Client Welcome Packet Template

This Client Welcome Packet Template will welcome new clients and set expectations from the start of your relationship. Impress your new clients immediately with this Client Onboarding Canva Template.
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This Client Welcome Packet Template will welcome new clients and set expectations from the start of your relationship. Impress your new clients immediately with this Client Onboarding Canva Template.

⭐️⭐️ Grab all the templates from our shop with The Canva Template Vault membership here: ⭐️⭐️


Use Canva’s easy drag-and-drop platform to make the Client Welcome Kit template fit your brand exactly.

With the New Client Services Guide template you can change fonts, photos, colours and text to craft a professional-looking business guide for your new clients.

The Welcome Guide templates are in both A4 and US Letter sizes.

Mix-and-match pages of the Client Guide template to make a perfectly personalized and branded new client packet.

Make your Client Welcome Packet into an editable PDF that your clients can edit directly. Full instructions on how to do this are included.

42-page Canva template in both A4 and US Letter sizes.

– 3 front cover options
– 1 table of contents

⭐️ Client welcome:
– 1 welcome page
– introduction
– vision and mission
– about us
– meet the team
– watch our video

⭐️ Establish expectations:
– how it works
– what you can expect from us
– what we need from you
– contact details
– tools video tutorial
– resources

⭐️ Services overview and deliverables:
– service package summary
– our services
– what we offer
– pricing

⭐️ Process and project timeline
– timeline
– process
– strategy
– calendar
– dates for the diary

⭐️ Policy and payment guidelines:
– guidelines
– policies and procedures
– invoice
– contract
– terms and conditions
– payments and cancellations
– payment agreement

⭐️ FAQs and testimonials:
– FAQs
– testimonial
– case study

⭐️ Next steps:
– next steps
– questionnaires
– client homework
– checklist

⭐️ More about you:
– get to know me quiz
– infographic
– thank you

😊 Plus a video tutorial on how to edit with Canva
😊 Plus a full tutorial on how to create an editable PDF from your template

*Please note the photos are only for illustration purposes and not included in the template. All the images are available from

Here’s a video explaining how to edit using Canva:

Hi, we dedicated to helping you build a profitable online businesses that gives you the freedom to live the life you love.

As a teacher, digital designer, owner of 2 Etsy businesses and mother of three, we am happiest encouraging people to live the life they love.

Check out our blog for lots of business tips and ideas here:



– create a FREE account

– to access the templates, click on the links provided in the Instruction PDF included in your order

– edit your templates and export as PDFs

– use over and over again to create multiple digital products

Please note that these Client Onboarding Templates are for you to personalize and use for your own business only. You can use them as many times as you wish. However, you may not redistribute them or sell them as templates. Please respect the hard work that we put into creating our products, thank you.

Please note: the photos are from and not included in your purchase. However, you can easily drag and drop your own photos into frames on each page. If you’d like to use the photos we used in the product images, get in touch and we’ll be happy to supply you with the links.

We ready and waiting to help you. Just drop me a line and we’ll be happy to help you. Ask me anything – we’d just love to chat.

Thanks for supporting me!

Megnificent Creative

© 2022 Megnificent Creative
All Rights Reserved
Once edited in Canva this template can be exported via PDF, PNG, or JPG formats. This template is not recommended for creating EPUB files.


Please note that the prewritten content is provided as a sample and prepared as a guide for you to add your own information, clauses, and conditions. It is intended that you review and modify the content to fit your business. Any content does not constitute legal advice for your business, and it is recommended that you review your final documents with your legal counsel. This content is provided without any warranties or representatives as to its suitability to your business purpose. We disclaim all liability or responsibility for any alleged losses, injuries, or damages resulting from a user’s decision to make use of this template or any variation thereof.