Welcome Packet for Onboarding New Clients


Editable welcome package for clients. 30+ pages. Canva account (free or pro) needed.


30+ Page Welcome Packet Template to create a seamless onboarding process for your dream clients.

Ready to elevate your client experience from day one? Designing a well-rounded welcome packet for your service-based business is one of the keys to a successful client relationship!


  • Title and Section Pages
  • Table of contents
  • About us
  • Mission
  • Project hub and timeline
  • Pricing and package options
  • Policies
  • FAQ’s
  • Invoice
  • Procedures
  • Client homework & checklist
  • Contact information
  • Thank you page

Easily editable in CANVA only (on PC or Mac) – change and update all text, photos, colors, drag and drop content, duplicate and rearrange pages as you see fit.

How does this work? After you order, you will get a PDF with a link to the Canva template. Then you can edit the template as much as you want!

Print Size: Letter Paper Size – 8.5” x 11” (You don’t have to print it. You can email your client the PDF. Save it as a PDF in Canva.)

By purchasing this template, you are covered by our Standard License, which allows you to use the template for personal use or client use. The template cannot be shared, resold, or offered as part of any package.

I don’t accept returns, exchanges, or cancellations. But please contact me if you have any problems with your order.

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