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Client Welcome Packet | Canva
About
Say hello to stress-free client onboarding! Simplify the onboarding process, manage expectations, and provide next steps all in one thoughtfully designed Welcome Packet. Designed to inspire trust, this template is not just about aesthetics, but also about making a great first impression and setting the stage for a successful client relationship.
It’s 100% customizable. All of the components and elements (such as colors, copy, fonts, and photos) can be changed easily using Canva. Perfect for health coaches and small business owners in health, wellness, meditation, or yoga.
25 PAGES INCLUDED
- 3 Cover pages
- Policies page
- About or Welcome pages
- Meet the Team page
- Communication Preferences page
- Start Here Checklists
- 4 Process pages with space for testimonials, lists, and steps
- Project Timeline
- Schedule for important dates
- Package Details pages
- Package Options page
- Testimonial or Quote page
- Invoice page
- FAQs page
- Tools & Resources page
- Links or CTA page
- Thank You page
Size: US Letter (8.5x11”)
HOW IT WORKS
- To customize this template, you must have a free or pro Canva account.
- After you submit your payment, you will receive a PDF with the link to the Canva template.
- Once you receive the PDF document, open it, and click the link to open your template in Canva.
- Edit away! Change any or all elements, mix and match pages, duplicate pages, and add your content to make the template match your business and branding.
THE FINE PRINT
- All fonts used are included in the free version of Canva.
- The sale of this product is not affiliated with Canva in any way.
- You are purchasing the template. The photos or graphic elements used in this template are available in Canva but are not part of the purchase. Some photos or graphic elements may only be available to Canva Pro users.
If you have any questions, don't hesitate to reach out! :)
SHOP THE MATCHING WORKBOOK
Love this design but want even more? Check out BE | Canva Health Coach Workbook: https://crmrkt.com/0q2A5w
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FAQs
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