Rose Gold Chic Editable New Client Welcome Packet



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


NO REFUNDS shall be issued as this is a digital listing. In case you have problems with access or any other issue, please contact me so I can assist you.
Your finished ebook (PDF format) will be at your discretion. You may sell or distribute them if you see fit. The fonts included in the template are free for commercial use.
However, actual distribution, modification, and selling of any part or of the entire template are strictly forbidden.
This template can only be customized through Canva. You may download them in PDF format.

CANVA (Paid or Free)


Kindly review information you have entered especially your email. Your digital template shall be sent to your email.

Once payment is confirmed, the download link shall be enclosed in the email that you will be receiving. It is also included on the Thank You page
Download the attached PDF file.

Inside the PDF file, you can access the Canva link to edit and always makes sure to MAKE A COPY before you edit.

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