CANVA TEMPLATE: 

The Client Welcome Guide, a 35-page Canva template designed to provide all the essential information clients need when working one-on-one with you. This guide not only helps establish clear communication and expectations but also enhances trust and professionalism from the very start.

3 Customizable Cover Pages – Make a lasting first impression Table of Contents & Introduction – Provide clarity and structure 

Company Mission, About Me & About the Team – Build connection and credibility 

Project Overview & What to Expect – Set clear expectations from day one 

Best Practices & Tools and Resources – Equip clients for a smooth collaboration 

How Communication Works – Outline preferred methods and response times 

Project Description & Strategy – Define goals, processes, and project vision 

Phases Timeline & Calendar with Important Dates – Keep the project on track 

“What I Need from You” Checklist – Make sure clients know how to prepare 

Outcomes & Deliverables – Clarify exactly what clients will receive 

FAQs & Client Homework – Address concerns and guide preparation 

Terms and Conditions – Establish clear boundaries and agreements 

Client Invoice & Contract with Terms – Simplify the onboarding process 

Contact Page – Make it easy for clients to get in touch