NEW CLIENT WELCOME PACKET

MYSTICAL & LIGHT AESTHETIC

$29.00 USD

Ahh, the sweet power of a smooth onboarding process! Get ready to impress your clients with our kick-ass 16-Page Canva Client Welcome Packet Template! Inside you'll find everything you need to kickstart your client relationship. Start off on the right foot with pages dedicated to welcoming your new client (cue the confetti), introducing yourself and your team, and laying down the essential business guidelines and client boundaries. I’m talking about clearly defining your office hours, preferred communication tools, key deadlines, holiday schedules, content approval processes, and more!

WHAT’S INCLUDED?

- 16-Page Canva Client Welcome Packet Template (Mystical and Light Aesthetic Style)

- I’ll tell you what kind of information to include & where (handy copy prompts to lovingly guide you to customize the template)

- Includes pages for welcoming your new client (whoop whoop), introduces you and your team members, highlighting important business guidelines and helpful client boundaries such as your office hours, preferred communication tools, deadlines, holidays, content approvals, etc along with a referral bonus page, your client kickoff timeline, and a client homework checklist

- Super easy to use & flexible to customize to reflect your business’ aesthetic & branding!

ABOUT THE TEMPLATE

✨NO MORE ALL OVER THE PLACE ONBOARDING SYSTEMS!

This template brings order to the chaos, providing you with a structured framework to streamline your client onboarding process like never before. Gone are the days of scrambling all over the place trying to gather scattered documents or forgetting to communicate crucial information. With this template in hand, you'll have everything you need to create a smooth as f*ck and efficient onboarding experience for your clients!

✨WAYS TO USE THE TEMPLATE ⬇️

+ Introduce your business, outline important guidelines, and set crystal clear expectations for new clients.

+ Streamline your onboarding process ensuring no detail is missed and every client interaction is seamless and efficient.

HELPFUL INFO

AFTER PURCHASE NITTY GRITTY

After purchasing, simply click on our Instructions Guide to access the Canva links. You’ll click on the direct link, make a copy, rename the copy then close the original file. You can buy this once and use it as many times as you’d like!!

TERMS/REFUNDS/SUPPORT

The stock photos included are for presentation purposes only and are not included in the final product. One license per a purchase. Please do not share, or repurpose as your own. You can use this template to create training materials for your business, but you are not allowed to redistribute or resell the template in its original form. Due to the digital nature of the product, we do not issue any refunds.

Any support beyond the 60-day support window is subject to additional charge. Please refer to our Terms and Conditions. Contact lauren@soitsren.com if you have questions prior to purchase.