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!
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.
WHAT DO YOU GET
Instant Access to Templates so you can get to work immediately
⬇️ 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)
–> You can mix and match all pages however you would like by rearranging, duplicating, or deleting them. Add your own graphics, pictures, fonts, and more.
• Client Onboarding Tool Kit – 20-page step-by-step guide with prompts, tools, and resources to navigate your Onboarding Process
• Download Guide with Instructions and FAQ’s
• 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
CLIENT ONBOARDING BUNDLE
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
HOW IT WORKS
1. You will need a free Canva account to be able to download and edit this template. You can sign up at canva.com.
2. After you order, you will receive immediate access to a PDF Download Guide with the link and instructions to download your files.
3. Start editing and customizing your template. You can edit anything you would like including images, elements, fonts, and colors.
4. Edit and reuse your template as many times as you’d like.
PHOTOS: The photos you see in the product images are for illustration purposes only and not included in the template. You must add your own photos. Your purchase includes a link to a free stock photo collection you can download and use however you would like.
Due to the instant nature of this transaction, I cannot offer refunds or exchanges. If you have any problems with the download or file, please contact me and I’ll do anything I can to help you.
This purchase is a digital INSTANT DOWNLOAD, no physical copy will be shipped.
If you have any questions at all, please feel free to message me!
The templates are for personal use for you and your own business only. You may not redistribute them or resell them as editable templates. They are copyrighted © Julia On Purpose.