Client Welcome Packet Template

Tired of not knowing how to easily and professionally tie together all of the info your new clients need when they sign on with you? With this Welcome Packet template for Canva, you'll be able to easily include a review of the services you'll be providing, contact info, an intro letter, an outline of your program, timelines, and goal setting worksheets to set your clients up for success! Also include practical items, like a copy of your terms, client agreements, and invoices. This pre-designed template will save hours of your precious time that you'd normally have to spend sitting in front of your computer trying to come up with something that looks pretty and professional, AND presents your information in a cohesive way. Just utilize the 35 page styles to mix and match in CANVA to create your perfect packet! You can change all fonts, colors, and images to suit your own branding. Changes can be made easily with a FREE account on Canva.com so no need for fancy or advanced software. This template DOES require basic Canva knowledge. NOTE: WHITE LINEN texture color is NOT EDITABLE! Get 5 FREE White Linen Post Templates that match this book! This template has 35 beautifully designed mix and match pages, including: 3 Cover Variations Cover Pages 2 About Pages Meet The Team Copyright Disclaimer Welcome Video Table of Contents About the Program What to Expect Get in Touch Our Packages How to Prepare Program Goals Our Process Timeline & Key Dates Terms & Conditions Client Agreement Invoice FAQ's Testimonial & Case Study To Do list Prompt/Questionnaire Layout Goal Setting & Tracking Worksheets Next Steps Kickoff Checklist Thank You Page This template uses free fonts provided with Canva no need to buy or download other fonts This template INCLUDES the image collection we utilized of free commercial use images for you to download, or use your own images! YOU WILL GET 4 FILES: Canva link with 35 US Letter 8.5 x 11 pages. PDF Instructions for basic Canva use. Bonus FREE Resources Bonus Image Collection Link MIX AND MATCH by copying and moving or deleting pages depending on your content. Instructions included and explain how to do this! HOW IT WORKS You will receive a link to your Canva template instantly upon purchase. This template is compatible with Canva. You will need basic knowledge of Canva to use this template. You will need to edit this template on your computer, NOT your phone. Instructions to sign up for a FREE Canva account included! Click the link to your Canva templates Have fun editing! Consult your help sheet or email me if you get stuck at tamara !at 31palms.com PLEASE NOTE: You will need a FREE Canva account to open and edit the templates on your desktop computer, not your phone. FYI Thirty One Palms Studio's sale of templates is not affiliated with Canva in any official way. Canva makes no promises regarding third-party templates, and Canva shall not be liable for anything arising from the creation or purchase of a third-party template.