Client Welcome Template Canva for Service providers – Savvy


Client Welcome Kit Canva template for service providers – Perfect for Virtual assistants, designers, copywriters, photographers, etc., to create a great client welcome guide and seamless client onboarding processes. Contains assortments of editable pages, mood boards, sections, invoices and contracts etc.

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Do you go back and forth with your client trying to explain what’s included in your service package, or your client wants more reviews for free? Or you are having a disagreement over the remaining, the right channel for communication, project deadline etc.

Maybe you are wishing you have a handy digital welcome packet to present to your client and take away the frustrations. So you can create a seamless client onboarding process for your business.

What you need is an editable client welcome packet template. It doesn’t matter if you have a contract signed with your client. A handy digital welcome packet PDF will save you a lot of frustrations.

If you want to improve your client onboarding process – Our 70+ editable Client welcome packet template Canva is for you.


What you can achieve with this new client welcome packet template;

  • ✅ Properly Welcome your clients and introduce your team
  • ✅ Free your client from Buyer’s Guilt and assure them of your service
  • ✅ Manage client’s expectations, set boundaries and Timelines
  • ✅ Walk Your clients through project stages one by one
  • ✅ Share questionnaires, and surveys to learn more about their business and needs
  • ✅ Clearly state your terms and reviews policies
  • ✅ EXCLUSIVE: Client contracts and Invoice pages



  • reusable welcome kit templates for multiple clients
  • all pages are quick and super easy to edit
  • can share as a digital client welcome packet 
  • You and your clients can print them
  • fully customizable text, fonts, colours and image layouts
  • free fonts used for personal and commercial use
  • Guides and tutorials on editing CANVA TEMPLATES
  • Comes in A4 and Us Letter Sizes

This client Welcome Packet Template Canva includes;

74 Editable mix and match Canva Templates;


  • 3 Cover Pages
  • 4 Tables of Contents
  • 3 Welcome + Brand Profile and History pages
  • 4 About Me & Team Intro pages


  • 5 Chapter/Section divider
  • 4 Project Process & Milestones Pages
  • 3 Project Timeline & Roadmap pages
  • 5 Project pricing pages
  • 4 Project deliverable pages
  • 2 Resource, Tools and Guide Pages
  • 3 Revision Policies, Terms and Condition pages
  • 2 Invoice and payment guides


  • 7 Case studies pages
  • 2 Client testimonial pages
  • 3 Mood Board Pages
  • 3 Quote pages


  • I contact page
  • 5 Client Surveys and questionnaire pages
  • 4 Client Homework pages
  • 4 Frequently asked questions
  • 3 Contract Agreement
  • 2 What’s Next pages

*PS: Images and placeholder mockups are not included due to copyright and licensing. 


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