Streamline your client onboarding process with this professional and fully customizable Canva template! Perfect for coaches, consultants, and service-based businesses, this template is designed to impress your clients and simplify your workflow.
With a clean and modern design, this easy-to-use template includes everything you need to set expectations, communicate timelines, and provide a seamless onboarding experience. Simply customize it to fit your brand, and you’re ready to go!
 
What’s Included:
Cover Page: Create a lasting first impression.
Welcome & About Us: Introduce your business and values.
The Process: Outline the steps in your workflow.
Kickoff Checklist: Ensure all the essentials are covered before starting.
Project Timeline: Break down key milestones and deadlines.
FAQs: Answer common client questions to build trust.
Testimonials: Showcase your happy clients’ success stories.
Keep in Touch Page: Share your contact details and stay connected.
 
Why You’ll Love It:
Time-Saving: No more creating onboarding materials from scratch!
Professional Look: Impress your clients with a clean, cohesive design.
Fully Customizable: Edit colors, fonts, images, and text to match your brand.
Instant Access: Download and start using immediately after purchase.
 
How It Works:
Purchase the template.
Receive a PDF with the Canva link and instructions.
Open the link, click “Use Template,” and customize to your heart’s content!
Save and share with your clients.
 
Perfect For:
Coaches & Consultants
Creative Entrepreneurs
Service Providers
 
Additional Notes:
This is a digital product; no physical items will be shipped.
Due to the nature of digital downloads, all sales are final.
Canva (free or Pro account) is required to use this template.