New Client Bundle, Sleep Consultant Templates, Client Onboarding Guide, Service Contract, Edit in Canva, Welcome Package, Starter Kit,SS002

Sleep Coaches! This New Client Bundle is designed to make your new client experience seamless and professional. In this BUNDLE, you will find cohesive and beautiful templates to welcome your new client onboard, from invoicing all the way to gathering client and sleep information - first impressions count!

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ALL CUSTOMIZABLE! DIY editable in Canva so you can customize it yourself, no need to wait for a designer! Just purchase, download, edit, share! It's that easy. Can be downloaded as a PDF file, as well as in other formats to suit your needs. You'll need a free account to edit the template. This template is for use on CANVA.

♥♥ PLEASE NOTE - this is a digital download / template. No physical product will be shipped. Once you have placed your order you will receive a link to edit your template online using the free software Canva. No waiting for designers - get access immediately!

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Includes the following digital products as a bundle:

CLIENT WELCOME PACK:
https://www.etsy.com/ca/listing/1575357487/client-welcome-pack-template-sleep

CONTRACT TEMPLATE / SERVICE AGREEMENT:
https://www.etsy.com/ca/listing/1574707781/contract-template-sleep-consultants

INTAKE FORMS & SLEEP LOG/TRACKER/ASSESSMENT
https://www.etsy.com/ca/listing/1585974347/sleep-consultant-intake-forms-sleep

AND

INVOICE, RECEIPT & QUOTE SET
https://www.etsy.com/ca/listing/1586653551/invoice-receipt-quote-template-set

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INCLUDED IN THIS DOWNLOAD:
- Cover page
- Introduction
- Welcome
- Table of contents
- Coaching agreement
- Payment information
- Let's get started
- Intake process
- Support details
- Communication / follow-up support
- Coaching timeline
- Housekeeping
- Sleep product recommendations
- FAQ's
- Sleep resources
- Purpose of Sleep Coaching Relationship
- Scope of Services
- Coaching Goals
- Confidentiality
- Fees and Payment Terms (Financial Agreement)
- Delay in Starting Sleep Plan
- Disclaimer
- Missed Telephone or Virtual Consultatios
- Text Message Support
- Sleep Log Submission Responsibility
- Refunds
- Invoice
- Receipt
- Client Questionnaire/Intake Forms
- Sleep Log/Tracker

Video training and free CANVA GUIDE is included.
Video training on how to create FILLABLE PDF's also included.
Includes LETTER and A4 SIZE.

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YOU CAN CHANGE USING CANVA:
-- All content
-- Font Colour
-- Font Style
-- Font Size
-- Backgrounds
-- Photos

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PERFECT FOR:

- Sleep Consultants
- Sleep Coaches
- Postpartum Doulas with sleep certifications
- any baby related coaching businesses (e.g. Parent Coaches, Lactation Consultants, etc.)

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♥♥ HOW IT WORKS

Step 1: Purchase the Listing
Step 2: Check your email from Etsy to download your PDF link file.
Step 3: Open the PDF and click the template link
Step 4: Load into Canva
Step 5: Edit, Save, Download, and Print/Share your documents

Once purchased, your template will always be available to you, so you can come back at any time and continue editing.

Our templates don't expire so you can edit them again any time! If you need a free version of the template simply click the link again to re-add to your account.

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♥♥ BUY MORE, SAVE MORE - Buy 3 or more products and receive 30% off using code SLEEP30 at checkout. Instagram Templates, Client Welcome Guides, Flyers, Sleep Guides, Client Sleep Plans, you name it!

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DISCLAIMER:

This template is for your own personal or internal business use only. It may not be re-sold and is not a Private Label Rights (PLR) digital product.

Page Layout - once you have edited the file, you can distribute to clients in pdf format. Please do not resell / redistribute in its original Canva format.

Social media - please do not resell or redistribute these files - they are for commercial use for your own business and not for resale.

Due to the digital nature of our products, please note we are unable to accept returns or offer refunds so please make sure the file is what you want before purchasing, and feel free to contact us with any questions you might have. Enjoy and get creative!

Copyright © Sweet Sleep Design