Client Welcome Packet Template | Virtual Assistant Welcome Packet | Onboarding Proposal Template

$19.00

Units Sold: 38

Date Created: June 18, 2020
Last Updated: Mar 25, 2022
Included File Types: Canva
Compatible With: Canva
Sold By: : Julia On Purpose Category: Tags: , , ,

Welcome your new clients seamlessly with this editable Client Welcome Packet Template. You can edit and customize each page in Canva (a free easy-to-use design program). There are 21 printable pages.

What happens after your client expresses interest in working with you? Do you have a streamlined process?

Do you send dozens of emails to your client trying to figure out scheduling, expectations, timelines, payments, and questions? With this customizable Welcome Packet for your new clients, you can finally set CLEAR expectations and give them EVERYTHING they need from the start. This package is great for virtual assistants, social media managers, coaches, or any other service-based business.

Your clients will feel empowered and ensured that they made the right decision in hiring you.

Description

WHAT DO YOU GET
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• 21 pages – Letter Size Canva Template – 8.5” X 11”

• Instant Access to Templates so you can get to work immediately (you can find your purchases under “Purchases and Reviews” in your profile)

• Different page variations you can choose from (e.g. 2 cover pages, 3 call to action pages, etc.)

• Download Guide with Instructions and FAQ’s

• Canva Video Tutorial – Learn how to use Canva and customize your templates

• Client Onboarding Tool Kit – 20+ page step-by-step guide

• Free Stock Photo Collection to use for your business

21 PAGES INCLUDED
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• 2 Cover Pages
• 3 Welcome Pages
• Meet the Team
• What to expect
• Package Details
• Project Details & Goals
• Your Process
• Invoice
• Business Guidelines
• Project Timeline
• Kickoff Checklist
• FAQ
• Next Steps/CTA Pages

–> You can mix and match the pages however you would like by rearranging, duplicating, or deleting them. Add your own graphics, pictures, fonts, and more.

HOW IT WORKS
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1. You will need a free Canva account to be able to see and edit this template. You can sign up at canva.com

2. After you order, you will receive immediate access to a PDF document with the link to download your files.

3. By clicking the link you will be redirected to the template in Canva. Start editing and customizing your template. You can edit anything you would like including images, elements, fonts, and colors.


4. Edit and reuse your template as many times as you’d like.

IMPORTANT: The photos you see in the product images are for illustration purposes only and not included in the template. You must add your own photos. Your purchase includes a link to a free stock photo collection you can download and use however you would like. You can use free stock photo sites such as Unsplash.com or Canva directly and then easily drag and drop your own photos into the frames in the template.

IMPORTANT
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Due to the instant nature of this transaction, I cannot offer refunds or exchanges. If you have any problems with the download or file, please contact me and I’ll do anything I can to help you.

This purchase is a digital INSTANT DOWNLOAD, no physical copy will be shipped.

If you have any questions at all, please feel free to message me!

Please note that these templates are for personal use for you and your own business only. You may not redistribute them or sell them as templates. They are copyrighted © Julia On Purpose.

Additional information

License Type

Standard

1 review for Client Welcome Packet Template | Virtual Assistant Welcome Packet | Onboarding Proposal Template

  1. Jo-Ann Lai (verified owner)

    As small business owners, we all know how important it is to make a good first impression, especially when onboarding new clients. You need to show them from the start that they have made a good decision in hiring you. This Client Welcome Packet consists of 18 beautifully designed pages, each one of the pages is very easy to edit and customise using your brand colours in Canva. (No need for a Pro Canva account as this can be edit and customise by using the Free Canva account). This packet is a great way to give your clients all the information they need from the start. If you’re a Virtual Assistant or any other service-based business, I recommend this Packet. Trust me, it will save you lots of time, instead of creating a Packet on your own from scratch.

Only logged in customers who have purchased this product may leave a review.

( 5 ratings ) View All Ratings

Beautifully designed Client Welcome Packet and very easy to edit and customise.

Posted onSeptember 7, 2021 by Jo-Ann Lai

As small business owners, we all know how important it is to make a good first impression, especially when onboarding new clients. You need to show them from the start that they have made a good decision in hiring you. This Client Welcome Packet consists of 18 beautifully designed pages, each one of the pages is very easy to edit and customise using your brand colours in Canva. (No need for a Pro Canva account as this can be edit and customise by using the Free Canva account). This packet is a great way to give your clients all the information they need from the start. If you're a Virtual Assistant or any other service-based business, I recommend this Packet. Trust me, it will save you lots of time, instead of creating a Packet on your own from scratch.


Terms and Conditions

Please note that all products are © Julia On Purpose Creative and for personal use for you and your own business only. You may not redistribute or sell them.

Return Policy

Due to the digital nature of the products I don't accept returns, exchanges, or cancellations. But please contact me if you have any problems with your order.