Download Client Onboarding Template Bundle Template Free

Download Client Onboarding Template Bundle Template Free

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Client Onboarding Template Bundle Template
Published: Dec 11, 2020
Applications Supported: Other
File Size: 5.36 MB

Description: Client Onboarding Template Bundle Template
Client Onboarding Canva Template Bundle including Services & Pricing Guide Template, Client Welcome Packet Template & Client Offboarding Template!

Easily editable & customizable with the free design tool Canva!

Your intake & onboarding processes can make or break your business. Having a clear step-by-step client process not only looks professional but also gets clients excited to start working with you. Perfect for Virtual Assistants, Social Media Managers, Photographers, or any Service Provider!

This Template Bundle includes 3 separate template packets with a total of more than 60 pages to onboard & offboard your clients professionally & effectively.

WHAT DO YOU GET

Instant Access to Templates so you can get to work immediately

⬇️ 1. SERVICE & PRICING GUIDE ⬇️

25 pages – Letter Size Canva Template – 8.5” X 11”

3 Cover Page, Welcome page, About Me, Meet the Team, 2 Package Options, 2 Add on services, 2 Signature Service Pages, 2 How it Works Pages, 2 Testimonial Pages, 2 Case Study Pages, 3 Portfolio Pages, Quote, 3 Call to Action/Next Steps Pages

⬇️ 2. CLIENT WELCOME PACKET ⬇️

21 pages – Letter Size Canva Template – 8.5” X 11”

2 Cover Pages, 3 Welcome Pages, Meet the Team, What to expect, Package Details, Project Details & Goals, Your Process, Invoice, Business Guidelines, Project Timeline, Kickoff Checklist, FAQ, Next Steps/CTA Pages

⬇️ 3. CLIENT EXIT PACKET ⬇️

20 pages – Letter Size Canva Template – 8.5” X 11”

3 Cover Pages, 2 Thank You/Intro Pages, Client Gift, Achievement Recap, To-Do Checklist, Client Files & Downloads, 3 Resource Pages, Testimonial Request, Feedback Request, 2 Referral Program Pages, 2 Additional Services Pages, 3 Promotion/CTA Pages

— You can mix & match all pages however you would like by rearranging, duplicating, or deleting them. Add your own graphics, pictures, fonts, & more.

BONUSES

Client Onboarding Tool Kit – 20-page step-by-step guide with prompts, tools, & resources to navigate your Onboarding Process

Download Guide with Instructions & FAQ’s

Canva Video Tutorial – Learn how to use Canva & customize your templates

Curated Female Boss Stock Photo Collection to use for your business

Brand Color Combinations Cheat Sheet with 12 trending done-for-you brand color palettes

CLIENT ONBOARDING BUNDLE

PLEASE NOTE: This is a BUNDLE of 3 individual listings. You can find the individual listings here:

SERVICES & PRICING GUIDE https://creativemarket.com/juliaonpurpose/5282564-Services-and-Pricing-Guide-Template

CLIENT WELCOME PACKET https://creativemarket.com/juliaonpurpose/5282632-Client-Welcome-Packet-Template

CLIENT EXIT PACKET https://creativemarket.com/juliaonpurpose/5337212-Client-Goodbye-Exit-Packet-Template

HOW IT WORKS

You will need a free Canva account to be able to download & edit this template. You can sign up at canva.com.

After you order, you will receive immediate access to a PDF Download Guide with the link & instructions to download your files.

Start editing & customizing your template. You can edit anything you would like including images, elements, fonts, & colors.


Edit & reuse your template as many times as you’d like.

PHOTOS: The photos you see in the product images are for illustration purposes only & not included in the template. You must add your own photos. Your purchase includes a link to a free stock photo collection you can download & use however you would like.

IMPORTANT

Due to the instant nature of this transaction, I cannot offer refunds or exchanges. If you have any problems with the download or file, please contact me & I’ll do anything I can to help you.

This purchase is a digital INSTANT DOWNLOAD, no physical copy will be shipped.

If you have any questions at all, please feel free to message me!

The templates are for personal use for you & your own business only. You may not redistribute them or resell them as editable templates. They are copyrighted © Julia On Purpose.

LET’S CONNECT

Check out my website for online business & marketing tips: www.juliaonpurpose.com
Resource Library & Freebies: www.juliaonpurpose.com/resource-library
Instagram: www.instagram.com/julia.onpurpose
Pinterest: www.pinterest.com/JuliaOnPurpose

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