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