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Client Welcome Packet | Sage [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: Sage
Layout: Landscape
You can find the portrait version of this guide HERE.

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 (167KB) file

Customer Reviews


1 year ago


So I've only been using this for about 20 minutes and I can already feel the weight lifted. I had *NO IDEA* how stressed I was trying to create my own welcome kit until I opened this and it was all done FOR ME. It's already made my life SO much easier! I'm super excited to have this welcome kit to work with. I am off to buy the goodbye kit too now!