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The Client Experience Duo | Sage [V]

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Provide an unparalleled client experience and shine as an elite service provider in your industry. A pair of professional templates to help you welcome new clients into your professional world, and then gracefully offboard them with class when your time together commences. And, after a streamlined and enjoyable experience like this, your clients are sure to return to you for more services and refer others to you.


The Client Welcome Packet (A $25 Value)
30 templates to help warmly welcome your new clients, outline details, manage expectations, and set boundaries 

The Client Goodbye Packet (A $25 Value)
30 templates to help wrap up your professional project in style by providing closure, resources, and deliverables

60 customizable template pages
Grab the pair for $42
$50 if purchased separately


  • 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 (8.5" x 11")
Layout: Portrait
Style: Sage

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 (166KB) file

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