2 table of contents pages
8 welcome & meet the team pages
4 guide section cover variations
6 portfolio pages
6 case study & testimonial pages
10 price list & signature package pages
7 project process & timeline pages
4 client homework & Q&A pages
2 terms & conditions & contact pages
3 final call to action pages
WELOME GUIDE (50 PAGES)
3 cover page variations
1 table of contents page
4 section cover variations
8 welcome, meet the team & guide pages
6 “what to expect” & resource pages
10 project details & deliverables pages
9 client homework & survey pages
3 FAQ pages & “what’s next” pages
1 payment options page
4 terms & client contract pages
1 client invoice
GOODBYE PACKET (40 PAGES)
3 cover page variations
4 thank you & gift pages
6 project or service recap pages
2 “download your assets” pages
6 useful resources pages
2 FAQ pages
8 feedback request & questionnaire pages
2 additional services pages
2 referral program pages
1 call to action page
4 invoice page & client contract pages
NOT INCLUDED: stock photos & magazine presentation mockups are NOT included with your purchase
TEMPLATES IN THIS BUNDLE:
SERVICES & PRICING GUIDE: https://bit.ly/39yj5mM
CLIENT WELCOME GUIDE: https://bit.ly/35TiISR
CLIENT GOODBYE PACKET: https://bit.ly/2MpsZiG
YOU MAY ALSO LIKE:
INSTAGRAM POSTS & STORIES: https://bit.ly/3fd9fuR
INSTAGRAM CAROUSELS: https://bit.ly/3fbR4pB
EBOOK TEMPLATE: https://bit.ly/3slOXE8
FEATURES:
edit online for FREE at www.canva.com
can be used to create digital or printed guidebooks
quick & easy to edit
fully customisable text, fonts & colours
free fonts used for personal & commercial use
download instructions + getting started notes PDF
WHEN YOU PURCHASE:
you will receive a PDF document with shared links to Canva templates
create a FREE www.canva.com account (this template will also work in Canva PRO)
use the links provided in the PDF document to access the templates on your computer
edit your template & export as a PDF document (for print or digital use)
use over & over again
These designs are copyrighted to Studio Loire.
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