Download Client Welcome Packet Template Template Free
Client Welcome Packet Template Template
Published: Aug 10, 2020
Applications Supported: Other
File Size: 5.63 MB
Description: Client Welcome Packet Template Template
Welcome your new clients seamlessly with this editable Client Welcome Packet Template. You can edit & customize each page in Canva (a free easy-to-use design program). There are 21 printable pages.
What happens after your client expresses interest in working with you? Do you have a streamlined process?
Do you send dozens of emails to your client trying to figure out scheduling, expectations, timelines, payments, & questions? With this customizable Welcome Packet for your new clients, you can finally set CLEAR expectations & give them EVERYTHING they need from the start. This package is great for virtual assistants, social media managers, coaches, or any other service-based businesses.
Your clients will feel empowered & ensured that they made the right decision in hiring you.
WHAT DO YOU GET
21 pages – Letter Size Canva Template – 8.5” X 11”
Instant Access to Templates so you can get to work immediately
Different page variations you can choose from (e.g. 2 cover pages, 3 call to action pages, etc.)
Download Guide with Instructions & FAQ’s
Canva Video Tutorial – Learn how to use Canva & customize your templates
Client Onboarding Tool Kit – 20+ page step-by-step guide
Free Stock Photo Collection to use for your business
21 PAGES INCLUDED
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
3 Next Steps/CTA Pages
You can mix & match the pages however you would like by rearranging, duplicating, or deleting them. Add your own graphics, pictures, fonts, & more.
HOW IT WORKS
You will need a free Canva account to be able to see & edit this template. You can sign up at canva.com
After you order, you will receive immediate access to a PDF document with the link to download your files.
By clicking the link you will be redirected to the template in Canva. 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.
IMPORTANT: 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. You can use free stock photo sites such as Unsplash.com or Canva directly & then easily drag & drop your own photos into the frames in the template.
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.
The colors shown on your screen may vary slightly from the actual printed file.
If you have any questions at all, please feel free to message me!
Please note that these templates are for personal use for you & your own business only. You may not redistribute them or sell them as templates. They are copyrighted © Julia On Purpose.
KEEP SHOPPING ⬇️ ⬇️
Check out my other client experience templates:
✨✨ SERVICES & PRICING GUIDE – https://creativemarket.com/juliaonpurpose/5282564-Services-and-Pricing-Guide-Template
✨✨ COACHING CLIENT WELCOME PACKET – https://creativemarket.com/juliaonpurpose/5282539-Coaching-Package-Pricing-Template
✨✨ CLIENT EXIT PACKET – https://creativemarket.com/juliaonpurpose/5337212-Client-Goodbye-Exit-Packet-Template
LET’S CONNECT
Check out my website for online business & marketing tips here: www.juliaonpurpose.com
Resource Library & Freebies: www.juliaonpurpose.com/resource-library
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