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.

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.


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

 
Productive and Free
 

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.

Our designs, templates, and related communication are copyrighted or trademarked | © Productive and Free

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.


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