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Editable New Client Welcome Packet, Client Onboarding, New Client Welcome Book, Virtual Assistant Welcome Package, Welcome Template #1060

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✦✦✦ 𝐓𝐡𝐢𝐬 𝐃𝐈𝐘 𝐭𝐞𝐦𝐩𝐥𝐚𝐭𝐞 𝐟𝐞𝐚𝐭𝐮𝐫𝐞𝐬 𝐩𝐥𝐚𝐜𝐞𝐡𝐨𝐥𝐝𝐞𝐫 𝐭𝐞𝐱𝐭, 𝐧𝐨 𝐩𝐫𝐞-𝐰𝐫𝐢𝐭𝐭𝐞𝐧 𝐜𝐨𝐧𝐭𝐞𝐧𝐭 𝐢𝐬 𝐢𝐧𝐜𝐥𝐮𝐝𝐞𝐝 ✦✦✦


In the competitive world of small business ownership, it's crucial to establish a strong foundation with your clients from the get-go. Our Editable Client Welcome Packet Template empowers you to create a compelling and professional onboarding experience that will set you apart from the competition. Say goodbye to generic and impersonal interactions and welcome your clients with a personalized touch.


This is a 20-page New Client Welcome Packet Template editable in Canva (FREE Account)! The text is already written for you, but it is also easily edited in CANVA to add anything that is particular to your business or area. It is also completely customizable. Text, font, and colors are all fully editable to give you complete control of your branding and create a cohesive look for your business.


✦ WHAT YOU WILL RECEIVE ✦


20 Fully Editable Pages, including

2 Cover Pages

2 Welcome pages

Meet Your Coach

Meet Your Team

How it works

Our Packages

What to Expect

Our Timeline

Stay in Touch

Resources

Payment Conditions

Next Steps

Checklist

FAQs

Our Services

Invoice

2 Thank You Pages


US Letter and A4


Please note that this is a DIGITAL DOWNLOAD listing. No physical product will be shipped to you.


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✦ HOW TO USE YOUR CLIENT WELCOME PACKET TEMPLATE ✦


1. After the payment process, you will receive a PDF with the link to the template in Canva.

2. The link in the PDF will direct you to a landing page in Canva. Log in or sign up on Canva first (it’s free). Click the “use template” button to save a new copy of the design to your Canva account and instantly begin editing – no need to make a copy!

3. Customize the template

4. After customizing, download as PNG files for high-quality images or as PDFs for printing.


✦ IMPORTANT – PLEASE READ ✦


+ This is a DIGITAL PRODUCT, which means NO physical item will be shipped to you.

+ These templates are for use in Canva ONLY. (You don’t need a PRO account!)

+ Common knowledge of Canva is required to edit the template.

+ Stock photos are free Canva images and are included. You can easily exchange them for your own or other stock pictures.

+ These DIY templates feature placeholder text; no pre-written content is included.


✦ CUSTOM ORDERS ✦


The templates are created for you to customize on your own with the help of resources like tutorial videos and PDF guides. I currently do not provide any customization services for the templates.


If there are any specific templates you are looking for, please fill out your template request form here: https://biztemplateforyou.canny.io/template-request


✦RETURNS✦


Due to the digital nature of this product, ALL SALES ARE FINAL. This means requests for refunds or exchanges cannot be accepted, so please consider the product carefully before placing an order. Please feel free to ask me ANY questions before you purchase.


✦DISCLAIMER✦


A lawyer has NOT reviewed these form templates. Biz Templates For You will not be held responsible for any issues related to the usage of these forms. It is your responsibility to review and edit the text carefully and adapt it to be in accordance with the laws in your country. The sample content provided in these templates is not intended to provide legal advice. It is highly recommended that you seek legal counsel before using.


✦COPYRIGHT NOTICE✦


All of the files included in this download are original and copyrighted by Biz Templates For You. Files are for personal use only and may not be resold, copied, distributed, or shared with a third party. ©BIZ TEMPLATES FOR YOU


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You will get the following files:
  • PDF (204KB)
  • PDF (15MB)