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Client Onboarding Pack Template - Service-Based Biz Owners (Amanda)

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Streamline the onboarding process for your service-based biz with this Client Onboarding Pack Template! This sleek and stylish Canva template is designed to upgrade the welcome experience for your clients and take care of all the busywork for you! Get the job done fast, and get the job done right. 😉

Key details:

  • Editable Canva Templates (A4 and US Letter)
  • 20+ pages (see below for more info)
  • Immediate access to digital download
  • From the Amanda Collection. Choose from different colour schemes/collections here and view other products in the Amanda Collection here.

PLEASE NOTE: This is a digital product and no physical products will be shipped.

Terms of use:

Edit the template and send it to your clients as a finalised PDF file

Use for multiple clients (in fact, use it for every single new client you sign!)

✅ Change the content, colours, fonts, etc.

❌ Resell the Client Onboarding Pack Template (Canva files, PDF, jpg, png) as a standalone product or as the main selling point of your course or membership

❌ Use for client projects i.e. send to your client’s new clients.

What's included:

  • Access to the editable template in Canva.
  • 4x Cover Page options.
  • 2x Table of Contents Page options - let your clients know what’s in the document and where to find it.
  • 1x Welcome Message Page - make the document personal and edit for each new client.
  • 1x Meet the Team Page - let your clients know who’s on the team and what they do.
  • 6x Working with Us/What to Expect Pages - set your client’s expectations and establish your boundaries.
  • 4x Project Details Pages - give a detailed outline of the project, including timelines and phases.
  • 1x Project Budget Page.
  • 2x Client Homework Pages - kickstart the project with everything you need from your client!
  • 1x Important Links Page - a handy guide for your client to refer back to.
  • 1x FAQs Page.
  • 1x Summary of Services Offered Page.
  • 1x Useful Resources Page.
  • 1x Contact Info Page.
  • Change the fonts, colours, and images to match your own branding.
  • Receive any future updates made to the template.
Client Onboarding Pack Template - Service-Based Biz Owners (Amanda)
Client Onboarding Pack Template - Service-Based Biz Owners (Amanda)
Client Onboarding Pack Template - Service-Based Biz Owners (Amanda)