Client Onboarding Bundle | CANVA Template Free Download

Download Client Onboarding Bundle | CANVA Template Free

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Client Onboarding Bundle | CANVA Template
Published: May 19, 2021
Applications Supported: Other
File Size: 1.84 MB
Vector
Layered

Description: Client Onboarding Bundle | CANVA Template
Services & Pricing Guide, Client Welcome Packet & Client Goodbye Packet template bundle for service-based business owners & coaches to help you save time, attract new clients & streamline your client onboarding & offboarding experience.

SAVE 30% OFF COMMERCIAL LICENCE WITH THIS BUNDLE. Templates cost $135 for Commercial Licence when sold separately – you save $40!

STREAMLINE YOUR CLIENT EXPERIENCE:

✅ attract new clients with a professional Services & Pricing Guide
✅ welcome new clients & introduce them to your process with a stylish Welcome Guide
✅ find out more about your client’s needs with a welcome survey
✅ handover & recap your project with a Goodbye Packet
✅ ask for client feedback & testimonials with a feedback questionnaire
✅ cross-sell other services & stay in touch easily
✅ BONUS! includes Invoice & Clients Contract templates

Designed with CANVA users in mind, this Canva template will help you save time & create a pixel-perfect, professional-looking business guides & surveys in no time. Use the intuitive drag-and-drop interface to add text & images or change fonts & colours. Choose from multiple page variations, duplicate & rearrange pages to create endless layouts.

SERVICES & PRICING GUIDE (60 PAGES)

3 guide cover variations
2 table of contents pages
8 welcome & meet the team pages
4 guide section cover variations
6 vision board & quote pages
10 case study & testimonial pages
10 price list & coaching package pages
8 coaching framework & process pages
4 client homework & Q&A pages
2 terms & conditions & contact pages
3 final call to action pages

WELOME GUIDE (55 PAGES)

3 cover page variations
1 table of contents page
4 section cover variations
8 welcome, meet the team & guide pages
10 “what to expect” & resource pages
10 coaching framework & timeline pages
10 client homework & survey pages
3 FAQ pages & “what’s next” pages
1 payment options page
4 terms & client contract pages
1 client invoice

GOODBYE PACKET (40 PAGES)

3 cover page variations
4 thank you & gift pages
6 project or service recap pages
2 “download your assets” pages
6 useful resources pages
2 FAQ pages
8 feedback request & questionnaire pages
2 additional services pages
2 referral program pages
1 call to action page
4 invoice page & client contract pages

NOT INCLUDED: stock photos & magazine presentation mockups are NOT included with your purchase

FEATURES:

edit online for FREE at www.canva.com
can be used to create digital or printed guidebooks
quick & easy to edit
fully customisable text, fonts & colours
free fonts used for personal & commercial use
download instructions + getting started notes PDF

WHEN YOU PURCHASE:

you will receive a PDF document with shared links to Canva templates
create a FREE www.canva.com account (this template will also work in Canva PRO)
use the links provided in the PDF document to access the templates on your computer
edit your template & export as a PDF document (for print or digital use)
use over & over again

These designs are copyrighted to Studio Loire.

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