20 Page Welcome Packet Template to create a seamless, professional onboarding process for your DREAM clients! Fully customizable with CANVA.
This stylish yet functional client welcome packet template was designed to help you set your best foot forward as a service provider – all while establishing boundaries, sharing your business values, and providing all the information your new clients would need before starting a project with you.
- A stylish cover
- Pages to introduce you and your business to your dream client
- Meet the Team page to introduce your team members
- The Package page to provide all the details of the service package your client chose
- Invoice page to include the invoice of their payment
- Project Guidelines, project process and project workflow pages
- What to Expect page to set some boundaries and manage client expectations
- Next steps, project timeline, important dats planner and calendar pages
- Project proposal and project details pages
- Project hub and client homework pages
- Important information page, contact page and project checklist page
How it works:
Once you make your purchase you will be redirected to a landing page where you'll find the links to everything included in this bundle. You will also receive an email with your purchase information, so be sure to keep a lookout for an email from "Gumroad", Subject: "You bought [BRAND 5] Client Welcome Packet"
20 Page Welcome Packet Template to create a seamless, professional onboarding process for your DREAM clients!