Client Welcome Packet 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 and forth emails!
• Outline your new project to manage expectations and 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, and 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 and 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 and 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 and edit your template.

HOW IT WORKS:

1. Once purchased, you will receive immediate access to your welcome packet template.
2. Simply drag and drop your own content into each template in either Canva or InDesign and you're set to go! You'll also have the freedom to change any fonts and colors to match your own.
3. 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 and 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 and organized for easy use.

Need any help or have questions before or after purchasing? We're always happy to help! Please send us a message here on Creative Market and we'll get back to you quickly.

LICENSING: Reselling or Sub-Licensing this template as your own on Creative Market, Etsy, or any other marketplaces is strictly prohibited. This template can be sold as a finished, end product but not an editable template.

© Studio Soluna