Welcome Kit Template - also known as Welcome Pack / Starter Kit
The onboarding process of a new client is a very important first step in your client's journey with the service you provide. A Welcome Kit prepares and informs your client on what to expect in the next steps moving forward, is a great opportunity to give them a good first impression and to prove your value quickly.
A Welcome Kit is also a perfect place to house all the information of the service you will provide, including the agreed cost and details, timeline, next steps, what you need before starting, how you communicate throughout the duration of the service and more.
The thoughtful layout and design of this Welcome Kit will make your onboarding process a more professional and streamlined process!
This template is great for those who:
- have a service-based business
- want to streamline their systems and processes
- want to save time with on-boarding new clients
- need ONE document that includes all the information you need to tell your new client
- want a Welcome Kit that has been carefully planned, structured and designed by a professional graphic designer
The Details:
- A4 landscape (210 x 297)
- x14 Pages
- Compatible with Canva (www.canva.com)
- Edit brand colours and fonts throughout the entire document
- Uses free Canva fonts
- Exclusive access to the Template How-To Library
- Photographs are not included (they are however available to download at www.unsplash.com for FREE)
Template Pages Include:
Cover
Introduction
Project Details
The Goal x2 versions
How We Communicate
Commitment Page
Project Timeline
Questionnaire page 1
Questionnaire page 2
Questionnaire page 3
Your Info & Agreement
The Next Steps
Important Notes
Call To Action / Contact Page
