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Client Onboarding Bundle

$37.00

Client Onboarding Canva Template Bundle including Services and Pricing Guide Template, Client Welcome Packet Template and Client Offboarding Template! Easily editable and customizable with the free design tool Canva. Your intake and onboarding processes can make or break your business. Having a clear step-by-step client process not only looks professional but also gets clients excited to start working with you. Perfect for Virtual Assistants, Social Media Managers, Photographers, or any Service Provider!

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Description

This Template Bundle includes 3 separate template packets with a total of more than 60 pages to onboard and offboard your clients professionally and effectively.

1. SERVICE AND PRICING GUIDE

✔ 25 pages – Letter Size Canva Template – 8.5” X 11”
✔ 3 Cover Page, Welcome page, About Me, Meet the Team, 2 Package Options, 2 Add on services, 2 Signature Service Pages, 2 How it Works Pages, 2 Testimonial Pages, 2 Case Study Pages, 3 Portfolio Pages, Quote, 3 Call to Action/Next Steps Pages

2. CLIENT WELCOME PACKET

✔ 21 pages – Letter Size Canva Template – 8.5” X 11”
✔ 2 Cover Pages, 3 Welcome Pages, Meet the Team, What to expect, Package Details, Project Details & Goals, Your Process, Invoice, Business Guidelines, Project Timeline, Kickoff Checklist, FAQ, Next Steps/CTA Pages

3. CLIENT EXIT PACKET

✔ 20 pages – Letter Size Canva Template – 8.5” X 11”
✔ 3 Cover Pages, 2 Thank You/Intro Pages, Client Gift, Achievement Recap, To-Do Checklist, Client Files and Downloads, 3 Resource Pages, Testimonial Request, Feedback Request, 2 Referral Program Pages, 2 Additional Services Pages, 3 Promotion/CTA Pages

BONUSES

✔ Client Onboarding Tool Kit – 20-page step-by-step guide with prompts, tools, and resources to navigate your Onboarding Process
✔ Canva Video Tutorial – Learn how to use Canva and customize your templates
✔ Curated Female Boss Stock Photo Collection to use for your business
✔ Brand Color Combinations Cheat Sheet with 12 trending done-for-you brand color palettes

PLEASE NOTE: This is a BUNDLE of 3 individual listings. You can find the individual listings here:

SERVICES AND PRICING GUIDE
CLIENT WELCOME PACKET
CLIENT EXIT PACKET

1. You will need a free Canva account to be able to download and edit the templates.
2. After you order, you will receive immediate access to a PDF Download Guide with the link and instructions to download your templates and bonus resources.
3. Start editing and customizing your template. You can edit anything you would like including images, elements, fonts, and colors.
4. Download your design and share the end product with your audience.

Due to the instant nature of this transaction, I cannot offer refunds or exchanges. If you have any technical problems with the download or file, please contact customer service at info@juliaonpurpose.com. This purchase is a digital instant download, no physical copy will be shipped.

The templates and designs are copyrighted © Julia On Purpose, LLC.

You can use this template to create end-products ONLY. This means you can share and sell the FINISHED end products you create with the template, i.e. you have to save the templates as PDF, JPEGs, etc. before sharing them. You cannot share, redistribute, resell, transfer, reproduce or give the templates as-is away to others (not paid or for free) even if you have made modifications, i.e. you’re not allowed to sell the actual editable Canva templates. The templates are copyrighted © Julia On Purpose, LLC. All Rights Reserved. By purchasing this product you accept these terms. Please reach out to info@juliaonpurpose.com if you have any questions. I’m always happy to help.

The photos you see in the product images are for illustration purposes only and not included in the template. You can easily drag and drop your own photos into the template.

my Mission

My mission is to provide service providers and digital product creators with the design tools they need to plan, market and grow their dream business.

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