Project Onboarding Template

This Onboarding Guide template is you new secret weapon when it comes to onboarding your clients. It’s designed to seamlessly introduce your clients to your process, the tools you use and includes a ton of useful information to answer their questions before they’re even asked!

No more lengthy or repeated questions, no more chains of confusing or overwhelming emails. The guide is a professionally designed template for brand designers to use with Adobe InDesign or Illustrator.

It’s easily customised and is versatile to suit your business and brand aesthetic.

Wow your clients with a streamlined and professional introduction to their project with you!

What's Included

16 professionally designed pages in RGB sized 297mm x 210mm (A4)

3 fully customisable sections including:

• Process Overview
  • Deliverables & Tools Used
  • Project Kickoff

Layout options for Cover

Preview PDF

Terms and Conditions

Real Content

• Breakdown of the brand design process

• Brand Strategy Workshop FAQ

• Branding Deliverables FAQ

• Tools Used FAQ

• How to use your client portal

• Next steps

All included from my own personal branding and freelance processes

How to Use

Simply drop in and mask your images in Adobe Illustrator, insert images into image frames in Adobe InDesign. Please note there are some very minor stylistic differences between each file type due to the nature of each application. Images are not included but can be sourced from unsplash.com and pexels.com under the creative commons licensing.

Fonts

This document uses the Google Font ‘DM Sans’ which is provided in the download files. Please install the fonts before opening using the provided files or through the Google Fonts online Library.

Terms of Use

For commercial use (please see the terms and conditions for more information). No returns, refunds or exchanges accepted, but please contact me if you have any issues with the digital product at hannah@hannahbacondesign.com