Client Welcome Packet | Onboarding
About
NEW & IMPROVED 2021! Show your new clients how professional you are with the New Client Welcome Packet! This packet includes a welcome message, review of your services, your process, and what your client should expect from you - the perfect way to start your new clients off on the right foot.
Easily add your own content, switch out images, change fonts and colors and adjust your template for each new client if needed.
SAVE MONEY WITH THE MEMBERSHIP - Get access to ALL of our templates for a one-time fee of just $149. That's over $500 in savings! Plus new templates added every month. https://creativemarket.com/TinyPineCreative/7448269-Tiny-Pine-Creative-Membership-Bundle
21 PAGES INCLUDED IN THE TEMPLATE
- Cover Page
- Table of Contents
- Welcome Page
All About Us - section divider
- About Me
- Meet the Team
- Our Mission and Values
- Our Process
Details of your Project - section divider
- Project Strategy -Expectations
- Timeline & Milestones
- Project Pricing
The Expectations - section divider
- Client Expectations
- Deliverables
- FAQ
Next Steps & The Contract - section divider
- Next Steps
- The Contract
- Final cover page
WHAT YOU’LL NEED A free Canva account
HOW IT WORKS Once you purchase, you will have instant access to download a PDF, which contains the link to your templates. From there, you can edit colors, fonts, images and layout to fully customize this template to fit your business.
FONTS All fonts used are available within Canva
PHOTOS All photos are intended to be changed.
As our templates are all digital, we do not accept returns or exchanges. No refunds will be issued after your purchase has been made. If you have any questions, please message me directly.
Reviews
2 Reviews
It was organized in such a way that I needed minimal updates or additional pages and I was easily able to create the document I needed, a welcome packet for new clients. A HUGE TIME SAVER! Absolutely well done document.
Comments
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