Client Experience Welcome Packet

Client Welcome Packet Template | Client Welcome Guide | Intro Packet | Onboarding | Canva Template | Client Magazine Designer Virtual Assistant Freelancer Photographer PDF

Client Welcome Packet Template | CANVA Template | Onboarding Template | Productive and Free

Client Experience Welcome Packet

$35.00

Calling all service-based business owners: What do you do once a client books your services?

Do you go back and forth between emails? Are you and your client on the same page? Is there confusion in terms of your client process, the project scope, remaining payments, or meeting deadlines — even if you have a signed contract already?

If you think this is an area you could improve on, then our proprietary Client Welcome Packet System and Template is for you!

Think of it as a handy brochure that you could use to:

Properly thank and welcome your new client
Reassure them they’ve made the right decision in hiring you
Set boundaries and manage client expectations
Outline all the important details in a clear and organized way
Provide an excellent client experience right from the beginning

Save time and energy —

Includes our proprietary Client Welcome Packet System
Quick and easy to edit using Canva, a FREE online tool
Comes with a FREE video tutorial and design guide
Reusable for multiple clients
Includes 2 sizes: US letter and A4
FREE lifetime updates

This Client Welcome Packet Template includes 25 mix and match pages —

3 Cover Pages
5 Welcome Pages
1 Service Package Summary
1 How We’ll Communicate
3 Timeline / Process / Impt Dates
2 Tools and Resources
2 Client Homework
2 Quote Pages
2 Guidelines / Client Best Practices
2 Invoice
1 FAQs
1 Your Next Step

Please note that the photos, copywriting, and mockups are not included with this product.

Add to Cart

Grab the bundle and save

with our proprietary 3-template system, Client Experience Templates™ for Service-Providers Bundle! Check it out here.

Featured Customer Reviews

P+F

“I've only been using this for about 10 minutes but already my life has been made SO much easier! I'm really excited to have beautiful templates to use that are super easy to modify. This has saved me so much time and made my work look SO much better.”

Giulia M.

“I just wanted to send an amazing shout out to you! I have a coaching and project management business and your coaching templates have truly help fast track me vs wasting time trying to do it all from scratch!”

Niecey S.

“Just wanted to say thank you so much for creating such a wonderful template. I've only had it for a few hours and I've been able to effortlessly customize it to exactly what I need. It's going to save me so much time and make my business look so much more professional.”

Jen S.

“This made it so easy… I felt stuck for so long but I recommend this for anyone that doesn't want to hire a designer and that doesn't have a design background themselves. Easy to use and change the colors to your own brand style. Thank you!”

Cindy L.

“Although we've used InDesign, Photoshop, and Illustrator in the past… I wanted to save time and not compromise on design. Enter the canva template. Huge time saver. High quality design options. Very versatile. Incredibly happy with this purchase!”

Christian G.

“I've purchased a few from you and I LOVE them! Not only do they save me time when creating my lead magnets and workbooks, but these templates also inspire me to add more to how I serve my clients. Thank you so much, and please keep designing!!”

Molle D.

“This was a big time-saver for me. It's exactly what I needed and it will be super useful to my clients, and impressive too. Thanks for such a thoughtful design.”

Jennifer W.

“I loved this template so much! It was very easy to add to Canva and adjust it to fit my own brand. I will definitely be purchasing your other templates as well!”

AlCyone G.

“This was so helpful for a quick project... It had a lot in there to inspire and guide me through the process. The template was easy to edit and it took me less than a day to finish this project thanks to this thoughtful template!”

Courtney B.

“So grateful to find this clean and practical set of lead magnet tools -- especially because it's designed with respect for printing at home. This set doesn't sacrifice anything in terms of good design but manages to put the content first.”

Emilysf

“When I came across this template, I just about lost my mind because it was just what I had in mind but couldn't do it alone. Thank you. Thank you. Thank you for being so creative. I'm a happy customer!”

Ebony S.

“I used this template twice now and I want to say THANK YOU. I LOVE this template. So easy to work with, so professional, such great price, and the fact you keep it updated is amazing. 100000000% recommended!”

Melanie R.

“Template is perfect for my needs. I love the style and flexibility of using the template pages. Great design that has given my project the high level of sophistication it needed!”

Linda T.

“The bundle had everything I needed to create my course… saved me countless hours of design work including the time it would have taken me to get up to speed with all the features of Canva. Fantastic product that I would highly recommend! Will be purchasing more in the future!“

Letitia S.

“The products were everything that was promised and more. I have never encountered such prompt and patient service, honestly. And if that is not enough, I received at one point an automatic up-date with more pages for free. That is something rare.”

Martina P.

“This template is easy to use and the ‘How to’ tutorials are easy to follow and implement. The publisher also provides excellent customer service. I highly recommend this template.”

Michelle R.

“Just wanted to send a quick message how much I adore all the work you’ve poured into your templates. I just bought a handful and they have been a life saver! I’m a mom of two and you’ve designed something that fits my needs and adds so much professionalism to my business.”

Sarah B.

“I love your templates. They have helped me uplevel all my own Canva designs, from social media posts to client workbooks. There is increased joy as well as increased ease and flow. Productive and Free templates are so worth the investment!”

Mari S.

“This product has saved me so much time. Excellent product and excellent seller! Very helpful and quick to answer questions. Very happy with my purchase!”

Anna P.

“I needed a quick and easy way to create a workbook. These templates were super easy to use AND got my creative juices flowing with so many options! Definitely recommend.”

Karissa L.

The reselling, sharing, transferring, or sub-licensing of any of our customizable templates (even if modified) is strictly prohibited. The purchase of these templates is for a single person or business use only.

All fonts used are included in the free version of Canva. The sale of this template is not affiliated with Canva.

Due to the digital nature of this product, we cannot accept refunds or returns.

Contact us for questions and we'd be happy to help you.

Client Experience Services and Pricing Guide

Add to Cart

Add to Cart

Client Experience Templates™ for Service-Providers Bundle

Add To Cart

Add to Cart

Client Experience Templates™ for Service-Providers Bundle

$75.00

Client Experience Goodbye Packet

$35.00

Client Experience Services and Pricing Guide

$35.00

Client Experience Welcome Packet

Client Experience Welcome Packet

Grab the bundle and save

Featured Customer Reviews

“I've only been using this for about 10 minutes but already my life has been made SO much easier! I'm really excited to have beautiful templates to use that are super easy to modify. This has saved me so much time and made my work look SO much better.”

Giulia M.

“I just wanted to send an amazing shout out to you! I have a coaching and project management business and your coaching templates have truly help fast track me vs wasting time trying to do it all from scratch!”

Niecey S.

“Just wanted to say thank you so much for creating such a wonderful template. I've only had it for a few hours and I've been able to effortlessly customize it to exactly what I need. It's going to save me so much time and make my business look so much more professional.”

Jen S.

“This made it so easy… I felt stuck for so long but I recommend this for anyone that doesn't want to hire a designer and that doesn't have a design background themselves. Easy to use and change the colors to your own brand style. Thank you!”

Cindy L.

“Although we've used InDesign, Photoshop, and Illustrator in the past… I wanted to save time and not compromise on design. Enter the canva template. Huge time saver. High quality design options. Very versatile. Incredibly happy with this purchase!”

Christian G.

“I've purchased a few from you and I LOVE them! Not only do they save me time when creating my lead magnets and workbooks, but these templates also inspire me to add more to how I serve my clients. Thank you so much, and please keep designing!!”

Molle D.

“This was a big time-saver for me. It's exactly what I needed and it will be super useful to my clients, and impressive too. Thanks for such a thoughtful design.”

Jennifer W.

“I loved this template so much! It was very easy to add to Canva and adjust it to fit my own brand. I will definitely be purchasing your other templates as well!”

AlCyone G.

“This was so helpful for a quick project... It had a lot in there to inspire and guide me through the process. The template was easy to edit and it took me less than a day to finish this project thanks to this thoughtful template!”

Courtney B.

“So grateful to find this clean and practical set of lead magnet tools -- especially because it's designed with respect for printing at home. This set doesn't sacrifice anything in terms of good design but manages to put the content first.”

Emilysf

“When I came across this template, I just about lost my mind because it was just what I had in mind but couldn't do it alone. Thank you. Thank you. Thank you for being so creative. I'm a happy customer!”

Ebony S.

“I used this template twice now and I want to say THANK YOU. I LOVE this template. So easy to work with, so professional, such great price, and the fact you keep it updated is amazing. 100000000% recommended!”

Melanie R.

“Template is perfect for my needs. I love the style and flexibility of using the template pages. Great design that has given my project the high level of sophistication it needed!”

Linda T.

“The bundle had everything I needed to create my course… saved me countless hours of design work including the time it would have taken me to get up to speed with all the features of Canva. Fantastic product that I would highly recommend! Will be purchasing more in the future!“

Letitia S.

“The products were everything that was promised and more. I have never encountered such prompt and patient service, honestly. And if that is not enough, I received at one point an automatic up-date with more pages for free. That is something rare.”

Martina P.

“This template is easy to use and the ‘How to’ tutorials are easy to follow and implement. The publisher also provides excellent customer service. I highly recommend this template.”

Michelle R.

“Just wanted to send a quick message how much I adore all the work you’ve poured into your templates. I just bought a handful and they have been a life saver! I’m a mom of two and you’ve designed something that fits my needs and adds so much professionalism to my business.”

Sarah B.

“I love your templates. They have helped me uplevel all my own Canva designs, from social media posts to client workbooks. There is increased joy as well as increased ease and flow. Productive and Free templates are so worth the investment!”

Mari S.

“This product has saved me so much time. Excellent product and excellent seller! Very helpful and quick to answer questions. Very happy with my purchase!”

Anna P.

“I needed a quick and easy way to create a workbook. These templates were super easy to use AND got my creative juices flowing with so many options! Definitely recommend.”

Karissa L.

You might also like

You Might Also Like

Less frustration. More freedom.