Creating your own client welcome packet/onboarding packet can be incredibly time-consuming, which is why we’ve already done it for you! All you have to do is customize it to fit your brand (e.g., change the font/colors/pictures/content) and then send it over to your client.

Trust me, I’ve been in the game for 7+ years, and clients appreciate this big time. With a welcome packet, you’ll be able to answer questions they probably hadn’t even thought of yet. Plus, they’ll see that you take your business (and their business) seriously.

So what are you waiting for online service providers? Grab your plug-and-play Client Welcome Packet today!

** You’ll need a Canva account in order to make changes. This form is compatible with Canva and Canva Pro.

What’s Included: (2) Welcome pages, (1) Mission & Vision, (1) Core Values, (1) About the CEO, (1) Meet the Team, (1) What to Expect From Us, (1) What We Need From You, (1) What Happens Next, (1) Communication Guidelines, (1) New Client Checklist, (1) Our Work Process, (1) Project Timeline, (1) Helpful Tools & Resources, (1) Additional Things to Know, (1) Additional Services, (1) FAQ, (1) Referral Program, (1) Thank You