Client Welcome Packet Template, Editable Canva Onboarding Guide for Coaches & Service Providers, Welcome Booklet, New Client Kit

Welcome new clients like a pro — and make a polished first impression in minutes.

This editable Client Welcome Packet template gives service-based businesses a warm, professional onboarding experience to send the moment someone says yes. Perfect for coaches, virtual assistants, photographers, designers, personal trainers, social media managers, consultants, and any service provider who wants new clients to feel taken care of from day one.

Fully editable in free Canva — no special software, no design skills needed. Just click the link, swap in your text, colors, and photos, and download.

★ WHAT'S INCLUDED
A 12-page editable Canva template with:
- Cover page
- Welcome letter
- Meet / about you
- What to expect
- What I'll need from you (client checklist)
- Good to know (your simple policies)
- Your timeline / first few weeks
- Our process (key stages)
- Staying in touch / how to reach you
- Kind words (testimonials)
- FAQ page
- Thank-you / closing page

★ SIZE
- US Letter (8.5 × 11 in) and A4 (210 × 297 mm)

★ WHAT YOU CAN EDIT
Everything — text, colors, fonts, photos, page order. Add or remove pages as needed.

★ HOW IT WORKS
1. Purchase and download the PDF on Etsy.
2. Click the link inside to open the template in Canva.
3. Edit in your free Canva account.
4. Download as a PDF and share or print.

★ PERFECT FOR
Coaches · VAs · Photographers · Designers · Personal trainers · Social media managers · Consultants · Freelancers · Any service-based small business.

★ PAIR IT / SAVE
Get the full Complete Client Kit (Welcome Packet + Services & Pricing Guide + Client Proposal) and save — see our shop.

★ TERMS
For your personal/business use only. Sharing, reselling, or redistributing the template file is not permitted. Colors may appear slightly different across screens. This is a digital product — no physical item will be shipped.