Client Welcome Packet Templates

Make an amazing first impression to your potential new clients with this 25+page Client Welcome Packet! Welcome your new client properly by managing expectations and setting boundaries. This is an all-in-one pack for service-based businesses and entrepreneurs helping them to simplify the whole process: from booking to signing the contract.

This welcome packet is specifically designed for:

Social media managers

Service-based business owners

Designers

Virtual Assistants

Photographers

Coaches

Strategists

Nutritionists

Copywriters & more!

The Client Welcome Packet template includes:

Covers

Table of Contents

Getting Started

What to expect

Signature Process

Resources

Introduction

Program Overview

Contract

Invoice

Payment Options

Terms and Conditions

Policies and Procedures

Payment and Cancellations

Payment Agreement

Tool Tutorial

Thank you page

Please Read!

First things first, you MUST have a Canva account in order to access this template. It’s FREE to create an account.

You’ll receive a PDF download with a link that will take you directly to the templates, and you can start editing and designing your client welcome packet immediately!

MAKE IT YOUR OWN

100% Customizable. Edit and customize the designs so they would fit your style! You can change the images, background, colors, fonts, texts.

REFUNDS AND EXCHANGES: These files may not be shared, resold, redistributed, or reproduced for any purpose. Due to the digital nature of this product, I cannot offer refunds or exchanges on your purchase.