Client Welcome Packet Template

Client Welcome Packet and Survey template for coaches, consultants, freelancers, virtual assistants, copyrighters, social media managers and service-based business owners. Use this template to create client welcome packets and business guides, price lists, client proposal ebooks, client homework workbooks, lead magnets and more... Perfect for elevating your client onboarding experience, this templates features 55 fully editable CANVA template pages in US Letter and A4 size.

Designed with CANVA users in mind, this Canva template will help you save time and create a pixel-perfect, professional-looking Client Welcome Guide 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.

ELEVATE YOUR CLIENT ONBOARDING EXPERIENCE!

• ✅ Welcome your clients a introduce your team
• ✅ Let them know how you work and what to expect from the experience
• ✅ Walk them through your framework step by step
• ✅ Ask them to fill out a questionnaire to learn more about their needs and wants
• ✅ BONUS: Client contract and Invoice pages

55 PAGES INCLUDED:

• 3 cover page variations
• 1 table of contents page
• 4 section cover variations
• 8 welcome, meet the team and guide pages
• 10 “what to expect” and resource pages
• 10 coaching framework & timeline pages
• 10 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

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

FEATURES:

• can be used to create digital guides
• can also be printed
• 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
• 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

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These designs are copyrighted to Studio Loire.