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Welcome Packet & Service Guide Canva Template

$38.00 USD
Premium License
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Welcome your new clients in style with this 45-page Welcome Packet & Service Guide template for Canva! These templates are designed for spiritual and creative businesses to onboard new clients, highlight programs + services while breaking down budget + timelines.


This Welcome Packet & Service Guide will help you:

  • Create a digital or printable resource to welcome & onboard new clients!
  • Organize and breakdown all the details of your brilliant services and programs.
  • Provide your new client with worksheets and checklists to create easeful collaboration.


These templates can be edited with a free Canva account. You can easily change colors, fonts, and photos to fit your own visual brand. Arrange the pages how you want by simply duplicating the pages you need, deleting the ones you don't so you can create an organized resource that fits your exact needs.


FORMAT

  • 45 page Canva template (with instructional PDF to access your templates)
  • Sizes included in both versions: US letter + A4
  • 3 Different colored schemed gradient textures to choose from - 9 .PNG files to upload to Canva


HOW IT WORKS:

  1. Once purchased, you will receive immediate access to your template.
  2. Simply drag and drop your own content into each template in Canva and you're set to go! You'll also have the freedom to change any fonts and colors to match your own. You will also get 9 different gradient image files to upload to Canva.
  3. Export your files for either a digital or printable resource for yourself or your audience.


WHAT YOU NEED:

Canva - This FREE online software allows you to simply drag and drop your own content into your template. No extra software is needed.


THIS TEMPLATE INCLUDES:

  • 3 Cover pages
  • 2 Table of contents
  • 3 About pages
  • Welcome note
  • Quote page
  • Our process outline
  • Welcome + getting started pages
  • Dates & deadlines
  • Quick fact sheet
  • Program phases
  • 2 Timeline pages
  • FAQ's
  • Client expectations
  • Program guidelines
  • Client agreement
  • 2 Invoices
  • 2 Questionnaires
  • 2 Checklists
  • 3 Service lists
  • Pricing list
  • Membership options
  • Case study
  • Portfolio
  • Favorite resources
  • 3 Individual service breakdowns
  • Testimonials
  • Final Steps


OPTION TO CHANGE GRADIENT BACKGROUND This templates includes 3 different colored schemed gradient backgrounds to choose from! There are 9 PNG images files that you can upload to Canva. The color schemes are mystical (as shown in example), vibrant, and muted.


Also includes a PDF instruction guide to download and edit your template.


Need any help or have questions? Please send us a message and we'll be happy to help!


IMPORTANT: These editable templates cannot be re-sold or claimed as your own.


Product Information

  • Release Date:
    9th March '22
  • Updated Date:
    1st July '24
  • Product Tags:
    Client Welcome Packet Service Guide Pricing Guide Client Onboarding Project Proposal Canva Template Price List Project Presentation Creative Business Service Breakdown
  • File Types Included:
    PDF
  • Projects:
    Business Branding Educational Tools Marketing Materials Media Social Media Website Design Worksheets
  • Themes:
    Business Social Media Woman
  • Product Groups:
  •  
    Report listing for infringement

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Welcome Packet & Service Guide Canva Template

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