Client Onboarding Welcome Packet

Ensure your clients feel valued from the very first interaction with the ultimate Client Onboarding Welcome Packet! With a polished, cohesive design, this template sets the perfect tone for a successful partnership. This is a truly done-for-you product featuring guided content areas paired with prewritten text, allowing you to effortlessly tailor the content to reflect your unique business voice and offerings. From setting clear expectations to outlining next steps, this packet helps you build trust, create a seamless onboarding experience, and leave a lasting, professional impression. Save time, stay consistent, and ensure every client feels informed, supported, and excited to work with you!

WHAT’S INCLUDED:  1 PDF instructions with link to Canva template, and also includes a free Canva guide to help you easily customize templates

→ 30 (24+6) Page Client Onboarding Welcome Packet A4 Size

→ The Essential Canva Guide to Customizing Templates

WHAT DO I NEED TO EDIT THIS TEMPLATE?  All you need is a free Canva guide and some very basic knowledge of Canva. The free Canva guide provided with your purchase will help you navigate all the tools with ease and allow you to quickly customize your design. 

WHAT CAN I EDIT IN THIS TEMPLATE? 

✔️ All text (font color, size, positioning)

✔️ Background color

✔️ Add or remove elements

✔️ Add your own images and logo

HOW IT WORKS:

Access the PDF file containing the template link(s). Click the template link provided in the PDF. This will open a webpage where you can select "Use Template," and Canva will automatically launch. If you don't have an account, simply sign up for a free one! Edit your template, save and download.

** Please note: You CANNOT edit using Microsoft Word, Adobe Illustrator or Photoshop, Google Docs, or any other software. 

TERMS AND POLICIES:

This is a digital file for self-editing in Canva. No physical items will be shipped, and the order does not include editing services, printing, framing, or accessories.

Due to the nature of digital items, refunds are not available. Please read the product description and policies thoroughly before purchasing.

Returns, exchanges, or cancellations are not accepted. If you encounter any issues, please contact me immediately, and I will assist with appropriate solutions.

Every printer produces slightly different results, so colors may vary slightly from what you see on your screen.

You may edit and use these templates for your own business branding and marketing materials. The templates, whether in their original or modified form, cannot be resold, shared, or used to create products for sale or free distribution.

All mockup images and props (such as frames, decorative items, and additional text not part of the template) are for display purposes only and are not included in the purchase.

For any enquiries or concerns, please connect with me via email thenoiorcreativestudio@gmail.com

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