Client Welcome Packet

👋📁 CLIENT WELCOME PACKET

 

A beautifully designed, fully customizable welcome packet to impress new clients and set clear expectations from the start. The Client Welcome Packet helps you create a professional, friendly onboarding experience—covering essential info, policies, and next steps in one sleek document.

 

Perfect for freelancers, coaches, service providers, and small businesses aiming to build trust and streamline communication.

 

📦 What’s Included

• Editable welcome packet template (Canva + PDF formats)

• Sections for introduction, services overview, FAQs, policies, and contact info

• Space for personalized branding: logos, colors, fonts, and messaging

• Bonus: Client questionnaire and goal-setting worksheet

• Clear instructions for easy customization and delivery

 

🌟 Key Benefits

• Creates a professional and welcoming first impression

• Sets clear expectations and reduces onboarding confusion

• Saves time with ready-to-use, customizable layouts

• Builds client trust and encourages smooth communication

• Perfect for digital or printable delivery

 

👥 Perfect For

• Coaches & consultants

• Freelancers & creative professionals

• Service-based businesses

• Agencies & small teams

 

📁 Format & Delivery

• Instant digital download

• Editable Canva template + PDF files

• Editable with free Canva account

• Ready for email, print, or website sharing