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Boss Lady Editable New Client Welcome Packet | Welcome Packe

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End the time consuming back and forth via email to answer the same questions over and over again and provide your potential clients with this time saving welcome packet!


With these templates, you'll be able to make your client onboarding process faster and easier, meanwhile looking like a total professional. It's meant for freelancer, online businesses, especially service businesses and solopreneurs.


Inside this package, you'll find all the templates you need to present your services, your work process, timeline, any potential upsells, set expectations, showcase your previous work and portfolio, introduce your team, provide case studies and client references and more!


You'll be able to mix and match all of the templates to create the welcome packet that's most suitable for your business!


▶︎ ▶︎ INCLUSIONS


3 Cover page

Table of Contents

Introduction

Mission and Values

About Me

Meet the Team

What to Expect

2 Our Services (What We offer)

How it works

Project Description

Project Timeline

Project Calendar

Project Strategy

Project Walkthrough

Case Study

Important Dates

2 Tools and Resources

Client Checklist

Client Homework

What I need from You

What you’ll receive from me

Project Summary

FAQs

Procedures

T & Conditions

Payment and Cancellations

Payment Plan

Client Invoice

Client Contract

Next Steps

Thank You Page

Contact Page


IMPORTANT


In case you have problems with access or any other issue, please contact me so I can assist you.


Your finished ebook (PDF format) will be at your discretion.


However, modification, and selling of any part or of the entire template are strictly forbidden.


This template can only be customized through Canva. You may download them in PDF format.


REQUIREMENTS


CANVA (Paid or Free)


RECEIVING YOUR DIGITAL PRODUCT


Kindly review information you have entered especially your email. Your digital template shall be sent to your email.


Once payment is confirmed, the download link shall be enclosed in the email that you will be receiving. It is also included on the Thank You page

Download the attached PDF file.


Inside the PDF file, you can access the Canva link to edit and always makes sure to MAKE A COPY before you edit.

Product Information

  • Release Date:
    11th August '20
  • Updated Date:
    11th August '20
  • Product Tags:
    Welcome Guide Welcome Packet Canva Template Services Guide Client Welcome Pricing Guide Client Onboardin Client Packet Marketing Kit Client Invoice
  • File Types Included:
    PDF
  • Projects:
    Business Branding Marketing Materials
  • Product Groups:
  •  
    Report listing for infringement

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