✨ Start every client relationship with clarity and confidence using this all-in-one Client Welcome Packet for service providers!
This 31-page Canva template is made to help VAs, OBMs, freelancers, and online service pros streamline onboarding, set expectations, and show up like the pro you are—without spending hours creating it from scratch.
🎨 No Canva Pro needed – fully editable with a free account
📄 31-page client welcome + proposal template
💻 Perfect for onboarding, pricing, timelines, FAQs, and more
🖋️ Easy to update with your branding, services, and messaging
📦 WHAT'S INSIDE:
✔️ 2 Cover Pages + Table of Contents
✔️ 2 Welcome Pages
✔️ 1 Introduction Page
✔️ Meet the Team Page (or About You!)
✔️ Process Overview & What to Expect
✔️ 2 Client FAQ Pages
✔️ 1 Considerations Page
✔️ 1 Notes Page
✔️ 2 Billing/Finance Pages
✔️ 2 Communications Pages
✔️ 3 Project Timeline Pages
✔️ 2 Package/Service Details Pages
✔️ 2 Client Resource Pages
✔️ 3 Client Checklist Pages
✔️ 1 Testimonial + 1 Case Study Page
✔️ Contact Info + How to Accept Page
🙌 PERFECT FOR:
Virtual Assistants (VAs)
OBMs & SMMs
Copywriters & Designers
Freelancers & Contractors
Any service provider who wants a smoother client process!
💡 Skip the back-and-forth emails and set clear boundaries, timelines, and expectations with one gorgeous, easy-to-edit template.
👉 Grab your copy now and elevate your client experience—without the overwhelm!
✨ Start every client relationship with clarity and confidence using this all-in-one Client Welcome Packet for service providers!
This 31-page Canva template is made to help VAs, OBMs, freelancers, and online service pros streamline onboarding, set expectations, and show up like the pro you are—without spending hours creating it from scratch.
🎨 No Canva Pro needed – fully editable with a free account
📄 31-page client welcome + proposal template
💻 Perfect for onboarding, pricing, timelines, FAQs, and more
🖋️ Easy to update with your branding, services, and messaging
📦 WHAT'S INSIDE:
✔️ 2 Cover Pages + Table of Contents
✔️ 2 Welcome Pages
✔️ 1 Introduction Page
✔️ Meet the Team Page (or About You!)
✔️ Process Overview & What to Expect
✔️ 2 Client FAQ Pages
✔️ 1 Considerations Page
✔️ 1 Notes Page
✔️ 2 Billing/Finance Pages
✔️ 2 Communications Pages
✔️ 3 Project Timeline Pages
✔️ 2 Package/Service Details Pages
✔️ 2 Client Resource Pages
✔️ 3 Client Checklist Pages
✔️ 1 Testimonial + 1 Case Study Page
✔️ Contact Info + How to Accept Page
🙌 PERFECT FOR:
Virtual Assistants (VAs)
OBMs & SMMs
Copywriters & Designers
Freelancers & Contractors
Any service provider who wants a smoother client process!
💡 Skip the back-and-forth emails and set clear boundaries, timelines, and expectations with one gorgeous, easy-to-edit template.
👉 Grab your copy now and elevate your client experience—without the overwhelm!
