New Client Welcome Packet Template


Units Sold: 0

Date Created: January 31st, 2022
Last Updated: January 31st, 2022
Included File Types: PDF
Compatible With: Canva
Sold By: : SocialGems Categories: , Tags: , , , , , , , , , , , , , ,


End the back and forth between emails and make the client welcome process professional and super easy with this 30-page client welcome packet. Use it to let them know what they’re getting and what results to expect right the start.

Inside you’ll find all the templates you need to present your services, introduce your team, your process and timeline, set expectations, showcase your previous work, provide case studies and client references, and more! Perfect for life, health and business coaches, course creators and all service providers.

Each template is fully editable using Canva for free. Add content specific to your course or service, change the colours, text, font and images.


* 30 fully editable Canva templates
– 3 covers
– Contents page
– Welcome / Welcome video
– Mission statement
– Our Vision
– Meet the team
– What we offer
– Quotes
– Schedule
– Timeline
– Tips and guidelines
– Smart goals
– Tools & resources
– Client homework
– Testimonials
– Case study
– Frequently asked questions
– Contact details
– Pricing guide
– Invoice
– Clent / payment agreement
– Next steps
– Thank you

* US Letter & A4 sizes

* PDF: Canva access instructions
* Video: Canva editing instructions


Once your order has been placed and payment has been confirmed, you will receive a PDF document via email with a link to access and edit the templates directly in Canva. There is no shipping cost or time involved.



Because all Social Gems products are digital downloads no refunds will be given. It is not possible to retrieve or deactivate the product after the sale has been made.

However, if you do come across any issues we would be more than happy to help and answer any questions. Send us a message through Etsy and we’ll get back to you as quickly as we are can.


Hi, I’m Diane, the founder of Social Gems. Thank you for shopping with us.

Social Gems is a creative agency that provides simple, no fuss, easy-to-use social media & marketing templates for small businesses.

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© Social Gems 2022


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Terms and Conditions

* I don't accept returns, exchanges or cancellations. But please contact me if you have any problems with your order.

* All our social media and marketing templates come with a personal and single business use license. Our planners and printables are for personal use only and must not be used/sold for any other reasons.

* By purchasing from Social Gems you automatically agree with our policies.

* Copyright remains with Social Gems.

* By purchasing the stock images, planners and templates you are being granted permission to use them only. Please do not claim our work as your own.