Everything you need to onboard clients like a pro
This all-in-one bundle includes the four most important templates every online service provider needs to look polished, feel legit, and run a smooth, professional client experience from start to finish. Whether you're a VA, OBM, SMM, or creative, these templates are designed to save you hours, set clear expectations, and give your clients serious confidence in working with you.
Portfolio Template – Show off your work, services, and results with a professional portfolio
Proposal Template – Pitch your packages with clarity and confidence (no more awkward emails or clunky PDFs)
Welcome Pack Template – Set boundaries, outline next steps, and deliver a smooth onboarding experience
Contract Template – A lawyer-inspired, plain-English contract with flexible clauses and add-on pages for SMMs + creatives
Note: You will need a Canva account to access this template.
Here are all the products that are included in your bundle
