Client Onboarding Bundle | CANVA

Services and Pricing Guide, Client Welcome Guide and Client Goodbye Packet template bundle for service-based business owners to help you save time, attract new clients and streamline your client onboarding and offboarding experience.

🔥 SPECIAL OFFER: SAVE OVER 30% WITH THIS 3 IN 1 BUNDLE 🔥

• Regular retail price for all products is $117.00 when purchased separately.

STREAMLINE YOUR CLIENT EXPERIENCE:

• ✅ attract new clients with a professional Services and Pricing Guide
• ✅ welcome new clients and introduce them to your process with a stylish Welcome Guide
• ✅ find out more about your client's needs with a welcome survey
• ✅ handover and recap your project with a Goodbye Packet
• ✅ ask for client feedback and testimonials with a feedback questionnaire
• ✅ cross-sell other services and stay in touch easily
• ✅ BONUS! includes Invoice and Clients Contract templates

Designed with CANVA users in mind, this Canva template will help you save time and create a pixel-perfect, professional-looking business guides and surveys in no time. Use the intuitive drag-and-drop interface to add text and images or change fonts and colours. Choose from multiple page variations, duplicate and rearrange pages to create endless layouts.

SERVICES AND PRICING GUIDE (55 PAGES)

• 3 guide cover variations
• 2 table of contents pages
• 8 welcome and meet the team pages
• 4 guide section cover variations
• 6 portfolio pages
• 6 case study and testimonial pages
• 10 price list and signature package pages
• 7 project process and timeline pages
• 4 client homework and Q&A pages
• 2 terms & conditions and contact pages
• 3 final call to action pages

WELOME GUIDE (50 PAGES)

• 3 cover page variations
• 1 table of contents page
• 4 section cover variations
• 8 welcome, meet the team and guide pages
• 6 “what to expect” and resource pages
• 10 project details and deliverables pages
• 9 client homework and survey pages
• 3 FAQ pages and “what’s next” pages
• 1 payment options page
• 4 terms and client contract pages
• 1 client invoice

GOODBYE PACKET (40 PAGES)

• 3 cover page variations
• 4 thank you and gift pages
• 6 project or service recap pages
• 2 “download your assets” pages
• 6 useful resources pages
• 2 FAQ pages
• 8 feedback request and questionnaire pages
• 2 additional services pages
• 2 referral program pages
• 1 call to action page
• 4 invoice page and client contract pages

NOT INCLUDED: stock photos and magazine presentation mockups are NOT included with your purchase

TEMPLATES IN THIS BUNDLE:

• SERVICES & PRICING GUIDE: https://bit.ly/39yj5mM
• CLIENT WELCOME GUIDE: https://bit.ly/35TiISR
• CLIENT GOODBYE PACKET: https://bit.ly/2MpsZiG

YOU MAY ALSO LIKE:

• INSTAGRAM POSTS & STORIES: https://bit.ly/3fd9fuR
• INSTAGRAM CAROUSELS: https://bit.ly/3fbR4pB
• EBOOK TEMPLATE: https://bit.ly/3slOXE8

FEATURES:

• edit online for FREE at www.canva.com
• can be used to create digital or printed guidebooks
• quick and easy to edit
• fully customisable text, fonts and colours
• free fonts used for personal and commercial use
• download instructions + getting started notes PDF

WHEN YOU PURCHASE:

• you will receive a PDF document with shared links to Canva templates
• create a FREE www.canva.com account (this template will also work in Canva PRO)
• use the links provided in the PDF document to access the templates on your computer
• edit your template and export as a PDF document (for print or digital use)
• use over and over again

These designs are copyrighted to Studio Loire.