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About the Product
🙌 AVOIDING NIGHTMARE CLIENTS 101: THE WELCOME PACKET
As a solopreneur or creative service provider, you know that client onboarding can be quite the process. On top of making a good impression, outlining your services, and putting a price tag on your offer, you have to set clear boundaries and expectations without being rude or forceful.
✨ The time-saving solution? A Services and Pricing Guide – or Welcome Packet!
Instead of canned e-mails or awkward in-the-moment, back-and-forth responses, let your Welcome Packet do the talking in a clear and professional way. Communicate everything your clients need to know about you, your team (if you have one), your service offerings, your process, and... well, everything else! Plus, you can create your custom guide with Canva's foolproof (and free!) drag-and-drop platform that will take you no-time to navigate.
📌 NEW! UPDATED:
- 11 additional page designs
- Now in landscape and portrait format
- Translated into Affinity Designer format
✅ WHAT'S INCLUDED
20+ page design variations for you to mix and match, including...
- cover page
- table of contents
- introduction and social media links
- what to expect
- team profiles
- office hours/boundaries
- portfolio
- testimonials
- case study
- pricing sheet
- service breakdown
- bonus offerings
- rate card/sheet
- three-stage process
- project timeline
- client homework
- budget estimate
- fit assessment
- call to action
🎉 BONUS: Project tracker worksheet
🖥 WHAT YOU NEED
Access to one of the following design platforms:
Canva: Using Canva’s FREE, foolproof drag-and-drop platform, you can modify this template to suit your unique brand in minutes, without installing any software.
Adobe: You will need a very basic understanding of Adobe InDesign in order to customize the template in Adobe format.
Affinity Designer: You will need a very basic understanding of Affinity Designer in order to customize the template in Affinity format.
⚙️ HOW IT WORKS
1. Access the Templates: Get instant access to a digital file containing your customizable templates, plus additional design formats and commercial-free fonts.
2. Customize: Switch the fonts and colours, drag and drop photos into placeholder frames, and add your own content to fully customize the templates.
3. Export + Re-Use: Export your on-brand, professionally-designed biz resource and re-use the templates to batch graphics or build even more creative assets.
🔮 WHY INVEST IN TEMPLATES?
- Avoid struggling with design and tech (Canva has you covered!)
- Make a dent in your to do list and get projects done in minutes
- Re-allocate the time you save to revenue-generating tasks
🐶 THE BASIL & BARK GUARANTEE
- Each design is professionally crafted and guaranteed to be pixel perfect, easy to edit and super simple to navigate – no experience necessary.
- The entire collection of templates was created intentionally to work together visually and strategically, with effective online business strategies in mind.
- Whenever a template is updated and/or new designs are added, you get the latest files sent to you instantly, for free.
⭐️ WHAT OUR CUSTOMERS ARE SAYING
"These templates have saved me HOURS and DAYS of headache by being able to generate beautiful graphics, lead magnets, and eye catching posts for all of my marketing channels." – Alyssa, Marketing Strategist
"Basil & Bark is the secret ingredient to any online business. Even as a designer I struggled to find time to create all of the documents I need to run my business - until now!" – Em, Website Designer
"Using these lead magnet templates, I created the BEST, most strategic opt-in content I’ve ever written for my audience. I’ve gained my readers’ trust and have booked several clients as a result!" – Kristen, Sales Copywriter
"With this template, I was able to create a lead magnet I loved that was on brand and I did it in 1/4 of the time. This investment is one of the best I made for my business!" – Hannah, Virtual Assistant
🧲 PSSST... NEED A LEAD MAGNET?
Check out The Ultimate Lead Magnet Builder, designed to build a custom lead magnet for any niche in minutes! Includes 60+ unique page designs, plus FREE future updates to the bundle:
The Ultimate Lead Magnet Builder: https://crmrkt.com/92KNKk
The sale of these templates is not affiliated with Canva, Adobe or Affinity in any official way.
Product Specs
- Created: Sep 07, 2018
- Compatible with: Other, Adobe InDesign, Affinity Designer
- File Size: 7.29 MB