Client Welcome book Template, Virtual Assistant Welcome Packet, New Client Service Guide, Coaching Onboarding Template, Canva Template

Impress your new clients with a beautifully branded onboarding experience!

This Client Welcome Packet Template for Canva helps coaches, service providers, and virtual assistants create a professional, polished welcome guide in minutes — no design skills required. It includes every page you need to set expectations, communicate clearly, and make a strong first impression with your clients. This Welcome Packet was expertly designed so you can IMPRESS your clients, and start your working relationship off right.

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🌿 WHAT’S INCLUDED

★ 20 PAGES INCLUDED:

1. Book Covers

2. Welcome Page

3. About Me/My Team

4. Kickoff Checklist

5. What to Expect

6. Package Details

7. Project Timeline

8. Communication

9. How it Works

10. Billing Terms

11. What's Next

12. 2 Helpful Resources

13. FAQ

14. More Packages

15. Invoice

16. Testimonial Page

17. Thank You Page

18. Agreement & policies

20. Quick Start Guide

21. Client Onboarding book instruction pdf

22. License Agreement

23. Purchasing Card

24. Frequently Asked Questions (FAQ)

-20+ editable Canva pages (A4 + US Letter sizes)

-Welcome, about, services, process, timeline, policies, FAQs & more

-Works with Canva Free (no Pro subscription needed)

-Fully customizable: fonts, colors, and text

-Instant access via share link and PDF instructions

💡 PERFECT FOR

-Coaches, service providers & consultants

-Virtual assistants and freelancers

-Designers, marketers & creatives

-Anyone onboarding new clients

🧠 WHY YOU’LL LOVE IT

-Polished, on-brand look for your business

-Save hours of design time

-Easy to edit & reuse for every client

-Builds trust and sets professional tone from day one

🖋️ HOW IT WORKS

1️⃣ Purchase & download the PDF.

2️⃣ Click the Canva link inside.

3️⃣ Customize your text, colors & fonts.

4️⃣ Download & send to clients instantly!

✨BY PURCHASING YOU ARE AGREEING TO THE FOLLOWING

1. While you may use these templates to promote your business, the sharing and re-selling of these templates for commercial use is strictly prohibited.

2. These templates are not legally associated with Canva.com.

3. You acknowledge that these templates only work with Canva.

4. You acknowledge that there are no refunds or exchanges offered.