Download Client Welcome Packet Template Template Free
Client Welcome Packet Template Template
Published: Apr 01, 2020
Applications Supported: Other, Adobe InDesign
File Size: 160.65 MB
Layered
Description: Client Welcome Packet Template Template
Make an impactful first impression to your potential new clients with this 30-page organized resource!
This welcome packet will help take your services to the next level by:
Creating an organized way to welcome new clients – no more back & forth emails!
Outline your new project to manage expectations & 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 or Adobe InDesign. You can easily change colors, fonts, & 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 & 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)
InDesign templates (INDD & IMDL file formats)
Sizes included in both versions: US letter + A4
This template includes 30 pages in both US letter + A4 sizes. You will have future access to all new updates/pages.
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
Worksheet + checklist page
2 Invoices
2 Client agreement pages
Quick fact page
Quote page
Access credentials page
FAQ page
Important dates + deadlines
Resource Library
Extra services page
Final step page
Also includes a PDF instruction guide to download & edit your template.
HOW IT WORKS:
Once purchased, you will receive immediate access to your welcome packet template.
Simply drag & drop your own content into each template in either Canva or InDesign & you’re set to go! You’ll also have the freedom to change any fonts & colors to match your own.
Export your files to create your new client welcome packet.
WHAT YOU NEED:
Choose between these two programs to edit this template:
Canva – This FREE online software allows you to simply drag & drop your own content into the slide deck. No extra software is needed.
Adobe InDesign – A basic knowledge of how to navigate InDesign is needed if you choose to use this format. All pages are layered & organized for easy use.
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
Before you go, sign up at www.yoursundaystudio.com for a FREE Canva Template.
These designs are copyrighted by Your Sunday Studio.
If you liked this, you’ll love more from Your Sunday Studio
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