Client Welcome Packet for Virtual Assistants

As a Virtual Assistant, your new clients will need information about you on hand, especially in the beginning. They need to know things like contact details, payment terms, and operating hours. A Client Welcome Pack is a handy document that provides everything they need to know for future reference.

This pack also helps them feel welcome and appreciated as your new client. It’s an opportunity to build trust and certainty with your client, which helps to relieve uneasiness they may feel.

This Client Welcome Pack Canva template allows you to quickly customise and complete your own branded welcome pack to present to new clients. It's a must-have part of your onboarding process, allowing you to present yourself as a professional and trustworthy Virtual Assistant.

Features

• Both A4 and US Letter size available
• Fully customisable in Canva, a free and easy to use design software
• Includes a theme customisation page to quickly and easily personalise the fonts and colours to suit your brand
• Headings and text prompts to simplify and speed up the welcome pack creation process

Sections Included

This template includes the following sections:

• Personalised welcome message
• Contact details
• Service package outline
• My process
• Tools and resources
• About working with me
• Office hours
• Client's next steps
• FAQs

Sections can be added or removed as desired.

Canva Required

To access and customise this template you will need a free or paid Canva account. Canva is a web-based graphic and document creation app that is widely used by business owners because of it's versatile nature.

You can setup your free Canva account here.

Template Size

When you purchase this template you will gain access to a Canva template in the following sizes:

A4 size (21cm x 29.7cm)

US Letter (8.5in x 11in)

What you'll receive

After you purchase this product you'll receive a PDF file. Open the PDF file, choose your preferred size and click the link to create the template in your Canva account ready to edit.

Additional notes

This is a digital product therefore no physical product will be shipped. Your digital download will be available immediately after purchase and you can start customizing straight away. If you have any problems accessing your template, feel free to contact me via and I’ll do my best to help. Please do not share this product with other creators, instead feel free to share the link to this product. This template can be used to create your own eBook or workbook to sell, however you are not permitted to resell the templates.