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No Refunds or Exchanges: 

Because this is a digital product there are no refunds or exchanges and all sales are final.

Get The Template Bundle & Save 

  • Easy to customize and edit in Canva
  • reuse for multiple clients
  • FOR USE WITH A free CANVA account
  • curated Unsplash photo collection INCLUDED

The Details

What do you do once a client books your services? Do you go back and forth between emails? Are you and your client on the same page?

With this customizable Welcome Packet for your new clients, you can finally set clear expectations and give them everything they need at the start, creating an amazing client experience that elevates your brand and streamlines your process. 

Cover page x 3 layouts
Welcome + thank you
Package / Programme summary
Your vision + values
Intro video link (optional)
What to expect from the programme + collaboration
Coaching process / Signature method
Timelines + milestones
Weekly activities + goals x 2 layouts
Communications / Meetings / Support Channels / Resources
Tips for working together 
Programme agreement / Contract + terms
Client homework pages
Next Steps
Back Cover 

$19 USD

What's included

What you'll get as soon as you purchase:

After you order, you will receive immediate access to a PDF Download Guide with the link and instructions to download your templates.

By clicking the link you will be redirected to the template in Canva. From there you can start editing and customizing your template. You can edit anything you would like including images, elements, fonts, and colors.

*You will need a free Canva account to be able to see and edit this template. All fonts used are included in the free version. The sale of this product is not affiliated with Canva in any official way.

Licensing & Copyright:

These templates are for personal use only. You may not resell, lease, license or distribute this template and its contents or claim they are your own creations.


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New Client Welcome Guide

Contents + Imagery:

Stock photos and copywriting are not included in the template. There are text prompts to help you easily write content and a link to the Unsplash Photo Collection is included in your purchase. 

Please Note: Because this is a digital product, there are no refunds or exchanges and all sales are final.

Onboard new and potential clients seamlessly

Set them up for success with next steps

Set boundaries and manage expectations

Provide a professional, on-brand experience across every touchpoint with our easy-to-use and cohesively designed collection

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