Client onboarding Canva templates

LAUNCH SALE!! COMMERCIAL license $22! The ultimate client onboarding template bundle to save you time in your business. Taking you through the whole process with templates designed for ease of use, branding perfection, and client satisfaction. Saving you the time and stress that comes with onboarding and making the process seamless for you and your client. CLIENT WELCOME PACKET Make a bold statement and an unforgettable experience with new and potential clients by using this welcome packet designed to wow your clients. COVER PAGE - 3 OPTIONS 2 Contents pages Welcome video Things to know Mission & vision - 2 options Introduction Welcome - 2 options Meet the team - 2 options What to expect What we need Resources Signature process Strategic approach Project timeline Project outline details Package options Summary of services/offers Unique coaching/service breakdown Special services FAQ Case study Past clients Testimonials Guidelines Payments & cancelations Terms & conditions Invoice Payment agreement Contract Events happening Client next steps Questionnaire New client checklist Is this right for you Thank you page Quote page CLIENT GOODBYE PACKET Get testimonials easier, have clients come back for more services, and build a professional client-based business. 3 Cover pages 1 Contents page 2 Thank you pages Working together overview Accomplishments Files & deliverables Resources Video tutorials Join FB group/email list Where to from here Checklist Let's carry on working together Other services Testimonial request 3 Feedback worksheets Quote page CTA - join course/membership/program SERVICES & PRICING GUIDE: Create an excellent first impression with a simple, effective, and easy-to-edit and use services and pricing guide. List of pages: 4 Cover pages Contents About me Mission & values Client expectation Meet the team Packages offered 3 Signature service page 2 Multiple package options pages 3 Single package options Package comparison Service add-on Service price list Case study Past client testimonials Past client reviews Get in touch Portfolio Process details Project timeline FAQ page Limited offer page Call-to-action page Motivational quote page WHAT DO YOU GET IN YOUR DOWNLOAD & HOW DOES IT WORK After your purchase, you will be able to instantly download 2 PDF file. 1 - PDF file with links to client welcome packet, exit packet, and services & pricing guide 2 - 200 content ideas for business owners in a pdf file PLEASE NOTE - stock images used in listing pictures for display purposes only and do not come with the design IMPORTANT This is a digital download and no physical product will be delivered You will need a Canva account to access the template. You can create a free Canva account link in the workbook You will need some or basic knowledge of Canva to edit these templates. PLEASE NOTE All photos and mockups used in the listing pictures DO NOT come with the actual workbook. Y COMMERCIAL USE OF THIS TEMPLATE You can use these templates for commercial purposes. But what exactly does that mean? You are allowed to share & redistribute the finished template in pdf/jpeg/png format for any desired purpose. As long as it is a finished product and you are not actually sharing the template for other people to edit. You can create opt-in freebies, lead magnets for clients, or a workbook for your amazing course. You cannot share this template or redistribute the editable template. You need to add your OWN content. You cannot resell this template as your own or monetize any aspect of this template