6 PAGE CLIENT WELCOME PACKET

This welcome packet Canva template is such a time saver when onboarding new clients I and also use it in my own business. It’s simple, to the point, and won’t overwhelm your new clients when getting started with your services.

Being clear with expectations, timelines, and business goals is so important to show new clients you are organized and professional. It also helps create a seamless customer experience right the start.

This client welcome packet template is perfect for Health Coaches, Nutritionists, Virtual Assistants, Freelancers, Marketers and other service providers who provide service based solutions to clients.

This template includes 6 professionally designed pages that will help you set expectations in regards to your process and timelines, first steps in working with you, deliverables, and a personalized thank you letter to show them how grateful you are for their business.

Size: Legal (8.268″ x 11.693″)

WHAT PAGES ARE INCLUDED?

6 Page editable Client Welcome Packet Template includes:

✩ Cover Page
✩ Welcome Page
✩ First Steps
✩ Deliverables
✩ Process and Timeline
✩ Contact

HOW TO EDIT YOUR WELCOME PACKET TEMPLATE

Edit the templates using Canva with our quick video tutorial provided in the PDF that you receive after your purchase. Simply replace the images, colors, fonts, mix and match to fit your brand style.

HOW DOES IT WORK?

• This welcome guide is designed in Canva which is a free online design tool that makes beautiful design available for everyone!

• Upon your purchase you will receive and download a PDF instructions document with a link to the templates in Canva.

• You will need to have a Canva account (free version is ok!) to be able to edit them.

• Edit the templates using your laptop or desktop computer rather than the app.

• Video tutorial is provided in the PDF instructions to walk you through opening and editing templates.

• Photos are available in Canva

QUESTIONS?

While I don’t provide refunds due to the digital nature of these products, please contact me with any problems. I will be happy to work with you to fix any issues.

– You may not share these templates in their editable version with anyone else.

– It is prohibited to sell, distribute, rent, give, sub-license, or otherwise, transfer presets or the right to use presets set to anyone else and will be met with legal action.