Introducing yourself and your company is the first step in onboarding a new client. This is your opportunity to make an excellent first impression. Explain what your company does and how you can help the client.
This welcome packet comes with 35+ pages. Nope, you don’t have to use them all. You get to decide what is important for your client to know.
Pages include:
- About me page
- Project timeline
- Policies
- Pricing and package options
- Frequently asked questions
And much more!
You can see more of the welcome guide here.
Create your own welcome packet by using this template! You do need a free or pro version of Canva to edit the template. You will want to change the wording, photos, fonts, and colors. Here are a few of the pages.
Check out my blog for more information on how and why you should onboard new clients.
