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Client Welcome Packet | Lilac [H]

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Coaches, Consultants, and Service Providers of all stripes... this one's for you.

If you work with clients in any capacity, this is a must-have. The Client Welcome Packet is loaded with individually designed pages, each with a unique and meaningful purpose. It outlines absolutely everything your new client needs to know. Plus, it looks professional and is a beautiful way to welcome someone into your professional world. And because it's a reusable template, you'll save time, stay consistent, and can be sure you don't leave anything out. All the designing is done for you. Just customize, download, and send. 

  • Welcome new clients to your business
  • Introduce yourself and your team
  • Set communication preferences
  • Lay out the project timeline
  • Manage expectations
  • Set boundaries
  • Outline the project scope
  • Answer questions and upsell
  • Share deliverables and resources
  • ...and more

  • Make a stellar first impression
  • Instill confidence that your new client made the right choice in hiring you
  • Save time and energy
  • Have more time to work on (and in) your own business
  • Position yourself as an expert
  • Have consistently branded, professional collateral

  • Edit using the free desktop version of Canva
  • Change fonts, colors, imagery, and design elements
  • Choose your own layout by duplicating, removing, and rearranging pages to suit your needs
  • No design skills necessary. Just customize, download, and share
  • Reusable for multiple clients
  • Free lifetime updates
Size: US Letter (11 x 8.5")
Style: Lilac
Layout: Landscape

Includes these 30 customizable templates to help you create a branded welcome kit in no time:
2 Cover page layouts
1 Introduction to the Project page
2 About Me layouts
3 Meet The Team layouts
2 Client Expectation layouts
2 Process layouts
3 Timeline layouts
2 FAQ page layouts
2 Deliverables layouts
1 Communication + Office Hours page
2 Quote page layouts
1 Bonuses page
2 Upgrades layouts
2 Upsells layouts
1 Client Resources page
1 Terms + Conditions page
1 Let's Get Started/Kickoff page

Due to licensing restrictions photos are not included, however Canva has thousands of free images to choose from or you can upload your own imagery. I used free Canva fonts in this design, or you can select your own fonts. I included professional copy and copywriting prompts throughout the guide for you to use.

By purchasing this guide you agree to these Terms & Conditions.
You will get a PDF (168KB) file

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