Client Welcome Packet, Client Onboarding Packet

$35.00

Properly welcome your client with a well-thought-out welcome packet. Provide them with all the important information such as an overview of the project, communication, timeline, payment and billing, access to project folders, and so much more.

Welcome/Introduction Note

  • Communication

  • Scope of Project

  • Project Timeline

  • Payment & Billing

  • Project Checklist/Homework

  • Frequently Asked Questions

  • Thank You Note

This template has a professional yet minimal layout to give your client a luxurious experience allowing them to seamlessly navigate through the packet and take in all the information at their fingertips. 

This welcome packet was made in Canva and is easy to customize to your brand style. Plus, it comes with a full guide video to help you edit your template comfortably and confidently. 

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Properly welcome your client with a well-thought-out welcome packet. Provide them with all the important information such as an overview of the project, communication, timeline, payment and billing, access to project folders, and so much more.

Welcome/Introduction Note

  • Communication

  • Scope of Project

  • Project Timeline

  • Payment & Billing

  • Project Checklist/Homework

  • Frequently Asked Questions

  • Thank You Note

This template has a professional yet minimal layout to give your client a luxurious experience allowing them to seamlessly navigate through the packet and take in all the information at their fingertips. 

This welcome packet was made in Canva and is easy to customize to your brand style. Plus, it comes with a full guide video to help you edit your template comfortably and confidently. 

Properly welcome your client with a well-thought-out welcome packet. Provide them with all the important information such as an overview of the project, communication, timeline, payment and billing, access to project folders, and so much more.

Welcome/Introduction Note

  • Communication

  • Scope of Project

  • Project Timeline

  • Payment & Billing

  • Project Checklist/Homework

  • Frequently Asked Questions

  • Thank You Note

This template has a professional yet minimal layout to give your client a luxurious experience allowing them to seamlessly navigate through the packet and take in all the information at their fingertips. 

This welcome packet was made in Canva and is easy to customize to your brand style. Plus, it comes with a full guide video to help you edit your template comfortably and confidently.