Pinkpreneur, Editable New Client Welcome Packet, Canva Template



End the time consuming back and forth via email to answer the same questions over and over again and provide your potential clients with this time saving welcome packet!

With these templates, you’ll be able to make your client onboarding process faster and easier, meanwhile looking like a total professional. It’s meant for freelancer, online businesses, especially service businesses and solopreneurs.

Inside this package, you’ll find all the templates you need to present your services, your work process, timeline, any potential upsells, set expectations, showcase your previous work and portfolio, introduce your team, provide case studies and client references and more!

You’ll be able to mix and match all of the templates to create the welcome packet that’s most suitable for your business!


3 Cover page
Table of Contents
Mission and Values
About Me
Meet the Team
What to Expect
2 Our Services (What We offer)
How it works
Project Description
Project Timeline
Project Calendar
Project Strategy
Project Walkthrough
Case Study
Important Dates
2 Tools and Resources
Client Checklist
Client Homework
What I need from You
What you’ll receive from me
Project Summary
Policies & Procedures
Terms & Conditions
Payment and Cancellations
Payment Plan
Client Invoice
Client Contract
Next Steps
Thank You Page
Contact Page


❤️ All photos and mockups used in the listing pictures DO NOT come with the actual workbook. You can get free stock images on Canva and places like Unsplash. The download comes with a resource guide to the best stock photos!

😬 You are allowed to share & redistribute the finished template in pdf/jpeg/png format for any desired purpose. As long as it is a finished product and that you are not actually sharing the template for other people to edit. You can create opt-in freebies, lead magnets for clients, or a workbook for your amazing course.

😬 You cannot share this template or redistribute the editable template. You need to add your OWN content.

😬 You cannot resell this template as your own or monetize any aspect of this template

✩ Add this listing to your cart by selecting “Add to Cart”
✩ Submit payment information & click “Order”
✩ After your order is complete, you will see a link for the download files via email
✩ Download the PDF instruction guide
✩ Create a FREE account
✩ This contains the direct download LINK to your Canva templates, along with tons of tips & tricks for making edits in the free online Canva platform. You will be able to easily switch out the fonts, colors, images & other graphic elements to match your branding. Quickly and easily use this drag and drop builder to create stunning templates at a low cost!

If you have any questions, concerns, or hesitations, please feel free to reach out!
I’d love to hear from you.


Please message me if you have any questions, I love to chat

⭐⭐⭐⭐⭐ Get a free 45-day Canva Pro trial:
⭐⭐⭐⭐⭐ FREE 15-Pages Canva Ebook template.

♡ Cecille

Terms of Use & Refund Policy: These files may not be shared, resold, redistributed, or reproduced for any purpose. Due to the digital nature of this product, I cannot offer refunds or exchanges on your purchase.

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