Client Welcome Packet


What happens after your client expresses interest in working with you? Do you have a streamlined process or do you send dozens of emails to your client trying to figure out scheduling, expectations, timelines, payments, and questions? With this customizable Welcome Packet for your new clients, you can finally set CLEAR expectations and give them EVERYTHING they need from the start. Your clients will feel empowered knowing they made the right decision in hiring you. Great for virtual assistants, social media managers, coaches, or any other service-based business.

Quick Checkout


Welcome your new clients seamlessly with this editable Client Welcome Packet Template. You can edit and customize each page in Canva (a free easy-to-use design program).

Client Welcome Packet Canva Template – 8.5” X 11”

Total of 21 Pages:

✔ 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
✔ 3 Next Steps/CTA Pages

Bonus Resources

✔ Canva Video Tutorial – Learn how to use Canva and customize your templates
✔ Client Onboarding Tool Kit – 20+ page step-by-step guide
✔ Free Stock Photo Collection to use for your business

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 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 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.

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