Client Welcome Packet Template - Set of 5 Pages in Canva Format

Are you a service based business owner?  What do you do once a client books your services?

Going back and forth between emails is no fun!  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 feel like this is an area you could improve on, then this 5-page Client Welcome Packet Template is for you!

Use this tool to:

Welcome your client properly and start off on the right foot
Reassure your client 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

This template is perfect for: 
Designed mainly for:

Virtual Assistants
Social Media Managers
PR Professionals
Other kinds of service-based business owners

This product includes 5 different layouts you can mix and match:

Cover Page
Welcome Message
The Service + How We’ll Communicate
The Process
Tools + Resources

What you'll get as soon as you purchase:

1 PDF file with a link to the Canva template
Instructions on using the template

What to do after:

Create your own FREE account (if you haven't yet)
Click on the link in the PDF you purchased
Customize the template using your photos, text, colors, etc.
Download or export the final file
Feel free to revise and reuse over and over again

Welcome Packet Template


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