New Client Welcome Packet Template

Welcome your clients to your service subscription easily with this 30 page client welcome packet template editable on Canva.

This will help you nail in the next steps you take after a client books your service. Eliminate unecessary back and forth emails and haphazard material forwarding that makes you look disorganized.

Jump straight to comprehensive orientation with this welcome packet.

With this template, you can:

• Welcome and introduce new clients to your business and the team seamlessly
• Build some anticipation and give client a glimpse of your first meetup
• Outline your service goals and define any expectations
• Build a timeline, milestons and deliverables

The welcome packet is perfect for service based businesses like:

• Health and wellness coaches
• Fitness instructors
• Business coaches
• Virtual assistants
• Social media manager
• SEOs
• Credit repair agencies
• Daycare or babysitters

The well designed welcome packet can either be distributed as a PDF, a printable book, a video slideshow or individual page presentations as a last resort.

Your clients will feel comfortable and confident about their decision to do business with you.

30 Page New Client Welcome Packet Templates - A4 and US Letter Size

Included pages are:

• 3 cover pages
• About the business page
• Welcome page
• A table of content
• Mission or goals of the project
• The coaching progress and what to expect
• Service overview
• Timelines and milestones
• Commitment and agreement page
• Resources and homework
• A faq page
• New customer checklist
• Call to action and next steps