Client Welcome Guide Template
About
Kick your next project off with clarity and professionalism with this 13-page Client Welcome Guide — giving every new client a calm, beautifully-designed intro into what they can expect when working with you.
Why use a Welcome Guide?
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Show your clients expert-level care and attention to detail from day one
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Finally have a place for both you and your client to refer back to on questions around billing, policies, & more
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Help your onboarding feel as impactful and intentional as your actual work
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Less repeating yourself as you answer questions, share resources, and more during each project you work on!
What's inside — 13 fully customizable pages:
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Cover Page
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Table of Contents
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Welcome Note
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About Us / Our Mission
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Billing Schedule
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Project Timeline
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Project Prep Checklist
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Helpful Information & Inspiration
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Additional Resources
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Logistics & Communication
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FAQs
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Thank You & Contact Information
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Back Cover
Customize text, colors, fonts, and logos to match your brand for a cohesive, streamlined experience across the board.
Includes templates for Canva, Adobe Illustrator, and InDesign so you can work in whichever program that's easiest for you.
All fonts used are free Google Fonts - links to download these fonts will be provided in the package files. Photos are for preview purposes only and are not included.
Perfect for designers, web developers, photographers, consultants, coaches, and any service-based business that wants new clients to feel the quality of their work before the project even begins!
Due to the digital nature of this template, no refunds will be given. Questions or issues? Please contact me any time and I'll be happy to help. Thank you!
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FAQs
- How do I contact support?
For questions about this product, message the Shop Owner via their shop profile. For all other questions, like licensing or billing, visit our Help Center.
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Mac: Double click the .zip file, then search for the product folder or product file.
If you continue to have trouble, check out this help article for more tips.
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