client onboarding TEMPLATE BUNDLE
Kickstart your Service Business
All the Templates you need to create professional documents, guides, and a website for your Virtual Assistant or Service Based Business
Introducing the Client Onboarding Template Bundle! Impress your Clients, promote your Services and streamline your Onboarding Process
Take your Business to the next level with this editable Canva Template Bundle – Client Welcome and Offboarding Packet, Service Guide, Website Template and more! 90+ Templates and Resources
Add your own content and images, change colors and fonts. Reuse it as many times and for as many clients as you’d like.
WHAT's inside the bundle
4 Bestselling Template Packets and Bonus Resources:
Service & Pricing Guide Template
Give your clients an overview of your business, outline your package and pricing options, share testimonials, your process and more – the perfect tool to convert new potential clients
Coaching Welcome Packet Template
The customizable Welcome Packet allows you to give your new clients EVERYTHING they need from the start – what to expect, communication and billing guidelines, checklists and more!
Client Exit Packet Template
Send your clients off in style! This guide is the perfect tool to empower your clients with additional resources, testimonial requests, summaries, other offers and requests to ensure repeat clients and referrals.
Service Provider Website Template
Easily create an effective and strategic way to promote and share your services with this fully editable website template hosted in Canva
More Coaching and Template Resources
how it works
What you should know
Once you submit your payment you will get immediate access to your template bundle via email.
The templates are for your personal use only and may not be shared with others or resold.
Get Access to the Service Provider Bundle Now
You've got questions? I have answers!
Once your payment is approved, you will receive an email with instructions to download a PDF file. The PDF includes instructions and clickable links to access your Canva designs.
Nope, you can use all templates with the free version of Canva. I only used free elements and fonts that don’t require a pro account.
Yes, absolutely. Canva allows you to customize colors, fonts, elements and images (I talk more about this in my Canva tutorial video included with each purchase).
The templates are digital instant downloads. As soon as your payment is approved you will get access to the templates. This purchase is a digital product, no physical copy will be shipped.
You get lifetime access to all of the templates.
Refunds or exchanges are not available as digital items cannot be returned but fell free to contact me if you have any problems with the download or file and I’ll do anything I can to help you. If you have any issues with your order please reach out!
Hello there, I'm Julia
My mission is to provide service providers and digital product creators with all the tools they need to plan, market and grow their dream business.
I’m proud to say that my templates have helped thousands of female entrepreneurs increase their visibility and book their dream clients.
These templates are fantastic. I love how easy they are to adjust! I’ve been looking for something like this for a while now, so happy I found this shop.
This saved me so much time and energy! It actually allowed me to create content easier and get my course out into the world faster. Thank you so much!
This template has literally everything you need! It’s a beautiful design with lots of choices and so easy to customize! Also, has helped spark new things to incorporate into my program. LOVE!
I can’t even tell you how much your template helped me structure my thoughts and my ideas. It got me right back to my initial “flow” feeling and now I am ready to work on what I truly love. Thank you so much!!!
Beautifully put together and super easy to edit. Thank you for saving my business time by creating easy-to-use templates!
Jenn and Franny
So easy to use! I already have it branded and added my own content and details! So excited to send to new clients!!!